PayPay Corporation - American D (PAYP) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Adjusted EPS
- $27.02
- Estimate
- $26.22
- Surprise
- +3.1%
- Score at report (before → after)
- 6.6 → 6.7/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
PayPay Corporation - American D (PAYP) beat the $26.22 estimate with adjusted EPS of $27.02 — a clear 3.1% upside surprise. TrendMatrix's engine moved from Data Issue (6.6/10) to Buy (Wait) at 6.7/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates PAYP Sell at 6.7/10.
1 of the last 2 quarters beat the estimate; this quarter's +3.1% surprise compares with a -3.5% four-quarter average. Next scheduled report: 2026-10-30.
What supports the rating
- Attractive valuation
- Strong growth profile
What argues against it
- Sector modifier (Technology): -0.8
- Leverage penalty (D/E 1.7): -1.0
- Negative momentum
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $15.28
- Price target
- $21.00
- Stop
- $14.34
- Upside to target
- +37.5%
- Reward-to-risk
- 5.8:1
Forward estimates sit below the trailing run-rate (20.6× forward vs 13.1× trailing) — consensus expects earnings to decline from here.
Model outputs from TrendMatrix’s engine as of 2026-10-14 — shown for context, not personalized investment advice.
PAYP at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Software - Infrastructure
- Market cap
- $10.55B
- P/E (fwd)
- 20.6
- P/E (ttm)
- 13.1
- 52-week range
- $12.07–$24.89
- Off 52-week high
- 38.6%
- RSI (14)
- 33
- Volume vs avg
- 0.50×
- Score today
- 6.7/10