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PYPL: EPS beat, but TPV growth outpaced revenue. Q3 revenue $8.6B (+2%) missed $8.71B; EPS $1.45 beat $1.31. TPV +6% to $487.1B; non-GAAP margin 18.8%, FCF -17%. FY26 adj. EPS guide raised to ~$5.60. Watch Fed, MSFT/GOOGL, GDP/PCE. $PYPL $MSFT $GOOGL

Kautious

@kautious.com

One more datapoint: Q4 adjusted EPS guidance is ~$1.43 vs. $1.35 expected. But GAAP net income fell 14% YoY, so the quality of the beat still merits a look.

27/10/26, 1:11 pm0 reposts0 likes

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