PayPal rises on Stripe acquisition report; PYUSD in focus

• Lyla Velez
• February 25, 2026
• News
• 0 Comments

Key Points:

• No Stripe–PayPal acquisition confirmed; neither company has made on-record statements.
• No regulatory filings or disclosures announce any transaction between Stripe and PayPal.
• Bloomberg reports Stripe considering acquiring all or parts of PayPal.

Rumors that Stripe could acquire PayPal have not been confirmed. Neither company has issued an on-record statement or filed disclosures announcing a transaction.

Media coverage has framed the idea as exploratory; Bloomberg News reported Stripe is considering an acquisition of all or parts of PayPal. Absent public confirmation, these remain unverified market reports.

What’s confirmed vs rumored about a Stripe PayPal acquisition

The rumor prompted a market reaction; PayPal shares rose nearly 7% on Tuesday at the time of reporting, according to Intellectia.ai. Price moves reflect sentiment rather than deal certainty.

Separately, Stripe has rolled out support for stablecoin payments, including USDC and PayPal’s PYUSD, within its products, according to the Stripe newsroom. That shows an operational link between the companies’ stablecoin strategies without implying corporate control.

Stripe has also expanded its infrastructure through acquisitions, including buying stablecoin platform Bridge in October 2024 for about $1.1 billion, as reported by Investor’s Business Daily. These actions set a foundation for broader stablecoin use across merchant tools.

Stripe’s stablecoin expansion and PayPal’s PYUSD: where they meet

PayPal launched PYUSD in 2023 and has emphasized cross-border and B2B use cases for stablecoins, according to Cointelegraph. Stripe’s product support for PYUSD could make on-ramp and settlement more seamless for merchants if adoption widens.

Before considering any corporate tie-up, Stripe leadership has framed stablecoins as core to future payments. “A lot of our future payment volume is going to be in stablecoins,” said John Collison, co-founder of Stripe, at The Block.

PayPal’s leadership has similarly positioned stablecoins as additive to existing payment rails. “Stablecoins are an opportunity, not a threat,” said Alex Chriss, CEO of PayPal, at PaymentsDive.