SoFi Technologies Inc

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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A fresh Buy and a $20 target put a new floor under the bull case, with the analyst pinning it on BNPL and neobanks taking a bigger slice of consumer spending and lending.

SoFi Technologies $SOFI initiated with a Buy at Monness Crespi Monness Crespi initiated coverage of SoFi Technologies with a Buy rating and $20 price target. The BNPL share of spending and neobanks' share as a portion of spending and lending have risen meaningfully over the https://t.co/MRdPen2GZM

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