Reports confirm that PayPal has not engaged in active negotiations with Stripe, which has cooled market speculation about a strategic deal between the two. Following this news, PayPal's stock price dropped nearly 6% to around $45. This decline also reflects investors' cautious outlook for the company's 2026 performance and concerns over the slowdown in brand payment growth. At a fixed exchange rate, brand payment growth is only 1%. PayPal reported fourth-quarter revenue of $8.68 billion, up 3.7% year-over-year, with total payment volume increasing by 8.8% to $475.14 billion.
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Reports confirm that PayPal has not engaged in active negotiations with Stripe, which has cooled market speculation about a strategic deal between the two. Following this news, PayPal's stock price dropped nearly 6% to around $45. This decline also reflects investors' cautious outlook for the company's 2026 performance and concerns over the slowdown in brand payment growth. At a fixed exchange rate, brand payment growth is only 1%. PayPal reported fourth-quarter revenue of $8.68 billion, up 3.7% year-over-year, with total payment volume increasing by 8.8% to $475.14 billion.