Added to YB: 2026-08-11
Pitch date: 2026-08-07
SOFI [neutral]
SoFi Technologies, Inc.
-1.4%
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
$23.7B
Pitch Price
$18.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
38.71
EV/Sales
N/A
Sector
Consumer Finance
Category
growth
Sofi Q2 2026: Incredible Cross-Sale vs Stubborn Market!
SOFI (earnings): Q2'26 rev $1.22B (+43%, 9% beat), ADJ EBITDA $358.8M (+44%), net income $156.6M (+61%), EPS $0.12 (+50%). Stock -9% despite beats, -31% YTD, 25x FWD P/E. Sold off on LPB decel (deliberate, 5% QoQ), higher 22% tax rate cutting EPS $0.05, no guide raise, dilution fears. Members +35% to 15.8M, originations +69%. Tech platform weak (-23%). Muddy Waters short overhang.
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