PayPal

4 billion takeover bid , just not at the price the latter had offered. On the company’s Q2 2026 earnings call on Tuesday, PayPal CEO Enrique Lores didn’t fully shut down the idea of a deal, saying the company would consider a path that created “superior value” for its shareholders. 50 per share values it correctly, especially after the company reported better-than-expected profit and revenue, and said it had made progress on its turnaround strategy. An analysis from financial services firm Cantor valued PayPal at closer to $70 per share. The company’s shares are currently trading at around $58.

28 per share. 47 billion. 8 billion gives the company room to continue investing in its products and strategy. That doesn’t mean PayPal would walk away from a takeover bid. While Lores didn’t directly address Stripe’s offer, saying PayPal doesn’t comment on potential mergers or market speculation, he did acknowledge that a viable M&A bid would not be dismissed outright. “If we see levers or a path that we believe would create superior value for our shareholders than executing our current strategy, we would, of course, carefully consider them,” he told investors on Tuesday.

PayPal is still busy with its AI-focused turnaround , which included a restructuring exercise to streamline its operations into three segments: checkout solutions and PayPal; consumer financial services (and Venmo); and payment services and crypto. The company has said it will generate additional cost savings as it embraces AI in areas like coding, customer service, support operations, and risk management. 5 billion in gross run-rate savings over the next two to three years. He also said PayPal is on track to remove three organizational layers across the company, and is continuing to modernize its technology.