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Stripe Weighs Bid for PayPal in Early Talks Following PayPal’s Stock Slide

Reports describe exploratory discussions that may not lead to a transaction as Stripe’s new $159 billion valuation strengthens its capacity to pursue deals.

Overview

  • Bloomberg reports that Stripe is considering acquiring all or parts of PayPal, with deliberations characterized as early-stage and uncertain.
  • PayPal shares rose roughly 7% on the report, lifting its market value to about $43 billion after a year of steep declines.
  • Potential scenarios include a full-company purchase or selective bids for assets such as Venmo or Braintree, according to multiple outlets.
  • Both companies declined to comment, and prior reporting said PayPal has held meetings with banks after receiving unsolicited interest from suitors.
  • The talks come as PayPal prepares for Enrique Lores to become CEO on March 1 and as Stripe highlights $1.9 trillion in 2025 payment volume alongside its tender-led valuation.