PayPal has signalled it remains open to a takeover but does not believe Stripe and Advent International's $53.4 billion offer reflects its true value, after posting stronger-than-expected quarterly results. Speaking on the Q2 2026 earnings call, chief executive Enrique Lores stopped short of rejecting a deal outright, saying PayPal would consider any option that created "superior value" for shareholders, while declining to comment directly on Stripe's bid or market speculation.

The current offer values PayPal at $60.50 per share, but analysts at Cantor Fitzgerald put its worth closer to $70, against shares currently trading around $58. PayPal reported adjusted profit of $1.38 per share, ahead of the $1.28 forecast, with revenue up 5% year-on-year to $8.68 billion and adjusted free cash flow of $1.8 billion. Lores also updated investors on the firm's AI-driven turnaround, including a three-segment restructuring, progress towards $1.5 billion in run-rate cost savings, cutting three organisational layers, and a shift from data centres to cloud infrastructure.