On Oct 30, major Wall Street analysts update their ratings for $PayPal (PYPL.US)$, with price targets ranging from $85 to $110.
J.P. Morgan analyst Tien Tsin Huang maintains with a buy rating, and adjusts the target price from $80 to $90.
BofA Securities analyst Jason Kupferberg maintains with a hold rating, and adjusts the target price from $82 to $86.
Citi analyst Andrew Schmitt maintains with a buy rating, and maintains the target price at $94.
Barclays analyst Ramsey El Assal maintains with a buy rating, and maintains the target price at $92.
UBS analyst Timothy Chiodo maintains with a hold rating, and adjusts the target price from $72 to $85.
Furthermore, according to the comprehensive report, the opinions of $PayPal (PYPL.US)$'s main analysts recently are as follows:
PayPal's consistent performance post Q3 announcement is noted, despite prior stock appreciation, denser market positioning, and high anticipations. Looking ahead to 2024, which is anticipated to be a pivot year, current valuation and market sentiment are believed to provide a buffer against potential declines.
PayPal's updated FY24 guidance, accompanied by stable mid-single digit growth in Branded Checkout, has instilled a moderately increased confidence in the company's primary gross profit catalyst moving forward. Additionally, there are preliminary anticipations for growth in transaction margin dollars in 2025.
PayPal is positioned to achieve steady mid-single digit gross profit growth with a sustainable high-single to low-double digit growth in earnings per share. However, initiatives to enhance Branded growth, increase Pay with Venom utilization, and develop Fastlane are anticipated to necessitate a prolonged period of patience, potentially until late 2025 to 2026.
Following the Q3 report, the market's reaction to PayPal shares, which closed down 4%, is considered a positive sign given the stock's recent robust performance. This comes as investors weigh the company's performance which surpassed consensus expectations on key transaction margin dollars and adjusted earnings, leading to an improved forecast for FY24. Analysts note that while the financial expectations for fiscal 2025 appear to be well-positioned, the demands for operational excellence are increasing.
Following PayPal's third-quarter earnings surpassing expectations, there was an observed acceleration in the growth of the company's transaction margin dollars. Despite the anticipation of a near-term deceleration in growth as a result of diminishing gains from interest income, the guidance provided by management for the fourth quarter is perceived as unduly cautious.
Here are the latest investment ratings and price targets for $PayPal (PYPL.US)$ from 15 analysts:
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美东时间10月30日，多家华尔街大行更新了$PayPal (PYPL.US)$的评级，目标价介于85美元至110美元。
摩根大通分析师Tien Tsin Huang维持买入评级，并将目标价从80美元上调至90美元。
美银证券分析师Jason Kupferberg维持持有评级，并将目标价从82美元上调至86美元。
花旗分析师Andrew Schmitt维持买入评级，维持目标价94美元。
巴克莱银行分析师Ramsey El Assal维持买入评级，维持目标价92美元。
瑞士银行分析师Timothy Chiodo维持持有评级，并将目标价从72美元上调至85美元。
此外，综合报道，$PayPal (PYPL.US)$近期主要分析师观点如下：
paypal在Q3公告后持续良好的表现受到关注，尽管之前股价上涨，市场定位更密集，预期较高。展望2024年，预计将是一个转折年，目前的估值和市场情绪被认为可以提供一定的缓冲以应对潜在的下降。
paypal更新了FY24的指引，伴随着Branded Checkout稳定的中等个位数增长，进一步增加了对公司主要毛利润增长动力的信心。此外，预计2025年交易利润美元将有增长。
paypal定位为实现稳定的中等个位数毛利润增长，每股收益可持续高个位数到低两位数的增长。然而，为增加品牌增长、增加Venom支付利用率和开发Fastlane的举措预计需要一个较长的耐心时期，可能一直延续到2025年底或2026年。
在Q3报告后，paypal股票收市下跌4%，考虑到股票最近的强劲表现，市场对此表示肯定。这是因为投资者正在权衡公司的表现，公司在关键交易利润美元和调整后收益方面超出了共识预期，为FY24的预测提供了改善。分析师指出，尽管财年2025的财务预期似乎处于良好位置，对于运营卓越的需求正在增加。
在paypal第三季度收益超出预期后，公司交易利润美元增长加速。尽管由于利息收入的减少而预期短期增长放缓，但管理层提供的第四季度指引被认为过分谨慎。
以下为今日15位分析师对$PayPal (PYPL.US)$的最新投资评级及目标价：
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