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SOFISoFi Technologies, Inc.Hold5.8·$16.59-0.48%
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SoFi Technologies, Inc. (SOFI) Stock Analysis

Range Bound setup

HoldModerate Confidence

Financial Services · Credit Services

Hold if already holding. Not a fresh buy at $16.59, but acceptable to hold if already in. Reasons: Negative momentum; Below 200-MA, MA slope -3.9%/30d (confirmed downtrend).

SoFi Technologies is a digital financial services platform and bank holding company operating through three segments: Lending (personal, student, home loans), Technology Platform (Galileo API and Technisys core banking B2B services), and Financial Services (SoFi Money, Credit... Read more

$16.59+14.0% A.UpsideScore 5.8/10#20 of 29 Credit Services
QualityF-score6 / 9FCF yield
Stop $15.42Target $18.90(analyst − 10%)A.R:R 1.1:1
Analyst target$21.00+26.6%20 analysts
$18.90our TP
$16.59price
$21.00mean
$12
$31

Hold if already holding. Not a fresh buy at $16.59, but acceptable to hold if already in. Reasons: Negative momentum; Below 200-MA, MA slope -3.9%/30d (confirmed downtrend). Chart setup: RSI 56 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 5.8/10, moderate confidence.

Passes 6/9 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 43d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-14
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Jul 28, 202643d to earnings· next earnings call

Thesis

Rewards
Strong growth profile
Wide economic moat
Risks
Negative momentum
Below 200-MA, MA slope -3.9%/30d (confirmed downtrend)

Key Metrics

P/E (TTM)36.8
P/E (Fwd)21.2
Mkt Cap$21.3B
EV/EBITDA
Profit Mgn14.8%
ROE6.6%
Rev Growth42.5%
Beta2.15
DividendNone
Rating analysts31

Quality Signals

Piotroski F6/9MoatWide

Options Flow

P/C0.89neutral
IV68%elevated
Max Pain$47+183.3% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Obv
1.0
Volume
1.3
Macd
3.9
Ma Position
4.0
Rsi
4.5
Volume distribution (falling OBV)Below 200-MA, MA slope -3.9%/30d — confirmed downtrend

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

52w Position
0.1
Bollinger
4.7
Support Resistance
5.7
GatesMomentum 2.9<4.5A.R:R 1.1 < 1.5@spotDeath cross (50MA < 200MA)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 43d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
56 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $14.92Resistance $18.80

Price Targets

$15
$19
A.Upside+13.9%
A.R:R1.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 2.9 (below the engine's 4.5 threshold)
! asymmetry at 1.1 (below the engine's 1.5 threshold)@spot
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-28 (43d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is SOFI stock a buy right now?

Hold if already holding. Not a fresh buy at $16.59, but acceptable to hold if already in. Reasons: Negative momentum; Below 200-MA, MA slope -3.9%/30d (confirmed downtrend). Chart setup: RSI 56 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $18.90 (+13.9%), stop $15.42 (−7.6%), A.R:R 1.1:1. Score 5.8/10, moderate confidence.

What is the SOFI stock price target?

Take-profit target: $18.90 (+14.0% upside). Target $18.90 (+13.9%), stop $15.42 (−7.6%), A.R:R 1.1:1. Stop-loss: $15.42.

What are the risks of investing in SOFI?

Negative momentum; Below 200-MA, MA slope -3.9%/30d (confirmed downtrend).

Is SOFI overvalued or undervalued?

SoFi Technologies, Inc. trades at a P/E of 36.8 (forward 21.2). TrendMatrix value score: 5.8/10. Verdict: Hold.

What do analysts say about SOFI?

31 analysts cover SOFI with a consensus score of 3.5/5. Average price target: $21.

What does SoFi Technologies, Inc. do?SoFi Technologies is a digital financial services platform and bank holding company operating through three segments:...

SoFi Technologies is a digital financial services platform and bank holding company operating through three segments: Lending (personal, student, home loans), Technology Platform (Galileo API and Technisys core banking B2B services), and Financial Services (SoFi Money, Credit Card, Invest, Crypto). It uses SoFi Bank deposits to fund loans, generating net interest income and fee-based revenue primarily in the United States.

Related stocks: ENVA (Enova International, Inc.) · ALLY (Ally Financial Inc.) · SEZL (Sezzle Inc.) · CACC (Credit Acceptance Corporation) · OMF (OneMain Holdings, Inc.)
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