Added to YB: 2026-04-15
Pitch date: 2026-04-12
PGY [bullish]
Pagaya Technologies Ltd.
+13.23%
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
$964.7M
Pitch Price
$11.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.71
P/E
12.57
EV/Sales
0.57
Sector
Software
Category
turnaround
2 Software Stocks I’m Expecting to Come Back This Earnings Season - Pagaya Technologies Ltd.
PGY: AI-driven loan evaluation tool w/ $3.5T+ data edge. Rev +20% YoY, 4 consecutive GAAP profitable Qs. Reducing high-risk single family rentals; Q4 2025 volume +34% YoY ex-SFR. Credit impairments down from $229M (2024) to $120M (2025), guided $100-150M for 2026. Secured $1.4B funding + closed $1.65B AAA-rated deals YTD. Stock -75% from Sept peak despite improving fundamentals; worst likely over.
Read full article (2 min)