PGY - Pagaya Technologies Ltd.
Seeking Alpha welcomed 38 new analysts in September 2026. This article showcases their top picks and investment strategies. Highlighted companies include Qualcomm, Teladoc, and NewLake Capital Partners, as well as the ETF TDAQ, each with a detailed investment thesis. We invite you all to engage with our new contributing analysts, explore their diverse investment theses, and consider following up on the highlighted stock ideas.
Pagaya Technologies Ltd. (NASDAQ: PGY) (âPagayaâ) will announce its third quarter 2026 earnings on October 29, 2026. A conference call to discuss those earn
In the closing of the recent trading day, Pagaya Technologies Ltd. (PGY) stood at $18.4, denoting a +2.34% move from the preceding trading day.
Small-cap companies are accustomed to living in the shadow of mega-cap tech firms, but there are signs that the market backdrop could be changing for some of these companies. Investors have been looking beyond the Magnificent Seven for growth opportunities, and smaller companies with improving fundamentals, unique business models, or other noteworthy catalysts may finally have an opportunity to win investor attention.
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 closing of a $600 million AAA-rated personal loan ABS transaction (PAID 2026-6). “We achieved tighter pricing on this transaction relative to recent deals, which reflects strong investor confidence in Pagaya's credit performance and underwriting platform," said Sahil Chandiramani, Head of Capital Markets.
Pagaya has been growing quickly as it offers an improved way for lenders to assess borrowers using AI. Higher interest rates make it harder for lenders to approve loans and less likely for borrowers to take out loans.
PGY trades below peers on P/S as diversified funding, product expansion and operating leverage support growth, though margin pressures remain.
Pagaya Technologies (NASDAQ: PGY - Get Free Report) and Cango (NYSE: CANG - Get Free Report) are both small-cap technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their dividends, profitability, valuation, institutional ownership, risk, earnings and analyst recommendations. Analyst Recommendations This is a breakdown of current
NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to 16 classes of notes issued by Research-Driven Pagaya Motor Asset Trust 2026-5 and Research-Driven Pagaya Motor Trust 2026-5 (collectively “RPM 2026-5”), an auto loan ABS transaction. RPM 2026-5 has initial credit enhancement levels of 94.54% for the Class A-1 notes to 5.19% for the Class XS notes. Credit enhancement is comprised of overcollateralization (“O/C”), subordination of junior note classes (except for the Class E-2 notes an.
Pagaya Technologies is undervalued on a GAAP basis, trading at 11.6x 2026 earnings, with a 12-month price target of $28 (34% upside). PGY's platform demonstrates strong operating leverage: Q2 volume grew 33% year-over-year, revenue rose 19%, and core opex fell 6%. Adjusted EPS overstates true profitability; recurring fair value losses on retained securitization interests are a real, material cost.
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 closing of its inaugural Variable Funding Note (VFN) facility with ATLAS SP Partners (“ATLAS”), the warehouse finance and securitized products business majority owned by Apollo Funds. The new revolving structure expands Pagaya's committed capital strategy, establishing nearly $700 million in funding capa.
Shares of Pagaya Technologies Ltd. (NASDAQ: PGY - Get Free Report) have earned a consensus rating of "Buy" from the twelve ratings firms that are presently covering the company, Marketbeat reports. One research analyst has rated the stock with a hold rating, eight have assigned a buy rating and three have given a strong buy rating
Pagaya Technologies Ltd. (PGY) concluded the recent trading session at $17.62, signifying a -5.88% move from its prior day's close.
Pagaya Technologies leverages an embedded B2B2C AI platform, enabling tier-1 financial institutions to expand loan origination at near-zero incremental CAC. PGY's pre-funded ABS and institutional capital model insulate it from balance sheet risk and macro-driven funding squeezes, supporting uninterrupted growth. Operating leverage is driving GAAP profitability.
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 closing of PAID 2026-REV1, the Company's second revolving structure this year. Backed by consumer loans originated on the Pagaya network, the transaction will close at an initial size of $460 million and will deploy approximately $850 million in total capital over a 24-month revolving period.Pagaya remain.
NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to 13 classes of notes issued by Pagaya AI Debt Grantor Trust 2026-6 and Pagaya AI Debt Trust 2026-6, collectively “PAID 2026-6,” an unsecured consumer loan ABS transaction. PAID 2026-6 has initial hard credit enhancement levels ranging from 80.57% for the Class A-1 Notes to 3.72% for the Class F-2 Notes. Credit enhancement is comprised of overcollateralization, subordination, except for the Class F-2 Notes, cash reserve accounts funde.
Pagaya Technologies Ltd. (NASDAQ: PGY - Get Free Report) Director Tami Rosen sold 8,504 shares of the business's stock in a transaction that occurred on Friday, September 18th. The shares were sold at an average price of $20.38, for a total value of $173,311.52. Following the completion of the sale, the director directly owned 15,400 shares
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.
Pagaya Technologies Ltd. (PGY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects.
PGY's $700M Neuberger forward flow deal adds funding capacity as its auto business scales and drives a growing share of network volume.