PayPal (NASDAQ:PYPL) Cut to “Sell” at Rothschild & Co Redburn

Rothschild & Co Redburn downgraded shares of PayPal (NASDAQ:PYPL) from a neutral rating to a sell rating in a research note released on Wednesday morning, MarketBeat reports. They currently have $50.00 target price on the credit services provider’s stock.

PYPL has been the topic of several other research reports. UBS Group reduced their target price on shares of PayPal from $80.00 to $65.00 in a report on Wednesday, December 24th. HSBC reduced their price objective on PayPal from $93.00 to $72.00 and set a “buy” rating on the stock in a research note on Tuesday. Susquehanna lowered their target price on PayPal from $94.00 to $90.00 and set a “positive” rating for the company in a research note on Thursday, January 8th. President Capital reduced their price target on PayPal from $91.00 to $80.00 and set a “buy” rating on the stock in a research report on Tuesday, November 25th. Finally, Sanford C. Bernstein reiterated a “market perform” rating on shares of PayPal in a research report on Wednesday, December 17th. Twelve analysts have rated the stock with a Buy rating, twenty-four have issued a Hold rating and six have issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $73.10.

PayPal Stock Performance

Shares of NASDAQ PYPL opened at $52.69 on Wednesday. The stock’s 50-day moving average is $59.03 and its 200 day moving average is $65.50. The stock has a market cap of $49.30 billion, a price-to-earnings ratio of 10.56, a P/E/G ratio of 0.66 and a beta of 1.42. PayPal has a 1-year low of $52.06 and a 1-year high of $90.40. The company has a current ratio of 1.34, a quick ratio of 1.34 and a debt-to-equity ratio of 0.56.

PayPal (NASDAQ:PYPL) last issued its earnings results on Tuesday, October 28th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.20 by $0.14. The business had revenue of $8.42 billion during the quarter, compared to analyst estimates of $8.21 billion. PayPal had a return on equity of 25.64% and a net margin of 14.96%.PayPal’s revenue for the quarter was up 7.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.20 earnings per share. On average, sell-side analysts anticipate that PayPal will post 5.03 EPS for the current fiscal year.

Insider Buying and Selling

In other news, insider Suzan Kereere sold 4,162 shares of PayPal stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $59.84, for a total value of $249,054.08. Following the sale, the insider directly owned 30,983 shares in the company, valued at approximately $1,854,022.72. This trade represents a 11.84% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Aaron Webster sold 9,282 shares of the company’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $66.29, for a total value of $615,303.78. Following the transaction, the executive vice president owned 35,699 shares of the company’s stock, valued at approximately $2,366,486.71. This represents a 20.64% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 25,944 shares of company stock worth $1,725,233. Corporate insiders own 0.08% of the company’s stock.

Institutional Investors Weigh In On PayPal

A number of large investors have recently modified their holdings of PYPL. Hilltop National Bank purchased a new stake in PayPal in the second quarter worth about $27,000. MUFG Securities EMEA plc raised its position in shares of PayPal by 100.4% in the 2nd quarter. MUFG Securities EMEA plc now owns 385 shares of the credit services provider’s stock worth $29,000 after acquiring an additional 87,524 shares in the last quarter. Cloud Capital Management LLC purchased a new position in shares of PayPal in the 3rd quarter valued at approximately $30,000. Kelleher Financial Advisors bought a new stake in shares of PayPal during the third quarter valued at approximately $30,000. Finally, Torren Management LLC purchased a new stake in PayPal in the fourth quarter worth $31,000. Institutional investors own 68.32% of the company’s stock.

PayPal News Roundup

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Cantor Fitzgerald upgraded PayPal, offering a near-term supportive data point that some investors may view as a counterbalance to recent negative analyst actions. PayPal (NASDAQ:PYPL) Upgraded at Cantor Fitzgerald
• Positive Sentiment: Bullish commentary (The Motley Fool) argues 2026 could be a breakout year for PayPal driven by a large new partnership and product momentum—this is a thematic positive for longer-term investor sentiment. Prediction: 2026 Will Be the Year of PayPal
• Neutral Sentiment: Analysts and previews emphasize that PayPal’s Q4 earnings (Feb. 3) and forward guidance are the next major catalysts — results could swing the stock either way depending on volumes, margins and guidance. Paypal (PYPL) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
• Neutral Sentiment: Coverage highlighting PayPal’s role in shaping the Nasdaq-100 digital commerce narrative underscores strategic importance but is not an immediate price driver. PayPal (NASDAQ:PYPL) Shapes Nasdaq 100 Index Narrative on Digital Commerce
• Neutral Sentiment: Macro and industry discussions (e.g., bitcoin commentary from a former PayPal executive) are interesting context but have limited direct impact on PYPL near-term performance. Bitcoin Could Hit $1.1 Million To $1.5M, Former PayPal President Says
• Negative Sentiment: Rothschild & Co Redburn downgraded PayPal to a Sell/strong-sell stance — a high-profile downgrade that has been cited as a primary driver of the intraday weakness. Rothschild & Co Redburn Downgrades PayPal (NASDAQ:PYPL) to Sell
• Negative Sentiment: Multiple firms have trimmed targets or warned on volumes (HSBC cut its price target; Truist lowered its PT and flagged difficult volume comps), increasing downward pressure on consensus expectations. HSBC Lowers PayPal (NASDAQ:PYPL) Price Target to $72.00
• Negative Sentiment: Analyst-driven sell-side momentum has pushed shares to a new 52-week low and produced several short-term sell calls — accelerating the decline and higher trading volume. PayPal (NASDAQ:PYPL) Hits New 52-Week Low on Analyst Downgrade
• Negative Sentiment: Analysts and commentators note a ~23% three‑month slide driven by competition, tariffs and rising expenses; while product initiatives offer hope, near-term operational headwinds are pressuring multiples. PayPal Plunges 23.3% in 3 Months: Time to Buy, Sell or Hold the Stock?

About PayPal

PayPal Holdings, Inc operates a global digital payments platform that enables consumers and merchants to send and receive payments online, on mobile devices and at the point of sale. The company provides a broad set of payment solutions, including a digital wallet, merchant payment processing, checkout services, invoicing and fraud-management tools. PayPal’s platform is designed to support e-commerce, in-person retail and person-to-person transfers, targeting both individual consumers and businesses of varying sizes.

Key products and services in PayPal’s portfolio include the PayPal wallet and checkout ecosystem, the Venmo peer-to-peer mobile app, Braintree’s developer-focused payment gateway, Xoom for international money transfers, and PayPal Credit and buy-now-pay-later options.