🚨 🚨 🚨 🚨 🚨 🚨 1,986 #BTC (137,346,454 USD) transferred from #Paypal to unknown wallethttps://t.co/RkpYOzKMc8 ...

Core Viewpoint - PayPal's stock has fallen 31% as the company faces an execution crisis, highlighted by a significant earnings miss and a leadership change [1] Financial Performance - PayPal reported Q4 revenue of $8.676 billion, missing estimates by $304 million, and EPS of $1.23, falling short by $0.08 [1] - The company's stock is currently trading at $40.46, down 46.79% over the past year, and is near its 52-week low of $38.88 [1] Leadership Change - Enrique Lores has been appointed as the new CEO, effective March 1, 2026, following dissatisfaction from the board regarding the pace of change and execution under outgoing CEO Alex Chriss [1] Market Sentiment - Retail investor sentiment on Reddit has turned sharply negative, with the sentiment score dropping to 37 from a neutral 57.4 over the past month [1] - Daiwa Securities has reduced its price target for PayPal from $61 to $42, reflecting a 31% cut in expectations [1] Competitive Position - PayPal's branded checkout performance has deteriorated, and its defensive Buy Now Pay Later (BNPL) strategy has lost market share to competitors like Affirm and Klarna [1] - Former PayPal President David Marcus criticized the company's current strategy, indicating concerns about its competitive position [1] Future Outlook - Analysts maintain a consensus target price of $51.88 for PayPal, suggesting a potential upside of 27% [1] - PayPal is expected to generate over $6 billion in free cash flow for 2026, with a current P/E ratio of 7.48x, indicating a critical period for the company to prove its turnaround strategy [1]

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of PayPal Holdings, Inc.- PYPL [Accessibility Statement] Skip NavigationNEW YORK, Feb. 12, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of PayPal Holdings, Inc. ("PayPal" or the "Company") (NASDAQ: PYPL). Such investors are advised to contact Danielle Peyton at [[email protected]] or 646-581-9980, ext. 7980.The investigation concerns whether PayPal and certain of its officers and/or directors h ...

Core Insights - PayPal is initiating a partnership focused on artificial intelligence with tech firms Sabre and Mindtrip to enhance the travel booking experience [1][2] - The collaboration aims to create a seamless, intelligent travel booking process that eliminates fragmented multistep procedures [2][8] Company Collaboration - The partnership combines PayPal's digital payment capabilities, Sabre's enterprise-grade travel technology, and Mindtrip's consumer platform to innovate travel solutions [2][7] - The new offering will allow travelers to interact with an AI-powered travel assistant, streamlining the booking process from trip planning to payment [8] Market Trends - There is a growing consumer comfort with AI agents, with approximately 25% of consumers expressing willingness to let AI plan their trips [9] - The travel industry is shifting towards agent-led execution, moving away from traditional search-led workflows as consumers increasingly rely on AI for various services [10]

Core Viewpoint - Kessler Topaz Meltzer & Check, LLP is investigating potential violations of federal securities laws on behalf of investors of PayPal Holdings, Inc. following a surprise leadership change and disappointing earnings report [1] Group 1: Leadership Change - On February 3, 2026, PayPal announced a leadership change, replacing its CEO due to the pace of change and execution not meeting the Board's expectations [1] - This leadership change coincided with PayPal's fourth quarter and full year 2025 earnings report [1] Group 2: Earnings Report - PayPal missed consensus estimates for both revenue and profit in its earnings report [1] - The company acknowledged that "execution has not been where it needs to be, particularly in branded checkout" [1] Group 3: Stock Price Reaction - Following the announcement, PayPal's stock price fell as much as 20% during intraday trading on February 3, 2026, closing at $41.03 per share on February 4, 2026 [1]

Core Insights - PayPal Holdings, Inc. (NASDAQ:PYPL) has announced a leadership change, with Enrique Lores set to replace Alex Chriss as CEO due to the company's poor performance, leading to a significant drop in share price [2][3] - The company's fourth quarter revenue was reported at $8.68 billion, with earnings per share of $1.23, both falling short of analysts' expectations [2] - PayPal's growth in branded online checkouts has decreased to 1% from 6% year-over-year, attributed to global economic challenges and reduced retail spending in the US [2] Company Performance - The stock experienced a decline of up to 19%, marking the largest intraday drop in nearly four years following the announcement of the CEO change and disappointing financial results [2] - For the entire year, earnings per share were reported at $5.31, which was below expectations, and a slight decrease in transaction margin dollars is anticipated for 2026 [3] Leadership Changes - Enrique Lores, previously the CEO of HP Inc., will take over as CEO on March 1, with Jamie Miller serving as interim CEO until then [2][3] - The leadership transition comes after Chriss canceled earlier projections and did not meet turnaround goals set for the company [3] Business Overview - PayPal Holdings, Inc. develops technological platforms that facilitate digital payments and enhance commerce experiences for both merchants and consumers globally [4]

