SoFi Issues Positive Q2 2026 Guidance, Targets $1.115 Billion in Adjusted Net Revenue

SoFi Technologies (SOFI) has provided an optimistic outlook for the second quarter of 2026, signaling continued growth across its integrated financial services ecosystem. The company expects to generate adjusted net revenue of roughly $1.115 billion during the upcoming period. This guidance comes as the fintech firm continues to scale its operational efficiency and diversify its product offerings. CEO Anthony Noto highlighted a strong start to the 2026 fiscal year, emphasizing that the company's relentless focus on member experience is driving consistent innovation. In addition to the revenue target, SoFi forecasts adjusted earnings per share (EPS) in the range of $0.10 to $0.11. A key highlight of the company's performance is its ability to maintain the 'Rule of 40'—a metric combining growth rate and profit margin—for 18 consecutive quarters, underscoring a balance between aggressive expansion and fiscal discipline. Looking ahead, SoFi is prioritizing the expansion of SoFiUSD and the growth of its big business banking segment. These strategic initiatives are intended to broaden the company's corporate client base and increase deposit stability, further evolving the firm's transition from a student loan specialist to a full-service digital bank.