Trading Ideas: UNH& PYPL

8899Nar
07-29

Hello everyone! Today i want to share some trading ideas with you!

1.

$PayPal(PYPL)$ DOUBLE BEAT AND RAISED GUIDANCE! ✅

Another very strong quarter:

- Revenue +5%

- TM$ +7%

- EPS +18% (!!!)

- FY25 non GAAP EPS GUIDANCE midpoint from $5.03 to $5.23 (+4%) and +13% vs 2024

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2.

$UnitedHealth(UNH)$ Adj EPS guidance is $16

$240 at 15x PE

$320 at 20x PE

What matters is how fast they can return to an higher margin, initial EPS guidance for 2025 was $29, 80% higher than the actual $16.

I remain bullish at current price but honestly I expected an higher guidance.

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