Key Takeaways SoFi Technologies' 2026 outlook centers on margin expansion alongside ~30% revenue growth.SOFI guides mid-30% EBITDA margins and net margins in the high teens for 2026.SOFI shares rose 43% in a year and trade at 34X forward earnings, above industry levels.The defining takeaway from SoFi Technologies’ (SOFI) 2026 outlook is not just growth, but margin expansion at scale. While revenue and membership gains remain impressive, the real inflection lies in how efficiently that growth is translating ...

Commonwealth Bank of Australia reported a record first-half cash earnings on Wednesday, propped up by robust growth in lending and deposit volumes, although margins were pressured due to tight competi... ...

February 10, 2026 © Fifth Third Bancorp | All Rights Reserved Top performing regional bank with local scale and national reach Assets $294 billion Ranked 9th in the U.S.1 Loans $173 billion Ranked 8th in the U.S.1 Deposits $237 billion Ranked 9th in the U.S.1 BofA Securities Financial Services Conference 2 A simple, diversified business portfolio | Commercial | Banking | | Consumer & Small Business Banking | | Wealth & Asset Management | | --- | --- | --- | --- | --- | --- | | Loans | Deposits | Loans | Dep ...

JOHANNESBURG, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Lesaka Technologies, Inc. (Nasdaq: LSAK; JSE: LSK) today released results for the second quarter of fiscal 2026 (“Q2 2026”). Q2 2026 performance1:All growth rates are year-on-year between Q2 FY2026 and Q2 FY2025. Group LevelUSD(In thousands, except per share data) ZAR(In thousands, except per share data)   Q2 FY26 Q2 FY25 Q2 FY26 Q2 FY25 YoY%Revenue178,734 176,216  3,058,191 3,155,758  (3%)Net Revenue(2)93,403 77,060  1,598,138 1,379,926  16%Operating Income(3 ...

Galaxy Digital shares dropped sharply after the company reported a $482 million quarterly loss, catching investors off guard and pushing the stock toward the $21 level. The reaction came even as crypto markets moved sideways, showing that public crypto companies face pressure from earnings expectations as much as from price action in digital assets. Many investors view Galaxy as a barometer of institutional confidence in crypto, so when the stock falls, it often sparks questions about where larger capita ...

With a market cap of $290.5 billion, Morgan Stanley (MS) is a global financial holding company offering a wide range of products and services to governments, institutions, and individuals across the Americas, Asia, Europe, the Middle East, and Africa. Its operations span Institutional Securities, Wealth Management, and Investment Management, providing services such as capital raising, financial advisory, investment products, lending, and retirement and wealth planning. Shares of the New York-based compan ...

Company Overview - U.S. Bancorp (USB) has a market capitalization of $87.2 billion and offers a variety of banking, lending, payment, investment, and trust services to individuals, businesses, institutions, and government entities [1] Stock Performance - Over the past 52 weeks, USB stock has increased by 16.9%, outperforming the S&P 500 Index, which returned 14.3% during the same period [2] - Year-to-date, USB shares are up 5.2%, compared to a 1.4% gain for the S&P 500 Index [2] - USB has also outperformed the State Street Financial Select Sector SPDR ETF (XLF), which rose by 3.2% over the past 52 weeks [3] Financial Results - In Q4 2025, U.S. Bancorp reported an EPS of $1.26 and total revenue of $7.37 billion, driven by record consumer deposits of $515.14 billion and an improved net interest margin of 2.8% [6] - The company maintains solid capital metrics, including a CET1 ratio of 10.8% [6] Earnings Forecast - For the fiscal year ending December 2026, analysts project U.S. Bancorp's EPS to grow by 8.4% year-over-year to $5.01 [7] - The company has a strong earnings surprise history, having beaten consensus estimates in the last four quarters [7] Analyst Ratings - Among 24 analysts covering U.S. Bancorp, the consensus rating is a "Moderate Buy," with 11 "Strong Buy" ratings, one "Moderate Buy," 11 "Holds," and one "Strong Sell" [7] Price Target - RBC Capital has raised its price target on U.S. Bancorp to $59 while maintaining an "Outperform" rating [8] - The mean price target of $62.33 indicates an 11.1% premium to USB's current price levels, while the highest price target of $77 suggests a potential upside of 37.2% [8]

Core Viewpoint - KeyCorp (KEY) has demonstrated strong financial performance and shareholder returns, outpacing major indices and peers in the regional banking sector [2][3][9]. Financial Performance - KeyCorp's stock delivered a 19.4% return over the past 52 weeks, surpassing the S&P 500 Index's 14.3% increase during the same period [2]. - Year-to-date, KeyCorp shares are up nearly 4.3%, compared to the S&P 500's 1.4% gain [2]. - In Q4 2025, KeyCorp reported a revenue increase of 131.8% year-over-year to $2.01 billion, exceeding expectations of $1.97 billion [6]. - Earnings per share (EPS) for Q4 came in at $0.41, beating analyst estimates of $0.39 [6]. Growth Projections - Management has guided for approximately 7% revenue growth in fiscal year 2026 [7]. - Analysts project diluted EPS of $1.79 for fiscal year 2026, indicating a growth of 19.3% [8]. - KeyCorp has consistently exceeded EPS estimates in the past four quarters, enhancing management's credibility [8]. Market Sentiment - Wall Street analysts maintain a positive outlook on KeyCorp, with a consensus rating of "Moderate Buy" among 23 analysts [9]. - The consensus includes 11 "Strong Buy" ratings, two "Moderate Buy" recommendations, nine "Hold" calls, and one "Strong Sell" [9].

Core Insights - Nubank, a Brazilian digital challenger founded in 2013, has received conditional approval from the Office of the Comptroller of the Currency (OCC) to establish a U.S. national bank, marking a significant step in its expansion strategy [3][7] - The company aims to capitalize the institution within 12 months and open the bank within 18 months, offering services such as deposit accounts, credit cards, lending, and digital asset custody [7] Company Overview - Nubank has approximately 127 million customers across Brazil, Mexico, and Colombia, with co-founder Cristina Junqueira leading U.S. operations [3] - David Vélez, founder and CEO of Nu Holdings, emphasized that this approval is an opportunity to validate their digital-first, customer-centric model in the global financial services landscape [5] Leadership and Governance - Roberto Campos Neto, former president of the Central Bank of Brazil, will serve as chairman of the board for Nubank [4] Regulatory Environment - The approval process took 121 days, indicating a shift towards quicker and more predictable timelines for charter applications, which is seen as a positive development for financial innovators [5][6] - The number of charter applications filed with the OCC last year matched the total from the previous four years combined, reflecting a growing interest in new bank formation [6]

SÃO PAULO--(BUSINESS WIRE)--Nu (NYSE:NU), one of the largest digital financial services platforms in the world with 127 million customers, today announced that it has received conditional approval from the Office of the Comptroller of the Currency (OCC) of the United States for the formation of a de novo national bank, Nubank, N.A.The conditional approval represents a milestone in the company's long-term strategy to expand its operational footprint and product offerings in the United States. Once fully appr ...