US · Technology · Software - Infrastructure
EPS came in at 0.97 against a street estimate of 0.88 — a beat of 10.2%.
Analysts rate Pagaya Technologies Ltd. a strong buy (11 buy, 0 hold, 0 sell out of 11) with an average price target of $28.82.
CONFIDENT Pagaya delivered record profitability, strong application and network-volume growth, expanding bank adoption, diversified funding, and raised full-year 2026 net-income guidance despite temporary rate pressure on margins. Q3 FY26 Management highlighted nearly $1 trillion of annual U.S. consumer-credit originations versus Pagaya's approximately $14 billion annualized volume. Analysts focused on new-bank economics, margin recovery, funding spreads, volume conversion, and operating leverage. Management emphasized stronger bank demand, disciplined underwriting, diversified capital, and scalable costs. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| Frontier Capital Management CO Inc | 2.75% |
| Millennium Management LLC | 2.74% |
| American Century Companies Inc | 2.26% |
| Aquamarine Financial (Cayman) Ltd | 2.12% |
| Allspring Global Investments Holdings, LLC | 1.97% |
| Vanguard Portfolio Management, LLC | 1.51% |
| BlackRock Inc | 1.32% |
| HS Investments IV Ltd. | 1.32% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue from fees was $362,155, compared with $339,887 in the third quarter of 2025. • Nine-month 2026 revenue | 2026-11-02 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 network volume was $3.6 billion, up 29% year over year and within the $3.425-$3.625 billion outlook. • Total revenue and | 2026-10-29 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Pagaya Technologies Ltd. filed a Form 8-K dated October 5, 2026. • The filing does not report financial results, revenue, earning | 2026-10-05 |
| 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 |
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.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.