SoFi's Record Loan Originations Aren't Winning Over Wall Street. Here's the Disconnect.
Yahoo Finance ·
During the first three months of 2026, SoFi Technologies ( SOFI +2.22% ) originated $12.2 billion in combined personal, student, and home loans. While this figure was up 68% year over year and established a new company record, it didn't please investors. Matthew Coad, a research analyst at Truist Financial , cut the firm's price target for SoFi from $20 to $17. He expects weaker Q2 revenue from the loan platform segment. The downgrade was also the result of the company's technology platform segment registering a 27% revenue decline. This was due to the loss of an important client, although the total number of accounts fell 16% from Q1 2025. Does the fintech stock 's dip, a reflection of Wall Street's bearishly inclined perspective, leave a disconnect that investors can take advantage of by buying SoFi?
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