SoFi maintains strong buy rating despite revenue dip from Chime exit and macro uncertainty.

SoFi Technologies faces a 27% revenue drop in its Technology Platform due to Chime moving to in-house processing, but its Lending and Financial Services segments show strong growth of 53% and 41% year-over-year respectively. Despite margin pressures from credit losses and marketing costs, SoFi reaffirms its 2026 guidance for over 30% revenue growth and 72% net income growth. The current valuation and support levels are seen as attractive entry points for investors, reflecting confidence in SoFi's diversified revenue streams and long-term growth potential.