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Stock impact report

Keefe Bruyette Cautious on Pagaya Technologies (PGY) Amid Consumer Finance and Payments Groups Rating Adjustments [Yahoo! Finance]

Pagaya Technologies Ltd. - Class A Ordinary Shares (PGY) 
Company Research Source: Yahoo! Finance
reduced the price target on Pagaya to $35 from $38 while maintaining an Outperform rating. This sentiment was announced as the firm adjusted price targets in consumer finance and payments groups. In Q3 2025, Pagaya Technologies Ltd. (NASDAQ:PGY) achieved a 19% year-over-year increase in network volume to $2.8 billion and a 36% rise in total revenue to $350 million. This performance was anchored by a 31% growth in personal loans and an expansion in auto and point-of-sale volumes, which reached annualized run-rates of $2.2 billion and $1.4 billion, respectively. Pagaya is leveraging its B2B2C model to institutionalize long-term relationships and reported the highest number of partners in its onboarding queue in company history. This pipeline includes up to 8 new partners across personal loans, auto, and POS asset classes, including mega billion-dollar partners. Management now expects full-year network volume between $10.5 billion and $10.75 billion and total revenue up to $1.325 bil Show less Read more
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