SoFi Technologies, Inc. (SOFI)
SoFi's Pullback Hides A Bigger Story
SoFi's member base reached 14.7 million (+35% YoY), while products grew 39% YoY to 22.2 million, boosting cross-buying to 43%. Q1 revenue surged 41% YoY to $1.1 billion, with EBITDA hitting $340 million and margins expanding to 31%. Deposit growth of $2.7 billion lifted total deposits to $40.2 billion, improving net interest margins to 5.94%.
Stephens Trims SoFi Price Target to $25: Is the Sell-On-Beat Pattern Bigger Than the Bull Case?
Stephens trimmed its price target on SoFi Technologies (NASDAQ:SOFI | SOFI Price Prediction) stock to $25 from $26, with analyst Kyle Joseph keeping an Overweight rating.
SoFi: It's Time To Load Up
SoFi Technologies (SOFI) experienced a record post-earnings decline but maintains strong growth fundamentals, and earnings growth is remains resilient. SOFI's loan platform business faces scrutiny due to a sequential slowdown and increased personal loans, yet management secured $3.6B in new LPB commitments. I'm not too concerned. Despite market disappointment over unchanged guidance, SOFI projects 30% FY2026 revenue growth and exceptional 41% YoY financial services expansion. What's the market so worried about?
SoFi Technologies' Plunge Is A Gift
SoFi Technologies delivered strong Q1 results with 42.6% revenue growth and rising profitability, despite missing analyst expectations. SOFI's member base and product adoption continue to accelerate, driven by innovation such as SoFi Crypto, SoFi Pay, and AI-powered SoFi Coach. Management guides for 28.8% revenue growth and significant EBITDA and EPS expansion in 2026, with further gains expected through 2028.
After Falling 28% YTD, SoFi Offers Limited Upside to Our Price Prediction
SoFi Technologies (NASDAQ:SOFI | SOFI Price Prediction) has whipsawed investors over the past six months, riding from the low teens to a 52-week high of $32.73 before sliding back to the high teens.
SoFi Technologies, Inc. (SOFI) Q1 2026 Earnings Call Transcript
SoFi Technologies, Inc. (SOFI) Q1 2026 Earnings Call Transcript
SoFi: Strong Recovery Setup
SoFi Technologies, Inc. delivered a strong Q1 '26 report, although the Fintech did not raise its FY 2026 guidance for either net revenue or adjusted EBITDA. SOFI added 1.055M new customers in Q1, raising the total to 14.7M and prompting me to up-grade my full-year customer estimate to ~18.5M. The Financial Services and Lending segments are both growing rapidly, with the platform seeing rapidly expanding EBITDA margins.
SoFi Posts Fastest Revenue Growth in 3 Years — The Market Doesn't Care
SoFi Technologies (NASDAQ: SOFI | SOFI Price Prediction) reported Q1 2026 results before the open on April 29, 2026, beating on revenue and meeting on EPS.
SoFi Adds 1.1 Million Members as Cross-Sell Gains Speed
SoFi's first-quarter results point to a platform strategy that is no longer aspirational but measurable, as member growth, product adoption and cross-selling combine to deepen engagement across its ecosystem.
SoFi Technologies shares fall as cautious guidance overshadows revenue beat
SoFi Technologies (NASDAQ:SOFI) shares fell more than 13% after the company issued underwhelming guidance despite a first quarter revenue beat. The fintech company reported first-quarter 2026 revenue of $1.1 billion, above analyst expectations of $1.05 billion and up 43% year-over-year.
SoFi stock drops 12% despite strong Q1 earnings as outlook disappoints
SoFi Technologies reported strong first-quarter results, with profit and revenue surpassing expectations, but its shares fell sharply after the company issued a slightly weaker-than-expected outlook for the current quarter. The financial services firm said it expects adjusted revenue growth of around 30% in the second quarter, just below analyst estimates of 31%.
SoFi Technologies, Inc. (SOFI) Matches Q1 Earnings Estimates
SoFi Technologies, Inc. (SOFI) came out with quarterly earnings of $0.12 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.06 per share a year ago.
