PayPal Holdings (PYPL) closed at $41.15 on February 9, 2026, marking a 1.81% daily gain. This follows a sharp 20.31% decline on February 3, 2026, triggered by a weak adjusted EPS outlook for the coming year. The company also announced the appointment of Enrique Lores as CEO, effective March 1, 2026.
Fourth-quarter 2025 results reported non-GAAP EPS of $1.23, a 3% increase year-over-year. Share repurchases primarily drove this earnings growth. However, 2026 guidance projects a mid-single-digit decline in Q1 EPS. Management cited lower interest income from Federal Reserve rate cuts and increased internal investments as primary headwinds.
The stock currently trades at 7.5x 2025 EPS. PayPal maintains a net cash position to support ongoing share buybacks. Analysts hold a consensus rating of Hold with a price target of $52.41, representing a 31% potential upside. Recent minor movements in Bitcoin (-0.05%) and Ethereum (+0.10%) did not significantly impact the stock's performance.