PYPL Honestly - the company is solid. Issue is brand and focus. A rebrand should reposition PayPal from “legacy online checkout tool” to a modern financial infrastructure platform. They need to consolidate Venmo and Paypal, lean harder into crypto, maybe become some sort of credit, insurance, b2b tool, or something like that. They need a path to growth. When that happens, this stock will absolutely fly. Until then, we’re likely headed lower - probably into the high 40s.
At a time when AI companies are burning unprecedented capex with questionable returns and sky high valuations PYPL is a free cash flow generating machine on the order of $7B/yr, and the stock is in the tank.