Added to YB: 2026-05-05
Pitch date: 2026-05-01
SOFI [neutral]
SoFi Technologies, Inc.
-1.64%
current return
Author Info
No bio for this author
Company Info
SoFi Technologies, Inc. provides various financial services in the United States, Latin America, Canada, and Hong Kong.
Market Cap
$19.8B
Pitch Price
$16.47
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
34.98
EV/Sales
N/A
Sector
Consumer Finance
Category
growth
Sofi Q1 2026: Stellar Execution vs Mad Market!
SOFI (earnings): Q1 rev $1.1B (+43% YoY), ADJ EBITDA $339.9M (+62%), EPS $0.12 (+100%), yet stock -16% on unchanged FY26 guide & Tech Platform rev -27% YoY to $75M (lost Chime client). Loan originations $12.2B (+68%), members 14.7M (+35%), TBV/share $7.21 (+57%). Personal loan NCO 3.03% vs 7-8% target. Stock -30% YTD at 28x fwd P/E pre-ER despite strong execution.
Read full article (12 min)