$SOFI · The Motley Fool · 2026-10-28
说话者看好 SoFi：在一份出色的财报之后，业绩远好于担忧，2027 年指引在宏观环境下显示出信心；他称其是最便宜的股票之一，称赞管理层在不利环境中执行到位，并表示业务表现非常好，不过短期情绪可能随美联储而变化。
逐段跳播
你把这个跟昨天公布业绩的SoFi比一比，SoFi的会员数在增长，这不算完全对等的比较，但相对类似，他们在会员方面同比增长30%到40%之间。
And you look compare this to SoFi yesterday which is growing its member number not not quite an apples to apples comparison but you know relatively similar uh they're growing 30 to between 30 and 40% year-over-year on member side.
我看到现在关于SoFi有很多想法。我不知道。我觉得昨天那份财报非常出色，股价也走高。我还没看它今天表现如何，但这似乎是市场上比较便宜的股票之一。
Lots of thoughts about uh SoFi I see right now. Um I don't know. I thought it was a phenomenal earnings report yesterday and stock moved higher. I haven't seen what it's done what it's done today, but um that seems like one of the cheaper stocks on the market.
我看了，它现在又涨了3.7%。所以现在直播的时候，股价已经回到17美元以上。那是一份非常好的财报，但他们之前每一份财报也都很好，可股价却下跌了，我猜市场情绪太差了，所以他们交出的业绩比市场担心的要好得多。
不仅如此，他们还提前给出了2027年的指引，这向市场展示了他们即使在当前宏观环境下也很有信心。所以对他们来说，这是一个非常非常好的季度。我觉得目前这只股票的做空比例也很高。所以昨天涨了13%，现在又涨了3%，也许这就是原因。
但没错，这是一家管理层极其重要的公司，而现任管理层非常清楚如何经营企业，尤其是在一个本应对他们不利的环境里。可他们依然执行到位，他们说，看，我们现在已经到了这样一个阶段：我们相信无论环境好坏，业务都能按我们认为应有的水平运转。
我觉得这个信息已经被市场很好地接受了，但我今晚又得重复一遍，美联储会议，围绕股市的情绪可能变得相当快，所以短期内这只股票会怎样我们拭目以待，但就业务而言，他们现在做得非常非常好。
I did and it's up another 3.7% right now. So we're back above $17 at the time of uh of being live right now. It was a very good report but then again every other report for them has been good as well and but the stock went down but I guess sentiment was so bad that the results that they delivered were much much better than what the market feared.
Not only that they gave us already 2027 guidance which shows the market how confident they are uh even in this macro environment. So it it was it was a very very good quarter by them.
I think short interest is also very high on the name as of right now. So guess when you're up 13% yesterday and up another 3% right now. Maybe maybe that might be the reason. But yeah, it's it's a company where management is extremely important and this management knows exactly how to run a business especially in an environment that should not be favorable to them. yet they execute and they said look we are now at a point where we believe the business can operate as well as we think it should in a good or in a bad environment and I think that message has been well received by uh by the market but again I have to repeat myself tonight Fed meeting sentiment around the the stock market can change quite quickly so we'll see what happens with the stock in the short run but right now business-wise they they are doing very very well
这个频道对 $SOFI 的历次判断
The Motley Fool 在这只股票上共 8 条判断，这里只列相邻的几条。