Barclays Maintains 'Equal Weight' Rating on SoFi Technologies, Inc. (SOFI); Raises PT

Given the company’s popularity among hedge funds and the bullish sentiment surrounding it, SoFi Technologies, Inc. (NASDAQ:SOFI) makes it to our list of the Top 10 AI Infrastructure Stocks to Buy Now.

Barclays increased its price target on SoFi Technologies, Inc. (NASDAQ:SOFI) from $12 to $18, while maintaining a ‘Hold’ rating. The increased price target, which was announced on July 11, 2025, is attributed to the company’s improving card delinquency trends through May, which indicates potentially lower write-offs in Q2, improving sentiment ahead of the July 29 earnings release.

Meanwhile, the company’s share price has risen 40.77% in the past month, driven by the boost in investor interest due to SoFi Technologies, Inc.’s (NASDAQ:SOFI) return to crypto and its planned stablecoin. Furthermore, SoFi Technologies, Inc.’s (NASDAQ:SOFI) recently announced partnership with Cashmere is expected to expand its Alternative Investment Platform, which is critical to attracting high-value, long-term investors. Looking ahead, analysts on Wall Street forecast Q2 EPS at $0.06, which is a significant jump from $0.01 a year ago. At the same time, the revenue estimate is set at $802 million.

SoFi Technologies, Inc. (NASDAQ:SOFI) offers consumer lending, investing, and digital banking services, while operating tech platforms such as Galileo and Technisys across North America and Hong Kong.

While we acknowledge the potential of SOFI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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