Recent Stock Offering: SoFi Technologies has sparked intense conversation on social media following its announcement of a $1.5 billion share offering. Many users are concerned about potential dilution, with discussions focusing on how this could impact the stock price in the near term. The offering, priced at $27.50, is seen by some as a strategic move to bolster reserves for future lending.
Growth Outlook: Despite dilution fears, chatter also highlights SoFi’s strong fundamentals, with some pointing to record revenue growth and an expanding member base as reasons for optimism. Posts often mention the company’s potential to capitalize on rising demand, especially if interest rates decline. However, others caution that recent stock price declines reflect worries about profitability peaking.
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 165,580 shares for an estimated $3,754,628.
- KELLI KEOUGH (EVP, GBUL, SIPS) has made 0 purchases and 6 sales selling 61,524 shares for an estimated $1,451,294.
- 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 539 institutional investors add shares of SoFi Technologies stock to their portfolio, and 364 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:
- Needham issued a "Buy" rating on 10/29/2025
- Keefe, Bruyette & Woods issued a "Underperform" 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 13 analysts offer price targets for $SOFI in the last 6 months, with a median target of $27.5.
Here are some recent targets:
- 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
- Reginald Smith from JP Morgan set a target price of $28.0 on 10/29/2025
- Peter Christiansen from Citigroup set a target price of $37.0 on 10/29/2025
- Timothy Switzer from Keefe, Bruyette & Woods set a target price of $20.0 on 10/29/2025
- Michael Ng from Goldman Sachs set a target price of $27.0 on 10/29/2025
- Terry Ma from Barclays set a target price of $23.0 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.
