PayPal Is 83% Below Its High. Here's What Would Send the Stock Back There.

Impact · against what's priced in

The article provides no new catalyst for PYPL or AAPL, as its observations on branded checkout stagnation and competitive threats from Apple Pay are already embedded in the current valuations. For the payment networks (V, MA, AXP), the mentions are purely illustrative of industry lucrativeness and contain no company-specific data to alter price assumptions.

PYPL−0.05

Already priced in

The price assumes

continued deceleration in core transaction revenue growth