💻 Technology · Next Week

PayPal Holdings Inc. (NASDAQ: PYPL) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. $1.40 per share (expected 28 July 2026, after market close, confirmed by PayPal press release)

Partial Hit ✦ AI-generated prediction Published on 25. July 2026 · Predicted for 28. July 2026 · Based on: Historical Cycle

Probability

63%

PayPal under CEO Alex Chriss has pivoted sharply to profitability: cost cuts, transaction margin focus, Venmo monetization, and Braintree enterprise expansion. EPS consensus was beaten in ~75% of quarters in 2024–2025. Q2-2026 consensus approx. $1.40 Non-GAAP EPS. Risks: intense competition (Apple Pay, Stripe, Affirm) and softer US consumer spending under tariff pressure.

Data basis for this prediction

PayPal Q2-2026 Earnings: erwartet 28. Juli 2026, nach Börsenschluss (Earnings Whispers / Seeking Alpha)
PayPal CEO Chriss: Profitabilitätsfokus, Kostenabbau, Venmo-Monetarisierung (FT, März 2026)
PYPL EPS-Beats 2024–2025: ~75% der Quartale (FactSet-Analyse, Stand Juli 2026)
Non-GAAP EPS Konsensschätzung PYPL Q2-2026: ca. $1,40 (Wall Street Konsens, Juli 2026)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Partial Hit

PayPal berichtete am 28. Juli 2026 einen Non-GAAP EPS von 1,38 USD – was den tatsächlichen Wall-Street-Konsens von ~1,28 USD klar übertraf (+10 Cent, ~7,8 % Beat). Die Kernaussage 'PayPal schlägt den EPS-Konsens' ist damit eingetreten, und der Kurs stieg nach Börsenschluss um ~4,5 %. Jedoch: Der in der Vorhersage genannte Konsens von 'ca. 1,40 USD' war zu hoch angesetzt – der tatsächliche Analystenkonsens lag bei ~1,28 USD. Das gemeldete EPS von 1,38 USD bleibt leicht unterhalb der in der Vorhersage genannten Schwelle von 1,40 USD. Quellen: PayPal Q2-2026 Pressemitteilung (SEC 8-K, 28. Juli 2026); financefeeds.com; tradingview.com; Yahoo Finance.

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