Piper Sandler initiated coverage on SoFi Technologies with an overweight rating and a price target of $22.00.

• Piper Sandler initiated coverage on SoFi Technologies (NASDAQ:SOFI) with an overweight rating and a price target of $22.00.
• The firm cited two growth drivers for the digital financial services company: a large and growing market in lending and debt consolidation for a younger, creditworthy demographic, and a product flywheel accelerating adoption across new and existing members.
• Piper Sandler projects a 22% revenue compound annual growth rate and 27% adjusted EBITDA compound annual growth rate from 2026 to 2028. The company has already demonstrated strong momentum, posting 40.9% revenue growth over the last twelve months.
• SoFi offers loans, checking and savings accounts, investing accounts, credit cards, and insurance products. In the second quarter, member growth reached 35% year-over-year while product growth reached 43% year-over-year.
• The firm stated that current stock levels represent an attractive entry point for long-term investors. However, potential investors should note the stock’s high volatility, with a beta of 2.2 and a year-to-date decline of 30%.

DBS Initiates SoFi Technologies(SOFI.US) With Buy Rating, Announces Target Price $28

DBS analyst Manyi Lu initiates coverage on $SoFi Technologies with a buy rating, and sets the target price at $28.

According to TipRanks data, the analyst has a success rate of 76.3% and a total average return of 19.6% over the past year.

SoFi Expands Access to Private Markets with Funds From CAZ Investments and AngelList Asset Management

SoFi Technologies, Inc. (NASDAQ: SOFI), the everything app for digital financial services, today introduced three new private market funds from CAZ Investments and AngelList Asset Management. These funds provide exposure to private market strategies across AI, fintech, healthcare, defense, and other sectors, with investments that may include companies such as OpenAI, Anthropic, Anduril, and others.

Investors are looking beyond traditional stocks and bonds, but the complexity of private market investing has historically put these strategies out of reach for many. SoFi Securities LLC, is helping bridge that gap by pairing expanded access to these private market strategies with educational resources that empower members to invest with greater confidence. The new funds include:

• CAZ GP Stakes Fund: Seeks long-term capital appreciation and current income by investing primarily in alternative asset management firms, including firms that manage private equity, private credit, real estate, infrastructure, commodity-related securities, and venture capital strategies.
• CAZ Strategic Opportunities Fund: Seeks long-term capital appreciation and current income through broad exposure to innovative and predominantly private markets. The fund seeks exposure across multiple asset types, including private equity, private credit, real estate/real assets, and liquid assets.
• AngelList Asset Management’s USVC Venture Capital Access Fund: Seeks long-term capital appreciation by investing in venture capital funds and underlying private growth-oriented companies with exposure across AI, fintech, healthcare, defense, and other innovation-driven sectors, which may include opportunities connected to the AngelList platform.

“SoFi is making alternative investing more accessible for investors looking to diversify their portfolios, but who have previously faced barriers to entry,” said Anthony Noto, CEO of SoFi. “We’re proud to expand our selection of investment opportunities across private equity, real estate, venture capital, and more, giving members more ways to diversify their portfolios and pursue their financial ambitions.”

This expanded offering provides SoFi Invest members with:

• High-quality investments: Strategies of this type have been historically out of reach for many. These funds include strategies investing directly in private companies or indirectly through other private market funds and investment vehicles.
• Periodic Liquidity: Unlike many traditional private investments, these funds intend to offer periodic, limited opportunities to have shares repurchased, giving investors greater flexibility to access their capital.
• Low-friction experience: Private market investing can be complex, with unfamiliar terminology and fund structures. SoFi helps simplify the experience through educational resources, transparent reporting, and a seamless investing experience within the SoFi app.
• Lower minimums: With minimum investments starting at $500 for the USVC Fund and $2,500 for the CAZ funds, investors can access private market strategies with lower capital requirements than many traditional private investments.

Over the past year, SoFi has expanded its private markets offering with additional funds from asset management firms including Cashmere, ARK Invest, and Liberty Street Advisors. Today's launch marks another step in broadening access to private market investing.

The new private market funds from CAZ Investments and AngelList Asset Management are now available to SoFi Invest members. Learn more in the SoFi app or visit https://www.sofi.com/invest/alternative-investments/.

Citi Maintains SoFi Technologies(SOFI.US) With Buy Rating, Maintains Target Price $30

1. Needham lowered its price target on SoFi Technologies (NASDAQ:SOFI) to $24 from $25 while maintaining a Buy rating on the stock.
2. The firm said SoFi’s second-quarter results beat Street estimates on the top and bottom line. Stronger core lending performance, including net interest income and origination fees, helped offset ongoing challenges in the tech solutions and loan platform businesses.
3. The shares sold off following the results, which Needham attributed mostly to muted loan platform volumes as SoFi continues to put more loans on its own balance sheet to optimize earnings per share and capital ratios. The stock currently trades at $15.25, hovering just above its 52-week low of $14.88, with shares down 41.75% year-to-date. According to InvestingPro analysis, the stock appears slightly overvalued relative to its Fair Value, though the company maintains an impressive revenue growth rate of 40.9%. Investors seeking deeper insights can access comprehensive Pro Research Reports, available for SOFI and 1,400+ other US equities.
4. Needham said it remains confident that growth will re-accelerate on the platform given the strong pipeline of additional loan platform buyers across personal loans, small and medium-sized business, and home equity products.
5. The firm said this pipeline should support a more resilient loan platform growth model moving forward.

