Can Network Volume Strength Keep PGY's Top-Line Growth on Track?
Pagaya's record network volume, fueled by auto, personal loans and new products, is supporting revenue growth as funding access remains strong.
PGY - Pagaya Technologies Ltd.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$30.00
DETAILS
HIGH:
$33.00
LOW:
$27.00
MEDIAN:
$30.00
CONSENSUS:
$30.00
UPSIDE:
38.38%
Stock News
Pagaya Technologies: A Fast-Growing Industry Disruptor Trading At A P/E Of 6.6x
Pagaya Technologies Ltd. is my highest conviction GARP holding, rated Strong Buy, now representing 25% of my portfolio. PGY has transitioned from high growth but unprofitable to profitable, with six consecutive quarters of profitability and accelerating network volume. Q2 2026 results showed a network volume of $3.54B (vs. $2.97B estimate), +19% revenue, +99% adjusted net income, and -6% core operating expenses.
Pagaya Technologies: The Business Is Getting Better Even As My Price Target Falls
I'm reiterating Pagaya Technologies as a Strong Buy, with the price target adjusted to $67 due to higher share count and net debt. Q2 2026 results validate PGY's AI-driven lending platform, showing 33% network volume growth, 43% adjusted EBITDA growth, and expanding operating leverage. Core operating expenses declined 6% while network volume surged, driving adjusted EBITDA margin to 32% and reinforcing confidence in scalable profitability.
PGY vs. UPST: Which AI Credit Stock Is the Better Investment Option?
The artificial intelligence (AI)-driven lending landscape has gained momentum as financial institutions increasingly turn to technology to improve credit underwriting, expand borrower access and manage risk. Pagaya Technologies Ltd.
Pagaya Targets $200M Net Income Run Rate as Lending Network Expands
Pagaya Technologies NASDAQ: PGY CFO Jonathan Dobres outlined the company's growth strategy, funding model and profitability trajectory at the 46th Annual Canaccord Growth Conference, emphasizing expansion with existing lending partners as well as new partner additions.
4 Stocks With More Than 35% Upside to Buy After Q2 Earnings
SanDisk, Pagaya, NeoVolta and Aeromexico offer 35%+ upside potential after strong Q2 results, with growth catalysts across key industries.
Pagaya Technologies Ltd. (PGY) Just Flashed Golden Cross Signal: Do You Buy?
Pagaya Technologies Ltd. (PGY) reached a significant support level, and could be a good pick for investors from a technical perspective.
Pagaya's Q2 Earnings Beat and Higher Guidance Strengthen Growth Case
PGY's Q2 beat, record network volume and higher 2026 guidance strengthen its growth case, but execution remains key.
Pagaya Stock Rose 10.4% in a Week, But Can the Rally Continue Now?
PGY's 10.4% weekly gain follows stronger earnings, deeper funding and partner growth, but rising costs and concentration risks could test the rally.
PGY Looks Cheap, But Can Growth Outpace Execution and Funding Risks?
Pagaya trades below its industry P/B average, while rising earnings estimates and growth face funding-cost and execution risks.
Why Pagaya Technologies Ltd. (PGY) is a Top Growth Stock for the Long-Term
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.
Pagaya: The Profit Machine Is Awake In Auto Lending, But Wall Street Is Still Asleep - Strong Buy
Pagaya continues its transformation into a deeply integrated player across the loan approval process, driving partner entrenchment and influence over loan quality. Q2 2026 saw record network volume of $3.5B (+33% YoY), with auto lending accounting for over 75% of growth and auto loan volume up 140% YoY. The company's profit and volume growth outpaced revenue, while operating expenses remained nearly flat, underscoring strong operating leverage and scalable technology.
Earnings Estimates Rising for Pagaya Technologies Ltd. (PGY): Will It Gain?
Pagaya Technologies Ltd. (PGY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Wall Street Analysts Think Pagaya Technologies Ltd. (PGY) Could Surge 30.03%: Read This Before Placing a Bet
The average of price targets set by Wall Street analysts indicates a potential upside of 30% in Pagaya Technologies Ltd. (PGY). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
New Strong Buy Stocks for August 10th
CAPL, JPM, AVT, LTM and PGY have been added to the Zacks Rank #1 (Strong Buy) List on August 10, 2026.
Empowered Funds LLC Purchases 114,159 Shares of Pagaya Technologies Ltd. $PGY
Empowered Funds LLC grew its position in shares of Pagaya Technologies Ltd. (NASDAQ: PGY) by 4,562.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 116,661 shares of the company's stock after buying an additional 114,159 shares during the period. Empowered Funds
PGY Q2 Earnings Call Highlights Auto Growth & Higher Outlook
Pagaya's Q2 beat and record $3.5B network volume highlight accelerating auto growth as management raises its 2026 GAAP net income guidance.
KBRA Assigns Preliminary Ratings to Pagaya AI Debt Grantor Trust 2026-R3 and Pagaya AI Debt Trust 2026-R3
NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to 10 classes of notes issued by Pagaya AI Debt Grantor Trust 2026-R3 and Pagaya AI Debt Trust 2026-R3, collectively “PAID 2026-R3,” an unsecured consumer loan ABS transaction. PAID 2026-R3 has initial hard credit enhancement levels ranging from 63.60% for the Class A Notes to 8.45% for the Class F Notes. Credit enhancement is comprised of overcollateralization, subordination, except for the Class F Notes, cash reserve accounts funded.
Pagaya Delivers Stellar 1H 2026 Results: Here's What Drove it
PGY posts record first-half 2026 lending volume, revenue growth and higher profitability as its AI lending network and funding platform gain momentum.
PGY Gains as Q2 Earnings Beat on Record Revenues, 2026 View Raised
Pagaya stock jumps after Q2 earnings beat, record revenues and network volume, with a higher 2026 outlook fuelling momentum.
Price Targets
Pagaya price target raised to $27 from $23 at Jefferies
$27.00
(was $20.57)
Jefferies
Benchmark Reiterates Buy Rating on Pagaya Tech (PGY)
$33.00
(was $16.66)
Mark Palmer
·
Coker Palmer
Pagaya Tech (PGY) Reiterated at Market Outperform by Citizens
$22.00
(was $15.28)
Jefferies
Pagaya price target lowered to $32 from $39 at Canaccord
$32.00
(was $14.19)
New Street
Pagaya price target lowered to $25 from $33 at Stephens
$25.00
(was $14.19)
Kyle Joseph
·
Stephens
Pagaya price target lowered to $33 from $48 at Benchmark
$33.00
(was $14.19)
Benchmark Co.
Jefferies Reiterates Buy Rating on Pagaya Tech (PGY)
$35.00
(was $14.96)
John Hecht
·
Jefferies
Pagaya initiated with an Overweight at Stephens
$22.00
(was $18.19)
Kyle Joseph
·
Stephens
Pagaya the 'unambiguous winner' from Klarna/Walmart deal, says Citizens JMP
$26.00
(was $12.36)
David Scharf
·
JMP Securities
Pagaya assumed with a Buy at Benchmark
$21.00
(was $13.05)
Mark Palmer
·
Coker Palmer
Pagaya Tech (PGY) PT Lowered to $25 at JMP Securities
$25.00
(was $11.08)
David Scharf
·
JMP Securities
UBS Initiates Coverage On Pagaya Technologies with Neutral Rating, Announces Price Target of $1.25
$1.25
(was $1.09)
UBS
Canaccord Genuity Initiates Coverage On Pagaya Technologies with Hold Rating, Announces Price Target of $1.5
$1.50
(was $0.69)
Canaccord Genuity