Our 2026 SoFi Predictions | Fintech Friday

Описание: [00:00:00] Introduction and Fintech Friday Kickoff – The hosts welcome the audience and set the stage for the 2026 predictions.

[00:01:21] Current Market Sentiment – A brief look at how SoFi and the broader fintech sector are performing today.

[00:06:54] The 2026 Revenue Thesis – Analyzing the growth trajectory required for SoFi to hit its long-term financial targets.

[00:15:30] Lending vs. Technology Segment – A deep dive into how the business mix is shifting toward the tech platform (Galileo/Technisys).

[00:27:12] Operating Leverage and Profitability – Discussing the "inflection point" where revenue growth significantly outpaces expense growth.

[00:38:45] Specific 2026 Price Targets – The hosts share their individual calculations for what the stock price could look like in two years.

[00:52:10] Risks to the Bull Case – Addressing potential headwinds, including regulatory changes and macroeconomic shifts.

[01:05:22] Live Q&A and Community Discussion – Answering specific viewer questions regarding portfolio allocation and market timing.

[01:18:45] Final Thoughts and Wrap-up – Closing remarks on the long-term conviction for the stock.

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