The Motley Fool 对 $SOFI 的判断变化

2026-09-23看涨

《3 Incredible Stocks to Buy Right Now》

SoFi（SOFI）估值偏低；其表现不佳源于宏观因素而非公司自身问题；预计当利率压力缓解时，市场将迅速对其重新评估。

好，今天的第一只股票，了解我的人都知道，我是金融科技公司的粉丝，我偏爱这只特别的股票，也就是 SoFi Technologies。

Okay, the first stock of the day, for those who know me, I am a fan of financial technology companies, and I prefer this particular stock, which is SoFi Technologies.

我知道，我知道，看这只股票年初以来的表现，我们发现它已经下跌了 38%。所以，这只股票年初以来表现非常糟糕，而市场在上涨，一切都在上涨，但你看这只股票，发现它下跌了 38%，你可能会想：“嗯，也许公司出了问题。”

I know, I know, looking at the stock's performance since the beginning of the year, we find that it has fallen by 38%. So, the stock has been performing very poorly since the beginning of the year, while the market is up, and everything is up, but you look at this stock and find it down 38 %, and you might think: "Hmm, maybe there is a problem with the company."

看原视频00:45

2026-09-02看涨

《2 Hated Growth Stocks Down Right Now — Should You Buy?》

鉴于强劲的增长和盈利能力的改善，SoFi相对于其2028年目标被低估。

今天我要从我最喜欢的公司之一开始讲起，那就是 SoFi。我知道，每当我们谈论 SoFi Technologies 时，人们总会自动想：“哦，一家银行有什么好关注的？”那么，让我这么说吧：就算它只是一家银行，它也是一家市值 230 亿美元、市盈率（TTM）37.6 倍的银行，对于银行来说这相当昂贵。

远期市盈率为 24.5 倍，虽然这里更便宜，但若只是一家银行，可能还是太贵了。

Yeah, and so I'll start off today with one of my favorite companies out there, which is SoFi. Now, I know whenever we talk about SoFi Technologies, people automatically think, "Oh, what's so interesting about a bank?"

Well, let me just say, you know what? Let's say it is only a bank. It is only a bank that's worth $23 billion, a trailing PE of 37.6 times, which for banks is quite expensive. A forward PE of 24.5 times, which here as well, it is cheaper, but for just a bank, it is maybe too expensive.

看原视频02:28