This Analyst Downgrades Upstart But Says SoFi Tech Could Become 'American Express' Of Fintech
This Analyst Downgrades Upstart But Says SoFi Tech Could Become 'American Express' Of Fintech
这位分析师下调了upstart的评级，但表示SoFi科技可能会成为金融科技界的'美国运通'。
JP Morgan analyst Reginald L. Smith noted that 2024 was a tale of two halves for fintech stocks. After a lagging start to the year, the aggregate market cap of the analyst's fintech coverage universe has increased more than $65 billion since mid-September, fueled by cheerful calendar third-quarter 2024 results and management commentary, two rate cuts, and the U.S. Presidential Election.
JP摩根的分析师Reginald L. Smith指出，2024年对金融科技股票来说是一个上下两半的故事。在年初表现迟滞后，自9月中以来，分析师所覆盖的金融科技行业的总市值增加了超650亿美元，这得益于乐观的2024年第三季度财报和管理层讲话、两次降息以及美国总统选举。
In fiscal 2025, lower benchmark rates and an improved third-party funding environment should spur increased loan origination volume and healthier gain-on-sale (GOS) margins for fintech lenders.
In fiscal 2025, lower benchmark rates and an improved third-party funding environment should spur increased loan origination volume and healthier gain-on-sale (GOS) margins for fintech lenders.
However, Smith remains cautious about fintech lenders at current levels...
然而，Smith对当...
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