Pagaya Technologies Stock News

Pagaya has soared 200% but remains undervalued, with strong Q2'25 results and a market cap just over $2 billion. The fintech is rapidly expanding its AI lending platform, signing major funding deals like Castlelake and moving into auto and POS loan originations. The stock trades at less than 10x 2026 EPS targets, though loan impairment charges are a risk to the investment story.

I rate Pagaya a systematic Buy, driven by its shift to GAAP profitability, scalable operating leverage, and a capital-light, diversified funding model. Pagaya's new AI-driven products and deeper partner integration position it as a growth engine, supporting durable margin expansion and recurring revenue. Risks include execution challenges in scaling new products, macroeconomic cyclicality, high...

Pagaya Technologies is delivering strong growth, with profitable quarters, top-line beats, and expanding into new lending verticals like auto and point-of-sale financing. Its AI-driven B2B model, capital-light structure, and deep data moat create a scalable, sticky platform that differentiates it from traditional lenders. Despite a 200%+ YTD rally, Pagaya trades at only 2x sales and 12x non-GAA...

This week started on a high note for Pagaya Technologies (PGY -1.14%) stock, and as Friday loomed the shares still appeared to have momentum. Bolstered by a pair of analyst price target raises, the stock was up by almost 17% week to date before market open that day, according to data compiled by S&P Global Market Intelligence.

Pagaya Technologies Ltd. (NASDAQ:PGY ) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Evangelos Perros - Chief Financial Officer Gal Krubiner - CEO, Co-Founder & Director Josh Fagen - Head of Investor Relations & COO of Finance Sanjiv Das - Co-Founder & President Conference Call Participants Harold Lee Goetsch - B.

Pagaya Technologies (PGY 19.58%), a fintech firm focused on AI-driven credit and asset origination, reported its second quarter earnings on August 7, 2025. The standout headline: Revenue (GAAP) reached $326 million in the second quarter, beating analyst estimates of $316.95 million.

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)--Pagaya Technologies Ltd. (NASDAQ: PGY) (“Pagaya”, the “Company” or “we”), a global technology company delivering artificial intelligence infrastructure for the financial ecosystem, today announced financial results for the second quarter and the first half of 2025. For additional information, view Pagaya's second quarter 2025 letter to shareholders ...

Pagaya offers a value-oriented AI fintech play, benefiting from secular AI tailwinds and a growing partner ecosystem, though not a high-conviction buy. Growth is stabilizing at high teens, with improving margins and a defensible data-driven moat, but competition and lack of explosive growth temper enthusiasm. Valuation is reasonable at 2.17x EV/forward revenue, reflecting recent profitability a...