PayPal's Branded Checkout Growth to Improve Slowly, Morgan Stanley Says

MT Newswires Live

Oct 29

PayPal's (PYPL) recent initiatives to improve its Branded Checkout business are expected to deliver gradual improvement, Morgan Stanley said in a Wednesday note.

The brokerage said Branded Checkout growth remained at about 5% in Q3 and is likely to decelerate in Q4 due to macro uncertainty and a tough comparison with last year's strong holiday season.

While PayPal aims to lift Branded Checkout growth to 8-10% by 2027, Morgan Stanley said it remains unclear when recent initiatives will drive meaningful improvement toward that target. "We think investors may remain skeptical of the company getting to those management targets," according to the note.

The firm noted that PayPal's progress on Pay With Venmo, modern checkout integrations, buy now pay later, and partnerships is "notable," though not yet moving the needle.

Morgan Stanley added that operating expenses are set to ramp beginning in Q4 to support growth initiatives, which could weigh on margins.

The firm lowered its price target on the stock to $74 from $75 and retained equal-weight rating.

Shares of PayPal were down 2.7% in recent trading.

Price: 71.08, Change: -1.94, Percent Change: -2.66

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2579218560"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2579218560\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2579218560?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-10-29 23:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2579218560","market":"sh","top_or_hot":-1,"title":"PayPal's Branded Checkout Growth to Improve Slowly, Morgan Stanley Says","media":"MT Newswires Live","content":"<html><body><p> <a href=\"https://laohu8.com/S/PYPL\">PayPal</a>'s (PYPL) recent initiatives to improve its Branded Checkout business are expected to deliver gradual improvement, <a href=\"https://laohu8.com/S/MTK\">Morgan Stanley</a> said in a Wednesday note.</p><p>The brokerage said Branded Checkout growth remained at about 5% in Q3 and is likely to decelerate in Q4 due to macro uncertainty and a tough comparison with last year's strong holiday season.</p><p>While PayPal aims to lift Branded Checkout growth to 8-10% by 2027, Morgan Stanley said it remains unclear when recent initiatives will drive meaningful improvement toward that target. \"We think investors may remain skeptical of the company getting to those management targets,\" according to the note.</p><p>The firm noted that PayPal's progress on Pay With Venmo, modern checkout integrations, buy now pay later, and partnerships is \"notable,\" though not yet moving the needle.</p><p>Morgan Stanley added that operating expenses are set to ramp beginning in Q4 to support growth initiatives, which could weigh on margins.</p><p>The firm lowered its price target on the stock to $74 from $75 and retained equal-weight rating.</p><p>Shares of PayPal were down 2.7% in recent trading.</p><p>Price: 71.08, Change: -1.94, Percent Change: -2.66</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal's Branded Checkout Growth to Improve Slowly, Morgan Stanley Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPayPal's Branded Checkout Growth to Improve Slowly, Morgan Stanley Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-10-29 23:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/PYPL\">PayPal</a>'s (PYPL) recent initiatives to improve its Branded Checkout business are expected to deliver gradual improvement, <a href=\"https://laohu8.com/S/MTK\">Morgan Stanley</a> said in a Wednesday note.</p><p>The brokerage said Branded Checkout growth remained at about 5% in Q3 and is likely to decelerate in Q4 due to macro uncertainty and a tough comparison with last year's strong holiday season.</p><p>While PayPal aims to lift Branded Checkout growth to 8-10% by 2027, Morgan Stanley said it remains unclear when recent initiatives will drive meaningful improvement toward that target. \"We think investors may remain skeptical of the company getting to those management targets,\" according to the note.</p><p>The firm noted that PayPal's progress on Pay With Venmo, modern checkout integrations, buy now pay later, and partnerships is \"notable,\" though not yet moving the needle.</p><p>Morgan Stanley added that operating expenses are set to ramp beginning in Q4 to support growth initiatives, which could weigh on margins.</p><p>The firm lowered its price target on the stock to $74 from $75 and retained equal-weight rating.</p><p>Shares of PayPal were down 2.7% in recent trading.</p><p>Price: 71.08, Change: -1.94, Percent Change: -2.66</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1244550494.USD","symbol_name":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2579218560","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2579218560","pubTimestamp":1761752402,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"PayPal's  recent initiatives to improve its Branded Checkout business are expected to deliver gradual improvement, Morgan Stanley said in a Wednesday note.The brokerage said Branded Checkout growth remained at about 5% in Q3 and is likely to decelerate in Q4 due to macro uncertainty and a tough comparison with last year's strong holiday season.While PayPal aims to lift Branded Checkout growth to 8-10% by 2027, Morgan Stanley said it remains unclear when recent initiatives will drive meaningful improvement toward that target. \"We think investors may remain skeptical of the company getting to those management targets,\" according to the note.The firm noted that PayPal's progress on Pay With Venmo, modern checkout integrations, buy now pay later, and partnerships is \"notable,\" though not yet moving the needle.Morgan Stanley added that operating expenses are set to ramp beginning in Q4 to support growth initiatives, which could weigh on margins.The firm lowered its price target on the stock","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4524":"宅经济概念","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4581":"高盛持仓","LU1861217088.USD":"贝莱德金融科技A2","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","BK4527":"明星科技股","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1732800096.USD":"摩根大通环球收益基金A (irc)","BK4534":"瑞士信贷持仓","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4127":"投资银行业与经纪业","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","PYPL":"PayPal","BK4566":"资本集团","BK4516":"特朗普概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4535":"淡马锡持仓","LU0971096721.USD":"富达环球金融服务 A","LU1548497426.USD":"安联环球人工智能AT Acc","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","LU0106831901.USD":"贝莱德世界金融基金A2","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4588":"碎股","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","BK4227":"交易和支付处理服务","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC"},"translate_title":"大摩称PayPal品牌结账增长将缓慢改善","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PYPL":1.5},"content_text":"PayPal's (PYPL) recent initiatives to improve its Branded Checkout business are expected to deliver gradual improvement, Morgan Stanley said in a Wednesday note.The brokerage said Branded Checkout growth remained at about 5% in Q3 and is likely to decelerate in Q4 due to macro uncertainty and a tough comparison with last year's strong holiday season.While PayPal aims to lift Branded Checkout growth to 8-10% by 2027, Morgan Stanley said it remains unclear when recent initiatives will drive meaningful improvement toward that target. \"We think investors may remain skeptical of the company getting to those management targets,\" according to the note.The firm noted that PayPal's progress on Pay With Venmo, modern checkout integrations, buy now pay later, and partnerships is \"notable,\" though not yet moving the needle.Morgan Stanley added that operating expenses are set to ramp beginning in Q4 to support growth initiatives, which could weigh on margins.The firm lowered its price target on the stock to $74 from $75 and retained equal-weight rating.Shares of PayPal were down 2.7% in recent trading.Price: 71.08, Change: -1.94, Percent Change: -2.66","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}