PGY

I'm reiterating Pagaya Technologies as a Strong Buy, with the price target adjusted to $67 due to higher share count and net debt. Q2 2026 results validate PGY's AI-driven lending platform, showing 33% network volume growth, 43% adjusted EBITDA growth, and expanding operating leverage. Core operating expenses declined 6% while network volume surged, driving adjusted EBITDA margin to 32% and reinforcing confidence in scalable profitability.

The artificial intelligence (AI)-driven lending landscape has gained momentum as financial institutions increasingly turn to technology to improve credit underwriting, expand borrower access and manage risk. Pagaya Technologies Ltd.

SanDisk, Pagaya, NeoVolta and Aeromexico offer 35%+ upside potential after strong Q2 results, with growth catalysts across key industries.

Pagaya Technologies Ltd. (PGY) reached a significant support level, and could be a good pick for investors from a technical perspective.

PGY's Q2 beat, record network volume and higher 2026 guidance strengthen its growth case, but execution remains key.

PGY's 10.4% weekly gain follows stronger earnings, deeper funding and partner growth, but rising costs and concentration risks could test the rally.

Pagaya trades below its industry P/B average, while rising earnings estimates and growth face funding-cost and execution risks.

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Pagaya continues its transformation into a deeply integrated player across the loan approval process, driving partner entrenchment and influence over loan quality. Q2 2026 saw record network volume of $3.5B (+33% YoY), with auto lending accounting for over 75% of growth and auto loan volume up 140% YoY. The company's profit and volume growth outpaced revenue, while operating expenses remained nearly flat, underscoring strong operating leverage and scalable technology.

Pagaya Technologies Ltd. (PGY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.