异动解读 | KBW下调SoFi评级 SoFi盘中股价大跌5.1%

异动解读
02 Jan

金融服务公司SoFi Technologies Inc. (SOFI)盘中股价大跌5.1%,引发了市场的广泛关注。

分析人士认为,KBW(Keefe, Bruyette & Woods)下调SoFi评级是导致其股价大跌的主要原因。KBW将SoFi的评级从"达到市场平均表现"下调至"低于市场平均表现",并将目标价从7美元上调至8美元。

KBW认为,尽管SoFi近期存在潜在的利好催化剂,但公司通往长期前景的道路似乎"漫长而艰难"。KBW表示,管理层提出20%-30%的长期回报率目标很难实现,尤其是公司自己预测2026年回报率约为13%-15%。

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