Something like this today:
And
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PayPal Subject to Acquisition Rumors!
According to unconfirmed reports, one potential buyer could be Stripe Inc.
PayPal and Stripe have declined to comment on the potential takeover rumors. PayPal’s share price closed up 7% following the announcement.
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https://x.com/DeItaone/status/2027052488491151381?s=20
Well, maybe the market realized that the valuation is ridiculous. Personally, I can say that PayPal’s share of my portfolio has decreased.
Here is some more news on how Stripe is reportedly considering a full or partial acquisition of PayPal.
PayPal is considered to have weakened, but on the other hand, it is still seen as possessing valuable services such as Venmo and Braintree.
Stripe is strong in payment backend technology, while PayPal leads with its consumer-facing checkout button. Together, they could cover the entire payment chain and negotiate lower fees, for example, but the deal could still be thwarted by opposition from competition authorities and the difficulty of integrating legacy information systems.
However, the report suggests that even if Stripe doesn’t pull the trigger, the “bottom is likely in” for PayPal. The fact that high-profile buyers are starting to show their hands suggests that the industry sees PayPal’s current valuation as a bargain for some of the most critical infrastructure on the internet.
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Frank Keller is offloading shares. It doesn’t really seem like a buyout offer is coming, or at least it wouldn’t lead to anything. In the discussion about the share price, I wrote: “It might be a good moment to grab some Pyppeli (PayPal), but then again, you wonder if this rumor is intended to provide exit liquidity for some.” He seems to have taken advantage of the rumor and got more money from the sales.
Frank Keller, EVP at PayPal Holdings, Inc. (NASDAQ:PYPL), sold a total of 29,681 shares of common stock on March 3, 2026, for approximately $1.36 million.
The sales were executed in three separate transactions. The prices obtained for these shares ranged from $45.1915 to $46.8229. Specifically, 8,901 shares were sold at a weighted average price of $45.1915, with prices ranging from $44.7300 to $45.6900. An additional 19,476 shares were sold at a weighted average price of $46.3517, in a range of $45.7300 to $46.7200. The remaining 1,204 shares were sold at a weighted average price of $46.8229, with prices ranging from $46.7300 to $46.9400.
Following these transactions, Keller directly owns 51,567 shares of PayPal Holdings, Inc.
Edit: Apparently Suski (Suzan) also took advantage of the rumor.
Suzan Kereere, President, Global Markets at PayPal Holdings, Inc. (NASDAQ:PYPL), has sold 13,515 shares of common stock on March 3, 2026, according to a Form 4 filing with the Securities and Exchange Commission.
The sales totaled $621,984, with prices ranging from $45.18 to $46.80.
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PayPal’s start to the year exceeded expectations on many metrics; revenue, total payment volume, and free cash flow all grew. At the same time, the company intends to cut costs, leverage AI (who doesn’t? :D), and buy back its own shares, and indeed, it has already started doing so.
Be that as it may; the market was nevertheless spooked by weaker near-term guidance, potential layoffs, and lack of clarity regarding Venmo’s role. Investors are reportedly confused as to why Venmo was made into its own unit if it is not being sold.
https://x.com/earnings_guy/status/2051618137833914488
Company’s own materials
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