Notícias

Earnings season is showing that consumers are still spending and paying their bills, as indicated by SoFi and Visa.

SoFi Technologies (NASDAQ:SOFI) just posted the best quarter in its history, and the stock fell anyway. Membership hit a record, loan originations hit a record, and tangible book value grew faster than almost anyone expected. Yet shares dropped roughly 9% the day the numbers came out, part of a stretch that has left the stock […]

PayPal's stock has returned to a price zone that has historically launched powerful rallies, after trading well below it as recently as last month.

You probably think of Robinhood (NASDAQ:HOOD) as the free stock trading app, or maybe the crypto one. That’s not really the story anymore. The fastest-growing part of the business right now is prediction markets, something almost nobody was talking about a couple years ago. Event contracts brought in $156 million in FQ2 2026, more than […]

The recent weakness in SOFI stock reflects investor concerns over the company's revenue mix.

DAVE heads into Q2 earnings with beat potential as ExtraCash demand, fee changes and credit gains support growth, though valuation and spending are likely to have tempered the setup.

Despite SOFI stock's nearly 50% decline from its 52-week high, Wall Street remains cautious about the fintech’s prospects.

While some companies burn cash to fuel expansion, others struggle to turn spending into sustainable growth. A high cash burn rate without a strong balance sheet can leave investors exposed to significant downside.

SoFi just posted record revenue and a 50% earnings jump, yet the stock cratered anyway and sits near its worst levels of the year. The path back to $25 demands more than strong growth numbers.

XTransfer, a leading B2B cross-border trade payment platform, has been named to CNBC's 2026 list of the World's Top Fintech Companies in the Payments Segment, highlighting its growing impact in the digital payments landscape. This recognition underscores the company's commitment to providing secure and efficient cross-border payment solutions for SMEs, thereby addressing the complexities of international financial operations. XTransfer's inclusion in this prestigious list, compiled with...

Shay Boloor, chief market strategist at Futrum Equities, said in a post on X that the market is overpricing credit risk and underpricing the platform even as its expanding platform turns each new member into multiple financial relationships.

It fell 13% after the report.

Digital financial services company SoFi Technologies (NASDAQ:SOFI) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 40.5% year on year to $1.21 billion. Its non-GAAP profit of $0.12 per share was 9.9% above analysts’ consensus estimates.

SOFI delivers robust Q2 growth, record member and loan gains, and raises its 2026 revenue outlook despite Technology Platform pressure.

SoFi offers a broader revenue mix, rising fee income and strong capital, while Nu faces heavier unsecured credit and Latin America risks.

Morgan Stanley lowered the price target on SoFi to $15 from $16 and maintained an ‘Underweight’ rating on the shares, saying that while the Q2 revenue beat by 7%, growth is becoming more capital intensive.

A large bet on its own shares has so far been a losing one, creating a quiet standoff between management's conviction and the market's deep-seated skepticism.

SoFi delivered a strong Q2 earnings beat, but its unchanged profit outlook sent the stock tumbling. So, what should be your stance now?

In the second quarter of 2026, SoFi Technologies, Inc. reported revenue of US$1,140.53 million and net income of US$156.59 million, alongside net charge-offs rising to US$204.51 million from US$160.28 million a year earlier. The company raised its full-year revenue outlook after another record quarter for member growth and loan originations, but chose to keep profit guidance unchanged while reinvesting additional revenue into growth despite higher credit losses. Next, we will examine how...

The fintech's quarter set records on nearly every line. What investors marked down is a different number.

SoFi delivered strong member growth in the second quarter.

Jim Cramer's framework for buying stocks punished by margin compression is getting live stress-tested right now, with five companies showing what that setup actually looks like in the middle of an AI spending war.

SoFi Technologies expands its financial ecosystem with member growth, AI offerings, lending strength and a higher 2026 revenue outlook.

SoFi just posted record loan originations and 61% profit growth, yet the stock sits near a 52-week low. Here is the specific combination of conditions that could turn this battered fintech into a multibagger by 2031.

SoFi’s Q2 revenue came in at a record $1.21 billion, a growth of 43% from a year earlier, while Robinhood’s total net revenues came in at $1.31 billion, a 32% increase year-on-year.

The Federal Reserve held benchmark interest rates steady for a fifth consecutive session.

Despite a relatively solid second-quarter report, many shareholders decided to sell.

Moby summary of SoFi Technologies, Inc.'s Q2 2026 earnings call

Record growth failed to ease worries over future profitability

SoFi Technologies has delivered a 61.7% gain over the past three years, yet current valuation checks point to the stock trading at a premium, with both the intrinsic value estimate and market multiples indicating it may be overvalued relative to underlying fundamentals. SoFi Technologies is up 61.7% over three years, which means anyone looking at the stock today is assessing it after a strong multi year run. Talk of SoFi as a potential acquisition target and its expanding lending activities...