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PayPal: Stablecoin Boost Ahead

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  • PayPal is positioned for strong growth with its PYUSD stablecoin and the PayPal World global wallet platform as major catalysts.
  • The company is leveraging its vast user base and partnerships to expand PYUSD's adoption, aiming to capture a larger share of the potential for a multi-trillion-dollar stablecoin market.
  • PayPal is delivering solid financial results, with 5% revenue growth, 18% EPS growth, and aggressive share buybacks enhancing shareholder value.
  • The stock only trades at 12x '26 EPS targets, and upcoming catalysts make me ultra bullish on the stock's long-term upside potential.
  • Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios. Learn More »

PayPal Holdings, Inc. (NASDAQ:PYPL) has a slow and steady growth profile with a major catalyst opportunity. The fintech continues progressing towards a dynamic commerce platform led by crypto via a leading stablecoin and an expansion to a global network of digital wallets. My investment thesis remains ultra Bullish on the stock, especially closer to the yearly lows while the company repurchases tons of stock.

Read the full article on Seeking Alpha. 

Disclosure: Long PYPL. Please review the disclaimer page for more details. 

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