Added to YB: 2026-08-04
Pitch date: 2026-07-31
SOFI [bullish]
SoFi Technologies, Inc.
+9.14%
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
$21.0B
Pitch Price
$16.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
34.14
EV/Sales
N/A
Sector
Consumer Finance
Category
growth
SoFi Technologies (NASDAQ: SOFI): Building the Bank of the Future — and the Market Just Handed Us the Entry
SOFI: Vertically integrated digital bank, own tech stack + national charter + $45B low-cost deposits = dual cost edge. Q2'26 rev $1.22B (+43%), 15.8M members (+35%), record $14.8B originations, 30% EBITDA margin, TBV $7.34/sh (+56%). Fell 9% on print (guide mechanics). Fair PE 25, ~24% annualized. Risks: recession credit losses, laggard Tech Platform (-23%).
Read full article (11 min)