Out Fox The $treet

  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 ...

PayPal has seen its stock fall below pre-Covid levels despite the company continuing to generate solid growth rates. The market doesn't appreciate the level of innovation taking place at the digital payment company with a massive TAM. PYPL stock trades at a massive discount at only 12x forward EPS estimates due to oddly low investor confidence. The market can be a perplexing place due to valuations being highly subjective and driven mainly by confounding financial metrics. A prime example of this issue is the depressed value of  PayPal Holdings  ( NASDAQ: PYPL ) despite knowledge of tough  Covid era comps while some tech giants have limited growth and off the charts investor confidence. My  investment thesis  is ultra Bullish on the stock of the digital payments company trading below pre-Covid levels. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details. 

PayPal reported another solid quarter for Q1. The digital payments company produces consistently strong and growing free cash flows. The stock offers a reasonable value back by huge stock buyback plans. My  last recommendation  on  PayPal Holdings  (NASDAQ: PYPL ) over a year ago was to buy the digital payments stock alongside a $2 billion share buyback. After a big rally, the company still signals value even with the market cap soaring beyond $55 billion. Please see the full article on Seeking Alpha. Disclosure: No position. Please review the disclaimer page for more details. 

PayPal is making strides to improve leverage after the split from eBay. Apple Pay, along with other payment options, are viable threats that are likely to cause volatility in the stock. The stock trades at an attractive valuation compared to the potential for digital payment growth that includes emergent mobile and P2P. The interesting part of the PayPal (NASDAQ: PYPL ) story is the digital payments provider has a business similar in size to MasterCard (NYSE: MA ). The payments network provider is generally seen as a bigger company due to the market valuation of nearly $110 billion, but both companies are on pace to soon pass an annual revenue run rate of $10 billion. Read the full article on Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Just about every day, a company releases news regarding the mobile payments area. Unfortunately for investors with only access to the public markets, the news tends to be from a private company and more importantly, the focus is usually on Square. For investors, a few opportunities exist via PayPal, a division of eBay Inc. (EBAY) and Intuit (INTU) . See original article from April regarding the different investment options. PayPal appears to have the best plan, but do investors get enough exposure from an investment in eBay with a market cap of $64B? Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.