Pagaya: Likely Q4 Beat To Drive A Re-Rating Beyond Deep-Value Levels [Seeking Alpha]
Pagaya Technologies Ltd. - Class A Ordinary Shares (PGY)
Company Research
Source: Seeking Alpha
PGY's estimated network volume growth and operating leverage could help offset a potential sequential CNL rate expansion, in light of the higher NCOs reported by SoFi and Ally during Q4. I expect Pagaya to report YoY revenue and EPS growth of 25% and 138%, respectively, in FY 2026, driven by accelerated onboarding of 8 new partners and take rate expansion. Pagaya is trading at deep-value territory, signaling a potential disconnect between its fundamentals and valuation. I'm reiterating my strong buy rating for Pagaya with a $56 price target by the end of 2026, implying 235% upside potential from current levels. Just_Super/iStock via Getty Images Pagaya Technologies Ltd. ( PGY ), one of my top 3 small-cap picks to outperform in 2026, is set to report its Q4 earnings next week, with its stock down 63% from the 52-week high it reached last This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies men
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High impacting Pagaya Technologies Ltd. - Class A Ordinary Shares news events
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PGY
News
- Pagaya Technologies (NASDAQ:PGY) had its price target lowered by analysts at Benchmark Co. from $48.00 to $33.00. They now have a "buy" rating on the stock.MarketBeat
- Pagaya Technologies (NASDAQ:PGY) had its price target lowered by analysts at Canaccord Genuity Group Inc. from $39.00 to $32.00. They now have a "buy" rating on the stock.MarketBeat
- Pagaya Technologies Ltd (PGY) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and ... [Yahoo! Finance]Yahoo! Finance
- Pagaya Technologies Q4 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
- Earnings Snapshot: Pagaya Technologies Q1 revenue, adjusted EBITA lag estimates; Q4 network volume rises 3% Y/Y [Seeking Alpha]Seeking Alpha
PGY
Earnings
- 2/9/26 - Beat
PGY
Sec Filings
- 2/9/26 - Form 8-K
- 1/13/26 - Form 8-K
- 1/5/26 - Form 4
- PGY's page on the SEC website