PayPal Holdings, Inc. (PYPL) Faces Pressure as Revenue Falls Short and CEO Change Looms

By Fatima Gulzar | February 12, 2026, 9:11 AM

PayPal Holdings, Inc. (NASDAQ:PYPL) is among the 12 Best Digital Currency and Payments Stocks to Buy Right Now.

PayPal Holdings, Inc. (PYPL)'s Stock Fell Following the CEO's Announcement and a Profit Miss

According to a February 3, 2026, Bloomberg story, PayPal Holdings, Inc. (NASDAQ:PYPL)  announced that Enrique Lores, the CEO of HP Inc., will take Alex Chriss’ place as CEO following the company’s poor performance. Shares dropped as much as 19%, the most significant intraday decline in almost four years, after it was revealed that the fourth quarter’s revenue and profit fell short of analysts’ projections. Revenue for the fourth quarter was $8.68 billion, and earnings per share were $1.23. Jamie Miller, the company’s CFO and COO, was designated interim CEO until Lores takes over on March 1. Furthermore, the firm stated that growth in PayPal-branded online checkouts fell to 1% from 6% a year earlier due to global headwinds and decreased US retail spending.

Lores departs HP after serving as its CEO since 2019. As per PayPal Holdings, Inc. (NASDAQ:PYPL), Chriss canceled earlier projections and failed to reach turnaround goals. Earnings per share for the entire year were $5.31, which was less than expected, and the 2026 transaction margin dollars are predicted to drop slightly.

PayPal Holdings, Inc. (NASDAQ:PYPL) develops technological platforms that enable digital payments and simplify commerce experiences for merchants and consumers throughout the world. It offers PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant services.

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Disclosure: None. This article is originally published at Insider Monkey.

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