Buy Visa and Toast, Ignore PayPal. How J.P. Morgan Is Playing Payments Stocks in 2026.
Market Intelligence Analysis
AI-PoweredJ.P. Morgan recommends investing in Visa and Toast, while downgrading PayPal due to sluggish growth expectations, advising investors to focus on strong fundamentals in 2026.
Market impact analysis based on bullish sentiment with 77% confidence.
Article Context
With payments stocks on track for their worst non-pandemic year since the Great Recession, investors should fall back on names with strong fundamentals in 2026, J.P. Morgan says. Visa and Toast on the other hand, are solid bets, the firm argued. J.P. Morgan downgraded PayPal a day after the company’s finance and operations chief warned of sluggish growth in its branded checkout business.
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