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PayPal Buy With Prime Integration ‘not meaningful in size,’ says Morgan Stanley

After PayPal (PYPL) yesterday announced a partnership with Amazon’s (AMZN) Buy With Prime, via which participating merchants integrated with the Buy With Prime API will have PayPal available for checkout after shoppers login using their Amazon credentials, Morgan Stanley analyst James Faucette noted that Buy With Prime availability is very limited and called the update “directionally positive,” but added that it doesn’t expect partnerships to support better product availability will be “as needlemoving as many investors expect over the next 12-24 months.” While some may think that the new Buy With Prime integration could open the door to getting PayPal on Amazon, the path to getting onto Amazon’s website is “still challenging,” added the analyst, who maintains an Equal Weight rating and $71 price target on PayPal shares.

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