Muddy Waters short report escalates with $312M JPM loan allegations
Key Questions
What are the main allegations in Muddy Waters' short report on SoFi?
Muddy Waters' report escalates with allegations of a $312M JPM loan. It contributes to FUD amid pile-on from other analysts like KBW, Keefe, and TD. SoFi has issued rebuttals to these claims.
What is Barclays' latest rating and price target for SoFi stock?
Barclays reaffirms a Hold rating with an $18 price target, as per analyst Terry Ma on May 22, 2026. This comes amid ongoing short seller pressure. The consensus price target across analysts is $25.03 with a Hold rating.
How has SoFi's stock performed recently?
SoFi stock hit lows of $15.85, down 52% from highs and 40% year-to-date. Short interest stands at 11.24%. The decline follows short seller reports and analyst downgrades.
What were SoFi's Q1 earnings results?
SoFi reported Q1 revenue of $1.05B and EPS of $0.12 before April 29. These figures preceded buy pitches from figures like Noto, Cramer, and Motley Fool. The results occurred amid rising short seller scrutiny.
What is the analyst consensus for SoFi stock?
The consensus rating is Hold with a $25.03 price target. This contrasts with Barclays' $18 Hold and KBW's Sell at $20. Other firms like Keefe and TD have added to the bearish pile-on.
Has Jim Cramer commented on SoFi stock?
Jim Cramer has discussed refusing to cut and run on SoFi Technologies. His stance supports holding amid the stock's decline. This aligns with buy pitches from Motley Fool and others.
Why do some outlets see SoFi as a buying opportunity?
Motley Fool articles highlight SoFi's 40% drop as a potential 2026 buying opportunity. They question if market panic creates an entry point after a 50%+ decline. Rebuttals to short reports bolster bullish views.
What is the current short interest in SoFi?
Short interest in SoFi is at 11.24%. This reflects heightened bearish sentiment from Muddy Waters and others. The stock's drop to $15.85 lows underscores the pressure.
Barclays reaffirms Hold $18 PT (Terry Ma, 2026-05-22) amid MW FUD pile-on (KBW Sell $20/Keefe/TD); consensus $25.03 Hold; stock hits $15.85 lows (-52% highs/-40% YTD)/shorts 11.24%; rebuttals/Noto/Cramer/Motley Fool buy pitches pre-Apr29 Q1 $1.05B/$0.12 EPS.