PayPal Reports First Quarter 2026 Results
Rhea-AI Summary
PayPal (NASDAQ: PYPL) announced first quarter 2026 results for the period ended March 31, 2026. The company will host a conference call today at 5:00 a.m. PT / 8:00 a.m. ET and a live webcast is available on its investor website. An archive will be accessible for 90 days.
Positive
- None.
Negative
- None.
News Market Reaction – PYPL
On the day this news was published, PYPL declined 7.74%, reflecting a notable negative market reaction. Argus tracked a trough of -7.6% from its starting point during tracking. Our momentum scanner triggered 36 alerts that day, indicating elevated trading interest and price volatility. This price movement removed approximately $3.80B from the company's valuation, bringing the market cap to $45.33B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
PYPL was near-flat (-0.10%) while key credit/fintech peers like SOFI, SYF, COF, ALLY, and AXP were all negative, and no peers appeared in the momentum scanner, pointing to a stock-specific setup around earnings rather than a sector-wide move.
Previous Earnings Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 03 | Q4/FY25 earnings | Neutral | -20.3% | Reported Q4 and full-year 2025 results with standard call and webcast. |
| Oct 28 | Q3 2025 earnings | Neutral | +3.9% | Announced Q3 2025 results and hosted earnings webcast and call. |
| Jul 29 | Q2 2025 earnings | Positive | -8.7% | Strong Q2 2025 growth in revenue, EPS, TPV, and raised EPS guidance. |
| Apr 29 | Q1 2025 earnings | Positive | +2.1% | Strong Q1 2025 revenue, EPS, margin expansion, and solid free cash flow. |
| Feb 04 | Q4/FY24 earnings | Neutral | -13.2% | Mixed Q4/FY24 with revenue and TPV growth but lower GAAP income and EPS. |
Earnings have often triggered sizable, mixed reactions, with an average next-day move of -7.21% and several instances of negative responses even to strong results.
Recent history shows PayPal using quarterly earnings to highlight both growth and profitability. Q1 and Q2 2025 results emphasized revenue gains, margin expansion, and EPS growth, alongside rising Total Payment Volume and active accounts, plus raised FY2025 EPS guidance. Q4 2024 results were more mixed, with revenue and TPV up but GAAP income and EPS down, and the stock fell afterward. The most recent Q4/FY2025 release on Feb 3, 2026 also saw a sharp -20.31% reaction, underscoring how earnings have been key volatility points.
Historical Comparison
In the past five earnings releases, PYPL’s average next-day move was -7.21%, with both rallies and sharp selloffs, highlighting earnings as a recurring volatility catalyst.
Earnings updates have progressed from mixed Q4/FY2024 results to stronger Q1 and Q2 2025 performance with raised guidance, followed by Q3 and Q4/FY2025 releases that continued to drive sizable share price reactions.
Market Pulse Summary
The stock moved -7.7% in the session following this news. A negative reaction despite a standard earnings announcement would fit PayPal’s history of volatile responses around results, where the last five earnings events averaged a -7.21% move and sometimes sold off even on strong metrics. Prior periods saw pressure after mixed GAAP profit trends or cautious guidance. When declines followed earnings previously, they often came after sizable runs or when investors focused on margins, TPV mix, or outlook details rather than headline revenue growth.
AI-generated analysis. Not financial advice.
PayPal Holdings, Inc. will host a conference call to discuss these results at 5:00 a.m. Pacific time (8:00 a.m. Eastern time) today. A live webcast of the conference call will be available at https://investor.pypl.com. In addition, an archive of the webcast will be accessible for 90 days through the same link.
About PayPal
Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com, https://about.pypl.com/ and https://investor.pypl.com/.
Investor Relations Contact
investorrelations@paypal.com
Media Relations Contact
mediarelations@paypal.com
View original content:https://www.prnewswire.com/news-releases/paypal-reports-first-quarter-2026-results-302762576.html
SOURCE PayPal Holdings, Inc.