SoFi (NASDAQ:SOFI) just delivered strong first-quarter growth, but the stock still pulled back. That contradiction is what makes the story interesting. Member growth remains strong, lending is still highly profitable, and analysts see meaningful upside, but investors appear cautious about valuation and sustainability.
Stock prices used were the market prices of May 4, 2026. The video was published on May 7, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
