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SoFi Technologies: You Might Regret Not Taking Profits Now
Seeking Alpha· 2025-07-30 13:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He runs the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. He focuses on ideas that has strong growth potential and well-beaten contrarian plays, with an 18 to 24 month outlook for the thesis to play ...
SoFi's Q2 Beat Signals The Start Of A Crypto-Driven Growth Surge
Seeking Alpha· 2025-07-30 10:35
Since my last coverage , the company has delivered a price performance of +16% as of 28 July, 2025. Why? Simply because the company continues to Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or i ...
SoFi Technologies: Blowout Q2 Earnings, Stock Sale, More Upside
Seeking Alpha· 2025-07-30 08:37
Analyst's Disclosure:I/we have a beneficial long position in the shares of SOFI, PYPL, XYZ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whe ...
SoFi: Great Quarter, But I'm Pausing Accumulation (Rating Downgrade)
Seeking Alpha· 2025-07-30 08:34
I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management. TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignment with this mission, we publish premium equity research reports on Se ...
异动盘点0730|石油股、三胎、CRO概念上行;spotify转亏,跌超11%;联合健康全年指引不及预期,跌超7%
贝塔投资智库· 2025-07-30 04:09
1. 华能国际(0902.HK) 绩后高开近3%。华能国际电力股份公布2025年半年度业绩,营业收入约1120.32 亿元,同比减少5.7%;归属于上市公司股东的净利润约92.62亿元,同比增长24.26%;基本每股收益 0.5元。 2. 中通快递-W(2057.HK) 涨近4%。据国家邮政局消息,7月29日,国家邮政局召开快递企业座谈会, 就依法依规治理行业"内卷式"竞争,强化农村地区领取快件违规收费等突出问题整治,促进行业高质 量发展进行座谈交流。 3. 渣打集团(2888.HK) 涨超3%。消息面上,7月29日,渣打集团与阿里巴巴正式签署战略合作备忘录 ("备忘录"),依托阿里云的人工智能技术,加速推进金融服务与人工智能技术的深度融合。 4. 理想汽车-W(2015.HK) 低开逾9%。7月29日晚,理想首款纯电SUV——理想i8正式发布。i8定位中 大型豪华家用市场,主要竞争对手包括问界M9纯电动版、特斯拉Model X和蔚来ES8等车型。 5. 港股石油股集体上涨 ,其中,中国石油股份(0857.HK)涨2%,中国石油化工(0386.HK)、 中国海洋 石油(0883.HK) 、中海油田服务(288 ...
美股异动 SoFi Technologies(SOFI.US)拟增发15亿美元股票 盘后下跌6.5%
Jin Rong Jie· 2025-07-30 02:00
智通财经获悉,周二,在盘后和夜盘交易中,SoFi Technologies(SOFI.US)股价分别下跌6.5%、6%,抹 去了此前的涨幅,跌至21.06美元。此前该公司表示将出售 15 亿美元的股票。据一位知情人士透露,该 公司此次出售的股票价格区间为每股 20.85 美元至 21.50 美元。这意味着较周二收盘价 22.40 美元有高 达 6.9%的折幅。 金融服务部门的净营收为 3.63 亿美元,贡献利润为 1.88 亿美元,毛利率为 52%。技术平台的净营收为 1.1 亿美元。贷款部门的调整后净营收为 4.47 亿美元,贡献利润为 2.45 亿美元,毛利率为 55%。个人 贷款发放额为 70 亿美元,其中通过 LPB 发放的金额为 24 亿美元。SoFi 在本季度末的有形账面价值为 53 亿美元,较上一季度环比增长近 2 亿美元。 SoFi 公布了创纪录的调整后净营收 8.58 亿美元、调整后EBITDA 2.49 亿美元以及净利润 9700 万美元。 基于收费的营收达到 3.78 亿美元,同比增长 72%,年化基于收费的营收现已超过 15 亿美元。第二季度 的贷款发放总额达到 88 亿美元,较上一季 ...
SoFi Technologies(SOFI.US)拟增发15亿美元股票 盘后下跌6.5%
Zhi Tong Cai Jing· 2025-07-30 01:36
周二,在盘后和夜盘交易中,SoFi Technologies(SOFI.US)股价分别下跌6.5%、6%,抹去了此前的涨 幅,跌至21.06美元。此前该公司表示将出售 15 亿美元的股票。据一位知情人士透露,该公司此次出售 的股票价格区间为每股 20.85 美元至 21.50 美元。这意味着较周二收盘价 22.40 美元有高达 6.9%的折 幅。 金融服务部门的净营收为 3.63 亿美元,贡献利润为 1.88 亿美元,毛利率为 52%。技术平台的净营收为 1.1 亿美元。贷款部门的调整后净营收为 4.47 亿美元,贡献利润为 2.45 亿美元,毛利率为 55%。个人 贷款发放额为 70 亿美元,其中通过 LPB 发放的金额为 24 亿美元。SoFi 在本季度末的有形账面价值为 53 亿美元,较上一季度环比增长近 2 亿美元。 高盛将负责此次发行事宜,而 SoFi 则计划将所得资金用于一般企业用途,"包括营运资金及其他商业机 会",这家总部位于旧金山的公司周二在一份声明中如是表示。 当天早些时候,SoFi 公布了第二季度的业绩报告,其业绩超出华尔街的预期,原因是该公司在收费型 业务方面的投资转化成了利润。 So ...
SoFi Delivered 43.7% Revenue Growth In Q2, I'm Upgrading My Investment Thesis
Seeking Alpha· 2025-07-30 00:15
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of SOFI either ...
SoFi: Why It's Still Too Early To Take Profits After The Slam-Dunk Quarter?
Seeking Alpha· 2025-07-29 21:40
Group 1 - SoFi Technologies, Inc. (NASDAQ: SOFI) reached a new 52-week high, increasing by 15% on the trading day following the release of Q2 earnings results [1] - The company reported strong earnings, contributing to the significant stock price increase [1] Group 2 - The article emphasizes the importance of exclusive insights and portfolio consultations for investors [1]
Stock Market Today: SoFi Rallies 6.6% on Strong Q2 Earnings Beat
The Motley Fool· 2025-07-29 20:54
SoFi stock rockets 6.6% on earnings beat as fintech giant raises guidance and membership soars to 11.7 million.SoFi Technologies (SOFI 6.57%) closed at $22.40, gaining 6.6% on Tuesday, July 29, following the morning release of a robust second-quarter earnings report that exceeded Wall Street expectations. The fintech platform reported Q2 revenue of $858 million, representing 44% year-over-year growth, while delivering earnings per share of $0.08 that topped consensus estimates. Net income surged to $97 mill ...