Dave's CashAI V6 aims to lift gross profit and average originations, building on rising ARPU, stronger ExtraCash engagement and controlled losses.

SOFI's record $14.8 billion loan originations signal strong momentum, but credit performance and funding costs remain key as lending expands.

SoFi's diversified revenues, stronger profitability and deposit funding give it an edge over Upstart, despite its richer forward sales valuation.

Pagaya's record network volume, fueled by auto, personal loans and new products, is supporting revenue growth as funding access remains strong.

Can PGY's diversified, capital-efficient model and lower valuation offer more resilient long-term growth than UPST?

Upstart (UPST) delivered earnings and revenue surprises of +1.72% and +2.77%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

DAVE heads into Q2 earnings with beat potential as ExtraCash demand, fee changes and credit gains support growth, though valuation and spending are likely to have tempered the setup.

Pagaya stock jumps after Q2 earnings beat, record revenues and network volume, with a higher 2026 outlook fuelling momentum.

PGY posts record first-half 2026 lending volume, revenue growth and higher profitability as its AI lending network and funding platform gain momentum.

Evaluate the expected performance of Upstart (UPST) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.