Buy Visa and Toast, Avoid PayPal, These Analysts Say. How to Play Payments Stocks in 2026.

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Why This Matters

J.P. Morgan analysts recommend investing in Visa and Toast, citing strong fundamentals, while advising to avoid PayPal due to sluggish growth expectations.

Market Impact

Market impact analysis based on bullish sentiment with 76% confidence.

Sentiment
Bullish
AI Confidence
76%

Article Context

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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, according to J.P. Morgan. 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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Original article published by Unknown on December 4, 2025.
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