William Blair maintains Outperform on SoFi shares, sees value

Published 15/04/2025, 12:58
William Blair maintains Outperform on SoFi shares, sees value

Tuesday, SoFi Technologies, Inc. (NASDAQ:SOFI), which has delivered an impressive 52% return over the past year and maintains a market capitalization of $11.86 billion, retained its Outperform rating from William Blair, as analyst Andrew Jeffrey highlighted the company’s strengths amid market challenges. Jeffrey encouraged long-term investors to accumulate shares, especially during periods of weakness. According to InvestingPro analysis, the stock currently trades above its Fair Value, with notably high price volatility (Beta: 1.87).

According to Jeffrey, SoFi Technologies stands out with a lower-than-average funding risk due to its attractive high-APY deposit offerings. He also pointed out that the company is well-protected against incremental credit exposure thanks to its conservative loss assumptions, clientele with high credit scores, and robust underwriting practices. This prudent approach has contributed to the company’s strong financial health, with a healthy current ratio of 1.19 and an impressive gross profit margin of 83%.

Despite expectations of a slowdown in loan growth during a potential recession, Jeffrey noted that SoFi is poised to capitalize on its unique financial services. He emphasized that the company is likely to focus on generating asset-light, fee-based revenue streams, which include a variety of products and services such as the recently introduced SoFi Plus membership, increased interchange revenue, loan fees, and an expansion of platform lending.

The shift towards fee-driven revenue could occur faster than anticipated, which Jeffrey believes would enhance the company’s valuation. The emphasis on diverse revenue sources is a strategic move expected to support SoFi’s financial performance, even as the broader economic environment remains uncertain.

In other recent news, SoFi Technologies reported impressive fourth-quarter earnings for 2024, surpassing analysts’ expectations with an earnings per share (EPS) of $0.05 compared to the forecasted $0.04. The company also delivered higher-than-expected revenue of $734.13 million, exceeding the anticipated $669.17 million. This marks SoFi’s first full year of GAAP profitability, with adjusted net revenue reaching a record $260 million, a 26% increase year-over-year. In addition to these positive results, SoFi has entered the co-brand card market through a partnership with a major global hotel chain, as noted by BTIG analyst Vincent Caintic, who maintained a Neutral rating on the stock.

Furthermore, SoFi’s technology segment, which includes platforms like Galileo and Technisys, has seen a reduced growth outlook. BofA Securities maintained its Underperform rating on SoFi shares, with a price target of $13, citing longer lead times and implementation cycles in this segment. Despite this, SoFi views its tech segment as crucial to its strategy. The company’s recent developments also include a new co-brand venture and a unique approach to debit-card rewards, which differentiates it from competitors. These moves are seen as potentially altering market dynamics, particularly for industry players like American Express (NYSE:AXP) and Affirm.

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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