Core Insights - A strategic partnership has been formed between Sabre Corporation, PayPal Holdings, and Mindtrip to create an end-to-end agentic AI experience for travel, aiming to streamline the booking process and enhance consumer engagement in the travel industry [1][2] Group 1: Partnership Overview - The collaboration combines Mindtrip's consumer platform, PayPal's commerce capabilities, and Sabre's travel technology to replace fragmented booking processes with a seamless experience [1] - The product is set to launch in Q2 2026, focusing on a single intelligent experience that integrates inspiration, booking, and management [1] Group 2: Functionality and User Experience - Travelers will interact with an AI-powered assistant, allowing them to manage bookings, ask questions, and receive personalized recommendations all within one platform [1] - The initial launch will support flight bookings, with hotel options to be added later, enhancing the overall travel experience [1] Group 3: Technology and Integration - Sabre's technology will provide real-time shopping, pricing, and booking capabilities, while PayPal will ensure secure identity verification and a streamlined payment process [1] - PayPal's integration will include features like flexible payment options and loyalty rewards, enhancing consumer trust and convenience during the booking process [1] Group 4: Market Impact and Future Outlook - This partnership aims to set a new standard for agentic travel by unifying various aspects of the travel journey, making it more intuitive and personalized for modern travelers [2] - The collaboration is expected to challenge industry norms and provide growth opportunities for partners without the need for them to develop these capabilities independently [2]

Core Insights - Lindsell Train Ltd reported an equity portfolio valued at approximately $4.1–4.2 billion, maintaining a focus on a limited number of dominant consumer, media, and financial franchises [1][10] - The portfolio is highly concentrated, with the top 10 holdings accounting for over 90% of total assets, reflecting a belief in long-term brand power and cash generation [2][10] Portfolio Overview - Total Portfolio Value: ~$4.1–4.2 billion [2] - Top 10 Holdings: - TKO Group Holdings: ~$597 million (14.6%) - Alphabet (Class A): ~$543 million (13.3%) - Walt Disney: ~$427 million (10.5%) - Intuit: ~$418 million (10.3%) - Thermo Fisher Scientific: ~$397 million (9.7%) - Fair Isaac: ~$334 million (8.2%) - Mondelez International: ~$314 million (7.7%) - PepsiCo: ~$309 million (7.6%) - PayPal: ~$301 million (7.4%) - eBay: ~$223 million (5.5%) [2] Changes in Holdings - Notable Add: Alphabet (Class A) saw an increase of ~206,000 shares (+10.1% QoQ), reinforcing its role as a core long-term investment [3] - Major Trims: - TKO Group Holdings reduced by ~219,000 shares (-6.9% QoQ) - Walt Disney trimmed by ~361,000 shares (-8.8% QoQ) - Intuit reduced by ~54,000 shares (-8.1% QoQ) - Mondelez International trimmed by ~681,000 shares (-11.9% QoQ) - PepsiCo reduced by ~226,000 shares (-9.3% QoQ) - eBay reduced by ~830,000 shares (-25.3% QoQ) [8] Investment Strategy - The portfolio reflects a quality growth style focused on brand and intellectual property-led businesses, with a very long-term holding period and low turnover [9][10] - The strategy emphasizes disciplined capital allocation and patient ownership of high-return businesses, with modest rebalancing to enhance long-term compounding [11]

RT Austin Ballard (@AustinBallard1)slowly, then all at once @PayPal ...

I want to start with just the broader context here and we hit this with Mike but you know we're down 50% from market peak you've got you know a lot of money leaving the system clarity act uh unclear when that will pass uh yet Robert you just raised $82 million my you just took over the entire crypto team over at PayPal a lot of turnover there talk to me about why even though we're in in the midst of this bare market uh well down from the market peak of 126,000 for Bitcoin. Why you still see so much optimism ...