Added to YB: 2026-02-19
Pitch date: 2026-02-15
PGY [neutral]
Pagaya Technologies Ltd.
+6.6%
current return
Author Info
No bio for this author
Company Info
Pagaya Technologies Ltd., a product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services, their customers, and institutional or sophisticated investors in the United States, Israel, and the Cayman Islands.
Market Cap
$1.1B
Pitch Price
$12.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.78
P/E
12.02
EV/Sales
0.65
Sector
Software
Category
growth
My Software Stocks Have Taken a Beating - Pagaya Technologies Ltd.
PGY (update): AI-powered loan evaluation platform w/ $3.2T proprietary data moat. Q4 rev +20% YoY to $335M (missed $347.5M est), 4th consecutive profitable quarter ($34M net income). Secured $1.4B institutional funding Jan '26, sold $800M AAA-rated ABS. Network vol +34% ex-SFR vertical. Stock dropped 24% on guidance miss despite strong fundamentals. Trading 0.8x P/S ratio.
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