Analyst Patience Wears Thin as PayPal Faces Critical Juncture

PayPal finds itself at a pivotal moment, though not for positive reasons. Market experts are growing increasingly impatient as the payment giant continues to struggle with delivering on its promised turnaround. Wolfe Research has downgraded the company’s shares from “Outperform” to “Peer Perform,” simultaneously slashing its price target significantly from $85 to a range of $70-$80. The central concern remains unanswered: when will the anticipated recovery finally materialize?

The company faces mounting challenges across several business segments. Competitors continue to capture market share in the rapidly expanding “buy now, pay later” sector, while PayPal’s “Pay with Venmo” initiative requires substantial expansion to deliver meaningful growth contributions. According to analysts, achieving success in these growth areas will demand “stronger engagement”—industry... Read more...