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SoFi Technologies raises FY25 adjusted EPS view to 37c from 31c, consensus 32c

Raises FY25 revenue view to $3.54B from $3.38B, consensus $3.46B. The company said, “For the full year 2025, management now expects to add at least 3.5 million new members, which represents approximately 34% growth from 2024 levels. Management expects to deliver adjusted net revenue of approximately $3.54 billion, which is $165 million higher than the prior guidance of $3.375 billion. This implies approximately 36% annual growth versus 30% in our prior guidance. Management expects adjusted EBITDA of approximately $1.035 billion, above prior guidance of $960 million. This represents an EBITDA margin of 29%. SoFi expects adjusted net income of approximately $455 million, above prior guidance of $370 million. Lastly, SoFi expects adjusted EPS of approximately $0.37 cents per share, above prior guidance of $0.31 cents per share.”

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