PayPal share loss concerns to Apple overblown, says Mizuho

Mizuho analyst Dan Dolev says the firm’s analysis e-commerce sales trends at key PayPal (PYPL) merchant partners suggests that concerns about branded checkout share loss to the likes of Apple Pay (AAPL) are overblown. An analysis of Q4 trends shows that PayPal’s branded checkout button continues to grow in line with the index, consistent with a longer-term trend of maintaining share at key e-commerce partners, the analyst tells investors in a research note. Mizuho keeps an Outperform rating on PayPal with a $96 price target, saying its tracker shows no evidence of share loss in Q4.

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