How does PayPal feel now?

u/Pristine_Arm8260 · Reddit — r/ValueInvesting · February 25, 2026 at 20:23 · 💬 66 comments  | View on Reddit ↗
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Original Reddit post

Author argues PayPal is undervalued because a competitor tried to buy the whole company, implying 50-80% upside.

PYPL — LONG The author argues PayPal is clearly undervalued because its largest competitor attempted to buy the entire company, which he reads as the competitor saying it is too cheap. He concludes PayPal likely belongs 50-80% higher, implying prices of $71 to $85. The catalyst is the takeover interest from the competitor; no explicit risk is stated.

This means PayPal likely belongs 50-80% higher.

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u/Pristine_Arm8260 Reddit r/ValueInvesting
PYPL undervalued, competitor bid implies 50-80% upside
The author argues PayPal is clearly undervalued because its largest competitor attempted to buy the entire company, which he reads as the competitor saying it is too cheap. He concludes PayPal likely belongs 50-80% higher, implying prices of $71 to $85. The catalyst is the takeover interest from the competitor; no explicit risk is stated.
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This Reddit post, published February 25, 2026, features u/Pristine_Arm8260 discussing PYPL. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Pristine_Arm8260  · Tickers: PYPL