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SoFi Technologies' stock price target lowered to $15 by Keefe Bruyette & Woods.
Keefe Bruyette & Woods has reduced SoFi Technologies' stock price target from $16 to $15, maintaining an 'Underperform' rating. The downgrade is attributed to concerns over the company's capital consumption amid rising interest rates, which may hinder its ability to meet financial guidance without accelerating capital usage.
Previous briefings
SoFi Technologies' stock drops 3.7% amid analyst downgrade and capital concerns
In the past 24 hours, SoFi Technologies' stock declined by 3.7%, closing at $15.23 on October 12, 2026. This downturn follows Keefe, Bruyette & Woods' downgrade of SoFi's price target from $16 to $15, citing capital consumption challenges amid rising interest rates. Additionally, concerns about the company's capital consumption ahead of its upcoming earnings report have contributed to the stock's decline.
SoFi Technologies' stock rises 0.95% to $15.92 amid stablecoin settlement news.
In the past 24 hours, SoFi Technologies' stock experienced a modest increase of 0.95%, reaching $15.92. This uptick follows the announcement that SoFi and Mastercard have implemented stablecoin settlement across SoFi Bank's debit and credit card programs. This development marks a significant step in integrating blockchain technology into traditional financial services.
Analyst sees growth in SoFi's loan platform despite 40% stock decline in 2026.
Despite a 40% decline in SoFi's stock price this year, Northwise Project highlights growth in SoFi's loan platform, noting a 53% increase in personal loan originations in Q2 2026. The firm emphasizes SoFi's flexibility in retaining loans or distributing them, which could serve more borrower demand through partners. However, they caution about the importance of partners maintaining attractive terms for SoFi.
SoFi Technologies' stock rises as stablecoin settlement with Mastercard goes live
SoFi Technologies' stock experienced a notable increase following the activation of stablecoin settlement across SoFi Bank's debit and credit card program in partnership with Mastercard. This development is expected to streamline transactions and potentially reduce settlement friction, marking a significant milestone in SoFi's financial services offerings.
SoFi becomes first national bank to implement stablecoin settlement with Mastercard.
SoFi Technologies has successfully launched stablecoin settlement across its debit and credit card program, making it the first national bank to do so with Mastercard. This innovation is expected to process over $25 billion in annualized volume using SoFiUSD, the company's own stablecoin. The move is anticipated to enhance transaction efficiency and position SoFi at the forefront of blockchain-based financial services.
SoFi Technologies' stock drops 1.4% amid insider selling and analyst caution.
In the past 24 hours, SoFi Technologies (SOFI) experienced a 1.4% decline in stock price, closing at $16.58. This downturn follows recent insider selling activities and cautious analyst perspectives.
SoFi Technologies' stock rises 1.5% amid stablecoin settlement launch
In the past 24 hours, SoFi Technologies' stock increased by 1.5%, closing at $16.80. This uptick follows the company's announcement of launching stablecoin settlement across its debit and credit card programs, marking a significant advancement in its financial services. The integration with Mastercard's network is expected to enhance transaction efficiency and open new revenue streams.
SoFi Technologies' stock declines 3.6% amid stablecoin settlement launch.
In the past 24 hours, SoFi Technologies' stock (SOFI) experienced a 3.6% decline, closing at $16.55. This downturn coincided with the company's announcement of launching stablecoin settlement across Mastercard's global payments network. Despite the innovative move, the market responded negatively, possibly due to concerns over the broader fintech sector's performance and the execution risks associated with SoFi's ambitious margin targets.
SoFi Technologies' stock rises 1.15% to $17.16 amid stablecoin partnership news.
In the past 24 hours, SoFi Technologies' stock price increased by 1.15% to $17.16, following news of its stablecoin partnership with Mastercard. This development is expected to enhance SoFi's payment processing capabilities.
SoFi Technologies (SOFI) stock rises 1.4% to $16.96 amid mixed investor sentiment.
