PayPal customers can easily collect and manage funds with friends and family for things like group gifts, travel, special events, and more in the PayPal app.SAN JOSE, Calif., Nov. 14, 2024 /PRNewswire/ -- Today, PayPal announced a new experience that gives customers an easy way to pool money with friends and family for group gifts, travel, special events or other shared expenses. Rolling out globally across the US, Germany, Italy and Spain, the new experience gives customers the ability to set up a pool in ...

核心观点 - 长期持有(HODL)无法产生显著的超额收益(alpha)或维持高夏普比率(Sharpe ratio) 寻求阿尔法(Seeking Alpha)需要积极管理并最小化机会成本 投资者应明白寻求高正回报不一定意味着产生高阿尔法 [1] 无相关投资情况 - 分析师无在提及公司的股票期权或类似衍生品头寸 且72小时内无计划建立头寸 文章为分析师独立撰写 除来自Seeking Alpha外无报酬 与文章提及股票的公司无业务关系 [2] 关于Seeking Alpha的说明 - 过去表现不保证未来结果 未给出投资是否适合特定投资者的推荐或建议 上述观点可能不反映Seeking Alpha整体观点 Seeking Alpha不是持牌证券交易商经纪商美国投资顾问或投资银行 分析师为第三方作者包括专业和个人投资者 可能未被任何机构或监管机构许可或认证 [3]

公司估值情况 - PayPal（PYPL）股票价值评分B在Zacks互联网软件中较便宜[1] - 其远期12个月市盈率为17.91倍，相比行业34.87倍有显著折扣[1] 公司股票表现 - 今年迄今为止公司股票回报率为41.6%，优于Zacks计算机和技术板块的30%以及行业的29.8%[3] - 公司股票交易价格高于50日和200日移动平均线，呈牛市趋势[4] 公司业务情况 - 公司总支付量同比增长9%，在2024年第三季度达到4226.41亿美元[5] - 公司总活跃账户同比增长1%至4.32亿，每个活跃账户的支付交易为6140万，同比增长9%[6] - 交易利润为37亿美元，报告基础上增长超过8%，不计客户余额利息增长超过6%[6] - 先买后付（Buy Now, Pay Later）使用量增长15% - 20%[6] - 公司推出Fastlane提升访客结账体验，自8月推出以来，1000多家商家使用[7] - 公司在包括中国和中国香港在内的新地区推出PayPal Complete Payments，2025年将扩展到更多市场[8] 公司合作伙伴情况 - 公司合作伙伴包括Fiserv、Adyen、亚马逊（AMZN）、Global Payments和Shopify（SHOP）等[9] - 公司成为Shopify Payments在美国的额外处理器，其品牌结账解决方案已集成到Shopify Payments中[10] - 公司与亚马逊合作，2025年将让Prime会员可关联亚马逊和PayPal账户[11] - 公司与苹果和谷歌合作，将Venmo借记卡与Apple Pay和Google Pay集成[11] - 公司是Meta Platforms（META）旗下应用全球广告商和消费者的主要支付方式[12] 公司盈利预期情况 - 2024年公司预计非GAAP收益较2023年有高十几的增长（高于之前低到中十几的增长预期）[13] - 目前Zacks对每股收益的共识估计为4.56美元，较2023年报告数字下降10.59%，但过去30天提高了3.2%[13] - 目前对营收的共识标记为316.7亿美元，较2023年报告数字增长6.39%[13] - 2024年公司预计交易利润美元增长为中个位数[14] - 2024年第四季度公司预计营收低个位数增长，Zacks对营收的共识估计为82.5亿美元，同比增长2.83%[14] - 2024年第四季度非GAAP收益预计同比低到中个位数下降[14] - 目前Zacks对2024年第四季度每股收益的共识估计为1.11美元，较上年同期下降25%，但过去30天收益数字增加了几分[15] 投资者相关情况 - 公司强大的业务组合、不断扩大的合作伙伴基础和低廉的估值对长期投资者有吸引力[16] - 公司预计2024年第四季度及2025年Braintree交易量和营收增长较低，营销支出导致非交易运营费用增加将影响2024年第四季度利润，2024年非交易运营费用预计低个位数增长且2025年可能延续这一趋势[17] - 公司目前Zacks排名为3（持有），可能需等待更有利的入场点[18]

PayPal's latest results show that management's efficiency efforts are paying off.PayPal Holdings (PYPL -0.07%) recently reported its third-quarter earnings, and user growth continues to be sluggish. However, management has made some big moves that aren't reflected in the numbers yet, and you might be surprised at how much more efficient the business has become.*Stock prices used were the midday prices of Nov 4, 2024. The video was published on Nov 5, 2024. ...

Since our last coverage , PayPal Holdings, Inc. (NASDAQ: PYPL ) has appreciated by 11%, surpassing our prior short-term target of $80. We revise our year-end technical target to $96 in light of continued fundamental improvements. Further supporting its bullish case, PayPal’s forwardYiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Charte ...

核心观点 - 公司Tech Contrarians的华尔街分析师团队在PayPal 2024财年第三季度财报营收未达预期且运营费用高于预期导致股价下跌和相对强弱指数下降后将其评级从持有上调为买入 [1] 相关目录总结 - 无相关内容可总结

This is the kind of trend that can lift the stock price long-term.In the long-term investing world, one will often hear the phrase, "Watch the business, not the stock price." And one of the great things about the stock market is that publicly traded companies are required to disclose certain financial information. It makes watching the business very possible.However, investors should be aware that any company could report good numbers in a given quarter. But it may just be a one-time anomaly. By contrast, i ...

After PayPal Holdings, Inc. (NASDAQ: PYPL ) was almost declared dead and a terrible investment in the last few quarters (after the stock declined more than 80% from its previous all-time high), it seems now like sentiment is slowly turning around and everybodyMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraint ...

My previous bullish thesis about PayPal's (NASDAQ: PYPL ) stock aged well, as the stock rallied by more than 21% since August. The company recently released its Q3 2024 earnings, which I have analyzed in deep detail.I am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, ...

文章核心观点 - 财科技公司PayPal Holdings, Inc.(纳斯达克股票代码:PYPL)在上月底公布了第三季度的财报,在某些方面表现非常出色 [1] - 该公司的活跃账户增长了1%至4.32亿个,这是自2023年第一季度以来的首次季度增长 [1] 公司表现 - 公司的活跃账户数量增长了1%至4.32亿个,这是自2023年第一季度以来的首次季度增长 [1] 行业动态 - 作为一名资深研究分析师,我专注于行业和公司的研究,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [2] - 我关注高科技和早期成长型公司的发展动态,撰写行业动态和重大新闻,为读者提供充分的研究和投资机会 [2]