SoFi Technologies, Inc. (NASDAQ:SOFI) is one of the stocks that was on Jim Cramer’s radar recently. Noting that the stock has been going down, a caller asked what they should do with their position. Cramer replied: Well, I’ll tell you… I don’t know, in January, I said, I thought that the stock could keep going down. It was too high. I now look at it, and I think, wait a second. Given its growth rate, at $18, I didn’t like it in the high 20s, $18… Down 30%. I say, let’s look at it again. I thank you for yo ...

The Brink's Company (NYSE:BCO) is among the 9 Best Video Surveillance and Private Security Stocks to Buy. Truist Sees 13% Revenue CAGR Through 2030 for The Brink's Company (BCO) The Brink’s Company (NYSE:BCO) is one of the best video surveillance stocks. TheFly reported on February 10 that Truist Securities raised its price target on BCO to $163 from $138 and maintained a Buy rating. The firm’s updated outlook reflects expectations for a 13% compound annual growth rate in segment revenue and a 12% CAGR ...

Core Viewpoint - State Street Corporation (STT) has demonstrated strong performance in the financial sector, significantly outperforming the broader market and its peers over the past year, driven by robust fee income and strategic investments in technology and private markets [2][6]. Company Overview - State Street Corporation, headquartered in Boston, Massachusetts, offers a variety of financial products and services to institutional investors globally, with a market capitalization of $36.8 billion [1]. Stock Performance - STT shares have increased by 33.5% over the past year, while the S&P 500 Index has risen by 14.4% during the same period [2]. - In 2026, STT stock is up 2%, outperforming the S&P 500's 1.4% increase year-to-date [2]. - Compared to the Financial Select Sector SPDR Fund (XLF), which gained about 2.3% over the past year, STT's performance is notably stronger [3]. Financial Performance - For Q4, STT reported revenue of $3.7 billion, reflecting a year-over-year increase of 7.5% [7]. - The adjusted EPS for the quarter was $2.42, a decrease of 1.6% from the previous year [7]. - Analysts project a 12.1% growth in STT's EPS for the current fiscal year, expecting it to reach $11.55 on a diluted basis [7]. Analyst Ratings - Among 19 analysts covering STT, the consensus rating is a "Moderate Buy," which includes eight "Strong Buy" ratings, three "Moderate Buys," seven "Holds," and one "Moderate Sell" [8]. Growth Drivers - The company's growth is attributed to strong fee income from investment services and asset management, along with improvements in operating leverage [6]. - STT has launched new digital asset platforms and experienced double-digit growth in private markets servicing fees, although there was a decline in software and processing fees due to a transition to cloud-based solutions [6]. - CEO Ron O'Hanley highlighted that investments in AI, digital transformation, and private markets expansion are expected to drive medium-term growth, with productivity savings mitigating most cost increases [6].

Company Overview - Coastal Financial Corporation is a regional bank holding company focused on providing tailored financial solutions to businesses and individuals in Washington state, leveraging a diversified product portfolio and an innovative banking-as-a-service platform to drive growth [1] - The company serves small to medium-sized businesses, professionals, and individual customers in the Puget Sound region, offering a comprehensive suite of banking products including commercial and industrial loans, real estate financing, consumer lending, deposit accounts, cash management, and banking-as-a-service [2] Recent Transactions - Eric M Sprink, CEO of Coastal Financial Corporation, sold 12,402 shares in multiple open-market transactions on January 21 and 22, 2026, representing approximately $1.4 million in value [7] - The sale reduced Sprink's direct holdings by 7.23%, leaving him with 159,126 directly held shares, a significant decline from over 430,000 shares in early 2023 [5] - The scale of the sale is larger than Sprink's historical median sale size of 8,518 shares for direct sales, indicating a higher-than-typical volume but still within the observed range of past transactions [6] Stock Performance - Coastal Financial stock has been a strong performer, returning 24% over the past 12 months, with average annualized returns of 38.7% and 27.8% over the past five and ten years, respectively [8] - The stock is currently down about 8% year-to-date and is trading at 33 times earnings, which some analysts consider a bit expensive [11] Strategic Developments - On January 9, 2026, Coastal Financial acquired the GreenFi brand from Mission Financial Partners, which includes a platform for sustainable investing and ESG compliance, indicating a strategic move towards climate-friendly financial services [9]