In the past 24 hours, SoFi Technologies' stock experienced a modest increase of 1.4%, closing at $16.96. This uptick occurred despite a recent Federal Reserve interest rate hike, which typically raises borrowing costs and could impact financial companies' lending rates. However, the rate increase may benefit SoFi's banking division by widening the spread between loan rates and deposit costs, potentially boosting deposit growth.
SoFi Technologies stock declines 1.35% to $16.84 amid mixed analyst sentiment.
Over the past 24 hours, SoFi Technologies' stock has experienced a slight decline of 1.35%, closing at $16.84. This movement reflects a neutral market sentiment, with recent analyst opinions presenting a mixed outlook on the company's performance.
SoFi Technologies' Q2 2026 Loan Originations Hit Record $14.8 Billion Amid Stock Decline
SoFi Technologies reported record loan originations of $14.8 billion in Q2 2026, yet its stock remains 30% below the year's opening price. Despite strong financial performance, the market has not fully priced in the company's improved outlook.
SoFi Technologies (SOFI) partners with Kraken to integrate crypto services
SoFi Technologies has announced a partnership with Kraken, integrating SoFiUSD and Kraken Prime's crypto liquidity into its Big Business Banking platform. This collaboration aims to enhance SoFi's crypto offerings, though the stock experienced a 3.8% decline on the news.
TD Waterhouse Canada Inc. acquires 114,652 shares of SoFi Technologies (SOFI) on September 8, 2026.
TD Waterhouse Canada Inc. increased its stake in SoFi Technologies by purchasing 114,652 shares on September 8, 2026. This acquisition reflects continued institutional interest in SoFi, following similar investments by other firms in recent months. The stock's performance remains influenced by broader market trends and company-specific developments.
SoFi Technologies' stock gains 2.5% after Kraken lists SoFiUSD stablecoin
In the past 24 hours, SoFi Technologies' stock rose by 2.5% following the announcement that Kraken, a major cryptocurrency exchange, has listed SoFi's bank-backed stablecoin, SoFiUSD, on its platform. This partnership is expected to enhance SoFi's presence in the digital asset market.
SoFi Technologies' stock rises 4.45% as Wall Street boosts targets and launches new funds.
In the past 24 hours, SoFi Technologies' stock has gained 4.45%, driven by Wall Street's increased optimism and the launch of new private-market funds on the SoFi Invest platform. Analysts have raised price targets, citing strong loan growth and balance sheet expansion. Additionally, the introduction of new funds is expected to diversify revenue streams and attract a broader investor base.
SoFi Technologies' stock rises 3.7% to $18.51 amid positive developments.
In the past 24 hours, SoFi Technologies (SOFI) has experienced a 3.7% increase in stock price, reaching $18.51. This uptick is attributed to the company's recent strategic initiatives, including the launch of SoFi Coach, an AI-powered financial assistant, and the appointment of former Visa executive Kathleen Pierce-Gilmore as president of technology solutions. These moves are expected to enhance user engagement and strengthen SoFi's position in the fintech sector.
Piper Sandler initiates SoFi coverage with 'Overweight' rating and $22 price target.
Piper Sandler has initiated coverage of SoFi Technologies (SOFI) with an 'Overweight' rating and a price target of $22, citing strong growth prospects in lending and debt consolidation for younger, creditworthy demographics. The firm projects a 22% revenue compound annual growth rate and a 27% adjusted EBITDA compound annual growth rate from 2026 to 2028.
SoFi Technologies (SOFI) stock drops 4.2% amid valuation concerns and slowing loan growth.
SoFi Technologies' stock declined by 4.2% to $17.13 on September 1, 2026, as investors expressed concerns over its high valuation and decelerating loan growth. The stock is trading at approximately 28.5 times the projected 2026 adjusted EPS of $0.60, raising questions about its sustainability. Additionally, the company reported a 69% increase in loan originations, but the growth rate is slowing, which may impact future profitability.
