Equity Raise Concerns: Recent discussions on social media about SoFi Technologies have centered on a $1.5 billion equity raise, sparking significant debate. Many users express worry over the dilution of per-share value, seeing it as a drag on the stock’s near-term performance. There’s also chatter about an upcoming earnings report on January 30, with some questioning whether it will provide enough positive momentum to offset current pressures.
Analyst Downgrade Impact: Another focal point online is a downgrade by a major financial institution, which has fueled negative sentiment among investors. Posts highlight an 8% drop in stock price following the news, with some users predicting continued weakness unless earnings surprise to the upside. The mix of dilution fears and analyst skepticism has created a tense atmosphere in these discussions.
Note: This discussion summary was generated from an AI condensation of post data.
SoFi Technologies Insider Trading Activity
SoFi Technologies insiders have traded $SOFI stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $SOFI stock by insiders over the last 6 months:
- JEREMY RISHEL (Chief Technology Officer) has made 0 purchases and 2 sales selling 190,570 shares for an estimated $5,161,695.
- KELLI KEOUGH (EVP, GBUL, SIPS) has made 0 purchases and 6 sales selling 60,725 shares for an estimated $1,551,954.
- ARUN PINTO (Chief Risk Officer) sold 46,132 shares for an estimated $1,142,219
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SoFi Technologies Revenue
SoFi Technologies had revenues of $961.6M in Q3 2025. This is an increase of 37.94% from the same period in the prior year.
You can track SOFI financials on Quiver Quantitative's SOFI stock page.
SoFi Technologies Hedge Fund Activity
We have seen 533 institutional investors add shares of SoFi Technologies stock to their portfolio, and 311 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 42,021,002 shares (+881.1%) to their portfolio in Q3 2025, for an estimated $1,110,194,872
- BLACKROCK, INC. added 13,553,691 shares (+27.8%) to their portfolio in Q3 2025, for an estimated $358,088,516
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 7,904,894 shares (+278.5%) to their portfolio in Q3 2025, for an estimated $208,847,299
- JANE STREET GROUP, LLC added 6,925,814 shares (+61.0%) to their portfolio in Q3 2025, for an estimated $182,980,005
- VANGUARD GROUP INC added 6,814,727 shares (+6.8%) to their portfolio in Q3 2025, for an estimated $180,045,087
- MARSHALL WACE, LLP removed 6,590,693 shares (-82.4%) from their portfolio in Q3 2025, for an estimated $174,126,109
- VOLORIDGE INVESTMENT MANAGEMENT, LLC removed 6,482,683 shares (-39.3%) from their portfolio in Q3 2025, for an estimated $171,272,484
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
SoFi Technologies Analyst Ratings
Wall Street analysts have issued reports on $SOFI in the last several months. We have seen 3 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Keefe, Bruyette & Woods issued a "Underperform" rating on 10/29/2025
- Needham issued a "Buy" rating on 10/29/2025
- Citigroup issued a "Buy" rating on 10/29/2025
- Mizuho issued a "Outperform" rating on 09/18/2025
- Morgan Stanley issued a "Underweight" rating on 07/30/2025
To track analyst ratings and price targets for SoFi Technologies, check out Quiver Quantitative's $SOFI forecast page.
SoFi Technologies Price Targets
Multiple analysts have issued price targets for $SOFI recently. We have seen 11 analysts offer price targets for $SOFI in the last 6 months, with a median target of $28.0.
Here are some recent targets:
- Terry Ma from Barclays set a target price of $28.0 on 01/06/2026
- Michael Ng from Goldman Sachs set a target price of $24.0 on 01/06/2026
- Matthew Coad from Truist Securities set a target price of $28.0 on 11/25/2025
- Tim Chiodo from UBS set a target price of $27.5 on 10/30/2025
- Kyle Peterson from Needham set a target price of $36.0 on 10/29/2025
- Peter Christiansen from Citigroup set a target price of $37.0 on 10/29/2025
- Reginald Smith from JP Morgan set a target price of $28.0 on 10/29/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
