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2022-02-03

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PayPal, Block, other fintech stocks return to earth after COVID boost

After PayPal Holdings stock dives on weak 2022 guidance and a pivot in customer acquisition strategy

PayPal, Block, other fintech stocks return to earth after COVID boost

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Other payment names dip as well: Paysafe (PSFE), Lightspeed Commerce (LSPD), Fiserv (FISV), and Global Payment (GPN).</p><p>Online lending names also suffer: Upstart Holdings (UPST), <a href=\"https://laohu8.com/S/LC\">LendingClub</a>, Blend Labs (BLND), <a href=\"https://laohu8.com/S/RKT\">Rocket Companies</a>, and SoFi Technologies (SOFI). <a href=\"https://laohu8.com/S/TREE\">LendingTree</a> rises after its preliminary Q4 results topped consensus.</p><p>And while investors shy away from PayPal (PYPL) in a big way after the disappointing guidance, Mizuho analyst Dan Dolev sees some notable positives in its Q4 results — incremental total payment volume growth ex-eBay(EBAY)/P2P accelerated in Q4 to $55B from $53B in Q3 and the take rate (also ex-eBay) increased by 5 basis points, &#34;marking a potential change in trend.&#34; He explains PayPal&#39;s recent weakness as a &#34;return to earth&#34; after a &#34;COVID sugar rush&#34; in 2020 and 2021.</p><p>&#34;On balance, despite the understandable knee-jerk negative reaction, we see signs of the COVID hangover coming to an end, opening a new opportunity in PYPL,&#34; Dolev wrote in a note to clients.</p><p>Oppenheimer analyst Dominick Gabriele also sees PayPal&#39;s (PYPL) swoon as a buying opportunity. &#34;After our post 3Q21 cautious stance we see significant upside on the kitchen-sink outlook/soured sentiment and we&#39;re going bottom fishing.&#34;</p><p>Raymond James analyst John Davis, though, isn&#39;t convinced. &#34;PYPL is a &#39;show-me&#39; story, and we believe the stock is unlikely to re-rate meaningfully higher before growth reaccelerates and investors gain confidence the 2022 outlook is overly conservative, which isn&#39;t likely to happen before 2H22,&#34; he wrote.</p><p>SA contributor Kirk Spano presents an option selling strategy for PayPal and Block</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal, Block, other fintech stocks return to earth after COVID boost</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPayPal, Block, other fintech stocks return to earth after COVID boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 13:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3795036-paypal-block-other-fintech-stocks-return-to-earth-after-covid-boost><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After PayPal Holdings stock dives on weak 2022 guidance and a pivot in customer acquisition strategy, against an overall weak backdrop for fintech stocks.Fintech, online lending, and payment stocks ...</p>\n\n<a href=\"https://seekingalpha.com/news/3795036-paypal-block-other-fintech-stocks-return-to-earth-after-covid-boost\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4528":"SaaS概念","SQ":"Block","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4535":"淡马锡持仓","PYPL":"PayPal","BK4534":"瑞士信贷持仓"},"source_url":"https://seekingalpha.com/news/3795036-paypal-block-other-fintech-stocks-return-to-earth-after-covid-boost","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2208572369","content_text":"After PayPal Holdings stock dives on weak 2022 guidance and a pivot in customer acquisition strategy, against an overall weak backdrop for fintech stocks.Fintech, online lending, and payment stocks turn down, extending a months-long slump in the sector as investors grow risk averse.Note that Global X FinTech Thematic ETF has dropped 30% in the past six months. PayPal  fell 52%, Square  -58%, Lightspeed Commerce  -61%, SoFi Technologies  -20%, and Upstart Holdings  -16% over the same timeframe.In Wednesday trading, Block drops after completing its acquisition of Afterpay. Other payment names dip as well: Paysafe (PSFE), Lightspeed Commerce (LSPD), Fiserv (FISV), and Global Payment (GPN).Online lending names also suffer: Upstart Holdings (UPST), LendingClub, Blend Labs (BLND), Rocket Companies, and SoFi Technologies (SOFI). LendingTree rises after its preliminary Q4 results topped consensus.And while investors shy away from PayPal (PYPL) in a big way after the disappointing guidance, Mizuho analyst Dan Dolev sees some notable positives in its Q4 results — incremental total payment volume growth ex-eBay(EBAY)/P2P accelerated in Q4 to $55B from $53B in Q3 and the take rate (also ex-eBay) increased by 5 basis points, \"marking a potential change in trend.\" He explains PayPal's recent weakness as a \"return to earth\" after a \"COVID sugar rush\" in 2020 and 2021.\"On balance, despite the understandable knee-jerk negative reaction, we see signs of the COVID hangover coming to an end, opening a new opportunity in PYPL,\" Dolev wrote in a note to clients.Oppenheimer analyst Dominick Gabriele also sees PayPal's (PYPL) swoon as a buying opportunity. \"After our post 3Q21 cautious stance we see significant upside on the kitchen-sink outlook/soured sentiment and we're going bottom fishing.\"Raymond James analyst John Davis, though, isn't convinced. \"PYPL is a 'show-me' story, and we believe the stock is unlikely to re-rate meaningfully higher before growth reaccelerates and investors gain confidence the 2022 outlook is overly conservative, which isn't likely to happen before 2H22,\" he wrote.SA contributor Kirk Spano presents an option selling strategy for PayPal and Block","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}