SOFI

Morgan Stanley Maintains SoFi Technologies (SOFI) Underweight Recommendation

Fintel reports that on September 29, 2025, Morgan Stanley maintained coverage of SoFi Technologies (NasdaqGS:SOFI) with a Underweight recommendation.

Analyst Price Forecast Suggests 24.40% Downside

As of September 13, 2025, the average one-year price target for SoFi Technologies is $21.15/share. The forecasts range from a low of $6.06 to a high of $31.50. The average price target represents a decrease of 24.40% from its latest reported closing price of $27.98 / share.

See our leaderboard of companies with the largest price target upside.

The projected annual revenue for SoFi Technologies is 3,118MM, an increase of 2.93%. The projected annual non-GAAP EPS is 0.00.

What is the Fund Sentiment?

There are 1,072 funds or institutions reporting positions in SoFi Technologies. This is an increase of 62 owner(s) or 6.14% in the last quarter. Average portfolio weight of all funds dedicated to SOFI is 0.25%, an increase of 32.98%. Total shares owned by institutions increased in the last three months by 11.82% to 613,231K shares. SOFI / SoFi Technologies, Inc. Put/Call Ratios The put/call ratio of SOFI is 0.73, indicating a bullish outlook.

What are Other Shareholders Doing?

VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 33,843K shares representing 2.83% ownership of the company. In its prior filing, the firm reported owning 33,035K shares , representing an increase of 2.39%. The firm increased its portfolio allocation in SOFI by 43.11% over the last quarter.

D. E. Shaw holds 29,252K shares representing 2.44% ownership of the company. In its prior filing, the firm reported owning 35,079K shares , representing a decrease of 19.92%. The firm increased its portfolio allocation in SOFI by 3.99% over the last quarter.

NAESX - Vanguard Small-Cap Index Fund Investor Shares holds 25,702K shares representing 2.15% ownership of the company. In its prior filing, the firm reported owning 25,994K shares , representing a decrease of 1.13%. The firm increased its portfolio allocation in SOFI by 44.96% over the last quarter.

UBS Group holds 20,353K shares representing 1.70% ownership of the company. In its prior filing, the firm reported owning 14,430K shares , representing an increase of 29.10%. The firm increased its portfolio allocation in SOFI by 107.98% over the last quarter.

Geode Capital Management holds 19,070K shares representing 1.59% ownership of the company. In its prior filing, the firm reported owning 19,051K shares , representing an increase of 0.10%. The firm increased its portfolio allocation in SOFI by 39.72% over the last quarter.

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This story originally appeared on Fintel.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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