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High materiality7/10

StoneX initiates SoFi Buy with $25 target after strong 2Q momentum

Oct 13, 2026, 11:45 AM EDT4 sourcesAI-analyzed

Why it may matterVerify against the original reporting

The combination of a bullish broker call (StoneX $25 target), solid 2Q26 metrics (revenue, members), and a new stablecoin business creates near-term upside potential that could trigger a re-rating if momentum persists and macro conditions remain supportive.

AI summary

What happened, with direct paths to the underlying reporting

StoneX launched coverage on SoFi with a Buy rating and a $25 target, suggesting roughly 64% upside from the recent level. SoFi posted a record 2Q26 with revenue of $1.2B, up 40% year-over-year, and membership rising to 15.8 million, while maintaining its 60-cent EPS target. The company also expanded into a stablecoin franchise with SoFiUSD, potentially increasing deposits and revenue, underpinning a near-term bullish tilt despite a large YTD drawdown.

StoneX starts SoFi coverage with Buy, $25 target (~64% upside).
2Q26 adjusted revenue up 40% to $1.2B; membership up 35% to 15.8M.
Full-year revenue guidance raised to $4.75–$4.85B; EPS $0.60.
SoFiUSD stablecoin launched to ~15M app users; first national bank on public blockchain.

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