William Blair analyst Andrew Jeffrey says SoFi Technologies (SOFI) easily beat Q4 revenue and EBITDA estimates while guiding 2026 EBITDA well ahead of estimates. SoFi’s Implied 55% incremental EBITDA margin “suggests the company does not have enough investment opportunities to keep profitability down,” the analyst tells investors in a research note. William Blair encourages investors to buy the stock into the post-earnings rally. “The future of banking is SoFi,” it contends. The firm calls the quarter a “blowout” and believes the company’s accelerating key performance indicators suggest an “awareness inflection.” The stock in premarket trading is up 7% to $25.98.
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