Paypal preps for activist defense amid bid rumors

PayPal denies current Stripe sale talks, prepared for bids after stock slump amid conflicting reports.

  • Paypal is reportedly not engaged in any current sale talks with Stripe or other parties, according to Semafor.
  • The fintech giant has been working with bankers for months to prepare for potential activist campaigns or an unwanted takeover bid.
  • This defensive preparation followed a steep decline in PayPal’s share price, which raised concerns about vulnerability.
  • Earlier reports from Bloomberg indicated Stripe had expressed preliminary interest in acquiring PayPal’s assets.

According to a report from financial news outlet Semafor on Thursday, PayPal Holdings, Inc. is not in active negotiations to sell itself to Stripe or any other buyer. The sources familiar with the matter emphasized that current talks are not happening.

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However, reports confirm PayPal has spent several months working with financial advisors to fortify its defenses. Consequently, the company is now prepared to counter a potential activist investor campaign or an unsolicited takeover offer.

This strategic move was reportedly triggered by a significant and sustained drop in PayPal’s stock price. Consequently, executives grew concerned that the depressed valuation could make the firm a target for opportunistic acquirers.

Meanwhile, earlier reports from Bloomberg this week presented a contrasting perspective. That report claimed financial technology rival Stripe had internally expressed interest in acquiring PayPal, either in whole or in part.

The conflicting reports highlight the intense speculation surrounding the payments sector. Ultimately, market observers are closely watching for any official statements from the involved companies.

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