Earnings Beat Sparks Selloff: Social media erupted following SoFi Technologies' record $1.03 billion quarterly revenue and addition of over one million members, exceeding expectations despite a sharp stock decline. Investors debated the overreaction, pointing to robust growth in lending and new offerings like crypto services.
Upgrade Fuels Optimism: A prominent analyst upgrade to outperform highlighted the firm's expanding role as a comprehensive financial services provider amid rising brand awareness. Discussions underscored accelerating member growth and product diversification, with many viewing the dip as an accumulation chance.
Long-Term Bullishness Prevails: Chatter focused on CEO commitment, potential S&P 500 inclusion, and projections of sustained compounding growth akin to digital pioneers. Despite near-term chart frustrations, confidence in the trajectory remains strong among observers.
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 12 times in the past 6 months. Of those trades, 2 have been purchases and 10 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.
- STEVEN J FREIBERG sold 94,225 shares for an estimated $1,913,709
- KELLI KEOUGH (EVP, GBUL, SIPS) has made 0 purchases and 6 sales selling 59,926 shares for an estimated $1,571,978.
- ARUN PINTO (Chief Risk Officer) sold 46,132 shares for an estimated $1,142,219
- ROBERT S LAVET (General Counsel) purchased 5,000 shares for an estimated $105,220
- ERIC SCHUPPENHAUER (EVP GBUL Borrow) purchased 5,000 shares for an estimated $99,650
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SoFi Technologies Revenue
SoFi Technologies had revenues of $1B in Q4 2025. This is an increase of 39.63% 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 567 institutional investors add shares of SoFi Technologies stock to their portfolio, and 330 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
- 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
- BANK OF AMERICA CORP /DE/ removed 6,196,203 shares (-32.6%) from their portfolio in Q3 2025, for an estimated $163,703,683
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 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 10/29/2025
- Keefe, Bruyette & Woods issued a "Underperform" rating on 10/29/2025
- Needham issued a "Buy" rating on 10/29/2025
- Mizuho issued a "Outperform" rating on 09/18/2025
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 12 analysts offer price targets for $SOFI in the last 6 months, with a median target of $28.0.
Here are some recent targets:
- Devin Ryan from Citizens set a target price of $30.0 on 02/09/2026
- Reginald Smith from JP Morgan set a target price of $31.0 on 02/03/2026
- Kyle Peterson from Needham set a target price of $33.0 on 02/02/2026
- Michael Ng from Goldman Sachs set a target price of $24.0 on 01/06/2026
- Terry Ma from Barclays set a target price of $28.0 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
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.
