PYPL is trading at $39.45, down 3.85% today, extending a 25.6% sell-off triggered by a Q4 earnings miss and disappointing 2026 guidance projecting flat to declining profits.
- Core business struggles are mounting as branded checkout growth decelerated to just 1% year-over-year, signaling increased competition and U.S. retail weakness.
- Investor confidence remains shaken despite a $6B buyback and the appointment of Enrique Lores as CEO, with additional pressure coming from a broader market retreat and sharp declines in cryptocurrency prices.