SoFi CEO Anthony Noto on CNBC: ‘We’re now assuming there are two rate hikes’

SoFi Technologies price target raised to $18 from $17 at Truist

• Truist raised the firm’s price target on SoFi Technologies (SOFI) to $18 from $17 and keeps a Hold rating on the shares.
• The FinTech group has rallied and outperformed of late on the back of M&A headlines, the constructive U.S. macro backdrop and the recent reversal of the AI trade, notes the analyst, who expects Q2 results to be “solid” for the group.

SoFi Technologies price target raised to $21 from $17 at Goldman Sachs

Goldman Sachs raised the firm’s price target on SoFi Technologies (SOFI) to $21 from $17 and keeps a Neutral rating on the shares. The broader macro backdrop is favorable for the consumer fintech space, the analyst tells investors in a research note.

SoFi Schedules Conference Call to Discuss Q2 2026 Results

SoFi Technologies, Inc. (NASDAQ: SOFI), the everything app for digital financial services, today announced plans to host a conference call to discuss financial and operating results for the second quarter of 2026 on Wednesday, July 29, 2026, at 8 a.m. Eastern Time. SoFi also plans to release its second quarter 2026 results on the investor relations section of its website at https://investors.sofi.com at approximately 7 a.m. Eastern Time on Wednesday, July 29, 2026.

Full session details for the conference call and webcast are as follows:

CONFERENCE CALL DETAILS – TO DIAL IN BY PHONE
To pre-register for this call, please go to the following link (you will then receive your personal dial-in access details via email):
https://registrations.events/direct/Q4I921101

WEBCAST DETAILS – AUDIO-ONLY
Use this link to access the audience view of the webcast:
https://events.q4inc.com/attendee/987445269

A replay of the webcast will be made available after the call on the Investor Relations page of SoFi’s website at https://investors.sofi.com/overview/default.aspx.

1. Stronger Investing Platform

Composer specializes in AI-assisted and automated investing strategies (“no-code algo trading”). Integrating that into SoFi Invest could:

• Make SoFi’s brokerage product more competitive with platforms like Robinhood and Public
• Increase engagement and trading activity
• Attract younger, tech-oriented investors

This matters because SoFi’s investing product has historically been viewed as weaker than its banking/lending products.

2. Higher Customer Retention

Automated portfolios and custom trading systems tend to make users “stickier.”
If customers build personalized strategies inside SoFi, they are less likely to move assets elsewhere.

That fits SoFi’s broader ecosystem strategy:

• banking
• lending
• investing
• credit cards
• financial planning all inside one app.

3. Potential B2B Opportunity

SoFi has previously expanded through infrastructure acquisitions:

• Galileo Financial Technologies
• Technisys

Those deals helped SoFi build what management called the “AWS of fintech.”

If Composer technology is integrated into Galileo or offered to other fintechs, SoFi could eventually monetize AI-investing infrastructure as a B2B service too.

4. Risks / Concerns

There are also risks:

• Retail algorithmic trading can create regulatory scrutiny
• AI-generated investing strategies may increase compliance burden
• Monetization is uncertain
• Integration risk exists (SoFi has already had mixed reactions to prior acquisitions like Technisys)

Some analysts and investors still question whether SoFi is overextending itself into too many verticals.

Net Impact on SOFI Stock

If confirmed and executed well, the market would probably view this as:

• mildly positive short term
• potentially very positive long term

Especially if it:

• improves SoFi Invest growth,
• boosts engagement,
• creates new fee revenue,
• and strengthens SoFi’s AI narrative.

SoFi buys UK based PrimaryBid assets

US fintech SoFi Technologies has acquired the assets of UK retail investor platform PirmaryBid. Terms have not been disclosed.

In a brief statement on its website, Primary bid confirms the technology assets sale, while, according to Sky News, the company has written to investors to inform them that it will return an undisclosed amount of capital.

PirmaryBid was at one time slated to be the next British unicorn and was valued at more than $500 million in 2022 at the height of the pandemic-induced retail stock trading boom.

However, by 2025 the company's value had fallen sharply thanks to a severe slowdown in equity markets activity. One of its shareholders, LSEG, wrote down the value of its 7.2% share that year, giving PrimaryBid a valuation of around $56 million.

It began looking for a sale. Australian stock transfer agency Computershare was among those reportedly interested in a takeover but no deal was reached, paving the way for SoFi's move.

With the American giant taking on most of its assets, the rump of the PrimaryBid's business is set to be placed in a form of liquidation, says Sky News.

Anthony Noto bought 15,545 Shares of SOFI Today @ $16.0039

SoFi Technologies, Inc. (NASDAQ: SOFI), a member-centric, everything app for digital financial services that helps members borrow, save, spend, invest and protect their money, today announced plans to host its 2026 Annual General Meeting of Stockholders (the “2026 Annual Meeting”) on Wednesday, June 17, 2026, at 7:00 a.m., Pacific Time (10:00 a.m., Eastern Time). The 2026 Annual Meeting will be held virtually.

Attending the Annual Meeting

To participate in the virtual 2026 Annual Meeting, visit www.virtualshareholdermeeting.com/SOFI2026 and enter the 16-digit control number provided with your proxy materials.

We plan to have a question and answer session at the 2026 Annual Meeting and will include as many stockholder questions as our rules of conduct and procedures and the allotted time permit. Stockholders may submit questions that are relevant to the proposals outlined in our proxy statement in advance of the 2026 Annual Meeting, as well as live during the 2026 Annual Meeting. If you are a stockholder, you may submit a question in advance of the 2026 Annual Meeting at www.proxyvote.com after logging in with the 16-digit control number provided with your proxy materials. Questions may be submitted during the 2026 Annual Meeting through www.virtualshareholdermeeting.com/SOFI2026.

Access for the General Public

A live audio webcast of the 2026 Annual Meeting will also be available at www.investors.sofi.com under Events & Presentations.