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PayPal Holdings, Inc. (PYPL): A Bull Case Theory

We came across a bullish thesis on PayPal Holdings, Inc. (PYPL) on Substack by Sergey. In this article, we will summarize the bulls’ thesis on PYPL. PayPal Holdings, Inc. (PYPL)'s share was trading at $66.32 as of April 29th. PYPL’s trailing and forward P/E were 16.62 and 13.26 respectively according to Yahoo Finance.

PayPal’s first-quarter 2025 earnings reveal a company in the midst of a multifaceted transformation, marked by disciplined execution, high-margin growth initiatives, and strategic innovation in payments and commerce infrastructure. Non-GAAP EPS rose 23%...