PayPal Holdings stock has gained 36.1% in the past three months, driven by Total Payment Volume and Venmo growth, and a clearer strategic roadmap. The stock also received a boost from speculation surrounding a potential acquisition offer from Stripe and Advent International, which ultimately did not result in a transaction. PayPal reported second-quarter 2026 net revenues of $8.68 billion, up 5% year over year, while Total Payment Volume climbed 10% to $486.45 billion. Venmo's Total Payment Volume rose 14%, marking its seventh consecutive quarter of double-digit growth, and the company expects 2026 non-GAAP earnings per share of about $5.38, up from $5.31 in 2025. PayPal shares trade at a forward 12-month price-to-earnings ratio of 10.93 times, compared with the Zacks Financial Transaction Services industry's 18.85 times, and the Zacks Consensus Estimate for 2026 EPS has moved 5 cents upward to $5.37 over the past month.
PayPal Holdings IncVenmo Total Payment Volume rose 14%, seventh consecutive quarter of double-digit growth, driving overall TPV up 10%.
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