Updated
Updated · Engadget · Aug 15
Stripe, Advent Weigh Higher PayPal Bid After $60.50-a-Share Offer Fell Short
Updated
Updated · Engadget · Aug 15

Stripe, Advent Weigh Higher PayPal Bid After $60.50-a-Share Offer Fell Short

3 articles · Updated · Engadget · Aug 15

Summary

  • $60.50 a share was not enough to win PayPal, and Stripe and Advent are now discussing a higher offer that could be announced within weeks if talks hold.
  • PayPal was valued at about $53 billion in the July approach, after trading near historic lows and sitting around $40 billion—roughly $320 billion below its pandemic-era peak.
  • Reuters previously reported Stripe and Advent would own PayPal equally and do not plan a breakup, creating a payments group handling about $3.7 trillion annually.
  • Enrique Lores, named PayPal CEO in March, has been restructuring the company into checkout, Venmo, and payments-and-crypto units as a turnaround effort.

Insights

Will Stripe and Advent raise their bid, or does PayPal believe Venmo, Braintree, and PYUSD are worth far more than $60.50 a share?
Is PayPal’s 20% workforce cut a turnaround strategy, or preparation for a sale as competition and checkout growth pressures mount?
If Stripe buys PayPal, would regulators force a Braintree divestiture—and would that weaken the very logic of the deal?