PayPal’s fourth quarter was marked by underperformance relative to Wall Street’s revenue and earnings expectations, with management citing execution issues in its core branded checkout business as a primary challenge. Outgoing CEO Alex Chriss and interim CEO Jamie Miller acknowledged that operational delays and slower-than-expected merchant adoption hampered results. Miller stated, “We have not moved fast enough or with the level of focus required, and we are taking immediate steps to address that reality.” In particular, weaknesses in U.S. retail, international markets like Germany, and high-growth verticals such as travel and crypto contributed to the quarter’s softer performance.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Large-cap losers last week (Feb. 2–Feb. 6) were hit by weak earnings/guidance and analyst downgrades—led by Stellantis, Gartner, PayPal, Reddit, and Novo Nordisk.
We live in an era of momentum investing. Value investing – especially deep value investing – is out of fashion. As a result, nobody is interested in PayPal.
Buy now, pay later company Affirm (NASDAQ:AFRM) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 29.6% year on year to $1.12 billion. Its GAAP profit of $0.37 per share was 39.5% above analysts’ consensus estimates.
The era of "big data" has officially transitioned into the era of "actionable AI," and no company embodies this shift more prominently than Palantir Technologies (NYSE: PLTR). As of February 5, 2026, Palantir has evolved from a secretive, Silicon Valley outlier into a cornerstone of the S&P 500 and a primary engine for both national [...]
