Morgan Stanley suggests that an acquisition of PayPal by Stripe and Advent International could be the best path for value realization, citing limited options for PayPal due to competitive pressures and technological debt. Analysts believe a deal, reportedly proposed at $60.50 a share, would offer shareholders an attractive exit. PayPal shares gained following the report.

Jefferies analyst Thomas Mills noted that Partners Group might be entering a period of falling demand for private asset funds, an "unprecedented situation" making forecasting difficult. Despite steady second-quarter earnings, a "lack of precedent" for sustained downturns in evergreen fund demand impacts forecast durability. Partners Group shares declined.

Bank of America analysts forecast that UniCredit will report above-consensus net profit for the second quarter, driven by positive deposit flows and stable costs. They estimate net profit at 3.1 billion euros, 9% above market consensus. The analysts view UniCredit stock as undervalued, highlighting its potential for cost cuts, capital returns, and opportunities from European banking consolidation.