Seeking Alpha
30 Oct 2026, 12:45 UTC · 53m ago
SoFi Technologies: 2027 Growth Outlook Looks Underpriced
Impact · against what's priced in
The raised 2027 guidance and record EBITDA suggest SoFi is scaling its diversified model more aggressively than the current market consensus reflects. While the price already accounts for significant growth, the specific targets for 2027 support the long-term 2030 objectives that the market currently declines to pay for.
- SOFI+0.30
Challenges what's priced in
- The price assumes
The $10 billion revenue and $1.42 EPS target for 2030
The company raised 2027 guidance to $6.4B in revenue and $0.90 EPS, providing a concrete stepping stone toward the 2030 targets that the market currently discounts.
What SOFI's price assumes · Sep 4
