Recent chatter on X about SoFi Technologies (SOFI) has centered on the company’s impressive financial performance and innovative expansions. Many users are highlighting the fintech giant’s strong revenue growth, with some pointing to a reported 44% year-over-year increase in adjusted net revenue as a sign of robust momentum. The buzz is further fueled by excitement over strategic moves like blockchain-powered international remittances and new loan platforms, which are seen as potential game-changers.
However, not all discussions are unequivocally positive, as some voices on X raise concerns about short-term technical indicators suggesting the stock may be overheating. Despite this, the prevailing tone leans toward optimism, with frequent mentions of SoFi’s growing member base—now over 11 million—and its positioning as a technology disruptor in the financial sector. This blend of enthusiasm and caution keeps the conversation dynamic and engaging.
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 10 times in the past 6 months. Of those trades, 0 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:
- MAGDALENA YESIL has made 0 purchases and 2 sales selling 174,280 shares for an estimated $2,469,800.
- JEREMY RISHEL (Chief Technology Officer) has made 0 purchases and 2 sales selling 135,472 shares for an estimated $1,906,890.
- KELLI KEOUGH (EVP, GBUL, SIPS) has made 0 purchases and 6 sales selling 64,994 shares for an estimated $1,030,174.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SoFi Technologies Hedge Fund Activity
We have seen 418 institutional investors add shares of SoFi Technologies stock to their portfolio, and 359 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:
- Citigroup issued a "Buy" rating on 08/20/2025
- Keefe, Bruyette & Woods issued a "Underperform" rating on 08/05/2025
- Mizuho issued a "Outperform" rating on 07/31/2025
- Needham issued a "Buy" rating on 07/30/2025
- 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 12 analysts offer price targets for $SOFI in the last 6 months, with a median target of $20.5.
Here are some recent targets:
- Reginald Smith from JP Morgan set a target price of $24.0 on 08/20/2025
- Ashwin Shirvaikar from Citigroup set a target price of $28.0 on 08/20/2025
- Timothy Switzer from Keefe, Bruyette & Woods set a target price of $14.0 on 08/05/2025
- Dan Dolev from Mizuho set a target price of $26.0 on 07/31/2025
- Terry Ma from Barclays set a target price of $21.0 on 07/30/2025
- Jeffrey Adelson from Morgan Stanley set a target price of $13.0 on 07/30/2025
- Kyle Peterson from Needham set a target price of $25.0 on 07/30/2025
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.
