PayPal Holdings (NASDAQ: PYPL) beats the adjusted Non-GAAP EPS consensus of ca. $1.28 for Q2 2026 (July 28, after market close)
Hit
✦ AI-generated prediction
Published on 20. July 2026
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Predicted for 28. July 2026
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Based on: Historical Cycle
Analysts expect PYPL Q2 2026 adjusted EPS of ca. $1.28. Headwind: in Q1 2026 PayPal missed consensus ($1.271 actual vs. $1.34 expected) and guided for a 'high-single-digit' Q2 EPS decline from Q1 (~$1.16–1.17 implied) – well below the $1.28 bar. Tailwind: conservative guidance style plus potential upside from Venmo monetization and Braintree. Yahoo Finance explicitly asks 'Can PayPal Beat Amid Tougher Trends?' Beat probability ~47% (below base rate given negative guidance signal). No Polymarket market found.
Data basis for this prediction
- MarketBeat: PYPL Q2 2026 Konsens $1,28 (Stand Juli 2026)
- Yahoo Finance: 'Can PayPal Beat Its Q2 FY26 Expectations Amid Tougher Trends?' Juli 2026
- TipRanks: PYPL Q2 2026 erwartet 28.07.2026 nach Börsenschluss
- PYPL Q1 2026: $1,271 EPS actual vs. $1,34 erwartet (Miss)
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: Hit
PayPal meldete am 28. Juli 2026 einen Non-GAAP EPS von 1,38 USD für Q2 2026 – ein deutliches Beat von +7,8 % gegenüber dem Konsens von 1,28 USD (Zacks). Umsatz lag mit 8,68 Mrd. USD ebenfalls 2 % über Erwartung. Die negative Guidance des Managements ('hohe einstellige' EPS-Verschlechterung ggü. Q1) trat nicht ein; stattdessen half starkes Wachstum bei Venmo (mid-teens TPV) und Braintree. Quellen: Yahoo Finance ('PayPal's Q2 Earnings Beat Estimates'), financefeeds.com, prnewswire.com (Pressemitteilung PayPal 28.07.2026).
📈 Economy
✦ AI
The S&P 500 closed at 7,636.36 on 9 September 2026. Falling below 7,450 by month-end would require a 2.4% decline. Headwinds: Fed rate hike of 25bp on 16 September (CentralBank.Watch: 59% probability), August PPI above expectations (+5.4% YoY), Iran-Gulf risk premium. Stabilizing factors: hike largely priced in (Polymarket: 93% for zero 2026 cuts), Q2 earnings solid, no recession signals. Historically, a single 25bp September hike rarely causes a monthly decline above 2.5%.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.