PayPal (BUY, TP: $100, +25%) - Solid beat at Q4; branded concerns appear overdone (again)
PayPal reported another solid quarter, coming in ahead of expectations: 4% at transaction margin $ and 6% at non-GAAP EPS. Guidance for FY 25 suggests a small uplift to TM$ and EPS for the street though the bears seem (still) very focused on branded TPV growth.PayPal Holdings is a technology platform and digital payments company that enables digital and mobile payments on behalf of consumers and merchants worldwide. The company's combined payment solutions include its PayPal, PayPal Credit, Braintree, Venmo, Xoom and iZettle products and services. PayPal's payment solutions enable the company's customers to send and receive payments. PayPal helps merchants and consumers connect, transact, and complete payments, whether they are online, on a mobile device, in an app, or in person. The company provides proprietary payment solutions accepted by merchants that enable the completion of payments on the company's Payments Platform on behalf of its customers.
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