Added to YB: 2026-06-04
Pitch date: 2026-06-01
SOFI [neutral]
SoFi Technologies, Inc.
-7.49%
current return
Author Info
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Company Info
SoFi Technologies, Inc. provides various financial services in the United States, Latin America, Canada, and Hong Kong.
Market Cap
$22.8B
Pitch Price
$18.03
Price Target
37.45 (+125%)
Dividend
N/A
EV/EBITDA
N/A
P/E
39.87
EV/Sales
N/A
Sector
Consumer Finance
Category
growth
Show full summary:
SoFi Business Overview and Valuation
SOFI (overview): Digital bank down 30% YTD despite Q1'26 rev $1.1B (+43%), $167M GAAP NI, 31% EBITDA margin. Galileo decel to 7% rev (Chime exit) + rising NCO (4.4%) on weak consumer drive selloff. SoFiUSD stablecoin optionality. Bull $37.45/base $26.75/bear $12.75. Author waits to buy ~$12-13.
Read full article (13 min)