Here’s What You Need to Know About PayPal Holdings’ (PYPL) Q1 2026 Earnings
Key takeaways
- Here’s What You Need to Know About Pay Pal Holdings’ (PYPL) Q1 2026 Earnings Talha Qureshi Sun, May 10, 2026 at 10:52 PM GMT+7 2 min read PYPL Pay Pal Holdings, Inc.
- Although the Total Payment Volume rose 11% at spot rates to $464 billion, the payment transactions per active account decreased 1% on a trailing 12-month basis.
- Baird lowered the price target on PayPal Holdings, Inc.
Here’s What You Need to Know About Pay Pal Holdings’ (PYPL) Q1 2026 Earnings Talha Qureshi Sun, May 10, 2026 at 10:52 PM GMT+7 2 min read PYPL Pay Pal Holdings, Inc. (NASDAQ:PYPL) is one of the Most Undervalued High Quality Stocks to Buy Now. The company posted its fiscal Q1 2026 earnings on May 5. During the quarter, it posted $8.35 billion in revenue, up 7.21% year-over-year and ahead of expectations by $296.78 million. However, the GAAP EPS of $1.21 fell short of the expectations by $0.03.
Although the Total Payment Volume rose 11% at spot rates to $464 billion, the payment transactions per active account decreased 1% on a trailing 12-month basis. Looking ahead, management expects low single-digit revenue growth for Q2 2026 and a low single-digit decline in transaction margin dollars. The full year 2026 guidance was reiterated at a year-over-year flat transaction margin dollars and 3% growth in non-transaction operating expense.
Following the release, on May 6, Robert W. Baird lowered the price target on PayPal Holdings, Inc. (NASDAQ:PYPL) from $52 to $50, while keeping a Hold rating. On the same day, Monness also reiterated a Hold rating on the stock with a $50 price target. Robert W. Baird noted updating the firm’s updated model following the Q1 results, which led to a reduced price target on the stock.