On September 25, PayPal rose 5.1% in regular trading, trading at $55.2 USD/share, with turnover of $330 million. The rally was primarily driven by continued market enthusiasm surrounding PayPal's newly announced strategic partnership with Meta Platforms.

PayPal recently confirmed a collaboration with Meta to integrate as a core payment provider within Meta's Muse AI agent application. Under the partnership, users can shop and complete checkout through Muse across PayPal merchants worldwide. The deal positions PayPal as a key payment gateway in the emerging AI agent-driven commerce ecosystem, potentially unlocking incremental transaction volume from AI-assisted shopping scenarios. Following the initial announcement on September 22, both PayPal and Meta shares saw modest gains, with PayPal rising approximately 1.7% at that time.

However, on the same day, Deutsche Bank lowered its price target on PayPal to $55 from $60 while maintaining a Hold rating. The average analyst consensus currently stands at a Hold rating with a mean price target of $56.50. Meanwhile, the broader Transaction and Payment Processing Services sector showed mixed performance, with Visa down 0.47%, Mastercard down 0.07%, Toast up 1.35%, Block down 0.26%, and Fiserv up 0.73%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)