Q1 Earnings Beat: SoFi Technologies delivered a robust Q1, surpassing revenue forecasts with $1.09 billion against expectations of $1.05 billion and posting record loan originations of $12.2 billion. Membership surged 35% year-over-year to 14.7 million, underscoring accelerating growth. Yet, the stock plunged 12-15% in response, catching many off guard.
Guidance Holds Steady: Full-year projections remained in line with prior estimates, despite beats on key metrics like EBITDA. Executives cited fewer anticipated rate cuts and a dip in tech platform revenue from client churn as factors. Social media buzzed with debates over whether the reaction was overblown.
Business Transformation: Commentators noted the company's evolution, boasting vastly higher profits at similar share prices from five years ago. Core lending and banking segments show compounding strength through cross-selling. While short-term bears dominate, long-term bulls eye ongoing profitability gains.
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 14 times in the past 6 months. Of those trades, 4 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 186,795 shares for an estimated $4,101,655.
- STEVEN J FREIBERG sold 94,225 shares for an estimated $1,913,709
- ANTHONY NOTO (Chief Executive Officer) has made 2 purchases buying 84,900 shares for an estimated $1,502,031 and 0 sales.
- KELLI KEOUGH (EVP, GBUL, SIPS) has made 0 purchases and 6 sales selling 58,515 shares for an estimated $1,310,776.
- 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. You can access data on insider stock transactions through the Quiver Quantitative API.
SoFi Technologies Revenue
SoFi Technologies had revenues of $1.1B in Q1 2026. This is an increase of 42.58% 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 514 institutional investors add shares of SoFi Technologies stock to their portfolio, and 444 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG added 21,046,001 shares (+136.9%) to their portfolio in Q1 2026, for an estimated $334,210,495
- JPMORGAN CHASE & CO added 17,341,327 shares (+37.1%) to their portfolio in Q4 2025, for an estimated $453,995,940
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 10,412,793 shares (-71.6%) from their portfolio in Q4 2025, for an estimated $272,606,920
- JANE STREET GROUP, LLC removed 8,628,924 shares (-47.2%) from their portfolio in Q4 2025, for an estimated $225,905,230
- CITADEL ADVISORS LLC added 8,078,885 shares (+234.2%) to their portfolio in Q4 2025, for an estimated $211,505,209
- BLACKROCK, INC. added 6,756,123 shares (+10.8%) to their portfolio in Q4 2025, for an estimated $176,875,300
- MARSHALL WACE, LLP added 5,244,291 shares (+372.9%) to their portfolio in Q4 2025, for an estimated $137,295,538
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
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 $20.5.
Here are some recent targets:
- Peter Christiansen from Citigroup set a target price of $30.0 on 05/04/2026
- Kyle Peterson from Needham set a target price of $25.0 on 04/30/2026
- Kyle Joseph from Stephens & Co. set a target price of $25.0 on 04/30/2026
- Moshe Orenbuch from TD Cowen set a target price of $18.0 on 04/30/2026
- Tim Chiodo from UBS set a target price of $21.0 on 04/30/2026
- Matthew Coad from Truist Securities set a target price of $20.0 on 04/24/2026
- Michael Ng from Goldman Sachs set a target price of $20.0 on 04/14/2026
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.
