PayPal Holdings yog lub ntsiab lus ntawm kev sib cav rau hnub Wednesday, nrog BofA Kev Ruaj Ntseg txo qis cov khoom lag luam rau Hold, thaum Morgan Stanley tuav nws txoj kev bullish hauv tsab ntawv tshawb fawb tshiab.
BofA Securities tus kws tshuaj ntsuam xyuas Jason Kupferberg txiav nws qhov kev ntsuam xyuas ntawm kev sib koom ntawm cov nyiaj them poob haujlwm rau nruab nrab ntawm Kev Yuav, thiab txo tus nqi phiaj rau $ 107 los ntawm $ 175 hnub Wednesday. Tab sis Morgan Stanley tus kws tshuaj ntsuam xyuas James Faucette khaws nws qhov hnyav hnyav thiab rov hais dua nws lub hom phiaj tus nqi ntawm $ 190.
PayPal
(ticker: PYPL) cov khoom lag luam tau tshwm sim los ntawm kev poob qis dua, nce 5% rau $ 99.62 rau hnub Wednesday, nrog rau kev lag luam dav dav. Dow Jones Industrial Nruab Nrab, S&P 500, thiab Nasdaq Composite tag nrho tau nce ntau dua 2% hauv kev ua lag luam tsis ntev los no raws li cov tub ua lag luam rub tawm cov khoom lag luam battered. Nrog PayPal Tshuag nqis ze li ntawm 50% xyoo rau hnub tim, cov tub ua lag luam yuav tau mus yuav khoom rau kev sib tham.
Thaum BofA's Kupferberg tseem ntseeg hauv PayPal ob txoj hauv kev ntawm kev ua lag luam e-lag luam thiab kev lag luam txawb, nws tseem txo qis cov khoom lag luam. Nws hais tias PayPal qhov kev ua tiav ntawm kev hloov pauv tswv yim-thaum tseem ua haujlwm txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau ua rau muaj kev phom sij, nws tuaj yeem ua rau muaj teeb meem nyuaj vim tias muaj kev cuam tshuam tshiab los ntawm Russia-Ukraine tsis sib haum xeeb thiab txuas ntxiv nyiaj txiag thiab cov saw hlau txuas ntxiv.
Tus kws tshuaj ntsuam tau hais tias "Ntawm qhov teeb meem nyuaj zuj zus ntxiv, kev ua haujlwm niaj hnub yuav tseem ceeb dua," Nws sau tseg tias PayPal "yog npaj ntau dua rau cov neeg siv khoom siv nyiaj ntau dua
visa
(V) thiab
MasterCard
(MA)."
PayPal tsis ntev los no tau ncua kev pabcuam hauv tebchaws Russia, tab sis tsuas yog 0.5% ntawm nws cov nyiaj tau los ntawm 2021 tag nrho los ntawm Russia thiab Ukraine. "Peb tsis tuaj yeem kwv yees kwv yees tag nrho cov peev txheej nyiaj txiag cuam tshuam uas tuaj yeem tshwm sim los ntawm qhov xwm txheej no," tus kws tshaj lij PayPal tau hais rau Barron tus.
"2022 yog lub xyoo hloov pauv," Kupferberg sau, ceeb toom lub tuam txhab tau piv rau kev tsom mus rau qhov nruab nrab cov nyiaj tau los ntawm ib tus neeg siv dhau ntawm cov neeg siv khoom tshiab metric. Nws tseem tab tom sim ua kom nrawm dua ntawm qee qhov kev pib tshiab, xws li lub hnab nyiaj digital tshiab; yuav tam sim no, them nyiaj tom qab (BNPL) cov kev pabcuam; thiab cryptocurrency nqis peev, nws ntxiv.
Kupferberg tseem muaj kev txhawj xeeb txog kev nce qib ntawm PayPal cov nyiaj tau los hauv ib nrab xyoo 2022. Kev tswj hwm tsis ntev los no tau hloov kho nws cov kev taw qhia thiab cia siab tias yuav muaj 20% cov nyiaj tau los txhua xyoo kev loj hlob ntawm peb lub xyoos xaus rau xyoo 2025. Tab sis Kupferberg tsis pom qhov ntawd. raws li "lub hom phiaj yooj yim kom ua tiav."
Cov ntawv xov xwm sau npe
Rov Ntsuam Xyuas & Saib Ua Ntej
Txhua hnub zwj hnub yav tsaus ntuj peb nthuav tawm cov xov xwm muaj txiaj ntsig zoo ntawm kev ua lag luam txhua hnub thiab piav qhia qhov yuav tshwm sim tag kis.
Ntawm qhov tod tes, Morgan Stanley's Faucette yog qhov zoo ntawm PayPal txoj kev loj hlob mus ntev. Nws tshwj xeeb tshaj yog nyiam qhov kev siv nyiaj ntau ntxiv ntawm PayPal raws li cov khoom siv nyiaj hauv online, "qhov twg peb xav tias PYPL zoo tshaj nyiaj tau los." Tus kws tshuaj ntsuam tau taw qhia rau cov lus tsis ntev los no los ntawm CEO Dan Schulman, uas tau hais tias cov neeg siv khoom tau siv qhov kev pabcuam ntawd 17 zaug hauv ib xyoos thaum nws koom nrog lub tuam txhab xyoo 2014; tus lej ntawd tau nce mus rau 45 zaug hauv ib xyoos.
Faucette hais kom cov tub ua lag luam ua siab ntev nrog PayPal. Nws cia siab tias thawj peb lub hlis twg ntawm kev lag luam e-lag luam yuav cuam tshuam los ntawm Russia-Ukraine ntsoog qhov cuam tshuam ncaj qha rau cov neeg siv khoom siv. Tab sis "nrog rau qhov tshwm sim e-lag luam normalization, peb xav tias kev ua lag luam yuav zoo dua rau kev txaus siab rau lub hauv paus tseem ceeb ntawm PYPL kev lag luam," nws sau.
Feem ntau ntawm Phab Ntsa Street tshwm rau sab nrog Faucette: Qee tus 63% ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet ntsuas cov Tshuag raws li qhov sib npaug ntawm Kev Yuav.
Sau rau Karishma Vanjani ntawm [email tiv thaiv]
PayPal Tshuag tau qis qis, tab sis Lwm tus kws tshuaj ntsuam hais tias nyob twj ywm
Ntawv loj
Tau qhov twg los: https://www.barrons.com/articles/paypal-stock-downgrade-51646855419?siteid=yhoof2&yptr=yahoo