SoFi Technologies, Inc.

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SoFi Technologies Strategy: Can Lending Growth Offset The Looming Credit Default RiskSoFi is growing across lending, financial services, and technology, but credit risk decides how durable the growth is.NASDAQJun 5, 2026Research reportRead Slides

SOFI's stablecoin launch is real. The next filing has to prove usage.SoFiUSD is the first U.S. national-bank issued stablecoin available inside a banking app. The bull case is distribution plus settlement; the proof gate is usage, enterprise adoption, and financial contribution.NASDAQMay 31, 2026Research reportRead Slides

SoFi: the member-growth bank has profits, but balance-sheet funding is the real testSoFi reported FY2025 net interest income of $2.22 billion, services revenue of $619.4 million and net income of $481.3 million. The thesis depends on member growth, credit quality, deposits, funding costs, loan sales and capital discipline.NASDAQMay 19, 2026Research reportRead Slides

SoFi Technologies Strategy: Can Lending Growth Offset The Looming Credit Default Risk

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