SOFI - Social Finance WKN: A2QPMG ISIN: US83406F1021 Kürzel: 6B0 Forum: Aktien User: aktientagebuch
StreetInsider | 03.02.2026, 07:00:41 JPMorgan analyst Reginald Smith upgraded SoFi Technologies (NASDAQ: SOFI) from Neutral to Overweight with a price target of $31.00. The analyst comments: "We are upgrading SOFI to Overweight from Neutral. Shares have declined 10% since its 4Q25 earnings call on Friday (1/30, S&P 500 down <1%), despite posting record 4Q results and better than expected FY26 Adj. EBITDA guidance, creating the type of entry point we had been waiting for. Momentum in the business is undeniable, as SoFi continues to add new members and deposits at a record pace, while other fintechs report deposit outflows or stagnant member growth, and investments in marketing in '25 and 1H26 set the stage for continued premium customer acquisition and engagement for the foreseeable future. Furthermore, the company has scaled nicely and boasts material GAAP earnings (ignoring non-cash FV gains) from its nearly ~$40bn loan portfolio, with further upside from fee-income from its Tech Platform and rapidly expanding Financial Services offerings (e.g. SoFi Plus), deserving of a premium valuation."
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| 1 | Beyond Meat Hauptdiskussion | +7,46 % | |
| 2 | Security der nächsten Generation | -5,98 % | |
| 3 | Linien und Wellen Austausch Forum | -3,35 % | |
| 4 | NVIDIA Hauptdiskussion | -0,20 % | |
| 5 | Metaplanet | +1,22 % | |
| 6 | für alle, die es ehrlich meinen beim Traden. | ||
| 7 | MICRON TECHNOLOGY Hauptdiskussion | -4,22 % | |
| 8 | Germany 40 Hauptdiskussion | ±0,00 % | |
| 9 | Volatus Aerospace (Offener Austausch) | +3,32 % | |
| 10 | Hims & Hers Health Registered (A) Hauptdiskussion | +6,18 % | Alle Diskussionen |
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Thema | ||
|---|---|---|---|
| 1 | Security der nächsten Generation | -5,98 % | |
| 2 | Beyond Meat Hauptdiskussion | +7,46 % | |
| 3 | Linien und Wellen Austausch Forum | -2,76 % | |
| 4 | NVIDIA Hauptdiskussion | +0,09 % | |
| 5 | Metaplanet | +1,22 % | |
| 6 | MICRON TECHNOLOGY Hauptdiskussion | -3,57 % | |
| 7 | Volatus Aerospace (Offener Austausch) | +3,32 % | |
| 8 | Hims & Hers Health Registered (A) Hauptdiskussion | +6,18 % | |
| 9 | Hyperscale Data | +3,02 % | |
| 10 | Diginex | ±0,00 % | Alle Diskussionen |