Fintech Expansion Buzz: Recent chatter on X about SoFi Technologies has centered on its rapid evolution from a student loan refinancer to a full-scale digital financial platform. Many users are excited about the company’s reported 26% year-over-year revenue growth and its expansion into areas like crypto and private market funds. The stock’s 8% rebound after a volatile period has also sparked renewed interest.
Analyst Upgrades Fuel Optimism: Posts on X highlight recent analyst upgrades, with some projecting significant upside due to SoFi’s user growth and a massive opportunity in digital finance. Discussions also point to the company’s cross-selling strategy and improved margins as key drivers of confidence. However, a few voices note lingering concerns over cash flow pressures despite the growth narrative.
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.
- MAGDALENA YESIL has made 0 purchases and 2 sales selling 174,280 shares for an estimated $2,469,800.
- KELLI KEOUGH (EVP, GBUL, SIPS) has made 0 purchases and 5 sales selling 52,668 shares for an estimated $1,047,848.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SoFi Technologies Hedge Fund Activity
We have seen 421 institutional investors add shares of SoFi Technologies stock to their portfolio, and 297 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VOLORIDGE INVESTMENT MANAGEMENT, LLC added 7,895,334 shares (+91.9%) to their portfolio in Q2 2025, for an estimated $143,774,032
- BANK OF AMERICA CORP /DE/ added 7,513,921 shares (+65.3%) to their portfolio in Q2 2025, for an estimated $136,828,501
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 6,973,635 shares (-71.1%) from their portfolio in Q2 2025, for an estimated $126,989,893
- JANE STREET GROUP, LLC added 6,491,776 shares (+133.6%) to their portfolio in Q2 2025, for an estimated $118,215,240
- QUADRATURE CAPITAL LTD added 6,328,992 shares (+inf%) to their portfolio in Q2 2025, for an estimated $115,250,944
- QUBE RESEARCH & TECHNOLOGIES LTD removed 6,288,743 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $114,518,010
- UBS GROUP AG added 5,923,047 shares (+41.0%) to their portfolio in Q2 2025, for an estimated $107,858,685
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 4 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 10/15/2025
- Mizuho issued a "Outperform" rating on 09/18/2025
- Needham issued a "Buy" rating on 09/10/2025
- Citigroup issued a "Buy" rating on 08/20/2025
- Morgan Stanley issued a "Underweight" rating on 07/30/2025
- JMP Securities issued a "Market Outperform" rating on 04/25/2025
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 $21.0.
Here are some recent targets:
- Timothy Switzer from Keefe, Bruyette & Woods set a target price of $18.0 on 10/15/2025
- Michael Ng from Goldman Sachs set a target price of $24.0 on 10/13/2025
- Jeffrey Adelson from Morgan Stanley set a target price of $18.0 on 09/29/2025
- Dan Dolev from Mizuho set a target price of $31.0 on 09/18/2025
- Kyle Peterson from Needham set a target price of $29.0 on 09/10/2025
- Ashwin Shirvaikar from Citigroup set a target price of $28.0 on 08/20/2025
- Reginald Smith from JP Morgan set a target price of $24.0 on 08/20/2025
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.
