Wells Fargo Lowers PT on PayPal Holdings, Inc. (PYPL)

​The cautious ratings follow the company’s fiscal Q4 2025 earnings miss. The company posted Q4 results on February 3. Revenue grew 3.71% year-over-year to $8.68 billion, but fell short of expectations by $111.49 million. Moreover, the EPS of $1.23 also fell short of the expectations by $0.06.

​Management noted that they delivered growth in revenue, transaction margin dollars, and EPS. However, the company expressed a lack of satisfaction with its current execution and announced the appointment of Enrique Lores as the new CEO and President.

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​Earlier, Wells Fargo had also noted the earnings miss to be driven by an execution problem rather than industry challenges. The firm noted that the shares are expected to be volatile in the short term until the new CEO executes the strategy in a better way.

​PayPal Holdings Inc. (NASDAQ:PYPL) operates a technology platform that enables digital payments for merchants and consumers worldwide. The company operates a two-sided network at scale that connects merchants and consumers.

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