PayPal Q2 Earnings Smash Expectations -- But Here's Why the Stock Sank
Warning! GuruFocus has detected 4 Warning Sign with PYPL.
The payments leader reported adjusted earnings of $1.40 per share, beating the $1.30 consensus. Transaction margin dollars rose 7% to $3.8 billion (8% excluding customer?balance interest). Active accounts edged up 2%, while transactions per account climbed 4%. Branded experiences TPV, covering PayPal and Venmo checkouts plus debit and tap?to?pay methods, grew 8%.
Management raised 2025 guidance for transaction margin dollars to $15.35 billion$15.5 billion and adjusted EPS to $5.15$5.30, above FactSet's $5.11 estimate.
Shares drifted lower after the company's upbeat numbers failed to offset investor concerns over intensifying competition from digital?banking rivals and pressure on fee margins. Rising interest rates also weigh on consumer spending, while high valuation leaves limited upside after six straight profitable quarters. Analysts note that PayPal's pivot into crypto and stablecoin may carry regulatory uncertainties that temper enthusiasm.
CEO Alex Chriss said PayPal remains on a beat?and?raise trajectory, driven by innovations like its dollar?pegged stablecoin and expanded merchant services. Still, near?term macro headwinds and market rotation into value names have weighed on the stock.
This article first appeared on GuruFocus.
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