SoFi Technologies (SOFI) stock drops 5.8% to $18.06 amid profit concerns
Despite reporting strong Q2 2026 results with a 43% revenue increase, SoFi Technologies' stock declined by 5.8% to $18.06. Investors are concerned that the company's growth is not translating into higher per-share profits, as the adjusted earnings per share guidance for 2026 remains unchanged at $0.60.
SoFi Technologies (SOFI) stock drops 5.94% to $18.06 amid executive stock sale.
In the past 24 hours, SoFi Technologies' stock declined by 5.94% to $18.06, following an executive stock sale. Executive Vice President Kelli Keough sold 11,286 shares, valued at approximately $203,184, on August 20, 2026. This sale has raised investor concerns about insider confidence and potential future stock performance.
SoFi Technologies (SOFI) stock drops 5.8% after Morgan Stanley cuts price target to $15.
SoFi Technologies' stock declined by 5.8% following Morgan Stanley's reduction of its price target from $16 to $15, maintaining an Underweight rating. Despite reporting strong Q2 revenue, the firm expressed concerns over the company's growth becoming more capital-intensive, potentially impacting long-term returns.
SoFi Technologies (SOFI) stock rises 1.8% to $19.18 amid institutional buying.
In the past 24 hours, SoFi Technologies' stock price increased by 1.8%, closing at $19.18. This uptick follows recent institutional investments, including a $1.07 million position initiated by Philadelphia Investment Partners. Additionally, the company reported strong second-quarter earnings, with revenue up 42.5% year-over-year to $1.21 billion. Despite these positive developments, the stock experienced a 3.5% decline on Monday, closing at $18.24.
SoFi Technologies (SOFI) stock rises 3% to $18.83 amid stablecoin-driven fintech rally.
In the past 24 hours, SoFi Technologies Inc. (SOFI) experienced a 3% increase in stock price, reaching $18.83, driven by a broader fintech rally influenced by stablecoin momentum. This surge aligns with a general uptick in fintech stocks, including Coinbase, which saw a 5% rise.
SoFi Technologies (SOFI) stock rises 3% amid stablecoin sector rotation
In the past 24 hours, SoFi Technologies Inc. (NASDAQ: SOFI) experienced a 3% increase in stock price, aligning with a broader market trend where fintech companies linked to stablecoins saw gains. This uptick is attributed to the stablecoin sector's influence on fintech stocks, with SoFi's own stablecoin, SoFiUSD, contributing to the positive momentum.
SoFi Technologies (SOFI) stock rises 5.5% to $18.91 after record Q2 loan originations.
SoFi Technologies reported record loan originations of $14.8 billion in Q2 2026, contributing to a 5.5% increase in stock price to $18.91. Analysts are optimistic about the company's growth prospects, citing strong member growth and engagement across its financial products.
Allworth Financial LP invests $2.27 million in SoFi Technologies, Inc.
Allworth Financial LP has acquired a new position in SoFi Technologies, Inc., purchasing 126,401 shares valued at approximately $2.27 million. This investment reflects growing institutional interest in SoFi's financial services.
Piper Sandler Initiates Coverage of SoFi Technologies (SOFI) with Overweight Rating
On August 18, 2026, Piper Sandler initiated coverage of SoFi Technologies (SOFI) with an Overweight rating and a $22 target price, suggesting an 18.5% upside from the current price. The firm highlighted SoFi's digital-first platform and expanding product offerings as key drivers of growth. This positive outlook follows a strong Q2 earnings report in late July, where SoFi reported adjusted EPS of $0.12, exceeding the $0.11 consensus estimate, and revenue of $1.22 billion, surpassing expectations of $1.11 billion.
SoFi Technologies (SOFI) stock rises 2.68% to $18.43 amid positive analyst outlook.
In the past 24 hours, SoFi Technologies' stock price increased by 2.68%, closing at $18.43. This uptick follows a positive analyst outlook, with Keefe, Bruyette & Woods raising their price target for SOFI to $7.50 from $6.50 and upgrading the stock rating to 'market perform' from 'underperform.' The firm cited reduced near-term negative catalysts and improved earnings outlook due to SoFi's recent capital raise.
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