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- Why SoFi Stock Popped Today
Shares of SoFi Technologies rose more than 13% after the digital financial services provider issued an optimistic growth forecast. Third-quarter adjusted net revenue surged 44% to $1.4 billion, members grew 35% to 17.1 million, financial products rose 44% to 26.7 million, and adjusted net income soared 74% to $243 million. SoFi expects full-year 2026 adjusted net revenue to grow 40% to $5.04 billion, with net income of $840 million and EPS of $0.61, and sees adjusted net revenue of $6.4 billion and EPS of $0.90 in 2027. CEO Anthony Noto said the company is adding more members and products to create long-term shareholder value.
- SoFi Expects to Earn 48% More in 2027. Is the Stock a Buy?
SoFi raised its 2026 guidance after a third quarter in which adjusted net revenue grew 44% to $1.37 billion, adjusted EPS of $0.18 beat estimates, and it added a record 1.2 million members. Its first 2027 forecast calls for about $6.4 billion in adjusted net revenue, up 27%, and adjusted EPS of $0.90, above Wall Street's $0.82 estimate and implying about 48% EPS growth. The article credits fee-based revenue, which rose 21% sequentially, and notes that the annualized charge-off rate on personal loans fell to 2.26% from 2.60%. At about $16 per share, SoFi trades for less than 18 times management's 2027 earnings forecast, but personal loans make up about three-fourths of its loan originations, so credit quality could come under pressure if the economy weakens. The stock had fallen 40% in 2026 before the report.
- SoFi Jumps 11% as Lending Boom Drives Earnings Beat and Raised Outlook; Robinhood and Affirm Edge Higher
SoFi posted third-quarter 2026 results that beat expectations on revenue and profit, driven by lending, with record loan originations and a lower personal loan charge-off rate than the prior quarter. Management raised its full-year adjusted revenue and EPS outlook, even though its original guidance assumed rate cuts while rates have risen. SoFi stock rose 11% to $16.11 in morning trading, though it is still down 38% year to date. Robinhood gained 2% to $95 and Affirm rose 2% to $71.04, while the ARK Blockchain & Fintech Innovation ETF was essentially flat, suggesting the reaction is company-specific. The article notes that SoFi's lending-heavy model could face more balance sheet exposure and pressure on returns if borrowing costs keep climbing.
- SoFi’s stock climbs as lending surge drives an earnings beat and rosy outlook
- SoFi Stock Lost 82% Once Before, Then Rose About Sevenfold. It's More Than 50% Below Its High Again.
SoFi stock once dropped 82% before soaring 650% about three years later to reach new highs, but it now sits 54% below that peak after just a few months. Q2 adjusted net revenue rose 40% year over year to $1.2 billion, EPS increased from $0.08 to $0.12, and the company added 1.1 million members (up 35%) and 2.2 million products (up 42%), with 51% of new products coming from existing customers. Tech Platform sales keep declining after the loss of a major customer, and management did not raise net income guidance even though it raised revenue guidance. The stock trades at a P/E of 31 and a price-to-book ratio of 1.7, and it faces competition from legacy banks and digital rivals such as Ally, Happen and Nu Holdings. The author thinks SoFi could return to its previous highs but it may take time, and the stock could move when it reports earnings on Tuesday.
- PayPal vs . SoFi Technologies : Which Financial Stock Is a Better Buy in 2026 ?
The article compares PayPal (PYPL), a global payments network with 439 million active accounts across nearly 200 markets, with SoFi Technologies (SOFI), a digital bank serving over 15 million members. One offers stable cash flow, the other faster growth. In fiscal 2025, PayPal reported revenue of nearly $33.2 billion, up roughly 4.3%, and net income of $5.2 billion, a net margin of about 15.8%; SoFi reported revenue of roughly $4.8 billion, up about 28.8%, and net income of nearly $481.3 million. PayPal's free cash flow was nearly $5.6 billion, while SoFi's was negative at nearly $4 billion, reflecting its lending and technology spending. The article outlines risks for both, including cyberattacks and regulation for PayPal, and interest rate sensitivity and trade secret allegations from Citizens Bank for SoFi, and notes PayPal trades at lower forward P/E and P/S ratios than SoFi.
