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Pagaya Q2 Beat with Positive Fitch Outlook; FY Guidance Narrowed

Jul 30, 2026, 9:12 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Solid Q2 beat, record network volume, and a Positive Fitch outlook collectively support near-term upside; however, narrowed FY guidance could cap further gains until margin improvements are clear.

AI summary

What happened, with direct paths to the underlying reporting

Pagaya posted a stronger-than-expected Q2 with EPS of $1.07 and revenue of $365.63 million, surpassing estimates. Network volume reached a record $3.5 billion, up 33% YoY, driven by the Auto vertical. Fitch changed Pagaya's rating outlook to Positive, supporting profitability and leverage improvements, while the company narrowed FY guidance; the stock rose about 11% to around $18 on the news.

Q2 adjusted EPS $1.07 beats 33c est; revenue $365.63m vs $356.02m.
Network volume hits a record $3.5B, +33% YoY, led by Auto.
Fitch revised Pagaya's rating outlook to Positive.
Q3 revenue guidance: $370–$390m; FY guidance narrowed to $1.42–$1.52B.
Stock up ~11% to $18 amid the results release.

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