Pagaya Technologies Stock News

Pagaya (PGY) reported a strong quarter with robust outlook, yet shares remain deeply undervalued due to market sentiment and a 13 G/A filing that I believe to be misinterpreted. PGY's business model leverages AI for 'second look' sub-prime lending, with expanding partnerships, multi-product growth, and improving credit performance. Valuation is compelling: EV/S of 1.4x, P/E just greater than 5x...

Pagaya Technologies Ltd. ( PGY ) Citi's 14th Annual FinTech Conference November 18, 2025 1:30 PM EST Company Participants Gal Krubiner - CEO, Co-Founder & Director Conference Call Participants Peter Christiansen - Citigroup Inc., Research Division Presentation Peter Christiansen Citigroup Inc., Research Division Good afternoon.

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to seven classes of notes issued by Research-Driven Pagaya Motor Asset Trust 2025-6 and Research-Driven Pagaya Motor Trust 2025-6 (collectively “RPM 2025-6”), an auto loan ABS transaction. RPM 2025-6 has initial credit enhancement levels of 89.26% for the Class A-1 notes to 1.86% for the Class E notes. Credit enha...

I rate Pagaya Technologies Ltd. a Strong Buy as it emerges as a leading AI-driven lending infrastructure provider for banks and fintechs. PGY acts as a 'picks and shovels' supplier, enabling lenders to automate underwriting, expand credit, and reach new borrower segments efficiently. Q3 2025 results highlight PGY's momentum: record revenue, profit, expanding margins, and a 19% year-over-year in...

From its recent highs in mid-September, Pagaya's stock collapsed from the mid-$40s to the low-$20s going into the Q3 print; raising concerns among PGY shareholder base. In today's report, we review Pagaya's Q3 2025 results, and re-run the stock through TQI's Valuation Model to reach an informed investment decision on PGY stock. Is Pagaya a buy, sell, or hold? Read on to learn more.

Pagaya Technologies Ltd. delivered a beat-and-raise Q3, with record revenue, profit, and expanding margins, reinforcing the Strong Buy thesis. PGY's fundamentals improved despite sector-wide credit fears, driven by product diversification, partner momentum, and strong credit performance. Funding costs dropped as PGY executed $1.8B in ABS deals, raised $500M in debt, and expanded its revolver, b...

Pagaya Technologies Ltd. ( PGY ) Q3 2025 Earnings Call November 10, 2025 8:30 AM EST Company Participants Josh Fagen - Head of Investor Relations & COO of Finance Gal Krubiner - CEO, Co-Founder & Director Sanjiv Das - Co-Founder & President Evangelos Perros - Chief Financial Officer Conference Call Participants John Hecht - Jefferies LLC, Research Division Peter Christiansen - Citigroup Inc., R...

Pagaya beat narrowly on sales, but crushed earnings forecasts this morning. One year ago, Pagaya was unprofitable.