SoFi Technologies and Ally Financial reported contrasting first-quarter 2026 results, with SoFi posting 43% revenue growth to $1.10 billion and Ally beating adjusted earnings per share estimates at $1.11 versus a $0.94 consensus. SoFi's loan originations surged 68% to a record $12.18 billion, while its Technology Platform segment revenue fell 27% after a large client departure. Ally's revenue of $2.10 billion missed estimates, but its auto franchise drove a record 4.4 million consumer applications and $11.5 billion in originations, up 13% year over year, with retail auto net charge-offs improving to 1.97%. SoFi trades at 28 times forward earnings with a 34% year-to-date drawdown, while Ally trades at 9 times forward earnings and offers a 2.64% dividend yield.
Ally Financial IncAlly beat adjusted EPS estimates and reported strong auto franchise growth with improved credit metrics.
SoFi Technologies Inc.SoFi reported 43% revenue growth and record loan originations surging 68%.
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