PYPLFinancial Services · Credit ServicesThe 43 Wall Street analysts covering PayPal Holdings, Inc. hold a median 12-month price target of $57 — +6.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 72 of 100 as at 12 Sept 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores PayPal Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (91): The business earns solid, repeatable profits on what it owns.
Accruals (33): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (5): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on PYPL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +6.1% from it.
Of the 20 most recent actions, 9 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 31 Aug 2026 | RBC Capital | Maintains | Outperform | $65 → $70 |
| 31 Aug 2026 | Truist Securities | Maintains | Hold | $62 → $53 |
| 28 Aug 2026 | Loop Capital | Maintains | Hold | $62 → $50 |
| 19 Aug 2026 | Truist Securities | Maintains | Hold | — |
| 19 Aug 2026 | Truist Securities | Maintains | Hold | $59 → $62 |
| 17 Aug 2026 | Piper Sandler | Maintains | Neutral | $42 → $59 |
| 17 Aug 2026 | Piper Sandler | Maintains | Neutral | — |
| 3 Aug 2026 | Cantor Fitzgerald | Maintains | Neutral | $54 → $60 |
| 3 Aug 2026 | Cantor Fitzgerald | Maintains | Neutral | — |
| 29 July 2026 | Baird | Maintains | Neutral | — |
| 29 July 2026 | Baird | Maintains | Neutral | $50 → $57 |
| 29 July 2026 | Barclays | Maintains | Equal-Weight | $55 → $57 |
| 29 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 29 July 2026 | BMO Capital | Maintains | Market Perform | — |
| 29 July 2026 | BMO Capital | Maintains | Market Perform | $46 → $56 |
| 29 July 2026 | Canaccord Genuity | Maintains | Hold | — |
| 29 July 2026 | Canaccord Genuity | Maintains | Hold | $55 |
| 29 July 2026 | Citigroup | Maintains | Neutral | $48 → $61 |
| 29 July 2026 | Citigroup | Maintains | Neutral | — |
| 29 July 2026 | JP Morgan | Maintains | Neutral | $46 → $65 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. PYPL appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 11 Sept 2026, PayPal Holdings, Inc. returned −19.3% against +17.5% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 58% of US stocks
Cheaper than 63% of US stocks
Cheaper than 41% of US stocks
Cheaper than 47% of US stocks
Higher than 38% of US stocks
Higher than 25% of US stocks
Higher than 56% of US stocks
Higher than 75% of US stocks
Higher than 77% of US stocks
Higher than 85% of US stocks
Higher than 74% of US stocks
Higher than 23% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
PayPal Holdings, Inc. has a market value of $46.0B and an enterprise value of $48.9B.
Revenue in the twelve months to 30 June 2026: $34.1B. The latest quarter grew 4.8% year on year.
Net income over the same four quarters: $4.9B, a 14.4% net margin.
Diluted earnings per share, trailing twelve months: $5.29.
Free cash flow in the twelve months to 30 June 2026: $6.6B.
PayPal Holdings, Inc. spent $6.1B on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 10.2×; forward P/E: 9.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.04%, paying out 8% of earnings.
PayPal Holdings, Inc. employs 23,800 people — $1.4M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own PayPal Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
PayPal is proceeding without a buyer after a proposed $50 billion-plus acquisition fell through this summer. CEO Enrique Lores is building a plan to operate the payments company as a stand-alone business.
Why it matters — The collapse of the deal and PayPal's shift to a stand-alone strategy will shape the company's direction and priorities going forward.
Zacks reported that PayPal is expanding its payment reach into tuition payments, buy-now-pay-later services, and merchant payments. This gives the company more ways to reach customers and grow.
Why it matters — A PYPL watcher would care because the expansion into new payment areas signals broader customer reach and potential growth avenues for the company.
PayPal's CEO Enrique Lores is advancing plans to transform the payments company independently after a $50 billion buyout stalled. He could earn a $25 million bonus if Wall Street supports his strategy.
Why it matters — PayPal watchers would care because the CEO's standalone transformation strategy and its reception on Wall Street could shape the company's direction given the stalled buyout.
PayPal (PYPL) shares rose 2.15% to close at $53.29 in the latest trading session, a move that came even as the broader market slipped. The increase followed the prior day's trading activity.
Why it matters — A share-price gain despite a weaker market may signal relative strength, which PYPL watchers would find notable for the stock's near-term performance.
The Motley Fool examines PayPal's stock, which has plummeted over the past five years and now trades roughly 80% below its record high. The article notes that while the stock appears cheap, PayPal's high-growth phase is over.
Why it matters — Investors following PayPal would be interested in the analysis of whether the stock's sharp decline represents a value opportunity despite the end of its high-growth era.
The 43 Wall Street analysts covering PayPal Holdings, Inc. have a median 12-month price target of $57, with estimates ranging from $36 to $80. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 43 analysts covering PayPal Holdings, Inc., 7 rate it a Buy, 33 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks PayPal Holdings, Inc. 72 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Sept 2026, PayPal Holdings, Inc. ranks 72 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (91 of 100).
No one can know that. What the data says: the median 12-month target from 43 analysts implies +6.1% from the last close, and Ticker Nerd's factor model ranks PayPal Holdings, Inc. 72 out of 100 as at 12 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering PayPal Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PYPL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $36 to $80 over the next 12 months.
PayPal Holdings, Inc. returned -19.3% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
PayPal Holdings, Inc. is a financial technology company that provides a digital payments platform for consumers and merchants worldwide.
The most recent item we track (PYMNTS, 14 Sept 2026): "PayPal's New CEO Bets on Going It Alone After $50 Billion Buyout Stalls". PayPal is proceeding without a buyer after a proposed $50 billion-plus acquisition fell through this summer. CEO Enrique Lores is building a plan to operate the payments company as a stand-alone business.
PayPal Holdings, Inc. is a financial technology company that provides a digital payments platform for consumers and merchants worldwide. PayPal Holdings, Inc. enables online and in-person payments, money transfers, and fund withdrawals through linked bank accounts, card networks, stored balances, and other payment sources. Its ecosystem includes well-known services such as PayPal, PayPal Credit, Braintree, Venmo, Xoom, Hyperwallet, Honey, and Paidy, supporting a wide range of use cases from checkout and peer-to-peer transfers to merchant processing and cross-border payments. The company serves individual users, small businesses, large enterprises, and platform partners across e-commerce, mobile commerce, and retail environments. Headquartered in San Jose, California, PayPal Holdings, Inc. plays a central role in digital commerce by helping businesses and consumers move money securely and efficiently across multiple channels.
CEO Mr. Enrique J. Lores · 23,800 employees · United States · https://www.paypal.com
