PayPal stock price continues to rise, rumors that Stripe is interested in acquiring all or part of the business

LootboxPhobia · 2026-02-25T08:50:59+00:00

PayPal's stock price has been rising due to acquisition speculation. Bloomberg reports that Stripe is interested in acquiring part of its business, with an estimated value of $10 billion to $15 billion. Analysts point out that the acquisition would enhance Stripe's competitiveness in the payments sector and could play a significant role in the stablecoin market.

LootboxPhobia

2026-02-25 08:50:59

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Investing.com - On Tuesday, PayPal (NASDAQ: PYPL) stock rose for the second consecutive trading day amid ongoing speculation about the company’s potential acquisition—this time, with a potential buyer’s name also circulating.

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On Monday, Bloomberg reported that after years of stagnant stock prices, PayPal has attracted acquisition interest, though the identity of the potential buyer was not disclosed. The stock surged 5.8% that day. On Tuesday, Bloomberg further reported that payments company Stripe is interested in acquiring all or part of PayPal’s business, causing the stock to rise another 6.7%.

Before further reports emerged, Bernstein analyst Harshita Rawat speculated that Stripe might be interested in PayPal’s Braintree division, which she estimates to be worth $10 billion to $15 billion. Rawat also mentioned that JPMorgan Chase (NYSE: JPM) could be interested in this business unit.

In addition to Braintree, PayPal owns Venmo (estimated by Bernstein at around $5 billion) and its core PayPal business (valued between $20 billion and $25 billion). Rawat pointed out that private equity firms, Revolut, and American Express (NYSE: AXP) could also be potential buyers for all or part of PayPal’s business.

Meanwhile, Mizuho analyst Dan Dolev emphasized that Stripe’s valuation is approximately $159 billion, far exceeding PayPal’s market cap of $43 billion, making the deal “feasible from a scale perspective.”

Explaining why Stripe might acquire PayPal, Dolev noted that Stripe is a leader in e-commerce payment processing, handling about $1.4 trillion in total payments. Acquiring PayPal’s Braintree division would add roughly $700 billion in total payment volume, significantly increasing Stripe’s scale and strengthening its competitive position against Adyen.

Dolev also pointed out that while Stripe is widely regarded as a strong B2B player, it lacks visibility into consumer-facing terminals. In contrast, PayPal is one of the few globally recognized consumer payment networks and owns Venmo, which is considered one of the strongest peer-to-peer consumer payment brands.

“After merging, Stripe and PayPal could become key players in the stablecoin space, as stablecoins are increasingly becoming a critical component of global commerce,” he added.

Both PayPal and Stripe declined to comment on today’s rumors to Investing.com.

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