PayPal reported second-quarter 2026 results beating analyst estimates with adjusted EPS of $1.38 versus the $1.28 consensus estimate, representing an 8% beat. Revenue came in at $8.68 billion, above the approximately $8.47 billion analysts had expected, reflecting a 3% increase on a currency-neutral basis. The company subsequently raised its full-year EPS guidance. The PYUSD stablecoin expanded to 70 markets as of March 2026, solidifying its position as the largest federally regulated stablecoin in the United States. Investors will likely monitor whether PayPal begins breaking out PYUSD transaction volumes and revenue contributions separately in future quarters.
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