PayPal Holdings Inc. (PYPL) retail traders revealed sky-high valuation targets following reports that Stripe and Advent International are offering $60.50 per share to acquire the payments company. A Stocktwits poll of 8,200 investors found 35% believe PayPal Stocks should be valued over $100, with an additional 16% targeting $80-$99.99 and another 16% supporting $70-$79.99 valuations. Retail investors stated the offer undervalues PayPal's long-term cash flow generation and market positioning. PayPal stock jumped more than 17% at close on Wednesday as retail sentiment shifted from 'bullish' to 'extremely bullish' over 24 hours and message volumes surged 1,198%. Wall Street remains divided on the reported takeover bid, with analysts split between viewing the offer as a strategic lifeline and calling it potentially too low.
Stocktwits Poll Shows 35% of Retail Investors Value PayPal Over $100
Of the 8,200 investors polled by Stocktwits, 35% voted for PayPal stock to be valued over $100. Another 16% believe the shares should be valued between $80 and $99.99, while 16% believe the stock should be valued between $70 and $79.99. The remaining 33% of voters polled feel that a price between $60 and $69.99 is appropriate.
One bullish user commented, "Burn the shorts from the last 2 years. Burn them all to ashes! No offer should be less than $100." Another user said, "$PYPL road to $75-85/share. Market's still pricing in a lot of skepticism, but the setup is simple: huge FCF, wide user reach, and valuation that still looks cheap here. That's why $PYPL can demand a higher premium vs Stripe in any rerating. The stock's been discounted hard on downside fears, but the cash generation story is still there." A third user said, "60 buck a share greatly undervalues the company."
![Stocktwits poll results showing PayPal valuation preferences]()
Retail Sentiment Shifts to Extremely Bullish as Message Volumes Surge 1,198%
Retail sentiment around PayPal stock jumped from 'bullish' to 'extremely bullish' over 24 hours. Message volumes surged 1,198% in the same time period. PYPL stock is on track to clock its best monthly gains on record.
Wall Street Analysts Divided on $60.50 Takeover Bid Adequacy
Wall Street is split on the reported $60.50-per-share takeover bid from Stripe and Advent. BTIG believes PayPal's board is likely to seriously consider the offer, citing uncertainty surrounding the company and calling the deal a potential "lifeline" that could support a long-term turnaround away from public market pressures.
William Blair is more skeptical, describing the bid as potentially too low and suggesting buyers could raise it to as much as $70 per share, though the odds are low. Jefferies focused on competitive implications, saying a combined Stripe-PayPal would mainly strengthen consumer payments and have a largely neutral impact on rival Adyen.
FAQ
What did the Stocktwits poll reveal about PayPal stock valuation?
A Stocktwits poll of 8,200 investors found that 35% believe PayPal stock should be valued over $100, 16% support valuations between $80 and $99.99, another 16% support $70 to $79.99, and 33% believe a price between $60 and $69.99 is appropriate.
How did PayPal stock perform on Wednesday?
PayPal stock jumped more than 17% at close on Wednesday. Retail sentiment shifted from 'bullish' to 'extremely bullish' over 24 hours, and message volumes surged 1,198% in the same period. The stock is on track to clock its best monthly gains on record.
What are Wall Street analysts saying about the takeover bid?
Wall Street is divided on the reported $60.50-per-share bid from Stripe and Advent. BTIG views the offer as a potential lifeline for PayPal's turnaround. William Blair describes the bid as potentially too low and suggests buyers could raise it to as much as $70 per share. Jefferies stated a combined Stripe-PayPal would strengthen consumer payments with largely neutral impact on rival Adyen.
