PayPal international revenue slips 2% as US rises 5%. PayPal Q3 revenue slightly misses, earnings beat, stock dips even as 2026 full-year outlook raised. October 27, 2026 * Paypal's Q3 revenue rose 2% to $8.58 billion, missing analyst estimates of $8.71 billion. * Adjusted earnings of $1.45 per share beat the $1.31 consensus, boosted by share buybacks that reduced the diluted share count to 858 million. * International revenue fell 2% to $3.58 billion, while U.S. revenue grew 5% and active accounts edged up just 0.6% to 440 million. * PayPal raised its 2026 adjusted earnings outlook to about $5.60 per share, in line with analyst expectations, and declared a $0.14 per share dividend. Shares of PayPal Holdings (PYPL) dipped over 3% in morning trading Tuesday after the payments firm reported its slowest quarterly net revenue growth of the year. The company said revenue rose 2% to $8.58 billion in the third quarter, falling short of the $8.71 billion analysts had expected, according to Koyfin. - Advertisement - Adjusted earnings stood at $1.45 per share, surpassing the $1.31 estimate, but adjusted net income fell 3% to $1.25 billion. The company spent $1.5 billion to repurchase about 28 million shares during the quarter, and over the past 12 months it bought back 117 million shares for $6 billion, which drove most of the earnings gain. International revenue declined 2% to $3.58 billion, while U.S. revenue climbed 5% to $5 billion. Total payment volume grew 6% to $487.1 billion, yet active accounts increased only 0.6% to 440 million. Transaction margin dollars rose 2% to $3.95 billion, but free cash flow dropped 17% to $1.43 billion. Interest earned on customer balances fell to $289 million from $321 million. PayPal reaffirmed its GAAP outlook at about $5.07 per share and raised its 2026 adjusted earnings forecast to approximately $5.60 per share, in line with analyst estimates. For the fourth quarter, the company expects adjusted earnings of about $1.43 per share. - Advertisement - Chief Executive Officer Enrique Lores said the turnaround is progressing. "We are making good progress in our multi-year transformation, and while there is more work to do, we are increasingly confident in our path to durable, profitable growth." The board declared a dividend of $0.14 per share payable Dec. 24 to stockholders of record Dec. 4. On Stocktwits, retail sentiment around PayPal turned "extremely bullish" from "bearish" over the past day, with chatter rising to "extremely high" levels. For updates, follow on Google News. Stay in the loop. Join 1.2K Smart Traders

Nvidia stocks eye beat-and-raise quarter as AI demand stays strong. 2026-08-20 00:57:17 Key takeaways. * Nvidia is scheduled to report fiscal second-quarter 2027 earnings on Aug. 26 with beat-and-raise expectations. * Fiscal.ai projects Nvidia Q2 FY2027 revenue of $91.48 billion, more than double year-earlier $45.55 billion. * Nvidia deployed $18.6 billion into private companies and infrastructure funds during the April quarter. Nvidia (NVDA) stock fell 1% on Wednesday to close at $217.56 and is down 4% this week as the company heads into next week's earnings report scheduled after the closing bell on Aug. 26. Wall Street expects another beat-and-raise quarter, with Fiscal.ai projecting fiscal second-quarter 2027 revenue of $91.48 billion, more than double the $45.55 billion recorded a year earlier, and adjusted earnings per share of $2.07, up from $1. Jefferies called AI demand signals 'rock-solid,' citing stronger cloud revenue at Microsoft and Amazon, SpaceX's upcoming all-Nvidia deployment, and OpenAI's compute commitments through 2030. Analysts maintain confidence in demand for Nvidia's chips as accelerating cloud spending and major AI commitments reinforce the company's market position. Analysts expect beat-and-raise quarter for Nvidia stocks. Jefferies expects a beat-and-raise quarter driven by Nvidia's 'low valuation and new product cycle,' citing stronger cloud revenue at Microsoft and Amazon, SpaceX's upcoming all-Nvidia deployment, and OpenAI's compute commitments through 2030. Stifel reiterated its 'Buy' rating and $282 target, implying a 30% upside, as hyperscaler spending and AI infrastructure orders remain strong. Its supply-chain checks indicate GB300 demand could hold into early 2027 as Vera Rubin ramps. Morningstar's $280 fair value implies a 29% upside, driven by data-center revenue potentially exceeding $300 billion in 2026 and $500 billion in fiscal 2028. TD Cowen warned that earnings may not resolve questions around margins, product timelines, and AI spending, noting that 'earnings that should have been a positive catalyst for the stock haven't been in recent quarters.' Nvidia Q2 FY2027 revenue and earnings projections. Fiscal.ai expects Nvidia to report revenue of $91.48 billion, more than double the $45.55 billion recorded a year earlier. Adjusted earnings are projected to hit $2.07 per share, up from $1, while earnings before interest, taxes, depreciation, and amortization (EBITDA) are expected to climb to $61.83 billion from $27.58 billion. On a sequential basis, Koyfin estimates that revenue will rise nearly 13% to $92.01 billion. Adjusted earnings are forecast to increase 11% to $2.08 per share, while EBITDA is expected to grow 13% to $62.09 billion. Investors will track Nvidia's gross margins as high-bandwidth-memory costs increase, alongside updates on China sales and the Rubin Ultra roadmap. Nvidia enters $500 billion AI financing arrangements. Nvidia recently entered partially backstopped arrangements involving $500 billion with large asset managers to mobilize funding for AI computing infrastructure. Smaller deals with Sharon AI and Firmus point to an emerging strategy in which Nvidia helps finance data-center projects that ultimately buy its hardware. Nvidia is reportedly considering an investment in AI data-labeling startup Mercor at a potential $20 billion valuation. Nvidia paid Mercor tens of millions of dollars last quarter for expert-curated data used in its Nemotron models. The chipmaker deployed $18.6 billion into private companies and infrastructure funds during the quarter ended in April, exceeding its investment total for the entire previous year. Retail sentiment for NVDA stocks turns extremely bearish. On Stocktwits, retail sentiment for NVDA deteriorated further to 'extremely bearish' from 'bearish' levels a day ago amid a 12% rise in 24-hour message volume. One user said, '$NVDA Historically never been up during Earnings. Still holding and hoping for the best.' Another user said, '$QQQ would feel much better about big long bets if $NVDA were in 190s heading into the print. Going to be a double beat but this cheap computer overhang a tough sell over 215.' Nvidia is the best-performing 'Magnificent Seven' stock this year, tied with Apple at a 17% gain. Faq. What did Nvidia stocks do on Wednesday? Nvidia (NVDA) stock fell 1% on Wednesday to close at $217.56 and is down 4% this week. When will Nvidia report Q2 FY2027 earnings? Nvidia will report fiscal second-quarter 2027 results after the closing bell on Aug. 26. What are analysts projecting for Nvidia's Q2 FY2027 revenue? Fiscal.ai projects Nvidia will report revenue of $91.48 billion, more than double the $45.55 billion recorded a year earlier, with adjusted earnings per share of $2.07, up from $1. Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.