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
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📈 Economy
✦ AI
The BLS releases October 2026 CPI on November 10, 2026 at 8:30 AM ET. Nowflation forecasts 3.82 percent YoY; the Cleveland Fed nowcasting model forecasts 3.74 percent — both clearly above the 3.7 percent threshold. The September 2026 prior reading was exactly 3.7 percent. Rising energy prices (Strait of Hormuz effectively closed since mid-October) and stable core inflation support a further uptick. An existing open platform prediction covers CPI >3.5%; this forecast raises the bar by 20 basis points. A miss would primarily require unexpected weakness in the energy component or food prices.
📈 Economy
✦ AI
Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 — driven by the Democratic midterm sweep (higher fiscal spending expected) and persistent inflation pressure. Kalshi's Dec 31 settlement market shows ~32% probability for a close above $4,400 and ~43% for above $4,300. Reaching the $4,400 year-end target would require a further ~6.4% gain. Supporting factors: fiscal expansion, geopolitical risks, structurally high central bank demand; UBS forecasts $4,800, JPMorgan $6,000 at year-end. Headwind: hawkish Fed stance (Polymarket: 72.5% for a December rate hike to 4.00–4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.