2025 Q1 Earnings Guidance From PayPal's Recent Investor Day

Vijar Kohli
453 Followers
(9min)

Summary

  • PayPal's Investor Day revealed a strong growth outlook, with management targeting a long-term growth rate of +20% and emphasizing profitable growth and free cash flow.
  • PayPal has expanded its customer base to include over 6,000 large enterprises and 20 million small-to-midsize businesses, processing 7.7 million daily transactions.
  • The company is focusing on disciplined capital allocation, reducing operating expenses, share buybacks, and monetizing Venmo to drive higher growth and smarter wallet solutions.
  • Despite competitive and cybersecurity risks, PayPal's resilient business model and current low stock price present a compelling investment opportunity with a potential target of $70 by mid-summer.

Woman purchasing clothes on a mobile app

Alistair Berg

For the past few months, Elon Musk has been in the hot seat for cutting waste, fraud and abuse in government spending. In fact, wasteful government spending is so well documented that the General Accountability Office [GAO] published that

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453 Followers
Vijar Kohli is a co-founder of Golden Door. Read more of his investment content at goldendoorasset.com Follow him on X @vijarkohli to stay in touch.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in PYPL over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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