Professional
Added to YB: 2026-07-30
Pitch date: 2026-07-27
PGY [bullish]
Pagaya Technologies Ltd.
+19.08%
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
$1.9B
Pitch Price
$16.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.53
P/E
16.48
EV/Sales
1.17
Sector
Software
Category
growth
Unconventional Value | Mid Year 2026 Letter - Pagaya Technologies Ltd.
PGY (added to position): Largest position, rolled from Planet. AI-driven consumer lending data network; connects borrowers/investors via 30+ partners w/ pre-funded ABS (no liquidity risk). Network volume +20%; adding 8 partners this yr. New products 44% of volume. ~8-12x '26 earnings ($110-160mn NI, $1bn cap); compounds 15-20%+.
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