Painpal is a loser

u/Himothy8 · Reddit — r/ValueInvesting · February 03, 2026 at 13:00 · ⬆ 102 pts · 💬 113 comments  | View on Reddit ↗
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Original Reddit post

Author argues PayPal is a losing investment due to competitive pressure, weak guidance, and executive departure.

PYPL — AVOID The author argues PayPal is a loser because Alex Chriss just left the company and management guided down for the whole fiscal year, with EPS missing by 5% and revenue missing by 1%. The author contends the payment sector has so much competition that PayPal, already a mature business, will most likely lose market share. The author notes the stock has been cut in half since this sub thought it was a buy, implying the market got it right.

Alex Chriss just left the company and they guided down for the whole fiscal year. EPS missed by 5% a revenue missed by 1%. The market got this one right. Its stock price has been cut in half, since this sub thought it was a buy.

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Comments 113
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u/Himothy8 Reddit r/ValueInvesting
PayPal losing share amid competition, guidance cut
The author argues PayPal is a loser because Alex Chriss just left the company and management guided down for the whole fiscal year, with EPS missing by 5% and revenue missing by 1%. The author contends the payment sector has so much competition that PayPal, already a mature business, will most likely lose market share. The author notes the stock has been cut in half since this sub thought it was a buy, implying the market got it right.
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This Reddit post, published February 03, 2026, features u/Himothy8 discussing PYPL. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Himothy8  · Tickers: PYPL