Three Reasons Stripe Could Want PayPal -- Market Talk

Dow Jones
Feb 26

1430 ET - Mizuho offers three reasons why Stripe may be eying a PayPal acquisition, following a report by Bloomberg that Stripe is considering buying all or parts of the online payment system. First, analyst Dan Dolev says PayPal's Braintree web payments processor would add about $700 billion of total payment volume to Stripe's $1.4 billion TPV, helping the company compete with Adyen. Second, PayPal's consumer payment networks, including Venmo, would address Stripe's comparative weakness in consumer visibility. Lastly, a combined company would be well positioned to compete in the growing stablecoin space. Dolev also notes that Stripe's recent valuation of $159 billion dwarfs PayPal's $43 billion market cap. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

February 25, 2026 14:30 ET (19:30 GMT)

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