Stock Markets February 23, 2026

PayPal Shares Spike After Report of Buyer Interest

Trading briefly halted as suitors probe strategic options; stock surge follows year-long decline leaving market value near $38.4 billion

By Jordan Park PYPL
PayPal Shares Spike After Report of Buyer Interest
PYPL

PayPal Holdings Inc. shares rose sharply Monday morning, climbing as much as 9% after reports that the company has drawn unsolicited interest from potential acquirers. Trading in the stock was temporarily paused amid the volatility. Sources say meetings with banks have taken place, with at least one large competitor reportedly considering a full takeover while other parties target specific assets. The interest is described as preliminary and may not produce a deal. PayPal declined to comment. The move arrives after roughly a 46% drop in PayPal's share price over the past 12 months, which places the company's market capitalization at about $38.4 billion.

Key Points

  • PayPal shares climbed as much as 9% Monday morning and trading was briefly halted amid volatility.
  • Sources say PayPal has held meetings with banks after receiving unsolicited interest; at least one large rival is exploring a possible acquisition of the entire company while other parties are targeting specific assets.
  • The reports come after PayPal's stock declined about 46% over the past 12 months, bringing the company's market capitalization to roughly $38.4 billion.

Shares of PayPal Holdings Inc. jumped as much as 9% in early Monday trading after reports surfaced that the payments company has attracted takeover interest from outside parties. The sudden price move prompted a temporary trading halt because of the heightened volatility.

According to people familiar with the matter, PayPal has held meetings with banks in response to unsolicited approaches from potential suitors. At least one major rival is said to be exploring the possibility of acquiring the entire company, while other interested groups are reportedly focused on individual PayPal assets rather than a full purchase.

Those sources stressed that the inquiries remain at an early stage and that there is no assurance they will lead to any transaction. A spokesperson for PayPal declined to comment on the developments.

The market reaction - characterized by the sharp intraday jump and the trading pause - came against a backdrop of notable weakness in the company's stock over the past year. PayPal's shares have fallen by roughly 46% in the last 12 months, reducing the firm's market value to approximately $38.4 billion.

Alongside the market moves, some retail and institutional observers have pointed to the acquisition chatter as the proximate trigger for the rally. But the people briefed on the matter emphasized the preliminary nature of buyer interest and cautioned that initial approaches do not necessarily presage a completed deal.

Separately, automated portfolio and screening tools that track thousands of companies each month have incorporated the trading and market-capitalization shifts into their models. One such system evaluates stocks using more than 100 financial metrics and highlights past performance across its selections; examples cited by that system include Super Micro Computer with a +185% return and AppLovin with a +157% return. That tool reports it has no intrinsic bias and ranks ideas based on fundamentals, momentum, and valuation.

For now, the combination of takeover reports, an official non-comment from the company, and pronounced share-price deterioration over the prior 12 months leaves PayPal's near-term trajectory dependent on whether any of the preliminary interests advance to formal offers or are abandoned.

Risks

  • Buyer interest is described as preliminary and may not result in any transaction - this creates uncertainty for shareholders and market participants.
  • Short-term trading volatility has already triggered a temporary halt in the stock, indicating potential liquidity and price-risk for investors.
  • PayPal's significant share-price decline over the past year underscores continued downside exposure if takeover interest does not materialize into a deal.

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