Pagaya: The Growth Narrative Is Getting Harder To Ignore

Pagaya Technologies is rated Strong Buy due to rapid profit growth outpacing revenue and an attractive 5x 2027 forward P/E valuation. Q2 results highlight 19% revenue growth, 43% adjusted EBITDA growth, and 172% GAAP net profit growth, with core costs nearly flat. Auto lending is the primary growth engine, with 140% YoY Auto Network Volume growth and significant runway via new bank partnerships and product expansion.

Seeking Alpha • Sep 19, 2026

Will Pagaya's $700M Neuberger Deal Help Accelerate Auto Growth?

PGY's $700M Neuberger forward flow deal adds funding capacity as its auto business scales and drives a growing share of network volume.

Zacks Investment Research • Sep 18, 2026

Pagaya Technologies Ltd. (PGY) Upgraded to Strong Buy: Here's What You Should Know

Pagaya Technologies Ltd. (PGY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects.

Zacks Investment Research • Sep 18, 2026

Pagaya Technologies Is A Buy Despite The Rising Interest Rate Environment

Pagaya Technologies Ltd. (PGY) demonstrates strong Q2/2026 revenue re-acceleration, profit growth, and robust partner network expansion. PGY's AI-driven lending model delivers stable performance and operating leverage, with over 45% of flow now from non-decline products. Despite exceptional profitability and resilience, PGY trades at a significant valuation discount to peers, with a forward P/E of 5.1 and PEG of 0.09.

Seeking Alpha • Sep 18, 2026

Pagaya: A Round Trip To Nowhere Hides A Doubling In Profits

Pagaya Technologies retains a Buy rating, with conviction increased due to doubling of core earning power despite stock volatility. Q2 2026 results highlight 33% YoY network volume growth, 20% revenue growth, and operating income up 87%, with net income margin inflecting to 12%. Take rate compression is attributed to prudent securitization pricing and partner/product expansion, while operating leverage shields earnings from margin pressures.

Seeking Alpha • Sep 18, 2026

Pagaya Technologies: Strong Auto Growth And Rising Profitability At A Low Valuation

Pagaya Technologies Ltd. (PGY) delivered record Q2 2026 results, with Network Volume up 33%, revenue up 19%, and adjusted EBITDA up 43%. PGY's Auto segment is now the primary growth engine, contributing over 75% of Network Volume growth and securing major ABS and forward flow agreements. PGY's capital markets platform is expanding, with record ABS issuance and diversified funding structures supporting scalable growth and mitigating concentration risk.

Seeking Alpha • Sep 18, 2026

New Strong Buy Stocks for September 18th

PGY, OPHC, PDEX, TRV and HMN have been added to the Zacks Rank #1 (Strong Buy) List on September 18th, 2026.

Zacks Investment Research • Sep 18, 2026

Best Value Stocks to Buy for September 18th

PGY, BLMN and OPHC made it to the Zacks Rank #1 (Strong Buy) value stocks list on September 18th, 2026.

Zacks Investment Research • Sep 18, 2026

Pagaya Technologies Ltd. (PGY) is a Top-Ranked Growth Stock: Should You Buy?

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Zacks Investment Research • Sep 17, 2026

Pagaya Appoints Payments Pioneer Jason Gardner to Board of Directors

NEW YORK--(BUSINESS WIRE)--Pagaya Technologies Ltd. (NASDAQ: PGY) (“Pagaya”), a global technology company delivering AI-driven product solutions for the financial ecosystem, today announced the appointment of fintech and payments industry veteran Jason Gardner to the Company's Board of Directors, following his confirmation at the Company's Annual Meeting in August. “We are excited to welcome Jason Gardner to Pagaya's Board,” said Gal Krubiner, Co-founder and CEO of Pagaya. “Jason brings experie.

Business Wire • Sep 17, 2026