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9 clusters · 11 sources · 105 days · First seen · Last updated

Categories: BUSINESS

SoFi stock down, analyst targets rise

Entities: Goldman Sachs · Kelli Keough · U.S. Securities and Exchange Commission · SoFi Technologies · Truist Financial

Overview

SoFi’s shares remained volatile through late July 2026, staying roughly 40% below their January level. A Muddy Waters short‑seller report continued to weigh on the stock, alleging overstated profitability and guidance that left the forward P/E near 28×. Despite the pressure, the company posted a 43% year‑over‑year revenue jump to $1.1 billion and doubled its Q1 earnings per share to $0.12, while its membership base held steady at about 14.7 million users.

On July 20, executive vice‑president Kelli Keough sold just under 11,000 shares under a Rule 10b5‑1 plan, cutting her stake by roughly 3%. The sale was disclosed in an SEC filing and the stock was trading near $17. Analysts responded by lifting price targets: Truist to $18, Goldman Sachs to $21, and the consensus average now sits around $20.60, implying 9%–25% upside from the current price.

Forecasts for the upcoming Q2 earnings, due July 29, anticipate revenue of about $1.11 billion (≈30% YoY growth) and EPS of $0.11, a 37% rise. Retail sentiment on platforms such as Stocktwits stayed bearish ahead of the report.

Timeline

  1. 3 days ago

    [BUSINESS] 2 sources
    SoFi Technologies Shares Fall After Insider Sale, Analyst Targets Rise

    SoFi exec Kelli Keough sold 10,954 shares, cutting her stake by 2.9%. Analysts raised price targets to $18‑$21, forecasting Q2 revenue of $1.11 bn and EPS $0.11. Shares are down ~40% YTD.

  2. 5 days ago

    [BUSINESS] 4 sources
    Fintech stocks SoFi and OppFi see divergent analyst views

    SoFi's shares tumble 39% amid short‑seller claims despite revenue growth, while OppFi gains strong‑buy upgrades after beating earnings forecasts.

  3. 8 days ago

    [BUSINESS] 2 sources
    SoFi Technologies shares rise modestly amid mixed analyst outlook

    SoFi shares rose 3.7% to $17.64 with higher volume; analysts hold mixed price targets, consensus Hold, while the company reports strong revenue and membership growth.

  4. 20 days ago

    [BUSINESS] 2 sources
    SoFi Technologies' AI Investing Tool Composer Drives Stock Rise

    SoFi Technologies bought AI investing tool Composer, sparking a 5% stock rise and highlighting new AI and ETF initiatives amid solid earnings.

  5. about 1 month ago

    [BUSINESS] 3 sources
    SoFi Technologies shares tumble over 30% as CEO Anthony Noto keeps buying stock

    SoFi shares fell >30% YTD while CEO Anthony Noto kept buying stock; Q1 2026 showed strong revenue and membership growth but a 27% drop in its Technology Platform segment.

  6. about 2 months ago

    [BUSINESS] 2 sources
    SoFi Technologies Shares Fall Amid Earnings Anticipation and Valuation Concerns

    SoFi shares dropped 3.64% to $15.87 as investors await earnings; analysts project EPS $0.12 and revenue $1.12 B, but a forward P/E of 27.99 and a Zacks Sell rank raise valuation concerns.

  7. 2 months ago

    [BUSINESS] 2 sources
    SoFi Technologies shares slip 3% as analysts keep consensus hold rating

    SoFi gets a consensus hold rating and its shares drop 3%.

  8. 3 months ago

    [BUSINESS] 3 sources
    SoFi Technologies price target cut to $17, shares fall 2%

    Truist cuts SoFi price target to $17, sending its shares down 2%.

  9. 4 months ago

    [BUSINESS] 2 sources
    SoFi shares edge higher toward $16 after steep slide from 2025 peak

    SoFi stock near $16 after a 50% drop, with a 5.1% rise drawing buy-side attention.

Sources

americanbankingnews · bygumbygolly.com · es.benzinga.com · knausport.nl · lesgrandsmaitres.fr · lulegacy · mommygearest.com · newsable.asianetnews.com · otravel.com · seekingalpha.com · stocknews.com