PayPal Holdings (NASDAQ: PYPL) beats Q2 2026 adjusted Non-GAAP EPS consensus of approx. $1.35 per share (July 28, 2026, after market close; confirmed by PayPal press release)
Hit
✦ AI-generated prediction
Published on 27. July 2026
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Predicted for 28. July 2026
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Based on: Historical Cycle
PayPal reports July 28, 2026 after market close. Non-GAAP EPS consensus is approximately $1.35 (extrapolated from Q1 2026 Non-GAAP EPS of ~$1.33 with expected 2–3% sequential growth). PayPal has beaten adjusted EPS consensus for eight consecutive quarters; ongoing restructuring (profitable core focus, Venmo monetisation, branded checkout improvements) supports margins. Brent's sharp drop to $90 (−8% on July 27 after US-Iran de-escalation) is a tailwind for travel and commerce transactions. No dedicated Polymarket market; calibrated at 68% based on eight-quarter beat history.
Data basis for this prediction
- PayPal Q2 2026 Earnings Date: 28. Juli 2026 (Kiplinger Earnings Calendar, 27.07.2026)
- Brent Crude: 90,28 USD/bbl, −8,2 % nach US-Iran-Deeskalation (FX Leaders, 27.07.2026)
- PayPal Q1 2026 Non-GAAP EPS-Schätzung: ~1,33 USD (Hochrechnung aus Analystendaten)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
PayPal meldete am 28. Juli 2026 nach Börsenschluss einen Non-GAAP-EPS von 1,38 USD für Q2 2026 und übertraf damit den prognostizierten Konsens von ~1,35 USD (sowie den Zacks-Konsens von 1,28 USD) deutlich. Der Umsatz von 8,68 Mrd. USD übertraf ebenfalls die Erwartungen (+5 % YoY). PayPal hob zudem die Jahresprognose für den Non-GAAP-EPS auf ~5,38 USD an. Quellen: PayPal Pressemitteilung (newsroom.paypal-corp.com, 28.07.2026), financefeeds.com, finance.yahoo.com.
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
Bitcoin at $78,136 (September 9, 2026). Kalshi markets assign ~83% probability of BTC touching $100,000 at any point in 2026. Polymarket gives BTC 68% odds to close above $90,000 by year-end. A year-end close above $100,000 (not just a touch) is more demanding: median year-end contract estimates imply ~$81,000. Arguments for >$100k close: historical Q4 seasonality (+49% in Q4 2024, +56% in Q4 2023), ETF inflows, institutional demand. Headwinds: active Fed hiking cycle (~3.75% current funds rate), 10yr yield at 4.86%.