What Was Behind Pagaya's Positive GAAP Earnings in 2025?

PGY swings to record GAAP profit in 2025 as revenues jump 26% year over year and margins expand.

Zacks Investment Research • Feb 17, 2026

PGY Shares Plunge 47.7% in a Month: Is it Time to Sell the Stock?

Pagaya shares plunge 47.7% in a month after soft 2026 guidance and tighter underwriting spook investors despite positive GAAP income.

Zacks Investment Research • Feb 13, 2026

Should You Forget Nvidia and Buy These 2 Millionaire-Maker Stocks Instead?

Sandisk is reinventing itself as a data center supplier, and demand is exceeding supply. Pagaya is partnering with banks and other creditors to approve more loans without more risk.

The Motley Fool • Feb 12, 2026

3 Growth Stocks the Market Just Handed You on a Silver Platter

In this video, I will cover Pagaya's (PGY 2.85%) recent earnings report, why the stock crashed, and go over the recent updates regarding Microsoft and Reddit. Watch the short video to learn more, consider subscribing, and click the special offer link below.

The Motley Fool • Feb 11, 2026

These Analysts Cut Their Forecasts On Pagaya Technologies Following Q4 Results

Pagaya Technologies reported quarterly earnings of 80 cents per share which beat the analyst consensus estimate of 69 cents per share. The company reported quarterly sales of $321.036 million which missed the analyst consensus estimate of $349.048 million.

Benzinga • Feb 10, 2026

Why Pagaya Technologies Stock Plummeted by Almost 24% Today

Double- and triple-digit growth in its latest quarter wasn't sufficient for many investors. They were clearly worried about the twin revenue misses.

The Motley Fool • Feb 9, 2026

Pagaya Technologies Ltd. (PGY) Q4 2025 Earnings Call Transcript

Pagaya Technologies Ltd. (PGY) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 9, 2026

Pagaya Reports Fourth Quarter and Full Year Ended 2025 Results

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 fourth quarter and full year ended 2025. For additional information, view Pagaya's fourth quarter 2025 letter to shareholders here. “Our fourth quarter and full-year results demonstrate, again, the benefits of years of work to pos.

Business Wire • Feb 9, 2026

Pagaya: Likely Q4 Beat To Drive A Re-Rating Beyond Deep-Value Levels

I expect Pagaya to beat analysts' revenue and EPS estimates when it reports Q4 earnings on February 9th. PGY's estimated network volume growth and operating leverage could help offset a potential sequential CNL rate expansion, in light of the higher NCOs reported by SoFi and Ally during Q4. I expect Pagaya to report YoY revenue and EPS growth of 25% and 138%, respectively, in FY 2026, driven by accelerated onboarding of 8 new partners and take rate expansion.

Seeking Alpha • Feb 6, 2026

Can Pagaya Scale Faster Using Its AI-Led Credit Platform?

PGY hits a 2025 inflection, with profitable quarters, a capital-light ABS model and a growing partner network driving scale.

Zacks Investment Research • Feb 6, 2026