PayPal (PYPL) Stock Integrates Payment Links Into Canva for 265M Users

TLDR

• PayPal has integrated Payment Links directly into Canva, giving its 265 million monthly users a way to accept payments from their designs.
• The partnership follows a recent deal with Meta to enable one-tap shopping on Facebook and Instagram.
• PYPL stock rose nearly 2% after the Canva announcement but quickly gave back most of those gains.
• The stock is up roughly 12% over the past month but remains down more than 34% over the past six months.
• Analysts rate PYPL a “Hold” with a 12-month average price target of around $50, implying about 12% upside.

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PayPal is doubling down on social commerce. The company has integrated its Payment Links tool directly into Canva, letting the design platform’s 265 million monthly users turn their creations into checkout experiences without leaving the app.

The PayPal Payment Links app is live now on the Canva Marketplace. PayPal is also the Official Payment Partner for Canva Create, set for April 16, 2026, at Hollywood Park in Los Angeles, where the integration will be showcased.

PayPal Holdings, Inc., PYPL

The deal means creators, freelancers, and small businesses no longer need a separate website or storefront to get paid. They can generate a payment link or QR code directly from a design and share it across social media, messaging apps, or in person. Venmo and Pay Later are also supported.

This is PayPal’s second major partnership in a short stretch. It recently struck a deal with Meta to bring one-tap shopping to Facebook and Instagram. That announcement gave PYPL a small lift, and the stock has climbed over 2% in the past week.

Two Big Deals, One Clear Strategy

The pattern is hard to miss. PayPal is planting its payment infrastructure inside the platforms where people already spend their time. Global social commerce sales are expected to top $1 trillion by 2028, and PayPal wants to be the default way to pay in that space.

The Canva deal is a natural fit. Canva is used by everyone from solo creators to marketing teams at large companies. Adding a payment layer turns a design tool into a sales tool.

PYPL stock nudged up nearly 2% on the Canva news before pulling back. Investors appear cautiously optimistic but not yet convinced.

Where the Stock Stands

The numbers tell a mixed story. PYPL has gained roughly 12% over the past month, which looks like early signs of a recovery. But zoom out and the picture is rougher — the stock is still down more than 34% over the past six months, weighed down by weaker earnings and legal concerns.

Over the past three months, PYPL has dropped about 20.9%, underperforming both its industry peers and the S&P 500.

On valuation, the stock looks cheap. PYPL trades at a forward P/E of 8.41x, well below the Financial Transaction Services industry average of 16.43x, and carries a Value Score of A.

That said, earnings estimates are not moving in the right direction. The consensus EPS estimate for full-year 2026 has been revised downward over the past two months, with no growth expected year over year. Zacks currently rates the stock a Sell.

TipRanks analysts land on a “Hold” rating, with an average 12-month price target of around $50 — about 12% above current levels.

Competitors are active in the same space. Block’s Square Payment Links and Shopify’s Payment Links both offer similar functionality for merchants looking to sell outside traditional storefronts.

PayPal’s Payment Links app is available worldwide on the Canva Marketplace as of today.

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