SoFi Technologies Inc. (SOFI)

Nov 11, 2026

Fulcrum Asset Management LLP recently acquired 130,785 shares of SoFi Technologies, Inc., valued at approximately $2.08 million, in the third quarter. This move highlights continued institutional interest in SoFi, with other major firms also increasing their stakes. SoFi reported strong Q3 earnings, surpassing analyst estimates with $0.18 EPS and $1.37 billion in revenue.

Nov 10, 2026

SoFi Technologies (NASDAQ:SOFI) has received a "Hold" consensus rating from analysts, with an average 12-month price target of $21.27. The company recently reported strong quarterly earnings, beating EPS and revenue estimates. Despite mixed analyst sentiment and some insider selling, institutional investors have increased their holdings in SoFi Technologies.

Nov 10, 2026

Ark Invest, led by Cathie Wood, sold shares of Block, Bullish, and its own Ark 21Shares Bitcoin ETF on Monday, totaling $6.1 million, $1.13 million, and $1.6 million respectively. Concurrently, the firm increased its holdings in SoFi Technologies and Nvidia, purchasing $6.8 million and $16.2 million worth of shares. These adjustments are part of Ark's strategy to rebalance ETF weightings and manage portfolio allocations.

Nov 9, 2026

SoFi Technologies reported an exceptional third quarter with adjusted net revenue increasing 44% to a record $1.4 billion and EPS beating consensus. The company raised its 2026 revenue guidance to $5.04 billion and provided a 2027 EPS guide of $0.90, significantly above current estimates. Despite strong results and growth in members and products, SoFi's stock remains down 10% over the past three months, trading at 18x its 2027 EPS guide, which management believes is undervalued.

Nov 8, 2026

Brighton Jones LLC reduced its stake in SoFi Technologies, Inc. by 22.2% in the third quarter, selling 138,540 shares, though institutional ownership remains at 38.43%. Despite mixed analyst ratings (Hold consensus with a $21.27 target), the company reported strong quarterly EPS of $0.18 and revenue growth of 44.4% year over year, with positive earnings-estimate revisions and raised full-year guidance. However, the stock faces headwinds from a crypto-led sell-off and valuation concerns.

Nov 6, 2026

SoFi Technologies stock has fallen about 50% from its high, primarily due to a broader market sell-off, despite strong third-quarter results. The company reported significant growth in adjusted net revenue, member count, and profits, leading management to raise its full-year guidance. With the stock trading at roughly 2 times its tangible book value, the author views it as a bargain for patient investors, despite potential volatility and economic risks.

Nov 5, 2026

Retail-facing fintech stocks like Robinhood, SoFi, and Affirm experienced significant drops due to a slide in Bitcoin's value and concerns over potential regulatory scrutiny from a new Democratic Congress. While these high-growth companies saw substantial declines, larger payment firms like PayPal and Block Inc. were less affected, indicating sellers are targeting more volatile names. The outlook for these fintechs is further complicated by upcoming jobs data and the potential for Senator Elizabeth Warren to chair the Senate Banking Committee, signaling increased regulatory attention on crypto and BNPL services.

Nov 5, 2026

SoFi Technologies Inc. (NASDAQ: SOFI) stock declined by over 9% after Keefe Bruyette Woods cut its price target to $15 from $16 and reiterated an "Underperform" rating. The firm cited fair value accounting, rising interest rates, and rapid balance sheet growth as significant headwinds for the company, expecting a >$1 billion impact in Q3. This outlook suggests elevated loan growth for SoFi while capital levels tighten, leading to Wall Street's cautious stance on the stock.

Nov 5, 2026

Vise Technologies Inc. significantly increased its stake in SoFi Technologies, Inc. by 237.7% in the third quarter, acquiring an additional 126,164 shares, bringing its total holdings to 179,233 shares valued at $2.82 million. This comes as SoFi reported stronger-than-expected quarterly earnings and revenue, with revenue rising 44.4% year-over-year. Despite mixed analyst ratings, the company's strong performance and rapid customer additions suggest continued growth.

Nov 4, 2026

SoFi Technologies (NASDAQ:SOFI) saw its stock price increase by 3.6% after Truist Financial raised its price target for the company from $16.00 to $17.00, while maintaining a "Hold" rating. Despite this, analyst views on SOFI remain mixed, with a consensus "Hold" rating and an average target price of $21.27 from MarketBeat. The company recently reported strong quarterly results, beating EPS and revenue estimates, with EPS at $0.18 and revenue at $1.37 billion, marking a 44.4% year-over-year increase.

Nov 2, 2026

SoFi Technologies shares are climbing as falling oil prices alleviate concerns about inflation and high interest rates, benefiting financial stocks. The drop in oil prices is seen as positive for borrowers and lenders like SoFi, as it could increase consumer spending and reduce the likelihood of loan defaults. This economic shift also weakens the argument for sustained high interest rates, which are crucial for SoFi's business model.