SoFi Beats Q3 Estimates and Raises Full-Year Revenue Outlook
As seen on the 24/7 Wall St. homepage on October 27, 2026.
A raised FY2026 revenue outlook of $5.04 billion, up 40% year over year, comes in ahead of the $4.88 billion estimate. CEO Anthony Noto tied it to 17.1 million members using 26.7 million products.
🚨SoFi $SOFI BEATS Q3 Estimates, Raises 2026 Outlook and Unveils Strong 2027 Guidance: 🟢 Revenue: $1.385 billion vs. $1.26 billion expected 🟢 Adjusted EPS: $0.18 vs. $0.17 expected FY2026 Guidance – Raised 🟢 Revenue: $5.04 billion (+40% YoY) vs. $4.88 billion expected 🟢 https://t.co/6IZaSu8QdE [Quoted @anthonynoto]: Q3 was a powerful reminder of how far we’ve come in less than a decade. But equally clear of the massive opportunity still in front of us In 2018, we had 650,000 members and one primary business. Now, 17.1 million @SoFi members use 26.7 million products. We delivered record
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SoFi reported Q3 revenue of $1.385 billion, beating expectations, while adjusted earnings per share also came in ahead of estimates. Both beats signal that the company's core businesses are generating returns faster than the market had priced in.
The more consequential number for investors is the raised FY2026 revenue guidance of $5.04 billion, above prior consensus. A guidance raise of that magnitude, on top of a quarterly beat, suggests management has visibility into demand that extends well beyond this single quarter.
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CEO Anthony Noto framed the results in the context of SoFi's longer arc, noting that the company had just 650,000 members and one primary business in 2018. It now counts 17.1 million members, a scale of adoption that underpins the confidence behind both the raised 2026 target and the newly unveiled 2027 guidance.
A current-quarter beat paired with a forward guidance raise reshapes expectations for this earnings report. Keep an eye on the stock to see whether membership growth and product adoption continue at the pace management is now projecting.
Mentioned: SOFI