Most investors scan the same handful of headlines in search of value. But some of the most compelling setups in the stock market today come from consumer-facing companies that have simply been forgotten. These are businesses with real customers, real revenue, and real background or reasons to believe the narrative is about to change.
Two such companies stand out right now, and they are primed for a bull run.
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1. PayPal: Boring ticker, but primed for a comeback
PayPal (NASDAQ: PYPL) has become something of a stock everyone has given up on. The share price is down more than 80% from its peak, now trading around $50. That’s the kind of multiple you’d expect from a declining business, not from the digital payments infrastructure that continually processes transactions for hundreds of millions of consumers.
The company’s challenges are real and worth acknowledging. In Q4 2025, PayPal missed revenue expectations with $8.68 billion versus estimates of $8.80 billion, and branded checkout volume growth slowed to just 1% — down sharply from 7% a year earlier. CEO Alex Chriss departed following those results, adding leadership uncertainty to an already complicated story.
But underneath those headline numbers, there are genuine catalysts that the market appears to be discounting entirely. First, Venmo, which many investors have written off as a social app, generated $1.7 billion in revenue in fiscal 2025, a 20% full-year increase, with Venmo debit card transaction volume up 50%. Buy now, pay later (BNPL) volume hit $40 billion, up 20%.
On top of this, PayPal’s Fastlane product (a guest checkout tool that allows consumers to complete purchases in a single click) is showing real commercial traction, with merchants reporting checkout conversion up 28% compared to non-Fastlane transactions.
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