Top Investor Backs SoFi’s Long-Term Growth Amid Record Financial Performance
SoFi Technologies continues its remarkable ascent, posting a 44% year-over-year surge in adjusted net revenues to $858 million for Q2 2025. Adjusted EBITDA skyrocketed 81% to $249 million, fueled by a 34% increase in new members—adding 850,000 users last quarter alone. Shares have rallied 155% over six months, prompting scrutiny of sustainability.
Michael Wiggins De Oliveira, a top-tier investor ranked in TipRanks' top 3%, dismisses meme-stock comparisons. "SoFi isn't just another flashy fintech story—it's demonstrating financial maturity while growing rapidly," he asserts. While avoiding rate predictions, he notes easing monetary policy could supercharge lending revenues, potentially exceeding 25% YoY growth by 2026.