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SoFi Reports Record Quarter as Shares Fall After Profit Targets Hold

Investors reacted to management raising revenue guidance while keeping adjusted EBITDA and EPS forecasts unchanged, creating concern about whether higher sales will lift margins.

Overview

  • SoFi delivered a record quarter with roughly $1.2 billion in net revenue, $14.8 billion in loan originations, and a tangible book value of $9.5 billion.
  • The company added a record 1.1 million members to reach 15.8 million and increased products per member to 1.54, signaling faster cross‑selling within its customer base.
  • Management raised full‑year adjusted net revenue guidance to $4.75 billion–$4.85 billion but left adjusted EBITDA at about $1.6 billion and adjusted EPS at about $0.60, a mismatch that drove investor selling.
  • SoFi’s balance sheet showed $45.5 billion in deposits and a total capital ratio of 18.8%, and profitability improved with net income of $156.6 million and adjusted EBITDA of $357.8 million.
  • The stock decline reflects lingering skepticism from prior short‑seller claims, a recent drop in platform revenue after a large client exit, and investor focus on whether reinvestment will sustain durable margins or unlock upside from the roughly 2x tangible‑book valuation.