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EE. UU. · 22 entradas · 11 publicaciones
SOFI
Sofi
- Entradas
- 22
- Alcistas
- 1
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- 5
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- 16 ene 2025
- Última
- 25 oct 2026
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De la más reciente a la más antigua- octubre de 2026 3 entradas
Substack · Stay Invested · Investor Denis
SoFi Technologies: My Investment Thesis
The market thinks it’s a bank, but it’s actually a fintech
Desde publicación +1,1 % α +1,3 p. p. vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/Kind-Independence-67
SOFI — Forensic Bear Case: Fair Value $11.46 (-27%)
Data as of Friday's close ($15.80), ahead of Q3 earnings Oct 27. All numbers from SOFI's 10-Q/10-K. Disclosure: no position — I hold no SOFI shares, long or short. The core of it: 1. Priced like a 21% ROTCE bank…
Desde publicación −5,1 % α −3,4 p. p. vs S&P 500 · USD
- agosto de 2026 1 entrada
Substack · The Inflection · Miguel | The Inflection
SoFi Just Beat on 40% Revenue. I'm Considering Trimming
Lending grew 59%. Fees grew 25%, Products per Member at all-time high. Why I'm deciding between holding and trimming SoFi.
Desde publicación −21,5 % α −20,0 p. p. vs S&P 500 · USD
- mayo de 2026 1 entrada
Substack · Hated Moats · Hated Moats Investors
SoFi: DCF Valuation
SoFi might be finally becoming the bank Wall Street refused to believe in. What's the company's current valuation? - DCFriday #016
Desde publicación −20,6 % α −21,9 p. p. vs S&P 500 · USD
- abril de 2026 1 entrada
Institucional · eToro
Deep Dive: SoFi Challenges the Banking Industry
SOFI stock has been hammered from its highs, yet its growth estimates remain promising. The Daily Breakdown digs into the dip. Interested in more Deep Dive content? Check out our latest research. Deep Dive It’s been a…
Desde publicación −10,9 % α −23,5 p. p. vs S&P 500 · USD
- marzo de 2026 5 entradas
Informes bajistas · Muddy Waters Research
How SOFI’s Borrowing Money and Booking it as a Sale Enriched Management (SOFI US)
Desde publicación SOFI +4,6 % α +25,6 p. p. vs S&P 500 · USD
X · X @k2__investment · Karol Kozicki
Mizuho stepped in to defend $SOFI against the recent Muddy Waters short report. The short thesis looks shaky when you ch
Mizuho stepped in to defend $SOFI against the recent Muddy Waters short report. The short thesis looks shaky when you check the actual public disclosures. Here is the breakdown: • The $312M JPM Deal: This is a true…
Desde publicación +13,4 % α +30,5 p. p. vs S&P 500 · USD
Informes bajistas · Muddy Waters Research
SOFI: Eleven Questions, Zero Answers (SOFI US)
Desde publicación +15,7 % α +32,3 p. p. vs S&P 500 · USD
Informes bajistas · Muddy Waters Research
MW is Short SoFi Technologies, Inc. (SOFI US)
Desde publicación +16,8 % α +31,1 p. p. vs S&P 500 · USD
YouTube · Couch Investor
Short Seller Attack on SoFi Stock
- octubre de 2025 2 entradas
Substack · Data Driven Investing
SoFi Q3 Preview: Why Wall Street's $888M Estimate is Wildly Low
SoFi will report their Q3 2025 earnings on October 28.
Desde publicación −48,5 % α −62,4 p. p. vs S&P 500 · USD
Substack · Data Driven Investing
Forget Third Gear: SoFi is Accelerating Ahead of its 2026 Guidance
In their Q4 2023 earnings, SoFi announced their very first GAAP profitable quarter.
Desde publicación −49,2 % α −63,2 p. p. vs S&P 500 · USD
- septiembre de 2025 1 entrada
Substack · Data Driven Investing
SoFi's Capital Raise is Bullish. So Why Don't I Like It?
I intentionally ignored the capital raise in my earnings review because I wanted to focus on the actual results.
Desde publicación −43,5 % α −62,0 p. p. vs S&P 500 · USD
- agosto de 2025 1 entrada
Substack · Data Driven Investing
The Breakout Quarter: SoFi Cements Its Status in a Class of One
That was an absolutely incredible quarter.
Desde publicación −40,3 % α −59,4 p. p. vs S&P 500 · USD
- julio de 2025 2 entradas
Blogs · ValueWalk
SoFi Stock Surges 17% on Blowout Q2 Results
Fintech company SoFi Technologies posted record results in its fiscal second quarter, vaulting the stock price some 17% higher on Tuesday.
Desde publicación −35,5 % α −55,9 p. p. vs S&P 500 · USD
Substack · Data Driven Investing
Q2 2025 Earnings Preview: Can SoFi Grow 40%?
It’s Christmas in July, or, as most people call it, SoFi Q2 earnings.
Desde publicación −31,8 % α −52,0 p. p. vs S&P 500 · USD
- junio de 2025 1 entrada
Substack · Data Driven Investing
Q1 2025 Earnings Review: Up and to the Right
SoFi delivered another excellent earnings and the company continues to perform.
Desde publicación −13,8 % α −38,8 p. p. vs S&P 500 · USD
- abril de 2025 2 entradas
Substack · Data Driven Investing
Q1 2025 Earnings Preview: Smooth Sailing Ahead
This is probably the quarterly earnings I’ve felt the most calm about since covering SoFi.
Desde publicación +9,6 % α −29,3 p. p. vs S&P 500 · USD
Substack · Data Driven Investing
Is SoFi's "AWS of Fintech" a total flop?
Alright, in my last article, I promised a deeper dive into the technology platform and the post-earnings vibes.
Desde publicación +37,5 % α −8,3 p. p. vs S&P 500 · USD
- febrero de 2025 1 entrada
Substack · Data Driven Investing
Q4 2024 Earnings Review: By The Numbers
SoFi’s Q4 was a bit of a mixed bag, with some parts of the business wildly outperforming expectations while others were less stellar (looking at you, Galileo).
Desde publicación −2,5 % α −29,0 p. p. vs S&P 500 · USD
- enero de 2025 1 entrada
Substack · Data Driven Investing
SoFi Q4 Earnings Preview: Time to Take the Gloves Off
As I went through these projections, I ended up very enthused about the prospects of Q4 being a true inflection point for the company.
Desde publicación −11,3 % α −40,6 p. p. vs S&P 500 · USD
Precios al cierre del 27 oct 2026. Rentabilidades pasadas no garantizan resultados futuros. Solo precio, sin dividendos, en moneda local. Los datos pueden tener retraso o errores. No es asesoramiento financiero. Cómo se calcula.