alex minett(@alexminett1):$SOFI A return to EPS expansion, from their current three Qs of EPS stagnation. Q4'23 - Q2'24 EPS was flat & price didn't move. Suddenly EPS 5x Q/Q & the market granted them a fair multiple lol. Aided by rate cuts then, granted, but I'd wager we see a similar response by EOY.

2026.09.26 06:37

$SOFI A return to EPS expansion, from their current three Qs of EPS stagnation. Q4'23 - Q2'24 EPS was flat & price didn't move. Suddenly EPS 5x Q/Q & the market granted them a fair multiple lol. Aided by rate cuts then, granted, but I'd wager we see a similar response by EOY.