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SoFi Earnings Top Views On Record Member Adds. Fintech Stock Reverses Down.
Investors· 2026-01-30 15:08
SoFi Stock: SoFi Earnings Growth Accelerates, Tops Views On Record Membership Adds | Investor's Business DailyBREAKING: [Trump Names Warsh New Fed Chairman]---SoFi Technologies (SOFI) on Friday reported fourth quarter earnings and revenue that topped Wall Street targets. SoFi stock gained amid record member additions and 2026 guidance above consensus estimates. The financial technology company reported Q4 earnings before the market open. In the December quarter, San Francisco-based SoFi said it earned 13 ce ...
DECK "Off to the Races," SOFI Quarter Tops $1B, KLAC Slips
Youtube· 2026-01-30 15:01
time we have the American Heart Association ringing the bell here at the New York Stock Exchange and my friend Diane King Hall and I are in red. I don't know if she did it on purpose. I saw it in the elevator and quickly wore a red sweater.Um, and good morning to you, Dian. >> Good morning. I love that we are representing today on a day that the American Heart Association ringing the opening bell today Nicole.So that's great stuff. Speaking of good news, Deckers, how about that one. That one is off to the r ...
2026: The Year of Mega-IPOs?
Yahoo Finance· 2026-01-30 14:32
Core Viewpoint - The 2026 IPO market is anticipated to experience significant activity, particularly with major companies in the AI and space sectors preparing to go public, including Rocket Lab, SpaceX, OpenAI, and Anthropic [1][7]. Company Updates - Rocket Lab faced a setback with a rupture in a stage one testing tank for its neutron rocket, which has not yet entered commercial operation, leading to a 5% drop in its shares [1][2]. - The company successfully launched its electron rocket, placing two satellites into orbit, but investor concerns remain focused on the neutron rocket's development delays [1][2]. - Rocket Lab's neutron rocket has experienced multiple delays since its initial announcement in 2021, with the latest expected launch now pushed to early 2026 [2]. Industry Trends - The space industry is gaining traction as an investment theme, driven by companies like Rocket Lab and competitors such as SpaceX [3]. - The IPO market is seeing a "perfect storm" due to the AI boom, favorable macroeconomic conditions, and a regulatory-friendly environment, which may lead to a surge in IPO activity in 2026 [7][8]. IPO Insights - Investors are advised to look for long-term financial results and trends when evaluating upcoming IPOs, rather than focusing solely on recent improvements [9][10]. - Companies like Klarna, which have a long operational history and consistent profitability, are viewed more favorably compared to newer, unproven companies in the IPO space [10]. IPOs on the Radar - Potential IPO candidates include Stripe, which is not in a rush to go public, and Plaid, which has shown significant revenue growth [14]. - Anduril, a defense technology company, is also being watched for a possible IPO, with a focus on autonomy and innovative technology [15]. - EquipmentShare, a construction equipment rental company, is set to go public soon, with a business model aimed at improving productivity in the construction industry [16][17].
Here’s Why Giverny Capital Asset Management Sold Fiserv (FISV) in 2025
Yahoo Finance· 2026-01-30 14:25
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. The Portfolio returned 0.01% compared to 2.66% for the S&P 500. YTD, the fund returned 12.58% compared to 17.88% for the Index. The firm faced a challenging fourth quarter and calendar year, despite solid appreciation. The outperformance of a few large technology companies has negatively impacted performance, given the portfolio's und ...
SoFi Technologies(SOFI) - 2025 Q4 - Earnings Call Transcript
2026-01-30 14:02
SoFi Technologies (NasdaqGS:SOFI) Q4 2025 Earnings call January 30, 2026 08:00 AM ET Company ParticipantsAnthony Noto - CEOBrian Denyeau - Managing DirectorChris Lapointe - CFOJohn Hecht - Managing DirectorKyle Joseph - Managing DirectorNoah Katz - Senior Equity Research AssociatePeter Christiansen - DirectorReggie Smith - Executive Director of Equity ResearchWilliam Nance - VP of Equity ResearchConference Call ParticipantsAndrew Jeffrey - Financial Services and Technology Research AnalystDan Dolev - FinTec ...
Tech CFOs face a new challenge: Selling unprecedented capex as ‘disciplined’
Fortune· 2026-01-30 14:00
Good morning. During earnings calls this week, the CFOs of big tech companies, Meta and Microsoft, delivered a similar message: the AI race requires unprecedented capital spending, but that spending is disciplined, demand-driven, and ultimately margin-accretive rather than reckless.The companies urged investors to look past headline numbers and focus instead on utilization, long-term economics, and visible revenue traction.Meta: Spending big, signaling profitMeta CFO Susan Li emphasized the trade-off betwee ...
SoFi Technologies (NASDAQ: SOFI) Price Prediction and Forecast 2026-2030 (Jan 30)
247Wallst· 2026-01-30 12:25
4% from the current share price.| Year | Est. Revenue ($B) | Est. Net Income ($B) | Est. EPS Normalized | Price to Sales Multiple | Est. Market Cap ($B) || --- | --- | --- | --- | --- | --- || 2025 | $2.84 | $0.32 | $0.21 | 9.3 | $9.94 || 2026 | $3.45 | $0.584 | $0.43 | 9.3 | $12.08 || 2027 | $3.79 | $0.707 | $0.62 | 9.3 | $13.27 || 2028 | $4.33 | $0.902 | $0.83 | 9.3 | $15.16 || 2029 | $4.84 | $1.096 | $1.02 | 9.3 | $16.94 || 2030 | $5.34 | $1.279 | $1.10 | 9.3 | $18.69 |SoFi's current price-to-sales valua ...
Fintech lender SoFi profit jumps on strong growth in fee‑based businesses
Reuters· 2026-01-30 12:16
SoFi Technologies reported a rise in fourth-quarter profit on Friday, lifted by strong loan demand and rapid growth in its feebased businesses. ...
Paytm posts third straight profit as business bounces back
BusinessLine· 2026-01-30 04:52
Paytm reported a third straight profitable quarter, helped by rising sales and cost cuts that have helped the Indian fintech pioneer rebound from regulatory troubles.Consolidated net income was ₹225 crore ($24.5 million) in the quarter through December, Paytm said Thursday in a disclosure to stock exchanges. Analysts expected ₹197 crore on average. Sales climbed 20% to ₹2,200 crore , in line with estimates.Founder Vijay Shekhar Sharma has reduced expenses, sold off units and deepened partnerships with India ...
LendingClub: Irrational Earnings Sell Off
Seeking Alpha· 2026-01-29 23:42
If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end January, consider joining Out Fox The Street .LendingClub ( LC ) headed into the Q4'25 earnings report trading at multi-year highs above $20, so the pre- and post-earnings dip needs to be taken into perspective. The fintech remains relatively conservative with growth prospects, preferring to throw off a lot of cash vs. ramping upStone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA ...