Keefe Bruyette Woods cuts target for SoFi Technologies stock to USD 15.00

Published on 10/18/2026 at 12:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

SoFi revenue reached USD 1.21 billion in Q2, up 42.5 percent year over year. StoneX set a USD 25.00 target for SoFi Technologies stock.

Analyst split meets earnings date

Keefe Bruyette Woods cut its target from USD 16.00 to USD 15.00 on October 16, 2026.
Second-quarter revenue reached USD 1.21 billion, up 42.5 percent year over year.
SoFi Technologies stock was last quoted at EUR 13.26 on Tradegate on October 16, 2026.

SOFI, US83406F1021, Illustration mit AI erstellt.

SoFi Technologies (ISIN US83406F1021) had its target cut by Keefe Bruyette Woods to USD 15.00 from USD 16.00 on October 16, 2026, according to Timothy Sykes. The move adds a cautious counterpoint to SoFi's recent operating growth before its third-quarter report.

Targets split before October 27

MarketBeat said on October 16, 2026, that 24 analysts held a consensus rating of Hold, with an average target of USD 22.20. The same report cited quarterly adjusted earnings per share of USD 0.12 against USD 0.11 consensus and revenue of USD 1.21 billion, up 42.5 percent year over year.

StoneX took the opposite view on October 13, 2026, initiating coverage with a Buy rating and a USD 25.00 target, as CNBC reported. Keefe Bruyette Woods retained its Underperform stance while reducing the target, citing fair-value accounting, higher rates and rapid balance-sheet growth as pressure points.

What does the report need to prove?

The chronology shows a sharp change in the debate. On July 29, 2026, SoFi reported second-quarter adjusted earnings per share of USD 0.12 and revenue of USD 1.21 billion, according to MarketBeat. On October 13, StoneX set its USD 25.00 target. On October 16, Keefe Bruyette Woods cut its target to USD 15.00.

For the October 27, 2026 report, the key issue is whether loan growth can convert into earnings while capital remains resilient. The company scheduled the results for approximately 7:00 a.m. Eastern Time and the conference call for 8:00 a.m. Eastern Time, as stated in its SoFi Technologies release.

Valuation meets the next report

The latest market context leaves the competing views unresolved. MarketBeat listed a market capitalization of USD 19.50 billion and a 52-week range of USD 13.86 to USD 32.73 on October 16, 2026. The last available euro price stood at EUR 13.26 on Tradegate on October 16, 2026.

The further course of trading is shown by the continuously updated real-time quote of SoFi Technologies stock.