Why did PayPal stock today drop nearly 20%?

The stock slid after the board replaced Alex Chriss and named Enrique Lores as CEO, while guiding 2026 adjusted profit to flat or down versus about 8% growth expected. Q4 revenue and EPS also missed estimates, and branded checkout growth slowed, raising concerns about competition and profit trajectory.

Who is Enrique Lores and when does he start at PayPal?

Enrique Lores is the current CEO of HP. He has been appointed to lead PayPal and is set to start on 1 March. Investors expect an early operating plan that tackles branded checkout performance, take-rate stability, and cost discipline to restore confidence and support earnings growth.

Is the PayPal share price attractive after this selloff?

Valuation looks inexpensive at about 8.31x TTM EPS and roughly 1.20x sales, with strong free cash flow. However, the trend is weak and guidance is soft. Upside needs clear execution under the new CEO. Consider staged entries and risk controls rather than a single large purchase.

What should Indian investors watch in PYPL earnings next?

Focus on branded checkout growth, transaction margin, and take-rate stability. Look for updates to the product roadmap, merchant adoption, and cost control. Any progress on cross-border volumes and unbranded margin mix will matter. Management’s 2026 profit bridge and cash return plans can also shift sentiment.

Global Market Insights

PYPL Stock Today: CEO Exit, Weak 2026 Guide Slams Shares February 04

ByDanny Kontos February 4, 2026February 4, 2026

PayPal stock today tumbled after the board replaced Alex Chriss and named HP’s Enrique Lores as CEO from 1 March. Management guided 2026 adjusted profit to flat or down versus roughly 8% growth expected, and Q4 missed on revenue and EPS. The PayPal share price slide reflects worries about branded checkout and competition. For Indian investors, currency, LRS costs, and clear catalysts now matter more than quick bottom-fishing.