WEBVTT

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<v Speaker 1>PayPal doesn't break character in late December. According to TS

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<v Speaker 1>two tech, the stock finished the regular session on Tuesday

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<v Speaker 1>December twenty three at about fifty nine United States dollars

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<v Speaker 1>and forty one United States cents per share, slipping less

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<v Speaker 1>than one percent on the day as the broader market

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<v Speaker 1>hit new highs. Volume was roughly twelve point one five

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<v Speaker 1>million shares, which TS two tech notes is broadly in

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<v Speaker 1>line with recent typical trading activity, so this was not

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<v Speaker 1>a padda day or a melt up, more normal session

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<v Speaker 1>with a mild negative tilt in after hours trading. The

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<v Speaker 1>same TS two tech update, citing investing dot com reports

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<v Speaker 1>that PayPal shares hovered around fifty nine United States dollars

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<v Speaker 1>and forty cents, essentially flat, saying that traders are waiting

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<v Speaker 1>for the next catalyst rather than reacting to something urgent overnight. Fundamentally,

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<v Speaker 1>PayPal has been trying to change the narrative. Investing dot

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<v Speaker 1>Com reports that in the third quarter twenty twenty five,

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<v Speaker 1>PayPal delivered earnings per share of one United States dollar

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<v Speaker 1>and thirty four cents versus expectations around one United States

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<v Speaker 1>dollar and twenty cents, along with revenue of about eight

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<v Speaker 1>point four to two billion United States dollars that modestly

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<v Speaker 1>top forecasts, and the stock jumps strongly in pre market

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<v Speaker 1>trading after that release. Analyst sentiment, however, remains split. Simply.

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<v Speaker 1>Wall Street notes that as of late December, roughly thirty

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<v Speaker 1>three analysts have an average twelve month price target near

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<v Speaker 1>seventy eight United States dollars and forty eight cents, with

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<v Speaker 1>the highest at one hundred twenty United States dollars and

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<v Speaker 1>the lowest at fifty one United States dollars, implying upside

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<v Speaker 1>of a little more than thirty percent from the recent price,

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<v Speaker 1>but with wide disagreement. Market Beat and the TS two

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<v Speaker 1>Tech Recap both highlight that some firms remain cautious. For example,

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<v Speaker 1>TS two Tech cites a Morgan Stanley downdrad to an

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<v Speaker 1>underweight rating with a price target of five fifty one

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<v Speaker 1>United States dollars based on concerns about slowing branded checkout growth,

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<v Speaker 1>margin pressure, and challenges monetizing Venmo, even as others, including

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<v Speaker 1>a recent Seeking Alpha note, have moved to a strong

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<v Speaker 1>by view and frame PayPal as a turnaround value story. Overall,

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<v Speaker 1>that leaves PayPal trading around the high fifty United States

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<v Speaker 1>dollar range on average volume, with solid recent earnings, but

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<v Speaker 1>a market that is still debating whether this is an

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<v Speaker 1>undervalued recovery play or a maturing, structurally challenged payments incumbent.

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<v Speaker 1>Thank you for tuning in and do not forget to subscribe.

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<v Speaker 1>This has been a quiet please production. For more check

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