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PayPal buyout collapse sets up a test of how much the core business is worth on its own

9/1/2026

PayPal Holdings (PYPL) shares sold off sharply on Aug. 28 after a Stripe-led consortium walked away from its $53 billion pursuit of the fintech company. The stock is now down more than 8% year-to-date.

What complicates the selloff: options traders have read the decline as overdone and positioned firmly for a recovery through year-end. The case for buying here rests on the options data.

According to Barchart, the put-to-call ratio on PYPL contracts expiring mid-December sits at 0.52, a strong bullish skew.

That same dataset puts the upper price on those derivative contracts at $61.35, which could represent a roughly 14% rally within the next four months.

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