In April 2026, PayPal Holdings announced a new partnership making it the NFL’s official peer-to-peer payments partner, integrating its app across the league’s ecosystem and offering fans features like instant money transfers and access to sweepstakes for tickets and exclusive experiences.
This deal, combined with Michael Burry’s recently disclosed increased position in PayPal, has sharpened investor focus on how the company’s peer-to-peer capabilities and broader payments platform fit into its longer-term growth story.
Next, we’ll explore how PayPal’s new NFL peer-to-peer partnership could influence its investment narrative and future role as a broader commerce platform.
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To own PayPal today, you need to believe it can evolve from a payments tool into a broader commerce platform, while managing slowing forecast revenue growth and intense competition. The new NFL peer to peer partnership may help near term by spotlighting PayPal’s core consumer app and Venmo, but it does not change the biggest immediate risk: pressure on transaction margins and revenue growth as rivals and macro uncertainty weigh on volumes and pricing.
Among recent updates, PayPal’s Q4 2025 results and ongoing share repurchases stand out alongside this NFL deal. The company generated US$33,172 million of revenue and US$5,233 million of net income in 2025, while buying back over 20 percent of its shares authorized to date. For investors watching catalysts, consistent buybacks and solid earnings provide a financial backdrop for assessing whether higher engagement from NFL and other partnerships can still move the needle.
Yet against this opportunity, heightened competitive pressure on PayPal’s take rate remains a risk investors should be aware of as they consider whether…
Read the full narrative on PayPal Holdings (it’s free!)
PayPal Holdings’ narrative projects $37.5 billion revenue and $4.9 billion earnings by 2029. This implies 4.2% yearly revenue growth but a $0.3 billion earnings decline from $5.2 billion today.
Uncover how PayPal Holdings’ forecasts yield a $53.00 fair value, a 5% upside to its current price.
PYPL 1-Year Stock Price Chart
Some of the most optimistic analysts were already expecting PayPal to reach about US$41,000 million in revenue and US$6,300 million in earnings by 2028, so compared with the baseline narrative, they are far more upbeat that initiatives like global wallet links and AI commerce can offset risks such as Big Tech wallets and pricing pressure, and this new NFL exposure could ultimately push their views even further apart.
Explore 45 other fair value estimates on PayPal Holdings – why the stock might be worth just $52.97!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include PYPL.
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