- Stripe会在2026年收购Paypal吗？3¢3%
The collapse of Stripe and Advent International’s July 2026 bid for PayPal at roughly $60.50 per share, valued near $53 billion, underpins the 96.4% market-implied odds against an acquisition closing this year. PayPal’s board viewed the offer as inadequate amid a valuation gap, regulatory concerns, and financing hurdles, prompting the consortium to walk away in late August after PayPal prioritized its independent turnaround under CEO Enrique Lores. With no renewed talks reported since and both firms advancing separate strategies—Stripe expanding merchant tools and AI-linked wallets, PayPal pushing lending partnerships and cost cuts—trader consensus reflects the low likelihood of a revived deal. Tail risks remain limited but include a sharp deterioration in PayPal’s results that could reopen negotiations or prompt a sweetened bid.
规则
如果在 2026年12月31日 23:59 ET 前官方宣布 Stripe 将收购、已收购或正在收购 Paypal，或将与、已与或正在与 Paypal 合并，则本市场将判定为“是”。否则，本市场将以“否”结算。 符合条件的收购或收购公告必须包括 Stripe 收购 Paypal 的控制性权益。“控制性权益”是指足以控制公司战略决策的所有权权益，通常为超过 50% 的股权；或通过投票权、治理权、董事会控制权或其他机制获得的同等控制权。未导致控制性权益转让的交易或投资，例如购买少数股权，不予计入。 Paypal 或 Paypal 与 Stripe 宣布符合条件的收购或合并，即符合判定为“是”的条件，无论公告中的收购或合并是否实际发生。 本市场判定的主要依据将是 Paypal 和 Stripe 的官方信息，但也可以采用可信报道形成的共识。
机器翻译。如有争议，以原文为准。