Added to YB: 2026-06-16
Pitch date: 2026-06-11
SOFI [bullish]
SoFi Technologies, Inc.
+1.84%
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
$21.3B
Pitch Price
$16.82
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
37.27
EV/Sales
N/A
Sector
Consumer Finance
Category
value
SoFi Technologies: Priced for Problems That Aren't in the Filings
SOFI: Down ~40.8% YTD at $16.13 on Muddy Waters fraud allegations + Block/Leviton probe, but 10-Q contradicts claims; no SEC/FINRA inquiry. Q1'26 rev $1.1B (+43%), NI $167M (+134%), 14.7M members. CEO bought 39x, never sold, holds $191M. 26x fwd P/E vs 39x historical/40-44x HOOD. Author owns 1,140 shrs @$16.86. Risks: probe overhang, unchanged guidance implies H2 decel, Galileo lost top client. Q2 ER ~Jul 28-29 catalyst.
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