PayPal (PYPL) Stock Gets Fair Value Bump As Analysts Weigh Takeover Uncertainty
Bailey Pemberton
Sat, 18 July 2026 at 9:48 am GMT+5:30
3 min read
- PYPL
-0.30%
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PayPal Holdings is back in focus as analysts adjust their price targets, with fair value estimates now set at US$52.42 per share compared with the previous US$51.35. Behind these shifts, recent research reflects a split view, where some analysts lean on takeover speculation and corporate activity, while others question how much potential upside is already reflected. As you read on, you will see how to track these changing assumptions and what they might mean for following the evolving narrative around PayPal.
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What Wall Street Has Been Saying
🐂 Bullish Takeaways
Cantor Fitzgerald argues that a US$70 per share offer might better reflect PayPal Holdings’ intrinsic value, suggesting more headroom than the reported US$60.50 bid implies
Barclays upgraded PayPal to Equal Weight from Underweight with a US$55 price target, citing limited downside in the near term as M&A speculation supports the stock
Canaccord raised its PayPal price target to US$55 from US$42, indicating that some analysts see more constructive value in the company even as they highlight operational work still ahead
🐻 Bearish Takeaways
Morgan Stanley, with a US$34 price target and Underweight rating, views a sale to Stripe and Advent as the most credible way to realize value, citing what it describes as limited standalone options to improve growth for PayPal
BofA removed its rating and target and highlighted that PayPal’s share price may be driven more by further M&A headlines than by fundamentals, underlining uncertainty around execution and long term growth drivers
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives!
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How This Changes the Fair Value For PayPal Holdings
Fair value estimate for PayPal Holdings is now US$52.42 per share, compared with the previous US$51.35
Long term revenue growth assumption is now 4.01%, compared with 4.04% previously
Projected net profit margin is now 12.46%, compared with the earlier 12.61% assumption
Future P/E multiple is now 9.78x, compared with 9.50x before
Discount rate assumption is now 7.59%, compared with 7.73% previously
