Earnings Season Nears: Market participants are focusing on SoFi Technologies ahead of its second-quarter earnings release scheduled for late July. Historical trading patterns around these reports show initial gains often followed by sharp reactions on the day of results. Recent commentary notes the firm's ongoing streak of profitability alongside product expansions.
Macro Indicators Loom: Discussions center on the company's exposure to upcoming inflation readings and labor market reports that could shape interest rate paths. Observers highlight how these factors may affect borrowing demand and credit performance in the near term. Some point to recent leadership purchases as an indicator of internal confidence.
Platform Developments Highlighted: Attention is turning to new artificial intelligence features as potential drivers of future expansion. Participants weigh strong operational metrics against prevailing trading volatility in the fintech sector. The overall tone reflects careful monitoring of both company progress and broader economic signals.
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 15 times in the past 6 months. Of those trades, 5 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 197,081 shares for an estimated $3,470,864.
- STEVEN J FREIBERG sold 94,225 shares for an estimated $1,913,709
- ANTHONY NOTO (Chief Executive Officer) has made 3 purchases buying 98,788 shares for an estimated $1,752,818 and 0 sales.
- KELLI KEOUGH (EVP, GBUL, SIPS) has made 0 purchases and 6 sales selling 59,698 shares for an estimated $1,126,511.
- ROBERT S LAVET (General Counsel) has made 1 purchase buying 5,000 shares for an estimated $105,220 and 1 sale selling 1,188 shares for an estimated $20,844.
- 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 insider transaction endpoint.
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.
You can access data on SOFI stock through the Quiver Quantitative API.
SoFi Technologies Hedge Fund Activity
We have seen 504 institutional investors add shares of SoFi Technologies stock to their portfolio, and 527 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
- QUBE RESEARCH & TECHNOLOGIES LTD added 13,377,492 shares (+391.0%) to their portfolio in Q1 2026, for an estimated $212,434,572
- JANE STREET GROUP, LLC added 8,369,605 shares (+86.7%) to their portfolio in Q1 2026, for an estimated $132,909,327
- GOLDMAN SACHS GROUP INC added 8,044,485 shares (+179.2%) to their portfolio in Q1 2026, for an estimated $127,746,421
- TWO SIGMA INVESTMENTS, LP removed 7,957,813 shares (-84.2%) from their portfolio in Q1 2026, for an estimated $126,370,070
- MORGAN STANLEY added 7,935,401 shares (+59.6%) to their portfolio in Q1 2026, for an estimated $126,014,167
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 13F endpoint.
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:
- Matthew Coad from Truist Securities set a target price of $17.0 on 05/12/2026
- 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
- 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.
