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My SoFi Stock Prediction for 2027

Parkev Tatevosian, CFAAug 13, 2026

Summary

Parkev provides a comprehensive analysis of SoFi's current market position, noting that the stock has fallen roughly 31% year-to-date in 2026. After previously holding a neutral stance when the stock was near $30, Parkev has upgraded SoFi to a buy now that it is trading around $18. The thesis is built upon a scenario analysis for 2027, utilizing a 2028 earnings per share (EPS) estimate of $1.06. Parkev highlights that the current forward price-to-earnings (PE) ratio of 22 is near historical lows, suggesting that even modest multiple expansion could lead to significant gains.

Parkev identifies two primary upside catalysts: falling interest rates and the reacceleration of the technology services segment. Lower rates would increase the value of SoFi's $28 billion loan portfolio and encourage borrowing. Additionally, if SoFi can grow its technology business, Parkev believes the market will stop valuing it as a traditional bank and instead apply higher technology-sector multiples. Conversely, Parkev warns of a recessionary downside, as SoFi holds $20 billion in unsecured personal loans which are highly susceptible to defaults during economic downturns.

SOFI: Parkev recommends SoFi as a buy with a 2027 price target range of $24 to $26, representing about 38.5% upside from the current price of $18.05. Parkev notes that while the stock faces risks from a potential recession and its large portfolio of unsecured personal loans, the current low forward PE of 22 makes the risk-reward profile attractive. Parkev emphasizes that the stock's performance will be heavily influenced by interest rate trends and the company's ability to transition its revenue mix toward its technology segment.

Mentioned Stocks

SOFI
Sentiment: BUYAction: RECOMMENDED

Reasoning: Parkev identifies SoFi as a buy because the stock is trading at a historically low forward PE multiple of 22 while maintaining strong earnings potential, with a 2028 EPS estimate of $1.06. Parkev sets a 2027 price target of $24 to $26, noting that current entry points near $18 offer a favorable risk-reward ratio. Key drivers for this valuation include the potential for lower interest rates to boost the value of the $28 billion loan portfolio and the possibility of higher market multiples if the technology segment reaccelerates. Parkev warns that a recession could drive the price below the $19-$21 range due to the company's $20 billion exposure to unsecured personal loans.

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