Schwab Network 对 $PYPL 的判断变化

频道资料 →本频道有 13 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、Bird (analyst firm)、CEO、Citizens、JP Morgan Chase、Jefferies、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 1 条
2026-09-28看涨
《Hayes: Stock Market's "Beach Ball Under Water" for Bulls, PYPL Buy Opportunity》
PYPL 估值偏低且基本面持续改善,因此被低估,构成买入机会。

PayPal。是的,就是这只股票,有人可能会说:“对这只股票要小心,尤其是在交易告吹或Stripe交易可能告吹的情况下。”是的。你为什么更看好PayPal?这看起来很吓人。你为什么更看好PayPal?

PayPal. Yes, this name, you know, some might say: " Be careful with this name , especially with the collapse of the deal or the potential collapse of the Stripe deal." Yes. Why do you prefer PayPal? This looks scary. Why do you prefer PayPal?

Stripe?这不重要。那是一个低廉的报价。那是个笑话。听着,这是一个黄金机会,Tom。原因如下:股价较2021年的高点下跌了80%。这只股票被低估了。自超过300美元的峰值以来,价格、价值、利润和营收增长了50%。

自由现金流每年超过60亿美元。他们持有公司15%的股份,并且已经买入了近30%的股票。因此,自由现金流增长了27%。

Stripe? It doesn't matter. That was a cheap offer. It was a joke. Look, this is a golden opportunity, Tom. Here's why: The stock price is down 80% from its 2021 highs. The stock is undervalued.

Price, value, profits and revenue have increased by 50% since a peak of over $300. Free cash flow exceeds $6 billion annually. They own 15% of the company, and have already bought nearly 30% of the shares. Therefore, free cash flow increased by 27%.