Price down 10%, is it deserved?

Sofi is currently down 10% after meeting analysts expectations but missing on its technology platform. The technology platform made $242 million out of $3.6 billion in 2025, only 6.7% of total revenue came from this segment. Post 2025, Sofi lost a large enterprise client leading to a drop in this segments revenue. Now Sofi is being punished. The question is whether we let one segment impact the stock so heavily after seeing generous growth from its main business?

Is it a buy?
Maybe

Is the market overreacting?
Most likely

Is this still a great growth stock?
Enter in comments how you feel.

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6 Comments

Scott S@scottsinvesting · 5d

I'm a $SOFI shareholder with an all-in cost basis in the $9's...
I thought earnings & guidance were good, but not great.
Technology platform is smaller part of the business, but I've seen many Sofi bulls regularly talk about it being a differentiator and now downplaying importance following results. Is it important or not?!?
BTW... That comment not directed at you, just what I've read from others.
Your question... Is SOFI still a great growth stock? I think it's still a good growth stock, but it's not without issues IMO. I'm holding my shares, but not willing to add here.

Sunny Rai

@sunnyrai · 5d

Yes and yes

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