US · Technology · Software - Infrastructure
EPS came in at 0.16 against a street estimate of 0.19 — a miss of 15.8%.
Analysts rate PayPay Corporation American Depository Shares a buy (11 buy, 2 hold, 0 sell out of 13) with an average price target of $24.05.
CONFIDENT PayPay beat Q1 guidance with 27% revenue growth and 59% EBITDA growth. Raised FY26 guidance. Major strategic moves: T&D Life Insurance acquisition and Seven & i capital alliance to expand financial services and retail reach. Q1 FY26 All material business in Japan; US expansion stated as exploratory only. Analysts pressed on capital allocation rationale (PayPay answered IRR discipline), insurance go-to-market differentiation (emphasized 10M mini-app policies sold, life-stage portfolio approach), and Seven & i penetration opportunity (management withheld specifics but confirmed strong internal PayPay penetration drove deal). Management confident in execution timelines and defensibility vs. prior online-only insurance players. 2026-07-31…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 0.56% |
| NORGES BANK | 0.49% |
| Alphabet Inc | 0.46% |
| Valueact Holdings, L.p. | 0.32% |
| Holocene Advisors, LP | 0.28% |
| WCM Investment Management | 0.23% |
| Schroder Investment Management Group | 0.22% |
| Marshall Wace Asset Management Ltd | 0.20% |
| Document | Date |
|---|---|
| Quarterly results (6-K) · Q2 FY2027 HEADLINE NUMBERS • Q2 ended September 30, 2026 Total Revenue rose 28% year-on-year to ¥118.1 billion. • Adjusted EBITDA increased 55% year-on-year t | 2026-11-03 |
| Quarterly results (6-K) · Q1 FY2027 HEADLINE NUMBERS • Q1 FY2027 revenue was ¥109,788 million, up from ¥86,154 million in Q1 FY2026. • Operating profit increased to ¥29,865 million fro | 2026-08-07 |
| Current report (6-K) · Q2 FY2027 HEADLINE NUMBERS • PayPay announced a strategic business and capital alliance with Seven & i Holdings, SEVEN-ELEVEN JAPAN, SoftBank, and LY Corporati | 2026-07-31 |
| Quarterly results (6-K) · Q1 FY2027 HEADLINE NUMBERS • First-quarter Total Revenue rose 27% year-on-year to ¥109.8 billion. • Profit for the period increased 83% to ¥19.7 billion. • A | 2026-07-30 |
| Annual report FY2026 (20-F) HEADLINE NUMBERS • Fiscal year ended March 31, 2026; reporting under IFRS. • Approximately 73 million registered PayPay users as of March 31, 2026. | 2026-06-30 |
| Current report (6-K) · Q4 FY2026 HEADLINE NUMBERS • PayPay Corporation held its Annual General Meeting of Shareholders on June 29, 2026. • Shareholders approved the election of five | 2026-06-30 |
| Current report (6-K) · Q1 FY2027 HEADLINE NUMBERS • PayPay agreed to acquire 70.2% of T&D Financial Life Insurance Company from T&D Holdings for cash. • Estimated ordinary-share pur | 2026-06-04 |
| Current report (6-K) · Q1 FY2027 HEADLINE NUMBERS • This Form 6-K, dated May 29, 2026, files PayPay Corporation’s notice of its 8th Annual General Meeting of Shareholders. • The doc | 2026-05-29 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.