Paypal Holdings Stock Price, News & Analysis

PayPal (NASDAQ: PYPL) announced on Oct. 6, 2025 a limited-time holiday rewards promotion: U.S. customers earn 5% cash back on eligible PayPal Buy Now Pay Later (BNPL) purchases from now through the end of the year, the PR states.

The company also said it is introducing Pay Monthly for in-store use in the U.S., with customers applying in the PayPal app, receiving a single-use virtual card that can be added to a mobile wallet and used within 24 hours. The PR cites consumer data: 60% of shoppers report increased holiday financial stress and >80% of BNPL users/considerers are open to using BNPL for holiday shopping.

PayPal's (NASDAQ:PYPL) Venmo has announced a strategic Name, Image, and Likeness (NIL) partnership with Penn State Quarterback Drew Allar to launch a new Penn State-branded Venmo Debit Mastercard. The initiative extends to multiple Big Ten universities, offering students and fans exclusive rewards including up to 15% cashback with select partners, a free 12-month Perplexity Pro trial, and 40% off Big Ten Plus subscriptions.

The company is also introducing Venmo Hall, a new fan experience debuting at Penn State's 'White Out' game, featuring watch parties, merchandise, meet-and-greets, and live performances. The activation will tour nationwide, visiting Michigan State, University of Michigan, and Rutgers University. This launch is supported by a comprehensive marketing campaign across multiple channels, showcasing Venmo's expansion beyond peer-to-peer payments into everyday commerce.

PayPal (NASDAQ: PYPL) has announced a significant two-year agreement with Blue Owl Capital, where Blue Owl managed funds will purchase approximately $7 billion of PayPal's U.S. "Pay in 4" BNPL receivables. PayPal will maintain control of customer-facing activities, including underwriting and servicing.

The company's BNPL solutions have shown strong performance, with global payment volume exceeding $33 billion in 2024, representing a 21% year-over-year increase. Consumer orders using BNPL average 80% higher value than standard transactions. This strategic move aligns with PayPal's balance sheet-light model for credit and is already included in the company's Q3 and full-year 2025 guidance.

PayPal (NASDAQ:PYPL) and Google have announced a significant multiyear strategic partnership aimed at transforming digital commerce. The collaboration focuses on several key initiatives, including the development of AI-powered shopping experiences and the implementation of Google's Agent Payments Protocol.

The partnership encompasses four main areas: creating new agentic commerce experiences, integrating PayPal solutions across Google platforms, expanding payment processing capabilities on Google services, and leveraging Google Cloud for PayPal's technology infrastructure modernization. This collaboration will combine PayPal's payment infrastructure and personalization capabilities with Google's AI expertise to enhance digital commerce experiences.

PayPal (NASDAQ:PYPL) has unveiled PayPal links, a revolutionary peer-to-peer payment system that enables users to send and receive money through personalized, one-time links shareable across any conversation platform. Initially launching in the U.S., with international expansion planned for the UK and Italy later this month.

The company is also integrating crypto capabilities into its P2P payment flow, allowing U.S. users to send Bitcoin, Ethereum, and PYUSD across PayPal, Venmo, and other digital wallets. The platform reported 10% year-over-year growth in P2P and consumer total payment volume in Q2, with Venmo achieving its highest TPV growth in three years.

This initiative builds upon the recently announced PayPal World platform, aiming to connect billions of digital wallets globally while maintaining tax-friendly status for personal transfers.

PayPal (NASDAQ:PYPL) has announced a strategic partnership with Perplexity, offering PayPal and Venmo users exclusive early access to the new AI-powered Comet browser. The offer includes a free 12-month trial of Perplexity Pro, valued at $200, and will be available to customers in the US and select global markets.

The company also unveiled its new subscriptions hub in the PayPal app, allowing customers to manage recurring payments in one place. As a limited-time promotion, eligible US customers can earn $50 cash back when they link and pay for three subscriptions through the hub.

PayPal (NASDAQ: PYPL) reported strong Q2 2025 results with net revenues increasing 5% to $8.3 billion. The company delivered notable improvements in profitability, with GAAP operating income rising 14% to $1.5 billion and GAAP EPS growing 20% to $1.29.

Total Payment Volume (TPV) grew 6% to $443.5 billion, while active accounts increased 2% to 438 million. The company returned $1.5 billion to stockholders through share repurchases in Q2. Based on strong performance, PayPal raised its full-year transaction margin dollar and EPS guidance, with non-GAAP EPS now expected at $5.15-$5.30 for FY2025.

PayPal (NASDAQ:PYPL) has announced a groundbreaking crypto payment solution called Pay with Crypto, enabling merchants to tap into a $3+ trillion market while reducing transaction fees by up to 90%. The platform supports 100+ cryptocurrencies and major wallets like Coinbase and MetaMask, connecting to over 650 million crypto users globally.

The solution offers a competitive 0.99% transaction rate and allows merchants to earn 4% rewards on PYUSD holdings. PayPal's integration follows its recent PayPal World launch, which unified five major global digital wallets. The service will be available to U.S. merchants in the coming weeks, supporting major cryptocurrencies including BTC, ETH, USDT, XRP, BNB, Solana, and USDC.

PayPal (NASDAQ:PYPL) has unveiled PayPal World, a groundbreaking global payment platform connecting major digital wallets and payment systems. The platform will initially launch with Mercado Pago, NPCI (UPI), PayPal, Tenpay Global, and Venmo, collectively representing nearly two billion users globally.

Starting fall 2025, PayPal World will enable interoperability with PayPal and Venmo, allowing consumers to shop internationally using their domestic payment systems. The technology-agnostic platform will support cross-border commerce, AI-powered shopping, and future payment technologies including stablecoins.

Notably, PayPal and Venmo will become fully interoperable for the first time, enabling global peer-to-peer payments. By 2026, Venmo users will gain access to PayPal's global merchant network for both online and in-store purchases.