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 | Micron Neu | -5,89 % | |
| 2 | Critical Infrastructure Technologies Hauptdiskussion | -0,45 % | |
| 3 | Börsentheater | ||
| 4 | Xpeng | -7,66 % | |
| 5 | Metaplanet | -1,98 % | |
| 6 | VONOVIA Hauptdiskussion | -1,12 % | |
| 7 | BioXcel Therapeutics Inc Registered Shs Hauptdiskussion | -8,31 % | |
| 8 | Dynamite Blockchain | -2,86 % | |
| 9 | GERRESHEIMER Hauptdiskussion | -0,76 % | |
| 10 | Battalion | -0,87 % | Alle Diskussionen |
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Thema | ||
|---|---|---|---|
| 1 | Micron Neu | -6,04 % | |
| 2 | Critical Infrastructure Technologies Hauptdiskussion | -0,45 % | |
| 3 | Xpeng | -7,60 % | |
| 4 | Metaplanet | -1,98 % | |
| 5 | VONOVIA Hauptdiskussion | -1,10 % | |
| 6 | BioXcel Therapeutics Inc Registered Shs Hauptdiskussion | -6,59 % | |
| 7 | Beyond Meat Hauptforum | -5,13 % | |
| 8 | Battalion | -0,87 % | |
| 9 | GERRESHEIMER Hauptdiskussion | -0,76 % | |
| 10 | Dynamite Blockchain | -2,86 % | Alle Diskussionen |