PayPal (PYPL) – Research Analysts’ Recent Ratings Changes

A number of research firms have changed their ratings and price targets for PayPal (NASDAQ: PYPL):

• 1/26/2026 – PayPal is now covered by analysts at Cantor Fitzgerald. They set a “neutral” rating and a $60.00 price target on the stock.
• 1/22/2026 – PayPal had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 1/20/2026 – PayPal was given a new $58.00 price target on by analysts at Truist Financial Corporation.
• 1/18/2026 – PayPal was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating.
• 1/16/2026 – PayPal was given a new $65.00 price target on by analysts at Stephens.
• 1/15/2026 – PayPal had its “hold” rating reaffirmed by analysts at Raymond James Financial, Inc..
• 1/14/2026 – PayPal had its price target lowered by analysts at Piper Sandler from $76.00 to $74.00. They now have a “neutral” rating on the stock.
• 1/13/2026 – PayPal was downgraded by analysts at Daiwa Capital Markets from an “outperform” rating to a “neutral” rating. They now have a $61.00 price target on the stock, down previously from $77.00.
• 1/13/2026 – PayPal had its price target lowered by analysts at Compass Point from $56.00 to $55.00. They now have a “sell” rating on the stock.
• 1/12/2026 – PayPal had its price target lowered by analysts at TD Cowen from $80.00 to $65.00. They now have a “hold” rating on the stock.
• 1/12/2026 – PayPal was downgraded by analysts at Daiwa Capital Markets from a “strong-buy” rating to a “hold” rating.
• 1/10/2026 – PayPal was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating.
• 1/8/2026 – PayPal had its price target lowered by analysts at Susquehanna from $94.00 to $90.00. They now have a “positive” rating on the stock.
• 1/7/2026 – PayPal had its “hold” rating reaffirmed by analysts at Jefferies Financial Group Inc..
• 1/6/2026 – PayPal had its price target lowered by analysts at The Goldman Sachs Group, Inc. from $72.00 to $65.00. They now have a “sell” rating on the stock.
• 1/5/2026 – PayPal had its price target lowered by analysts at Citigroup Inc. from $78.00 to $60.00. They now have a “neutral” rating on the stock.
• 1/5/2026 – PayPal was downgraded by analysts at Monness Crespi & Hardt from a “buy” rating to a “neutral” rating.
• 12/24/2025 – PayPal had its price target lowered by analysts at UBS Group AG from $80.00 to $65.00.
• 12/22/2025 – PayPal had its price target lowered by analysts at Mizuho from $84.00 to $75.00. They now have an “outperform” rating on the stock.
• 12/19/2025 – PayPal had its “buy” rating reaffirmed by analysts at Jefferies Financial Group Inc..
• 12/17/2025 – PayPal had its “market perform” rating reaffirmed by analysts at Sanford C. Bernstein.
• 12/12/2025 – PayPal had its “neutral” rating reaffirmed by analysts at Robert W. Baird. They now have a $66.00 price target on the stock, down previously from $83.00.
• 12/12/2025 – PayPal was downgraded by analysts at Robert W. Baird from a “strong-buy” rating to a “hold” rating.
• 12/11/2025 – PayPal had its “neutral” rating reaffirmed by analysts at Bank of America Corporation. They now have a $68.00 price target on the stock, down previously from $93.00.
• 12/9/2025 – PayPal had its price target lowered by analysts at Wells Fargo & Company from $74.00 to $67.00. They now have an “equal weight” rating on the stock.
• 12/9/2025 – PayPal had its price target lowered by analysts at Compass Point from $66.00 to $56.00. They now have a “sell” rating on the stock.
• 12/8/2025 – PayPal had its price target lowered by analysts at Evercore ISI from $75.00 to $65.00. They now have an “in-line” rating on the stock.
• 12/6/2025 – PayPal was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating.
• 12/5/2025 – PayPal had its price target lowered by analysts at Deutsche Bank Aktiengesellschaft from $75.00 to $65.00. They now have a “hold” rating on the stock.
• 12/4/2025 – PayPal had its “neutral” rating reaffirmed by analysts at JPMorgan Chase & Co.. They now have a $70.00 price target on the stock, down previously from $85.00.
• 12/2/2025 – PayPal had its price target lowered by analysts at BNP Paribas Exane from $71.00 to $69.00. They now have a “neutral” rating on the stock.

Insider Transactions at PayPal

In other news, EVP Aaron Webster sold 9,282 shares of the stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $66.29, for a total value of $615,303.78. Following the transaction, the executive vice president directly owned 35,699 shares of the company’s stock, valued at approximately $2,366,486.71. This represents a 20.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Chris Natali sold 1,374 shares of the company’s stock in a transaction that occurred on Thursday, October 30th. The shares were sold at an average price of $69.13, for a total value of $94,984.62. The SEC filing for this sale provides additional information. Insiders have sold a total of 36,156 shares of company stock worth $2,432,524 in the last 90 days. 0.08% of the stock is owned by company insiders.

PayPal Holdings, Inc operates a global digital payments platform that enables consumers and merchants to send and receive payments online, on mobile devices and at the point of sale. The company provides a broad set of payment solutions, including a digital wallet, merchant payment processing, checkout services, invoicing and fraud-management tools. PayPal’s platform is designed to support e-commerce, in-person retail and person-to-person transfers, targeting both individual consumers and businesses of varying sizes.

Key products and services in PayPal’s portfolio include the PayPal wallet and checkout ecosystem, the Venmo peer-to-peer mobile app, Braintree’s developer-focused payment gateway, Xoom for international money transfers, and PayPal Credit and buy-now-pay-later options.