Core Insights - KeyCorp announced changes to its Board of Directors, including the nomination of Antonio DeSpirito and Christopher Henson for election at the 2026 Annual Meeting, reflecting a commitment to strong corporate governance and long-term shareholder value creation [1][2] Board Composition Changes - The Board will nominate Antonio "Tony" DeSpirito and Christopher L. "Chris" Henson as directors, following a comprehensive search process to ensure a balance of experience and fresh perspectives [2] - With the addition of DeSpirito and Henson, the Board will have added eight new directors over the past six years [2] Leadership Appointments - Todd Vasos has been appointed as Lead Independent Director, succeeding Alexander M. "Sandy" Cutler, who will remain an independent director [3][4] - Vasos expressed his commitment to providing strong independent oversight and supporting the execution of the Company's strategy [4] Retirements - Carlton Highsmith and Ruth Ann Gillis will retire from the Board effective at the Annual Meeting, with appreciation for their contributions to KeyCorp [5] Board Size and Governance - Following these changes, the size of the Board will remain at 14 directors, with ongoing evaluations to enhance the Board's composition in support of the Company's strategy [5] Background of New Directors - Antonio DeSpirito has extensive experience as a Managing Director at BlackRock, focusing on public markets and long-term value creation [6] - Christopher Henson is a former senior banking executive with significant experience in leading large financial institutions, enhancing the Board's oversight of banking operations and risk management [7] Company Overview - KeyCorp, headquartered in Cleveland, Ohio, is one of the largest bank-based financial services companies in the U.S., with assets of approximately $184 billion as of December 31, 2025 [8] - The company provides a range of financial services, including deposit, lending, cash management, and investment services through approximately 950 branches and 1,200 ATMs [9]

Core Insights - KeyCorp reported a record full-year revenue of $7.5 billion, reflecting a 16% year-over-year increase, with fourth-quarter revenue exceeding $2 billion [1][3][31] - The company achieved a net income of $474 million for the fourth quarter of 2025, compared to a net loss of $(279) million in the same quarter of 2024 [2][36] - KeyCorp's strong performance is attributed to strategic investments in technology and front-line bankers, leading to significant organic growth [5][40] Financial Performance - Fourth-quarter pre-provision net revenue increased by $46 million quarter-over-quarter, with a full-year increase of 44% year-over-year [1][3] - Net interest income rose by 3% quarter-over-quarter, with a net interest margin of 2.82%, up 7 basis points [1][9] - Noninterest income for the fourth quarter was $782 million, an increase of 11.4% from the previous quarter [12][40] Asset Quality - Nonperforming assets decreased by 6% quarter-over-quarter, with net charge-offs down to 39 basis points [1][22] - KeyCorp's allowance for credit losses was $1.7 billion, stable compared to previous quarters, reflecting improving credit quality trends [24][25] Capital Management - The Common Equity Tier 1 ratio stood at 11.7%, with the company repurchasing $200 million of common shares during the quarter [2][26] - KeyCorp's capital ratios exceeded regulatory benchmarks, indicating a strong capital position [26][28] Business Segments - The Consumer Bank segment generated $948 million in revenue, a 1.4% increase from the previous quarter, while the Commercial Bank segment reported $1.1 billion in revenue, up 9.4% [31][37] - Investment banking and debt placement fees recorded strong performance, contributing to the overall revenue growth [5][40] Future Outlook - The company anticipates continued organic revenue and earnings growth in 2026, supported by strong business momentum and strategic investments [5][40]

