SoFi Tshuag muaj 'dawb upside' los ntawm no: Dan Dolev

SoFi Technologies Inc.NASDAQ: SOFI) yog ib qho ntawm cov khoom lag luam nyuaj tshaj plaws hauv qhov chaw fintech xyoo no tab sis qhov kev muag tawm tsuas yog tsim lub sijhawm zoo los yuav, hais tias Dan Dolev. Nws yog Senior Analyst ntawm Mizuho.

Dolev's bull case rau Sofi Tshuag

Ib feem ntawm kev ua haujlwm tsis zoo yog cuam tshuam nrog "crypto lub caij ntuj no" uas tau ua phem dua tom qab tsis ntev los no poob ntawm FTX.

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam? Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Nyob rau hauv tas li ntawd, Thawj Tswj Hwm Biden lub lim tiam dhau los tshaj tawm qhov kev ncua ntawm kev them rov qab cov tub ntxhais kawm qiv mus txog rau lub quarter thib peb ntawm 2023. Tseem, Dolev tau hais rau CNBC's. “TechCheck”:

Kuv twv peb muaj qhov kev poob qis nrog Biden txuas ntxiv ntawm kev ncua sijhawm tab sis koj pom cov khoom lag luam nyuam qhuav txav mus rau qhov ntawd vim kuv xav tias nws muaj kev tiv thaiv zoo rau qhov ntawd. Yog li ntawd, los ntawm no, muaj tsuas yog dawb huv upside.

Rau lub xyoo, SoFi Tshuag tam sim no poob ntau dua 70%.

SoFi cov hauv paus ntsiab lus tseem muaj zog

Nyuam qhuav pib lub Kaum Ib Hlis, SoFi Technologies qhia kev ua lag luam-beating tshwm sim rau nws lub quarter nyiaj txiag thib peb raws li tus nqi siab dua tau txhawb nqa nws cov nyiaj tau los paj. Raws li Dan Dolev:

Tag nrho cov xov xwm tsis zoo yog twb nqi nyob rau hauv, lawv nyob nraum ua zoo hauv paus. Nws yog ib lub txhab nyiaj nrog lub cachet thiab koj tsis tshua muaj lwm yam sib npaug ntawm qhov no hauv Asmeskas

Tus kws tshuaj ntsuam Mizuho pom zoo yuav SoFi Tshuag thiab pom upside hauv nws rau $6.0 ib feem. Qhov ntawd sawv cev rau 30% rov qab rau cov tub ua lag luam uas vam rau nws ntawm no.

Lwm qhov nws yog bullish nyob rau hauv fintech stocks yog Affirm Holdings Inc.