Feb. 9 at 10:10 PM
What Must Happen for
$PYPL to Earn
$77 Again
For PayPal to even deserve another look at
$77, all of this must happen — not some, not later:
1. Credible guidance (misses stop)
2. Sustained revenue re-acceleration (multiple quarters)
3. Margin expansion from real operating leverage
4. A simplified, coherent story
5. Real Venmo monetization (not engagement metrics)
6. Disciplined capital allocation (buybacks that add value)
7. A stabilized competitive narrative
8. Proven execution internally
9. No more negative surprises
10. Institutional trust rebuilt over time
Only when these are clearly visible does
$77 become a discussion — not a hope.
Why
$77 Is the Summit, Not the Base
$77 implies:
• A restored multiple
• Re-earned confidence
• Belief the business is durable again
That comes after proof, not before.
Warning: Value Trap Risk
Cheap ≠ safe. Until revenue, margins, and guidance stabilize.
Bottom line:
$77 requires proof, not hope. Caution here is professionalism.
