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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美東時間10月30日，多家華爾街大行更新了$PayPal (PYPL.US)$的評級，目標價介於85美元至110美元。
摩根大通分析師Tien Tsin Huang維持買入評級，並將目標價從80美元上調至90美元。
美銀證券分析師Jason Kupferberg維持持有評級，並將目標價從82美元上調至86美元。
花旗分析師Andrew Schmitt維持買入評級，維持目標價94美元。
巴克萊銀行分析師Ramsey El Assal維持買入評級，維持目標價92美元。
瑞士銀行分析師Timothy Chiodo維持持有評級，並將目標價從72美元上調至85美元。
此外，綜合報道，$PayPal (PYPL.US)$近期主要分析師觀點如下：
PayPal在Q3公告後的持續表現引人注目，儘管之前股價上漲，市場定位更密集，以及高預期。展望2024年，預計將成爲轉折年，當前估值和市場情緒被認爲可以對抗潛在下滑。
paypal更新了FY24的指導方針，在Branded Checkout中穩定中等個位數的增長，大大增加了對公司主要毛利潤催化劑的信心。此外，對2025年交易利潤增長的初步預期也在增長。
PayPal有望實現穩定的中等個位數毛利潤增長，每股收益可持續高個位數至低兩位數的增長。然而，增強Branded增長，增加Pay with Venom的利用率，以及開發Fastlane的舉措可能需要更長時間的耐心，可能一直到2025年末至2026年。
在Q3報告後，PayPal股票的市場反應爲下跌4%，考慮到該股最近的強勁表現，被認爲是一個積極信號。這是因爲投資者權衡了公司在關鍵交易利潤和調整後盈利方面超出共識預期的表現，導致FY24的預測改善。分析師指出，儘管財年2025年的財務預期似乎處於有利位置，對於運營業績的要求正在增加。
在PayPal第三季度盈利超出預期後，公司交易利潤增長加速。儘管預期由於利息收入減少帶來的增長在短期內放緩，管理層對第四季度的指導被認爲過於謹慎。
以下爲今日15位分析師對$PayPal (PYPL.US)$的最新投資評級及目標價：
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