PayPal: Expansion Into Digital Advertising Is Smart


  • The CEO’s speech at the BofA Conference yesterday has infused optimism by reiterating a commitment to enhance offerings and drive innovation.
  • PayPal’s new digital advertising venture holds significant potential due to the vast industry size; even a small market share could greatly boost revenue.
  • Valuation analysis shows a fair share price estimate of $74 with a compelling 17% upside potential.

Business on Wall Street in Manhattan

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I had a ‘Strong Buy’ thesis for PayPal’s (NASDAQ:PYPL) stock in March. The recommendation keeps up well because the stock gained 6.3%, compared to +4.3% from the S&P 500. The company continues moving towards its revised strategy

Analyst’s Disclosure: I/we have a beneficial long position in the shares of PYPL either through stock ownership, options, or other derivatives. 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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