From 24/7 Wall St. · Vandita Jadeja · · 1m 10s
PayPal Meta Partnership Boosts Stock
PayPal's Meta deal could lift stock to $72.51 by 2030.
In brief
PayPal's Meta deal could lift stock to $72.51 by 2030. PayPal's Meta partnership may boost stock to $72.51 by 2030 despite 20% annual decline. Originally reported by 24/7 Wall St..
PayPal Lands Meta Partnership
PayPal just landed a checkout deal with Meta and another surprise partnership that sent shares jumping.
Stock Down 20% Over Year
PayPal shares are down 20.77% over the past year and 12.94% in the past month.
Meta Partnership Details
The Meta partnership enables one-tap checkout inside the Facebook feed and is expected to extend to Instagram.
Q2 2026 Earnings Report
PayPal delivered non-GAAP EPS of $1.38 versus $1.28 expected on revenue of $8.68B (+4.75% YoY).
Bull Case for PayPal
The bull case rests on three legs: checkout distribution, Venmo monetization, and capital return.
Price Target Analysis
24/7 Wall St. price target is $57.11 versus current price of $53.45, implying 8.5% upside over 12 months.
Risks for PayPal
Branded checkout grew just 2% currency-neutral in Q2, operating margin contracted 248 basis points.
Future Stock Projections
PayPal price target rises to $72.51 by 2030 with 25% total return if bull case holds.
At a glance
PayPal's Meta partnership may boost stock to $72.51 by 2030 despite 20% annual decline.
