Street View: PayPal's branded growth in focus

PayPal PYPL.O on Tuesday posted softness in quarterly branded volume growth, while broader concerns that sweeping tariffs could dent e-commerce spending later this year overshadowed its profit forecast hike and market-beating results

Median PT of 44 brokerages covering the stock is $82.50, with average "buy" rating - LSEG data

A PATIENT PATH FORWARD

Evercore ISI ("in-line", PT: $75) says focus remains on Branded Online growth, but meaningful stock upside may be limited until that segment improves or other fast-growing parts of the Branded Experience become large enough to move the growth needle

TD Cowen ("hold", PT: $75) says PYPL remains convicted in its mid-term acceleration, but sustained improvement in core Branded Checkout transaction volume appears to be the "only panacea" for shares, and it takes time to meaningfully change the ship's course

Jefferies ("hold", PT: $75) says attention is likely to center on muted U.S. branded growth, a trend that could reintroduce structural concerns and weigh on sentiment

J.P.Morgan ("overweight", PT: $85) says "improving growth will require patience for product/partnership initiatives to ramp, and we're encouraged by the steps PYPL is making to dictate growth ahead"