PayPal (NASDAQ: PYPL) shares climbed for a second consecutive session on Tuesday as takeover speculation intensified, this time naming Stripe as a potential buyer. The renewed M&A buzz sent PayPal stock up another 6.7%, adding to Monday’s 5.8% surge after Bloomberg first reported that the digital payments giant had attracted acquisition interest amid its prolonged stock slump.
According to the latest report, fintech powerhouse Stripe is exploring a deal to acquire all or part of PayPal. Analysts suggest that PayPal’s Braintree unit could be the most attractive asset. Bernstein analyst Harshita Rawat estimates Braintree’s valuation between $10 billion and $15 billion, noting that JPMorgan Chase (NYSE: JPM) could also show interest in that segment. Beyond Braintree, PayPal owns Venmo—valued at around $5 billion—and its core PayPal platform, which Bernstein estimates at $20 billion to $25 billion. Potential buyers for various PayPal assets could include private equity firms, Revolut, and American Express (NYSE: AXP).
From a financial standpoint, a Stripe-PayPal deal appears feasible. Mizuho analyst Dan Dolev pointed out that Stripe’s reported $159 billion valuation significantly exceeds PayPal’s $43 billion market capitalization. Stripe currently processes roughly $1.4 trillion in total payment volume (TPV), and acquiring Braintree could add another $700 billion in TPV, strengthening its competitive edge against rivals like Adyen.
Analysts also see strategic benefits beyond scale. While Stripe dominates e-commerce and B2B payments, it lacks a strong consumer-facing brand. PayPal and Venmo offer global recognition and powerful peer-to-peer payment networks. A combined entity could also become a major player in stablecoins, positioning itself at the forefront of digital assets in global commerce.
Both PayPal and Stripe declined to comment on the acquisition rumors, but investor interest in PayPal stock remains elevated as takeover talks continue.


Robinhood Banking Surpasses $1 Billion in Deposits Following Successful Relaunch
Nintendo Stock Surges 10% as Pokémon Pokopia Breaks Sales Records
Tesla Energy Ventures Limited Receives Ofgem Licence to Supply Electricity in Great Britain
UBS Seeks Legal Protection Over Credit Suisse's Nazi-Era Banking Activities
U.S. Senate Greenlights AI Chatbots for Official Staff Use
Pokemon Pokopia Sells 2.2 Million Copies in Four Days, Boosting Nintendo Switch 2 Momentum
Microsoft Backs Anthropic in Legal Fight Against Pentagon's AI Blacklist
Big Tech Turns to Debt Markets to Fund AI Infrastructure Boom
Amazon Invests $535 Million in Brisbane Robotics Fulfillment Center
Boeing Secures $289 Million Smart Bomb Contract With Israel
Nissan, Uber, and Wayve Team Up to Launch Robotaxi Pilot in Tokyo
BMW Warns of Further Earnings Decline in 2026 Amid Global Trade Pressures
Heinz Wattie's to Close Three New Zealand Plants, Cutting 350 Jobs
Domino's Pizza UK Reports 15% Drop in Annual Profit Amid Weak Sales and Rising Costs
PayPay IPO Expected to Price at Lower End Amid Global Market Uncertainty
Honda Faces $4.3 Billion Loss After Scrapping EV Plans 



