PayPal Q1 Earnings: The Market Is Missing The Forest For The Trees

  • The market reaction to PayPal's Q1 2025 earnings was quite mixed, and this shows that the market is still undecided about the company's future. At the same time, the earnings release contained some important positives and, in my view, was yet another step in the right direction. The company's capital allocation is also working in favor of long-term investors and is one more reason to retain my Buy rating on the stock amidst the falling consumer confidence.