US · Technology · Software - Infrastructure
EPS came in at 0.97 against a street estimate of 0.63 — a beat of 54.0%.
Analysts rate Pagaya Technologies Ltd. a strong buy (9 buy, 1 hold, 0 sell out of 10) with an average price target of $28.91.
CONFIDENT Pagaya delivered record Q2 with 33% YoY volume growth to $3.5B, net income up 87% to $45M. Raising FY26 net income guidance ~25%. Auto product optimization and partner expansion driving results. Q2 2026 No geographic segments disclosed. Analysts pressed on auto acceleration drivers and sustainability of underwriting discipline; management emphasized product-led growth (dynamic offers, counters), mix shift to stronger borrowers ($120K avg income, 680 FICO, 28% DTI), and ability to be selective with $300B+ application flow. Cost leverage was questioned; management reiterated OpEx rightsized and no material future investment needed. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 5.36% |
| Frontier Capital Management CO Inc | 2.75% |
| Millennium Management LLC | 2.74% |
| The Goldman Sachs Group Inc | 2.26% |
| American Century Companies Inc | 2.26% |
| Two Sigma Investments LLC | 2.23% |
| Aquamarine Financial (Cayman) Ltd | 2.12% |
| Vanguard Portfolio Management, LLC | 2.06% |
| Document | Date |
|---|---|
| Shareholder vote results · Q3 2026 PAGAYA TECHNOLOGIES LTD. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual General Meeting of Shareholders held August 17, 2026 • Company traded on NASDA | 2026-08-18 |
| Quarterly report · Q2 2026 PAGAYA TECHNOLOGIES LTD. - 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Net Income (6 months ended June 30, 2026): $69.967 million attributa | 2026-07-30 |
| Results announced · Q3 2026 PAGAYA Q2 2026 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • Network Volume: $3.5 billion in Q2 2026, up 33% year-over-year, exceeded outlook of $2. | 2026-07-30 |
| Proxy statement · Q3 2026 PAGAYA TECHNOLOGIES LTD. — PROXY STATEMENT SUMMARY HEADLINE NUMBERS • Annual General Meeting scheduled: August 17, 2026, at 5:00 p.m. Israel time (1 | 2026-07-06 |
| Quarterly report · Q1 2026 PAGAYA TECHNOLOGIES LTD. - Q1 2026 SUMMARY HEADLINE NUMBERS • Total Assets: $1,648.6 million as of March 31, 2026 (up from $1,545.9 million at Decem | 2026-05-07 |
| Results announced · Q2 2026 PAGAYA TECHNOLOGIES Q1 2026 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • Network Volume: $2.6 billion, up 9% year-over-year (23% excluding Single-F | 2026-05-07 |
| Annual report FY2025 PAGAYA TECHNOLOGIES LTD. – 2025 10-K SUMMARY HEADLINE NUMBERS • Fiscal year ended December 31, 2025 • Market capitalization as of June 30, 2025: $1, | 2026-03-02 |
| Results announced · Q1 2026 PAGAYA Q4 2025 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • Network Volume: $2.7B in Q4 (3% YoY growth, 34% growth excluding Single Family Rental); | 2026-02-09 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Split | 1 : 12 effective Mar 8, 2024 | 2024-03-08 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Pagaya Technologies Ltd. — free to start.
Google PlayApp StoreData updated 2026-09-18.