文章核心观点 - 低利率有利于金融科技公司(Fintech)改善和自动化金融服务 [1] - 多家热门金融科技股票有望受益于美联储降息 [1] PayPal的复苏: 支付解决方案领导者 - PayPal(PYPL)的增长轨迹稳定,作为客户和商家最大的交易促进者之一备受关注 [2] - PayPal今年股价大涨近20%,分析师对其不断扩展的合作伙伴关系和创新持乐观态度 [2] - PayPal与Fiserv、Uber和Apple等公司建立了合作关系,以提升商户客户的结算体验 [2] IBKR和HOOD股票: 投资银行增长 - 作为电子市场经纪商,IBKR和Robinhood Markets(HOOD)股票均获得Zacks Rank 2(买入)评级 [3] - Robinhood预计今年将实现首次盈利,每股收益为0.76美元,而2023年为-0.61美元 [3] - IBKR的利润增长前景吸引人,2024财年每股收益预计增长18%至6.81美元,2025财年还将增长2% [3][4] - 尽管IBKR和HOOD股价今年已涨超50%,但估值仍相对合理,分别为19.3倍和29.7倍的前瞻市盈率 [4] 总结 - 分析师对这些顶级金融科技股票的盈利预测保持乐观,预计美联储降息将进一步推动其上涨 [5]

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The content in this article is for informational, educational, and entertainment purposes only. This ...

Amazon launched a new integration with PayPal amid a surge in Buy with Prime use.The eCommerce giant revealed several enhancements to its merchant and shopper offerings at its Accelerate seller conference, according to a Wednesday (Sept. 18) press release.Among the enhancements, participating brands using the Buy with Prime API can now offer PayPal at checkout once shoppers log in to their Amazon account, per the release.Beginning in 2025, Prime members will be able to perform a one-time link of their Amazo ...

文章核心观点 - PayPal正在稳步推进其重新获得投资者兴趣和信心的雄心 [1] - 第二季度业绩突出,收入同比增长9%,每股收益同比增长36% [1] - 公司正在利用几乎所有的自由现金流来回购股票 [1] 公司表现 - 收入同比增长9%,达到67.1亿美元 [1] - 每股收益同比增长36%,达到0.93美元 [1] - 自由现金流基本全部用于回购股票 [1] 行业动态 - 公司正在努力重新获得投资者的兴趣和信心 [1]

PayPal's new management team is making some big moves that aren't reflected in the numbers just yet.PayPal (PYPL 1.38%) still trades for a cheap valuation, is generating over $5 billion in annual free cash flow, has an excellent balance sheet, and is becoming a leaner, more efficient business. Its new management team has made some interesting moves in recent months, and it might take a while for that to be reflected in PayPal's results. Here's why I think the stock is a no-brainer buy in the meantime.*Stock ...

文章核心观点 - 文章介绍了两只被市场忽视的股票,它们分别从高点下跌了78%和88% [1] - 这两只股票可能是长期投资的良机,但同时也存在较大的执行风险 [6][7] 公司分析 PayPal - PayPal更换了CEO和高管团队,旨在重振增长 [2] - 最近几个季度PayPal的业务表现有所改善,总支付量增长11%,调整后每股收益增长36% [2] - PayPal与Shopify扩大合作、推出新的营销活动和奖励计划 [3] - 尽管PayPal拥有大量现金和稳定的自由现金流,但股价仍然较低,市盈率仅15倍 [3] Nextdoor - Nextdoor是一家鲜为人知的社交媒体公司,但已有三分之一的美国家庭在使用 [4] - Nextdoor的创始人重新担任CEO,专注于提高效率和负责任的增长 [4] - Nextdoor最近的业务表现有所改善,用户活跃度、收入和利润率都有所提升 [5] - Nextdoor拥有充足的现金储备,无债务,并实施了积极的股票回购计划,有望在2024年实现自由现金流正转 [5]

文章核心观点 - 互联网软件行业正受益于数字化转型和向云端转移的加速需求 [1][2] - 行业参与者正从远程工作、学习和诊断软件的需求增加中获益 [2] - 支持混合运营环境的解决方案需求是关键驱动因素 [2] - AI和生成式AI的部署增长正在推动前景 [2] - 增强现实和虚拟现实设备的普及值得关注 [2] - 日益复杂的网络攻击推动了网络安全应用需求 [2] 行业概况 - 行业包括应用性能监控、基础设施和应用软件、DevOps部署和安全软件公司 [3] - 行业参与者提供在线支付解决方案、资产优化软件、多云应用安全和交付、社交网络、3D打印应用和云内容管理解决方案 [3] - 他们使用基于SaaS的云计算模式向终端用户和企业交付解决方案,订阅是主要收入来源,广告也是重要收入来源 [3] - 行业参与者针对多个终端市场,包括银行和金融服务、建筑、消费品、教育、能源、法律、各类服务提供商、联邦政府以及动物健康技术和服务 [3] SaaS采用不断增长 - 行业正从数字化转型的持续需求中获益 [4] - SaaS的快速采用是主要增长动力,SaaS提供灵活和经济高效的应用交付方式,部署时间也短于传统系统 [4] - SaaS旨在为任何用户、任何地方、任何时间和任何设备提供应用程序,有助于满足客户跨多个渠道的无缝沟通需求,提高客户满意度和留存率,推动行业参与者的营收增长 [4] - SaaS交付模式使行业参与者能够在疫情封锁和居家隔离期间提供软件应用程序,远程工作、学习和健康诊断也推动了对基于SaaS的软件应用程序的需求 [4][5] 按需付费模式正在流行 - 以客户为中心的方法使最终用户能够以最少的供应商干预执行所有所需操作 [5] - 按需付费模式有助于互联网软件提供商根据不同用户的需求灵活扩展产品 [5] - 基于订阅的商业模式为行业参与者带来经常性收入 [5] - SaaS交付模式的可负担性,特别是对中小企业而言,是另一个主要驱动因素 [5] - 云应用程序易于使用,大幅降低了对专门培训的需求,从而降低了成本,推动了利润增长 [5] 向云端转型创造机遇 - 随着企业继续将内部工作负载迁移到云环境,应用程序和基础设施监控变得越来越重要 [6] - 这增加了对基于Web的性能管理监控工具的需求 [6] - 云平台安全需求的增加,推动了基于Web的网络安全软件的需求 [6]

blackred When I think of PayPal Holdings (NASDAQ:PYPL), I often think of PYPL as a technology company. It is actually considered a member of the financial sector of the economy in the transactions and payment processing services industry. Fellow companies in that industry are Visa (V) and Mastercard (MA). While that did surprise me, I was also surprised by what I saw when I looked at the price chart of the stock. It looks like a buy to me. In this article, I will outline the investment thesis of PayPal ...

PayPal remains one of my highest-conviction stocks to buy and hold for years to come.In this video, I will cover the recent updates regarding PayPal (PYPL -0.37%). Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Sept. 12, 2024. The video was published on Sept. 12, 2024. ...

The market is expecting a lot more from the young growth stock.The market has finally been cheering PayPal (PYPL 1.46%) again. It's demonstrating progress under new leadership, and PayPal stock is up more than 15% during the past six months.But several billionaires have been piling into lesser-known fintech stock Bill Holdings (BILL -0.77%). Bill is a younger company with lots of growth on the horizon. Should you take a chance on it?Billionaires like BillBill provides software-as-a-service financial solutio ...