Pagaya: A Mispriced AI Credit Platform Hiding In Plain Sight [Seeking Alpha]
Pagaya Technologies Ltd. - Class A Ordinary Shares (PGY)
Company Research
Source: Seeking Alpha
PGY's adaptive AI underwriting, granular loan portfolio, and expanding high-quality partnerships create a self-reinforcing moat and improve risk-adjusted returns. Recent oversubscribed ABS issuances, robust GAAP profitability, and 2026 guidance support a Strong Buy rating with a $21.40 base case price target (~62% upside). Key risks include a severe recession impacting consumer credit and ABS liquidity and potential delays in onboarding new partners to meet ambitious growth targets. PM Images/DigitalVision via Getty Images Investment Thesis Pagaya Technologies Ltd. ( PGY ) currently appears misunderstood, with the market valuing it like a traditional lender rather than a technology-enabled credit network. Because the company has multiple granular consumer loan portfolios spread across
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PGY
News
- Insider-Favored Growth Stocks Including Pagaya Technologies [Yahoo! Finance]Yahoo! Finance
- Pagaya's US$600m AAA ABS Deal And What It Means For Valuation [Yahoo! Finance]Yahoo! Finance
- Pagaya Technologies: Yes, It's Been Ugly -- But The Long-Term Case Remains Intact [Seeking Alpha]Seeking Alpha
- Pagaya Achieves Inaugural AAA Fitch Rating on $368 Million Personal Loan ResecuritizationBusiness Wire
- Pagaya: Staying Bullish With Highly Attractive Valuation [Seeking Alpha]Seeking Alpha
PGY
Earnings
- 2/9/26 - Beat
PGY
Sec Filings
- 4/17/26 - Form 144
- 4/8/26 - Form 4
- 4/8/26 - Form 4
- PGY's page on the SEC website