PayPal raises FY26 non-GAAP EPS guidance to approximately $5.38
Company reaffirms FY26 GAAP EPS guidance for mid-single digit decline
PayPal expects 3Q26 GAAP and non-GAAP EPS to decline low-single digit percent
Overview
Payments platform's Q2 revenue rose 5%, beating analyst expectations
Adjusted EPS for Q2 beat analyst expectations
Company repurchased $1.5 bln of shares in Q2
Result drivers
Branded checkout stabilization - Company said branded checkout business has further stabilized, supporting overall performance
Venmo and Braintree momentum - Company cited strong momentum in Venmo and Braintree as contributing to Q2 results
Business model diversification - Company said it is diversifying through financial services as part of its transformation plan
Analyst coverage and valuation
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 10 "strong buy" or "buy", 32 "hold" and 4 "sell" or "strong sell"
PYPL•
