Buy Visa and Toast, Avoid PayPal, These Analysts Say. How to Play Payments Stocks in 2026.
Affected assets and topics
Why it matters
J.P. Morgan analysts recommend investing in Visa and Toast, citing strong fundamentals, while advising to avoid PayPal due to sluggish growth expectations.
Article tone
Expected market reaction
Market impact analysis based on bullish sentiment with 76% confidence.
Evidence trail
Evidence
AI provenance
Technical identifiers
- Provider tag
- groq-llama-3.1-8b-instant
- Analysis version
- groq-llama-3.1-8b-instant
- Article id
- 18471
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, 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.
Read the full article on Yahoo Finance
Original article published by Yahoo Finance on December 4, 2025. Analysis and insights provided by AnalystMarkets AI.