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Story perspectives

SoFi Surges 37%; LendingClub Eyes 50% EPS Growth

2/15/2026

47 11 Full Breakdown

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Story summary
  • SoFi Technologies, a digital bank focused on personal lending, gained 37% in stock and trades at nearly 34x forward earnings.
  • LendingClub, a personal lender, has improved earnings and projects 50% EPS growth this year.
  • LendingClub's new accounting method simplifies its financial model and targets $12.1 billion in originations.
  • Despite economic risks, LendingClub's stock is $15.20 and has upside potential if it achieves a 20% return on tangible common equity.