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- Robinhood’s Tenev warns US tokenization uncertainty deters ‘serious assets’
Robinhood CEO Vlad Tenev says uncertainty over how long US tokenization rules will last could keep investors from putting substantial assets into tokenized markets, even though the SEC has opened a temporary path through an innovation exemption. He says further rulemaking or legislation is needed to provide longer-term certainty, and Binance Research projects the tokenized equities market could reach $349 billion by 2030 under its base case, from $4.43 billion as of Sept. 15. In the third quarter, Robinhood's crypto revenue fell 55% year on year to $120 million and crypto notional trading volume fell 38% to $50 billion. By contrast, event-contract revenue rose sixfold to $173 million, and total net revenue rose 12% to a record $1.42 billion, below analyst expectations. Adjusted EPS was $0.60, missing estimates by 4 cents.
- Is Anthropic a SaaS Stock? Here's How It Stacks Up With the Other Top Software Players
Anthropic has released its S-1 filing ahead of what could be the biggest IPO ever, targeting a valuation of around $2 trillion. Although it is often called an AI lab, the company shares several traits with SaaS stocks: it sells Claude and Claude Code through monthly subscriptions and reports metrics such as customers by annual recurring revenue (ARR), with more than 11,900 customers at $10,000 or more ARR as of the end of the third quarter. Sales, marketing and partnerships took less than 20% of revenue in the first half of 2026, and the company had 5,300 employees at the end of the third quarter, far fewer than Salesforce's roughly 83,000. Based on third-quarter revenue of $16.8 billion (annualised to $67 billion), the $2 trillion valuation implies a price-to-sales ratio of around 30, close to Datadog at 25.4 and Snowflake at 21.9. The article says this looks relatively low given sequential revenue growth of nearly 50% and adjusted profitability, though the stock carries risks such as large cloud spending commitments.
- On 24/12, 300 stocks worth more than VND 460,000 billion will simultaneously halt trading, marking a historic “great migration”
According to the Vietnam Stock Exchange (VNX), all stocks listed on the Hanoi Stock Exchange (HNX) will move to trading on HOSE from 28 December 2026. 23 December 2026 will be the last trading session for HNX-listed stocks, and on 24 and 25 December 2026 the stocks within the transfer scope will be temporarily suspended for the transition. As of end-September 2026, HNX had 299 listed companies with total market capitalisation of over VND 463,500 billion. The reorganisation follows Circular No. 139/2025/TT-BTC dated 30/12/2025 from the Ministry of Finance, under which HOSE will serve as the organiser of trading for listed stocks while HNX continues to handle other markets as assigned.
- Bao Minh Securities plans early repurchase of VND 200 billion in bonds in November
Bao Minh Securities (BMS) has approved an early repurchase of bond BMS12501, issued on 9/9/2025 with 2,000 bonds worth VND 200 billion in total. Each bond will be bought back at VND 101.6 million, covering principal and interest accrued through 18/11/2026, with the record date on 9/11/2026 and payment on 18/11/2026, processed via VSDC to ensure efficient use of capital. The company will close its shareholder list on 5/11/2026 for an extraordinary general meeting in 2026, which will approve the dismissal of two board members, Phan Tấn Thư and Nguyễn Thy Phương, who resigned for personal reasons, and elect two additional members for the 2023-2028 term.
- Cruise ship suddenly halts operations as fuel prices soar, 650 passengers stranded in Cambodia
The luxury cruise ship Odyssey (capacity 650 passengers) is docked at Sihanoukville port in Cambodia after operator Villa Vie Residences suspended operations due to fuel costs that have risen over 300% since the US, Israel and Iran war began. Fuel cost per cabin rose from about USD 1,800 to USD 8,000. The company says it will cover accommodation and travel costs but has not provided funds for passengers to leave Cambodia, and is assessing restructuring and fundraising options over the next 60 days. Very low-sulfur fuel oil was about USD 960 per tonne on 27/10, down from wartime peaks but well above the level of just over USD 500 before the war. Rising fuel costs were also one of the causes behind the collapse of Spirit Airlines earlier this year.
- Ranking 4 AI Power Stocks By Balance Sheet After the Sell-off: Vertiv, GE Vernova, Bloom Energy, and Plug Power.
The article ranks four AI power-related stocks by balance sheet strength: GE Vernova first, followed by Vertiv, Bloom Energy and Plug Power. GE Vernova has a debt-to-equity ratio of about 0.25x and a backlog of 176 billion USD. Vertiv's debt-to-equity ratio is 0.7x and its trailing 12-month interest expenses are covered 27 times, and it raised its full-year revenue and earnings guidance on strong demand in the first half of 2026. Bloom Energy cut its debt-to-equity ratio to 1.4x from 4x a year earlier, with product backlog of 6 billion USD and services backlog of 14 billion USD, but its results depend heavily on AI spending. Plug Power's debt-to-equity ratio is nearly 1.8x, up from about 1x at the start of 2026, and it does not cover its interest expenses.
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