SOFI News
R40 coverage and dated third-party headlines for SoFi Technologies, Inc. (SOFI).
R40 Coverage
Two Segments Named Platform Fell Off a Cliff in the Same Quarter. One Was the Plan, the Other Was a Customer Leaving.
Goldman's Platform Solutions fell 64% and SoFi's Technology Platform fell 23% in the quarter ended 2026-06-30, both inside quarters the rest of the business made look excellent. The declines are the same shape and opposite diagnoses, and the number that separates them is a margin nobody printed.
We Published Four Bank Capital Ratios in One Week. The Highest One Got the Most Sceptical Adjective.
SoFi's CET1 is 18.7% and we called it capital piling up. Bank of America's is 11.2% and we called it real headroom. Both descriptions are correct, and the reason why is the only thing worth knowing about a regulatory ratio.
SoFi Did Not Join the S&P 500 in March. We Made the Case Twice and Asked Whether It Would — and Named the Company That Took the Slot.
S&P Dow Jones Indices added Vertiv, Lumentum, Coherent and EchoStar to the index effective March 23. SoFi was not among them, and as of the June changeover it still is not in. Our February coverage rested on prediction-market odds and a retail poll; SoFi has since grown revenue 43% year over year while its market capitalisation fell.
SoFi Q2 2026: Record $1.22B Revenue, Guidance Raised — Stock Falls 10% Anyway
SoFi beat Q2 2026 estimates with record revenue, record originations, and a raised full-year revenue outlook — then the stock sank 10% because profit guidance didn't move. We break down the disconnect.
SoFi's Post-Earnings Crash: Was the 17% Dip a Gift? Noto 'Takes It Personal'
SOFI crashed 17% after a record $1B quarter. Then CEO Noto dropped a 50-minute interview calling out bears and hinting at acceleration. Fresh $30 target from Citizens says the selloff was overdone.
SOFI: S&P 500 Inclusion — March 2026 the Date?
SoFi meets all eligibility criteria with 9 profitable quarters and $25B+ market cap. Prediction markets show 53% odds for March 20 inclusion.
February 2026
S&P 500 Inclusion Speculation Intensifies for March 2026
SoFi meets all eligibility criteria: 9 consecutive profitable quarters, $25B+ market cap, liquidity requirements satisfied. Polymarket shows 53% odds for Q1 inclusion. March 20 rebalance is the key date. Passive inflows estimated at billions if added.
SOFI: Pound The Table Moment As Upgrades From Large Banks Roll In
Strong Q4 execution with first $1B revenue quarter and record profitability; 2026 guidance for 30% revenue/+52% EBITDA growth; upgrades rolling in amid catalysts like blockchain/stablecoin launch and potential S&P 500 inclusion.
SoFi in Neobanks Discussion
Compared to Chime; Seismic potential in US market.
Expert Outlook on SoFi
Average target $28.25; mixed analyst views.
SoFi Technologies Stock Price Down 4.6%
JPM upgrade to overweight; billion-dollar revenue.
SoFi Under Pressure After Raise
Down 4.69% on capital raise and analyst cuts.