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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