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Paypal stock tanking

hmmm

https://www.bloomberg.com/news/articles/2026-02-23/paypal-attracts-takeover-interest-after-stock-slump

PayPal Holdings Inc., the digital payments pioneer, is attracting takeover interest from potential buyers after a stock slide wiped out almost half of its value, according to people familiar with the matter.

The San Jose, California-based company has fielded meetings with banks amid unsolicited interest from suitors, the people said. At least one large rival is looking at the whole company, while some other suitors are only interested in certain PayPal assets, the people said, asking not to be identified because the information is private.
Buyer interest in PayPal is still at a preliminary stage and may not lead to a transaction, the people cautioned. A representative for PayPal declined to comment.

Founded in the late 1990s, PayPal was an early mover in the world of digital payments. But the company now finds itself in a rut with its customers increasingly turning to alternative ways to pay for things.

PayPal’s shares have fallen around 46% in New York trading over the last 12 months, giving the company a market value of about $38.4 billion.

Current board chair Enrique Lores is due to take up the role as president and CEO of PayPal on March 1. He will be tasked with getting to grips with a company that’s lost market share to rivals such as Apple Pay and Google Pay and failed to modernize its payments technologies.

Former CEO Alex Chriss was ousted earlier this month after his turnaround plan fell short. The company’s fourth-quarter profit and revenue missed analysts’ estimates, according to results for the period that also showed a continued slowdown in payment volume.


Oracle's Selloff

Oracle ran up hard into late 2024 on AI and cloud optimism, pushing valuation well above its historical range. As rates stay higher for longer, the market is rotating out of expensive AI-adjacent names and back toward near-term cash flow certainty.

At the same time, Oracle's cloud growth narrative is under scrutiny. OCI is growing, but not fast enough to justify premium multiples versus hyperscalers like AWS and Azure. Any hint of slower bookings, margin pressure from data center spend, or conservative guidance has been enough to trigger derisking.


Gemini Restructures Leadership, Cuts Workforce, Stock Drops

Shares of Gemini dropped over 14%. Three senior executives are departing the company. This includes the Chief Operating Officer, Chief Financial Officer, and Chief Legal Officer. These changes are part of a broader restructuring effort. The company also reduced its global workforce by 25% and scaled back foreign operations.

https://coinpaper.com/14699/gemi-stock-forecast-crypto-exchange-gemini-layoffs-trigger-15-decline


IBM stock down 40 points in 9 days

Told you so. 2-2-26 $315. 2-11-26 $275. Stay away. Stay far far away.

A putrid odor fills the air,
A scent of ruin and despair,
Like rotten eggs and old, wet trash,
It hits the nose with sudden crash.
It lingers in the stagnant room,
A heavy, green, and choking gloom,
That makes you gag and hold your breath,
A foul scent, mimicking death.


Stock price rise is crazy!

Cisco’s P/E ratio is 33+ - higher than Google, Amazon, Meta and Netflix. That’s crazy- Wall Street is valuing Cisco higher than all these other companies!

If I have one regret about not being in Cisco it’s this: stock was dead for many years and now that I’m no longer in, has taken off like a rocket! Just my luck I guess, don’t think anything changed significantly but the external perceptions sure have.


Walmart is how it's done!

$1 trillion valuation first for non tech company. Stock thru the roof. And here is Nike claiming to be a tech company under JD and continuing to underwhelm both in tech and product.
Sure it's not a 1 to 1 comparison but goes to show competent leadership can weather headwinds like tariffs which if anything expose Walmart equally if not more! And BTW a lot of the Walmart growth is attributed to astute use of technology.
Few years back had the opportunity to join Walmart tech, back then Nike was the cool kid so I didn't consider it... Dang it!


Shorting the Stock over the last year

Wow, huge Shoutout to the TR Management Team. I crunched some numbers, and I have made more money shorting the TR stock over the last year than I have on my own commission.

Please allow me to buy you drinks at ASM! Can speak for the other 1000's employees that want you fired, but you are heroes in my book!


Short term excitement long view stagnant.

https://seekingalpha.com/article/4864690-verizon-needs-more-than-stock-buyback

Read some market analysis before getting to excited: For those that don't want to read it here is the article summary:

Takeaway
The key investor takeaway is that Verizon hasn't improved the business to warrant the excitement. The wireless giant is actually just going down the path of cutting costs and capex spending for apparent short-term benefits that didn't work at the CEO's prior job.

Investors should use this rally to unload the stock.


Barrons: Europe’s Tech Darling Can’t Play With the Big Boys.

SAP Stock Drops 15% After Earnings. Europe’s Tech Darling Can’t Play With the Big Boys.

SAP stock tumbled Thursday after the German software company reported better-than-expected earnings but disappointed investors with weaker-than-anticipated cloud revenue growth.

https://www.barrons.com/articles/sap-earnings-stock-price-6e124de8

SAP’s American depositary receipts fell about 15% in early trading to roughly $200, putting the stock on track for its steepest one-day decline in more than five years. The S&P 500 was roughly flat.

The company reported fourth-quarter non-IFRS earnings of 1.62 euros per share on revenue of €9.68 billion, up 3% from a year earlier. Analysts had expected earnings of 1.51 euros per share on revenue of €9.75 billion, according to FactSet.

The primary concern for investors was SAP’s cloud business, which has benefited in recent years from demand tied to artificial intelligence. Cloud revenue rose 19% year over year to €5.61 billion, but came in slightly below Wall Street expectations of €5.64 billion.

For the current fiscal year, SAP forecast cloud revenue of between €25.8 billion and €26.2 billion. The midpoint of that range is slightly above analysts’ consensus estimate of €25.98 billion.

The company said several large customers, including Lockheed Martin and Rolls-Royce Holdings, signed deals during the quarter. Still, SAP acknowledged some hesitation among customers amid geopolitical uncertainty. Chief Financial Officer Dominik Asam said the company saw deal slippage in the quarter due to rising geopolitical tensions.

SAP’s results followed a weak reaction a day earlier to Microsoft’s cloud earnings, which also raised concerns about slowing growth in the sector.

The company’s board authorized a new share buyback program of up to €10 billion, set to run from February 2026 through the end of 2027.

SAP is one of Europe’s largest technology companies, with a market value of about $267 billion. That is significantly smaller than Microsoft, but comparable to large U.S. software peers such as Oracle and Salesforce.

Through Wednesday’s close, SAP shares were down 9.1% for the year. Over the same period, Salesforce shares had fallen 9.4%, Microsoft was down 11%, and Oracle had dropped 37%.


Schulman is going to shut all the haters post earnings

slashing costs like crazy (20% of USELESS CORPORATE BR workforce), going lean and "scrappier," obsessing over customer-first moves, and finally turning heavy 5G investments into real subscriber wins against T-Mobile and AT&T.

Critics whining about outages, support drops, and slow growth? Watch the earnings numbers crush those narratives. Subscriber net adds rebound, margins expand, AI plays kick in. Schulman's proven he turns giants around.
Haters gonna hate, but earnings will shut them up. $VZ to the moon under Schooooolman. 🚀