Why analysts are watching it
PayPal is capturing analysts' attention due to its significant stock price decline and perceived undervaluation, coupled with ongoing growth in revenues and active accounts. On May 7, 2026, The Patient Investor highlighted that PayPal is still growing with 7% revenue growth and increasing active accounts to 440 million, making it hard to consider the stock overvalued or a trap. Couch Investor, on May 18, 2026, noted that some individuals are buying PayPal, with one even making it 10.5% of their position. Conversely, Felix & Friends (Goat Academy) on May 11, 2026, pointed out that PayPal is down 85% from its 2021 peak of $310, trading at about $46. This mixed sentiment is further echoed by the fact that on May 12, 2026, Everything Money mentioned Michael Burry has taken a new position in PayPal, dedicating part of his portfolio to the "absolutely crushed" payment sector. Investors should be aware that despite potential undervaluation, the stock has experienced substantial drops, including an 81% decline over the last five years according to The Patient Investor on May 7, 2026.
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"So sometimes you don't know [443s] when the market is going to agree with [445s] you. But in terms of value, it's really [447s] hard to say the stock's overvalued. Uh [449s] it's hard to say it's a trap because [451s] they're still growing."
— PayPal Stock Analysis: The Comeback Is Near!
"Stock number two, PayPal. Guys, PayPal is the button you click at checkout when you shop online. They also own Venmo. They process over a trillion dollar in payments every year across more than 200 markets. The stock is down over 80% from its all-time highs."
— Every Stock Michael Burry is Buying Right Now! (5 New Buys)
"But if PayPal was, I [133s] guess, such a bad company, then why is [135s] it growing 7% revenues? Why are active [138s] accounts increasing to about 440 million [141s] people on using PayPal, I believe, on a [143s] monthly basis? And you know, [147s] why is it growing in payment volume?"
— PayPal Stock Analysis: The Comeback Is Near!
"So again, I believe the stock is undervalued. And I think there's a lack of patience from a lot of investors."
— PayPal Stock Analysis: The Comeback Is Near!
"As for the PayPal bull spreads, well, still the same here."
— I'm Thinking About Taking Some Profits. Here's Why.
"But again, I believe the stock is [483s] undervalued. And we'll see what happens [485s] with the new CEO. And that was just my [487s] opinion on PayPal."
— PayPal Stock Analysis: The Comeback Is Near!
"PayPal, right? Pandemic King, [574s] the future of money, peaked at about [576s] $310 in 2021. It's trading at about 46 [580s] right now. That's 85% down."
— If You Missed Palantir or Nvidia. This is Even Bigger. (Most Aren’t Ready)
"PayPal, you know, so now we got obviously social media, we have SAS, right? Now we have payments related company PayPal 38% down over the past year for this company."
— This Stock is the Next AMD or Micron‼️
"Do you remember PayPal? It's down 85%."
— The One Mistake That Makes Investors Poor
"PayPal. Believe it or not, some [1078s] people are actually buying PayPal as you [1080s] can see right here. This guy has made [1083s] PayPal 10.5% of his position."
— The Stocks Billionaire Investors Are Quietly Buying
"PayPal, you know, so now we got obviously social media, we have SAS, right? Now we have payments related company PayPal 38% down over the past year for this company."
— This Stock is the Next AMD or Micron‼️
"So I'm going to talk about PayPal again, talk about the new CEO, the strategy around it."
— PayPal Stock Analysis: The Comeback Is Near!
"Many of you have asked me for an update on PayPal. PayPal is down another 7% over the last 5 days. It's down 81% over the last 5 years. It's been a really tough stock to hold."
— PayPal Stock Analysis: The Comeback Is Near!
"PayPal, another new position, dedicating a piece of his portfolio to the payment sector, which has gotten absolutely crushed."
— Every Stock Michael Burry is Buying Right Now! (5 New Buys)
"the PayPal bull spread still still owning them because why not this is for December 2028 we'll see what happens with that I am in the red on that name"
— I Just Took $20,000 in Profits Here's What I'm Doing With It
"But if PayPal was, I guess, such a bad company, then why is it growing 7% revenues? Why are active accounts increasing to about 440 million people on using PayPal, I believe, on a monthly basis?"
— PayPal Stock Analysis: The Comeback Is Near!
"Talk to investors of Plug [223s] PayPal, Blackberry, Neo, Lucid, because [227s] those guys are feeling the pain."
— If You Missed Palantir or Nvidia. This is Even Bigger. (Most Aren’t Ready)
"PayPal, another new position, dedicating a piece of his portfolio to the payment sector, which has gotten absolutely crushed."
— Every Stock Michael Burry is Buying Right Now! (5 New Buys)
"Many of you have asked me for an update [2s] on PayPal. PayPal is down another 7% [6s] over the last 5 days. It's down 81% [9s] over the last 5 years. It's been a [11s] really tough stock to hold."
— PayPal Stock Analysis: The Comeback Is Near!