PayPal stock has risen roughly 51% since February 11, 2026, more than the S&P 500's 13%, Visa's 11%, and Shopify's 34% over the same stretch. The run began days after the company announced it would replace its chief executive and reported online branded checkout volume growth of 1% on a currency-neutral basis for fiscal Q4 2025. PayPal reported Venmo revenue growth of more than 20% for its fiscal Q2 2025, on volume up 12%, and buy now, pay later volume growth of more than 20%, while online branded checkout volume grew 5% on a currency-neutral basis. PayPal published those fiscal Q4 2025 results on February 3, 2026, with Venmo revenue growing about 20% to $1.7 billion in 2025, excluding interest income, and its Enterprise Payments arm delivering seven consecutive quarters of profitable growth. Management said those two, once small contributors to profitability, drove nearly half of the company's 6% transaction margin dollar growth in 2025. PayPal raised full-year 2026 guidance for transaction margin dollars and non-GAAP earnings per share on July 28, 2026, even as second-quarter non-GAAP earnings per share declined 1%, now expecting approximately $14.5 billion of those dollars excluding interest on customer balances. The shares still sit at $60.59, well below the $79.22 top of a trailing 52-week range whose low is $38.46.
PayPal Holdings IncPayPal raised full-year 2026 guidance for transaction margin dollars and non-GAAP EPS, and reported strong Venmo and BNPL growth.
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