Buy Visa and Toast, Ignore PayPal. How J.P. Morgan Is Playing Payments Stocks in 2026.
Affected assets and topics
Why it matters
J.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.
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Expected market reaction
Market impact analysis based on bullish sentiment with 77% confidence.
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Evidence
AI provenance
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- Provider tag
- groq-llama-3.1-8b-instant
- Analysis version
- groq-llama-3.1-8b-instant
- Article id
- 18418
Original source
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.
Read the full article on Yahoo Finance
Original article published by Yahoo Finance on December 4, 2025. Analysis and insights provided by AnalystMarkets AI.