PayPal Holdings, Inc.
PYPL · Financial Services
$52.40
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Palantir Billionaire Peter Thiel Just Bought Shares of This AI Stock That’s Climbed 200,000% Since Its IPO -- And It’s His Top Position.
Peter Thiel's investment fund deployed over $418 million across eight stocks, with Amazon becoming his top position at 28% of his portfolio after purchasing 495,000 shares. Thiel also invested in several energy companies. Amazon benefits from AI as a user, developer, and seller of the technology, with its AI chips and AI products generating over $25 billion in annual run rates, while the company trades at 20x forward earnings.
Intuit or PayPal: Which Fintech Is Built for Future Growth?
Intuit and PayPal are both investing heavily in AI and expanding their financial services ecosystems. However, Intuit appears better positioned for long-term growth with stronger revenue growth (14% YoY), broader cross-selling opportunities, and more established growth engines across QuickBooks, payments, and mid-market solutions. PayPal is undergoing a multiyear transformation focused on Venmo, BNPL, and financial services, but faces slower growth (5% YoY) and execution challenges. Both stocks carry a Zacks Rank #3 (Hold) rating.
Why PayPal Stock Just Crashed
PayPal rejected a $60.50 per share acquisition offer from Stripe, Advent, and Block worth $53 billion, seeking higher compensation. After the bidders withdrew their offer, PayPal stock plummeted 12% to $54. However, the stock remains fairly valued at under 12x earnings with potential for future acquisition interest.
Block Pushes Square Further Into Restaurants: Can Growth Accelerate?
Block's Square division is expanding its restaurant business with partnerships like Cascadia Pizza Co., OpenTable, and The Baked Bear. In Q2 2026, Square's food-and-beverage GPV grew 20% and overall gross profit increased 13% to $1.16 billion. Block reported strong profitability with $3.17 billion gross profit and expects $12.51 billion in full-year 2026 gross profit. Competitors PayPal and Adyen are also expanding their payment partnerships in the restaurant and software sectors.
Why Is Paypal (PYPL) Up 5.9% Since Last Earnings Report?
PayPal reported Q2 2026 earnings of $1.38 EPS (beating estimates by 7.81%) and revenues of $8.68 billion (up 5% YoY), driven by strong TPV growth of 10% and momentum in Venmo and Braintree. However, operating margins contracted 248 basis points due to continued investment spending. Despite raising full-year guidance, estimate revisions have trended downward over the past month, resulting in a Zacks Rank #3 (Hold) rating.