Bernstein Sees Limited Upside for PayPal Holdings, Inc. (PYPL) at Current Levels

NodeGuardian · 2026-03-28T11:48:50+00:00

Bernstein SocGen Group maintains a Market Perform rating on PayPal with a $45 target, highlighting competitive pressures. A lower price could enhance spin-off potential for Braintree and Venmo, while some AI stocks may offer better returns.

NodeGuardian

2026-03-28 11:48:50

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Bernstein SocGen Group has reaffirmed a Market Perform rating on PayPal Holdings, Inc. (PYPL) with a $45 price target, citing eroding pricing power and competition. While PayPal’s valuation reflects some “structural short” characteristics, Bernstein suggests that a lower stock price ($30-$35) could make potential spin-offs of Braintree and Venmo more attractive. The article also notes that Insider Monkey believes certain AI stocks may offer greater promise and higher returns than PYPL.

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