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SoFi Technologies, Inc. (SOFI) Stock Analysis

HoldModerate Confidence

Financial Services · Credit Services

Hold if already holding. Not a fresh buy at $16.17, but acceptable to hold if already in. Reason: Negative momentum.

SoFi Technologies is a digital financial services platform and bank holding company offering personal loans, student loans, home loans, credit cards, investing, and banking to members. The company also provides technology platform services (Galileo, Technisys) to enterprise... Read more

$16.17+30.3% A.UpsideScore 6.0/10#13 of 28 Credit Services
Stop $15.04Target $21.08(analyst − 10%)A.R:R 2.5:1
Analyst target$23.43+44.9%20 analysts
$21.08our TP
$16.17price
$23.43mean
$12
$38

Hold if already holding. Not a fresh buy at $16.17, but acceptable to hold if already in. Reason: Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Score 6.0/10, moderate confidence.

Passes 5/6 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, earnings proximity no date, semi cycle peak clear). Fails on weak momentum. Suitability: moderate.

Thesis

Rewards
Strong growth profile
Analyst upside: 30%
Risks
Negative momentum

Key Metrics

P/E (TTM)34.5
P/E (Fwd)19.7
Mkt Cap$19.9B
EV/EBITDA
Profit Mgn14.8%
ROE6.6%
Rev Growth42.5%
Beta
DividendNone
Rating analysts30

Quality Signals

Piotroski F8/9

Options Flow

P/C1.09bearish
IV62%elevated
Max Pain$1-93.8% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.5
Obv
1.0
Volume
1.7
Ma Position
2.2
Rsi
4.5
Volume distribution (falling OBV)Below 200-MA but MA still rising (+0.3%/30d) — pullback in uptrend, not confirmed weakness
GatesMomentum 2.0<4.5A.R:R 2.5 ≥ 1.5Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARSuitability: Moderate
RSI
50 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $14.93Resistance $20.13

Price Targets

$15
$21
A.Upside+30.4%
A.R:R2.5:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Momentum score 2.0/10 — below 4.5 minimum

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-04-29 (nulld)

Verdict History

reverse chrono — latest first
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Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is SOFI stock a buy right now?

Hold if already holding. Not a fresh buy at $16.17, but acceptable to hold if already in. Reason: Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Target $21.08 (+30.4%), stop $15.04 (−7.5%), A.R:R 2.5:1. Score 6.0/10, moderate confidence.

What is the SOFI stock price target?

Take-profit target: $21.08 (+30.3% upside). Target $21.08 (+30.4%), stop $15.04 (−7.5%), A.R:R 2.5:1. Stop-loss: $15.04.

What are the risks of investing in SOFI?

Negative momentum.

Is SOFI overvalued or undervalued?

SoFi Technologies, Inc. trades at a P/E of 34.5 (forward 19.7). TrendMatrix value score: 6.6/10. Verdict: Hold.

What do analysts say about SOFI?

30 analysts cover SOFI with a consensus score of 3.5/5. Average price target: $23.

What does SoFi Technologies, Inc. do?SoFi Technologies is a digital financial services platform and bank holding company offering personal loans, student...

SoFi Technologies is a digital financial services platform and bank holding company offering personal loans, student loans, home loans, credit cards, investing, and banking to members. The company also provides technology platform services (Galileo, Technisys) to enterprise clients across three segments: Lending, Financial Services, and Technology Platform.

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