If Elon Musk buys PayPal - analysis

u/Pristine_Arm8260 · Reddit — r/stocks · February 23, 2026 at 17:25 · 💬 13 comments  | View on Reddit ↗
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Author argues PayPal takeover interest is a lifeline for investors, estimating acquisition prices of $61-97 per share based on comparable premiums.

PYPL — LONG Author argues reported unsolicited offers are a lifeline for PayPal investors, estimating a Musk-style 38% premium implies $61/share and a Netflix-WBD-style 121% premium implies $97/share. He adds that if management publicly denies a $60 offer, the stock would rally on that news. He notes PayPal earns $6B and trades at 6X net income, implying deep undervaluation.

At the end of the day this was huge for PayPal investors. We pretty much just got a lifeline.

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u/Pristine_Arm8260 Reddit r/stocks
PayPal takeover premiums imply $61-97 per share
Author argues reported unsolicited offers are a lifeline for PayPal investors, estimating a Musk-style 38% premium implies $61/share and a Netflix-WBD-style 121% premium implies $97/share. He adds that if management publicly denies a $60 offer, the stock would rally on that news. He notes PayPal earns $6B and trades at 6X net income, implying deep undervaluation.
PYPL HIGH
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This Reddit post, published February 23, 2026, features u/Pristine_Arm8260 discussing PYPL. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Pristine_Arm8260  · Tickers: PYPL