Global Equity Briefing

Global Equity Briefing

Sofi: 2030 Valuation Model!

Undervalued fintech trading 46% below 6 month high!

Ray Myers's avatar
Ray Myers
May 03, 2026
∙ Paid

Welcome to Global Equity Briefing, my weekly investing newsletter.

I am Ray, a passionate investor and equity analyst. And today I am covering Sofi.

Sofi just reported a stellar earnings report, yet the market went mad, and the stock fell 16%.

Friday, I published my review of the quarter and explained why I believe that completely doesn’t make any sense. Please read that paywall-free article if you would like to know more.

Sofi Q1 2026: Stellar Execution vs Mad Market!

Sofi Q1 2026: Stellar Execution vs Mad Market!

Ray Myers
·
May 1
Read full story

Today, I am going to expand on why I have made Sofi one of my biggest positions and believe the company is significantly undervalued.

  • Valuation Analysis

  • 2030 Valuation Model

  • Margins

  • Dilution

  • EPS

  • Target Share Price

Let’s begin.

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