Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

US · 26 entries · 24 publications

PYPL

Paypal

Entries
26
Bullish
4
Bearish
0
First
Feb 5, 2025
Latest
Sep 3, 2026

▲ 4 bullish ▼ 0 bearish · 22 no stance

More bullish than bearish among those that state a stance.

Jan 25 – Oct 26 · per month

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Timeline

Newest to oldest
  1. September 2026 1 entry
  2. August 2026 2 entries
  3. July 2026 3 entries

    Substack · Hidden Rock Capital's Newsletter · Hidden Rock Capital

    Thoughts on PayPal Buyout Offer

    PayPal received a buyout offer...what happens next?

    PYPL573 words

    Since publication −1.0% α −2.3 pp vs S&P 500 · USD

  4. June 2026 2 entries
  5. April 2026 1 entry
  6. February 2026 6 entries

    Substack · Hazelnuts Research · Hazelnuts Research, Sensus Capital Research

    PayPal ($PYPL): Two Research Desks, One Honest Conversation

    Sensus Capital Research × Hazelnuts Research dissect the Q4 FY2025 earnings disaster, the CEO firing, and whether $38 billion is a floor or a trapdoor.

    PYPL4,375 words

    Since publication +34.8% α +22.6 pp vs S&P 500 · USD

  7. January 2026 1 entry

    Substack · SaluInvest | Albert Saludes · Albert Saludes

    [$PYPL] PayPal: La Autopsia de un Gigante (y su Yield "oculto" del 11%)

    Todos ven un "dinosaurio", pero los números gritan otra cosa. Así funciona el "Caníbal Corporativo" que se está comiendo sus propias acciones a mitad de precio.

    PYPLES1,802 words

    Since publication −7.3% α −18.5 pp vs S&P 500 · USD

  8. December 2025 3 entries
  9. October 2025 1 entry

    Blogs · ValueWalk

    PayPal Does Something Its Never Done Before, Stock Soars 13%

    PayPal, the long-time leader in online payments, saw its stock price soar some 13% on Tuesday after it released robust third quarter results and elevated its outlook.

    PYPLshort602 words

    Since publication −24.7% α −36.1 pp vs S&P 500 · USD

  10. August 2025 1 entry

    Institutional · eToro

    Deep Dive: PayPal Looks for Answers

    The Daily Breakdown takes a deep dive on PayPal, which just sold off after reporting earnings. Is Wall Street right or wrong on this one? Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each…

    PYPLshort704 words

    Since publication −19.4% α −40.5 pp vs S&P 500 · USD

  11. July 2025 1 entry
  12. June 2025 2 entries
  13. April 2025 1 entry

    Blogs · ValueWalk

    PayPal Earnings Spike 56% in Q1 as Stock Jumps 2%

    In the first quarter, PayPal generated $7.8 billion in revenue, a 1% year-over-year increase. However, it saw earnings soar 56%. Here’s why.

    PYPLshort623 words

    Since publication −17.1% α −55.1 pp vs S&P 500 · USD

  14. February 2025 1 entry

    Substack · BlackSwan Investor

    Investment update on PayPal #1

    A discussion on Q4 2024 Earnings Implications

    PYPL1,344 words

    Since publication −30.6% α −57.2 pp vs S&P 500 · USD

There are 13 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.