PY
PayPal Holdings Inc.
PYPL · PayPal Holdings Inc. · Fintech
Up next day
3/12
25%
Fell despite growth
8/12
Good earnings ignored
Avg earnings move
±4.2%
typical swing on earnings
Price when beating
-1.2%
avg over 9 beats
Biggest single move
-12.3%
'23.6 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 3 of 9 beats (33%)
Moves in line with results — fairly predictable
Avg -1.2% on a beat, -5.5% on a miss
vs Fintech sector avg (1 peers)
This
-2.3%
Sector
-2.1%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 6 of last 12 times (50%)
6xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 27Before open
'26.7 expectedEst. EPS $1.32
Quarter ended 3/2026
Reported 2026-05-05
Next-day move
-0.5%
After 5 days -2.3%
vs Consensus$1.27→$1.34+5.6% beat
EPS
$1.34
YoY +1%
Revenue
$8.4B
YoY +7%
Next-Q guidance
—
N/A
Price around earnings
vs market -1.9%p
Earnings trend · last 12 quarters
EPS$1.34YoY +1%
'23.6'26.3
Revenue$8.4BYoY +7%
'23.6'26.3
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
1x8%
Met expectations
good · up ↑
2x17%
Disappointment
weak · down ↓
2x17%
Good earnings ignored
good · down ↓
7x58%
← ← Weak earningsStrong earnings → →
Even on good earnings, the price often fell — earnings poorly reflected · 7 of 12q (58%)
Community · PYPL
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