Company Overview - SoFi Technologies, Inc. (NASDAQ:SOFI) provides a range of financial services including lending, banking, investment, and insurance through digital platforms [2]. Stock Performance and Analyst Insights - Recently, SoFi's stock has experienced a decline, prompting discussions about whether to buy at lower levels. Analyst Jim Cramer indicated that the stock has not decreased enough and suggested waiting before making any purchases [1]. - Cramer noted that the stock is currently under pressure, describing it as "heavy" with a lot of shares available for sale. He advised against buying at current prices, indicating a preference to wait for a more favorable entry point [1]. - Cramer mentioned that the stock has a high price-to-earnings multiple, suggesting that it may be overvalued at present levels. He recommended waiting for a potential price drop to around $20 before considering a purchase [2]. Investment Considerations - While acknowledging SoFi's potential as an investment, there are suggestions that certain AI stocks may offer greater upside potential and carry less downside risk compared to SoFi [2].

Company Overview - SoFi Technologies, Inc. (NASDAQ:SOFI) provides a range of financial services including lending, banking, investment, and insurance through digital platforms [2] - The company offers personal, student, and home loans, cash management, investment tools, credit cards, and financial wellness products [2] Investment Insights - Jim Cramer highlighted SoFi as a stock experiencing a pullback, suggesting that it may not be the right time to buy until the stock price stabilizes [1] - Cramer expressed confidence in SoFi's management under Anthony Noto, calling it an "amazing company" and indicating potential for future growth [2] - Cramer mentioned that while SoFi is a strong contender in the fintech space, there are other AI stocks that may present greater upside potential with less downside risk [2]

Core Insights - State Street Corporation (STT) is a financial services provider with a market cap of $35.6 billion, offering a variety of products including custody, accounting, and investment advisory services [1] - Analysts anticipate STT will report a profit of $2.82 per share for Q4 2025, reflecting an 8.5% increase from the previous year [2] - For the full fiscal year, EPS is expected to be $10.18, a 17.4% increase from $8.67 in fiscal 2024, with further growth projected to $11.42 in fiscal 2026 [3] Performance Metrics - STT stock has increased by 34.4% over the past 52 weeks, outperforming the S&P 500 Index's 15.4% gains and the Financial Select Sector SPDR Fund's 14.5% returns [4] - The company's revenue for Q3 was reported at $3.6 billion, exceeding analyst expectations by 2.3%, with an EPS of $2.78 beating estimates by 5% [6] Growth Drivers - The growth in STT's stock performance is attributed to increased servicing and management fees, new product launches, and technology investments [5] - Key highlights include record assets under custody, strong client flows, and innovations in digital assets and ETFs, supported by partnerships and investments in AI [5] Analyst Sentiment - The consensus opinion on STT stock is moderately bullish, with a "Moderate Buy" rating from 19 analysts, including 10 recommending "Strong Buy" [7] - The average analyst price target for STT is $131.71, suggesting a potential upside of 3.4% from current levels [7]

Core Viewpoint - Wealthfront has announced the pricing of its initial public offering (IPO) at $14.00 per share, with a total of 34,615,384 shares being offered, which includes shares from both the company and existing stockholders [1][2]. Company Overview - Wealthfront is a tech-driven financial platform that assists digital natives in transforming their savings into wealth. The company offers a wide range of products, including cash management, investing, borrowing, and financial planning solutions, catering to diverse client needs [6]. IPO Details - The IPO consists of 21,468,038 shares offered by Wealthfront and 13,147,346 shares from existing stockholders. Wealthfront will not receive proceeds from the sale of shares by the Selling Stockholders [1]. - The shares are set to begin trading on the Nasdaq Global Select Market under the ticker symbol "WLTH" on December 12, 2025, with the offering expected to close on December 15, 2025, pending customary closing conditions [2]. - Wealthfront has granted underwriters a 30-day option to purchase an additional 5,192,308 shares at the IPO price, less underwriting discounts and commissions [2][3]. Underwriters - Goldman Sachs & Co. LLC and J.P. Morgan are the lead book-running managers for the offering, with Citigroup, Wells Fargo Securities, and RBC Capital Markets acting as active book-running managers [3].