JPMorgan maintains SoFi stock Neutral with $16 target

Published 27/01/2025, 19:46
JPMorgan maintains SoFi stock Neutral with $16 target

On Monday, JPMorgan reiterated its Neutral rating on SoFi Technologies (NASDAQ:SOFI) shares, maintaining a $16.00 price target. The decision follows SoFi's fourth-quarter earnings, which surpassed expectations in revenue and adjusted EBITDA, primarily due to strong performance in the Lending and Financial Services segments. With current EBITDA at $649.73M and a market capitalization of $17.15B, SoFi has demonstrated remarkable growth, reflected in its 141.84% price return over the past six months. Despite the positive outcome, the company's EBITDA guidance for the fiscal year 2025 fell short of analyst expectations. According to InvestingPro, SoFi shows multiple positive indicators, including expected net income growth and strong recent performance metrics. Subscribers can access 10+ additional exclusive insights about SoFi's financial health and growth potential.

SoFi's management projected approximately a 30% incremental adjusted EBITDA margin, which is significantly lower than the greater than 50% margin anticipated by analysts and the 44% achieved in 2024. This cautious outlook is attributed to the company's strategy to reinvest profits back into the business.

Nevertheless, SoFi's guidance for full-year revenue growth is around 25%, which is ahead of market estimates. The fourth quarter was marked by record growth in membership and loan originations, indicating a robust period for the company.

Despite the strong quarterly performance, the softer EBITDA guidance appears to have tempered the outlook, as the company focuses on investing in its future growth rather than short-term earnings. JPMorgan's position reflects a balance between the impressive results of the past quarter and the conservative earnings projections for the upcoming fiscal year.

Investors are advised to consider the comprehensive picture presented by SoFi's latest financial report and guidance, which illustrates a company experiencing solid growth in its operations while also preparing for strategic investments that may impact near-term profitability.

In other recent news, SoFi Technologies has seen significant developments. The company reported a robust growth in its Q3 2024 earnings call, with adjusted net revenue reaching $689 million, a 30% increase from the previous year. This was driven by the financial services segment doubling its revenue to $238 million, and the lending segment performing strongly with $6.3 billion in loan volume. Analysts from William Blair maintain an Outperform rating for SoFi, anticipating strong financial results for the fourth quarter.

However, Keefe, Bruyette & Woods, and BofA Securities downgraded SoFi's stock due to concerns about the company's valuation. On the contrary, Mizuho (NYSE:MFG) Securities maintained a positive stance on SoFi, raising its price target on the company's stock to $16.00.

In corporate news, SoFi announced the upcoming resignation of board member Michael Bingle, effective January 2025. The process for filling the board vacancy post-Bingle's departure remains unclear. Additionally, CEO Anthony Noto entered into a prepaid variable forward contract on company stock, resulting in an upfront cash payment of $22.4 million. Finally, Silver Lake Technology Associates IV, L.P. and related entities sold approximately 31.2 million shares of SoFi, reducing Silver Lake's ownership stake in the company.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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