$SOFI The Numbers Need to Deliver...
I've been keeping an eye on $SOFI because the story is starting to shift from growth expectations to actual earnings power.
Anthony Noto expects SoFi to generate well over $1 in EPS by 2028, which implies a strong earnings growth path from current levels.
The opportunity is interesting, but the market will want to see execution, not just projections.
For me, the key areas to watch are deposit growth, loan quality, member expansion, and whether margins continue moving higher.
The stock has momentum, but I don't want to ignore valuation after a big move.
Let the business prove the thesis.
Morning! What's at the top of your watchlist today?
Looking forward to your thoughts.
