Bank of America reinstated coverage of PayPal, assigning a Neutral rating and setting a $48 price target. Analysts highlighted slowing growth in branded checkout, resilient cash flow and potential acquisition interest from Stripe, while noting that card networks maintain stronger risk-adjusted profiles.

PayPal faces a securities class action with an April 20, 2026 deadline for investors to apply for lead plaintiff status if they purchased shares between February 25, 2025 and February 2, 2026. The outcome could result in financial liability or reputational impact depending on the case’s findings.