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Schwab Network 对 $SOFI 的判断变化

频道资料 →频道引用的来源:BFA and JP Morgan、Baird、Bank of America、Barclays、Berenberg、Bernstein, with a Jefferies target cut noted、Bird (analyst firm)、CEO、CEO Joe Dominguez、Caner、Citi、Citigroup、Citizens、Daiwa、Dan Deming and Michael Monahan、Dan Ives、Deutsche Bank、Erit Research、Evercore ISI、Evercore ISI; Dan Ives、Goldman Sachs、JP Morgan Chase、JPMorgan、JPMorgan Chase、Jefferies、Jefferies, UBS and Citigroup、Jensen Huang; Dan Ives、Loop Capital、Mattie Natsson、Michael Saylor、Milius (analyst)、Morgan Stanley、Northrop、Oppenheimer、Oppenheimer, Freedom Broker、Oracle、Reddit CEO、Rothschild Redburn、SK Hynix、Seth、Tim Bigham、Tim and KG、Truist、UBS、Wall Street Journal、Wedbush、Wells Fargo、analysts共 2 条

Schwab Network 自 2026-10-27 起在 2 个视频里谈过 $SOFI,最近一次(2026-10-27)为看涨。

2026-10-27看涨
《SOFI "Grown Up:" Earnings Back Tech Valuation Premium, if Growth Stays Strong》
AI 摘要 · SOFI的业绩对市场关于其估值和消费信贷敞口的悲观看法构成挑战——营收增长44%,净利润增长73%,上调指引并给出更强的2027年展望——管理层开始证明其能够将客户增长转化为可规模化的利润,不过这些信号仍需确认。接下来的考验是可持续性:指引显示营收增速将从约40%放缓至明年的约27%,而快速增长的贷款组合需要时间才会暴露损失。

它们配得上15%的涨幅吗?也就是我们现在所处的水平。到目前为止,这家公司已经成功建立了良好的声誉,能够以不同于该行业许多其他公司的方式吸引客户。他们本季度开始展示的是,有能力以可扩展的方式将这种优势转化为盈利能力。

我认为这正是市场一直在等待的。再次强调,初步迹象仍需进一步确认,但我认为,随着事态发展,这些初步信号给了那些一直在等待这一刻的投资者极大的信心。

Did they deserve a 15% rise, which is the level we are at now? The company has so far managed to build a good reputation for attracting customers in a way that is unlike many other companies in this sector.

What they have begun to demonstrate this quarter is their ability to turn that into profitability in a scalable way. I think this is what the market was waiting for . Again, the initial indications still need further confirmation, but I think the initial signals have given investors who have been waiting for this moment a great deal of confidence as the story unfolds.

2026-10-27看涨
《Tuesday's First Moves: SOFI & RCL Rally After Earnings, PYPL Beats》
AI 摘要 · SoFi 本季度是一场急需的大胜:调整后每股收益 18 美分,超过 17 美分的预期;营收 13.7 亿美元超出预期并增长 43%,净利润增长逾 70%;全年调整后营收指引上调至 50 亿美元,年度每股收益指引上调 1 美分至 61 美分。贷款业务营收超出预期,发放量激增——在股价年初至今已下跌逾 40% 的背景下,这是一场急需的胜利。

好,接下来看 SoFi。这是今早又一只大涨的股票。该股上涨近10%,这对 SoFi 来说是一场急需的大胜。SoFi 在最新季度业绩公布后上调了业绩展望,每股收益超出预期,调整后为18美分。华尔街预期为17美分。所以是超出1美分。

All right, let's cross over to SoFi. This is another one that is off to the races this morning. That stock rallying nearly 10% and this one is a big win that SoFi needed. [music] SoFi lifting their outlook off the back of their latest quarterly results and they beat expectations uh on earnings per share coming in at 18 cents on an adjusted base.

The street was looking for 17 cents. So that's a penny beat there.