Sven Carlin on PYPL
Sven Carlin on PayPal (PYPL): the quotes, dated.
8 dated quotes about PayPal stock (PYPL), selected from all 341 Sven Carlin videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with PYPL’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- PYPL close, 2026-10-19
- $56.51
- Price since the first forecast, Feb 13, 2026
- +40.3%
- S&P 500 (SPY), same period
- +12.4%
- vs the S&P 500
- +27.9 pp
- Latest stance, Jun 24, 2026
- Risk acknowledged
- Mentions found
- 59 in 16 of 341 videos
The short version
In November 2025 Sven Carlin called PayPal's outlook too risky despite its crypto and buyback efforts. In February 2026 they said to avoid PayPal over competition and did not know where it would be in 10 years. In April 2026 they recalled saying at 41 that if PayPal did $6 billion of buybacks, the stock would rise 40% over the year, but had not invested, citing uncertain long-term margin of safety. In June 2026 they noted a P/E of eight and $6 billion buybacks on a $37 billion market cap, calling PayPal somewhat riskier on business sustainability. In August 2026 they listed Michael Burry's PayPal purchase price of 42.
Summary of the quotes on this page. Updated .
What Sven Carlin said last · Aug 11, 2026
Mention
“42 for PayPal, Fiserv at 48, Adobe 193, MercadoLibre 1,629.”
Bearish call · Price rose
The price rose since the first bearish quote.
PYPL from to . Price movement, not the creator’s realized return.
Price up since 6 of 8 quotes · Stock ahead of SPY: 6 of 8
Leaderboard result: Lagged the market (6 months, → ). Scored from the first close after the video, . How it is scored
Sven Carlin’s price target and valuation calls on PYPL
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
P/E ratio of eight, $6 billion buybacks on $37 billion market cap. If they continue like this, they buy back the company.
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
PYPL · daily close, split-adjusted · 2025-09-15 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $67.06 |
| 2025-10-31 | $69.27 |
| 2025-11-28 | $62.69 |
| 2025-12-31 | $58.38 |
| 2026-01-30 | $52.69 |
| 2026-02-27 | $46.21 |
| 2026-03-31 | $45.23 |
| 2026-04-30 | $50.14 |
| 2026-05-29 | $44.75 |
| 2026-06-30 | $43.18 |
| 2026-07-31 | $57.21 |
| 2026-08-31 | $52.67 |
| 2026-09-30 | $52.53 |
| 2026-10-19 | $56.51 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
PYPL · daily close, split-adjusted · 2025-09-15 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $67.06 |
| 2025-10-31 | $69.27 |
| 2025-11-28 | $62.69 |
| 2025-12-31 | $58.38 |
| 2026-01-30 | $52.69 |
| 2026-02-27 | $46.21 |
| 2026-03-31 | $45.23 |
| 2026-04-30 | $50.14 |
| 2026-05-29 | $44.75 |
| 2026-06-30 | $43.18 |
| 2026-07-31 | $57.21 |
| 2026-08-31 | $52.67 |
| 2026-09-30 | $52.53 |
| 2026-10-19 | $56.51 |
What Sven Carlin said, when
- 1
— Risk acknowledged
5:51 “So, the crypto, the growing everywhere, the buybacks, it's again a sign of protecting what's still hanging there, but the outlook for me is still too risky.”
Discussing PayPal's management incentives, stock-based compensation and its crypto and buyback efforts.
- 2
— Avoid
14:05 “You of course avoid the wrong stocks like PayPal, Stellantis because there is too much competition”
Describing his process of waiting for the right stocks at the right prices.
- 3
— Risk acknowledged
4:43 “Do I know where PayPal will be in the next 10 years? I don't. There is so much competition, technology, Google payment, Apple payment, this that I'm paying with my phone. PayPal is used less and less.”
Going through stocks that viewers suggested could return 2x to 5x.
- 4
— Conditional
3:45 “And we have discussed PayPal 2 months ago when it was at 41, and I said that if they do 6 billion buybacks, which was 15% of the market cap, the stock will be up 40% over the year.”
Discussing Michael Burry's recently opened PayPal position; he added that the stock was already up about 20%.
- 5
— Avoid
4:06 “I didn't invest because I like having something for the long term, not a declining business, but the growing business. That long-term margin of safety is what I'm uncertain with PayPal.”
Explaining why he did not buy PayPal despite his buyback-driven forecast.
- 6
— Valuation view
15:58 “P/E ratio of eight, $6 billion buybacks on $37 billion market cap. If they continue like this, they buy back the company.”
Reviewing Michael Burry's buys; he noted PayPal had given back a rebound tied to positive news or takeover talk.
- 7
— Risk acknowledged
19:17 “PayPal is a little bit more risky perhaps on duration of the business sustainability that we discussed.”
Summarizing upside potential across Burry's holdings, where he listed PayPal at 2x on buybacks.
- 8
— Mention
14:47 “42 for PayPal, Fiserv at 48, Adobe 193, MercadoLibre 1,629.”
Listing the prices at which Michael Burry bought several stocks; he then said PayPal was up 43% since.
No quote added since · 58 later videos from Sven Carlin · covers videos through
Other creators on PYPL
- Everything MoneyNamed as a pick-15.8%
- Jeremy LefebvreDisclosed sell+18.6%
- Stocks with JoshHold, bullish-20.7%
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How to read this
Quotes are short excerpts from Sven Carlin's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is PYPL's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-19. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 341 of 341 videos published since 2025-09-10 covered; 59 PayPal mentions found. Prices as of 2026-10-19.
Independent record — not affiliated with or endorsed by Sven Carlin. Request a correction or removal