Cathie Wood might be best known for her bullish stands on Tesla or Palantir, but recently the outspoken investor has been quietly building a position in up-and-coming fintech player SoFi Technologies (SOFI -1.16%).
Right now, SoFi is Wood's fourth-largest position across her portfolio of exchange-traded funds (ETF) -- and she isn't the only one on Wall Street who remains optimistic.
Equity research analyst Dan Dolev of Mizuho recently upgraded his price target on SoFi to $14 per share -- implying upside of 36% from trading levels as of Oct. 29.
Below, I'm going to dig into SoFi's most recent earnings report and break down why I see several tailwinds that could fuel further gains for investors.
Lee, Daniel D.
2024-01-14
| ティッカーシンボル | 社名 | 業種 | 関連銘柄 | トピックス | PER | 配当利回り | ROE | PSR |
| SOFI | SoFi Technologies, Inc. | デジタル銀行 | キャシーウッド関連 | 連邦準備制度理事会（Ｆｅｄ）が金利を引き下げ続ければ、SoFiの融資事業はさらに加速する可能性(３Ｑ) | 125.6倍 | 0.00％ | 0.00％ | 3.10倍 |
| RDDT | Reddit, Inc. | 米国版２ちゃんねる | ＳＮＳ関連 | デイリーアクティブユーザー数が前年比47%増と好調なユーザー成長(３Ｑ) | 0.00倍 | 0.00％ | 0.00％ | 18.6倍 |
| SNAP | Snap Inc. | 画像共有アプリ | ＳＮＳ関連 | ＡＲに注力したSpectaclesの第５世代は現在開発中(３Ｑ) | 48.1倍 | 0.00％ | 0.00％ | 3.95倍 |
| V | Visa Inc. | クレジットカード | キャッシュレス関連 | Prosa社とFeaturespace社を買収し、詐欺防止機能を強化(４Ｑ) | 29.1倍 | 0.81％ | 50.3％ | 14.3倍 |
＊直近の決算が売上10％以上成長の企業を掲載
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