Street View: Paypal to benefit from OpenAI partnership
PayPal PYPL.O reported on Tuesday that it has formed a partnership with OpenAI to enable ChatGPT users to make purchases through its platform
Co raised its full-year profit outlook again, confident that consumer spending will stay strong
Median PT of 45 brokerages covering the stock is $80, an upside of 9.5% to stock's last close - data compiled by LSEG
FROM BOTS TO BUYS
J.P. Morgan ("overweight," PT: $85) says the partnership looks promising following similar deals, but agentic AI is still in early stages
Canaccord Genuity ("buy," PT: $100) believes agentic AI as possibly the biggest opportunity for PayPal since its eBay days and they expect this new channel to start gaining momentum soon
Raymond James ("market perform") says this partnership strengthens co’s position — but they’re yet to see how much it will drive branded TPV (total payment volume) growth
RBC ("outperform," PT: $91) views the ChatGPT integration as significant given the growing role of AI in product discovery
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