PayPal Holdings experienced a significant decline in its stock price, falling about 20% after disappointing Q4 earnings and a weak outlook for fiscal 2026. This drop was compounded by the announcement of a leadership change, with CEO Alex Chriss set to be replaced by Enrique Lores, effective March 1. The volatility in PayPal’s performance reflects rising competition from Apple Pay and Google Wallet, which has been shrinking its market share and pressuring its margins. While some analysts suggest that PayPal might be undervalued due to its strong free cash flow, others warn of a potential structural decline in its core business.
PayPal Holdings faces stock tumble after Q4 earnings crash and CEO transition
