Jan. 6 at 8:28 PM
$PYPL Goldman Sachs tried to put the final nail in the coffin. Not surprising, all the analysts herd together when there’s uncertainty.
The uncomfortable truth (and this matters)
If PayPal were actually broken:
• EPS guidance would’ve been cut
• Buybacks would’ve slowed
• Cash flow commentary would’ve softened
• Management tone would’ve changed
None of that happened.
Instead, you’re seeing:
• Multiple compression
• Sentiment exhaustion
• Analyst herding
Those are setup conditions, not failure signals. Goldman and the rest of the white shoe boys club are trying to club this to death, so they can acquire at dirt cheap prices after they shake retail out of the pypl tree.
As Ive said many time, I think that will be around
$37. One thing for certain is that pypl is dead money for 2026!
