KeyBanc on PayPal (PYPL): 'Expect Solid 4Q Print, but "Achievable" FY25 Guide That Could Disappoint Bulls'

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Bernstein explains why PayPal is a catalyst-rich battleground stock in 2025

January 30, 2025 6:00 PM EST

Bernstein analysts described PayPal (NASDAQ: PYPL) as a "catalyst-rich battleground stock" in 2025 in a note Thursday, highlighting both bullish and bearish factors that could drive volatility in the name.

While competitive pressures continue to weigh on its branded payments business, the firm pointed to potential upside from buybacks, operational expense cuts, and new management initiatives.

The stock path, however, is uncertain in 2025 due to the push/pull... More