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Form 4 Pagaya Technologies Ltd. For: Mar 02 Filed by: Vieira Cory

Wed, 04 Mar 2026 16:14:00 -0500

si-local-file:///var/storage/secattach/20260304/26111233.html

Form 4 Pagaya Technologies Ltd. For: Mar 02 Filed by: Vieira Cory

Wed, 04 Mar 2026 16:14:00 -0500

si-local-file:///var/storage/secattach/20260304/26111233.html

Form 10-K Pagaya Technologies Ltd. For: Dec 31

Mon, 02 Mar 2026 08:26:00 -0500

si-local-file:///var/storage/secattach/20260302/26087573.html

Form 10-K Pagaya Technologies Ltd. For: Dec 31

Mon, 02 Mar 2026 08:26:00 -0500

si-local-file:///var/storage/secattach/20260302/26087573.html

Pagaya Tech (PGY) PT Lowered to $33 at Benchmark, Buy Rating Maintained Following Q4 Print

Tue, 10 Feb 2026 09:52:09 -0500

(Updated - February 10, 2026 9:52 AM EST)

Benchmark analyst Mark Palmer lowered the price target on Pagaya Tech (NASDAQ: PGY) to $33.00 (from $48.00) while maintaining a Buy rating.

The analyst commented, "Investors in the stocks of credit-focused fintech firms love to talk about discipline. They praise prudence on conference calls, reward conservative underwriting in slide decks, and demand that management teams avoid “growth at any cost.” Yet when a company actually pulls back to protect credit quality, with that restraint showing up as slower growth, the market reacts with swift and unforgiving punishment. The market reaction to Pagaya Technologies’ (PGY)

Pagaya Tech (PGY) PT Lowered to $33 at Benchmark, Buy Rating Maintained Following Q4 Print

Tue, 10 Feb 2026 09:52:09 -0500

(Updated - February 10, 2026 9:52 AM EST)

Benchmark analyst Mark Palmer lowered the price target on Pagaya Tech (NASDAQ: PGY) to $33.00 (from $48.00) while maintaining a Buy rating.

Pagaya Tech (PGY) PT Lowered to $32 at B.Riley

Tue, 10 Feb 2026 09:10:55 -0500

B.Riley analyst Hal Goetsch lowered the price target on Pagaya Tech (NASDAQ: PGY) to $32.00 (from $54.00) while maintaining a Buy rating.

Pagaya Tech (PGY) PT Lowered to $25 at Stephens

Tue, 10 Feb 2026 06:41:07 -0500

(Updated - February 10, 2026 6:41 AM EST)

Stephens analyst Kyle Joseph lowered the price target on Pagaya Tech (NASDAQ: PGY) to $25.00 (from $33.00) while maintaining a Overweight rating.

The analyst commented: "While Net Income/EPS exceeded expectations, Volumes/Revenues were light and PGY's '26 guidance came in below expectations. PGY disclosed that it had tightened underwriting (cutting certain tiers), weighing on Network Volume (NV) and ultimately on '26 KPIs/guidance. While PGY tightened underwriting, credit continues to perform consistently, and there were no incremental write-downs in 4Q. However, guidance is shy of expectations as underwriting weighs on Volumes, growth and scale expectations for

Pagaya Tech (PGY) PT Lowered to $25 at Stephens

Tue, 10 Feb 2026 06:41:07 -0500

(Updated - February 10, 2026 6:41 AM EST)

Stephens analyst Kyle Joseph lowered the price target on Pagaya Tech (NASDAQ: PGY) to $25.00 (from $33.00) while maintaining a Overweight rating.

Pagaya Tech (PGY) PT Lowered to $32 at Canaccord Genuity

Tue, 10 Feb 2026 06:29:11 -0500

(Updated - February 10, 2026 6:29 AM EST)

Canaccord Genuity analyst Joseph Vafi lowered the price target on Pagaya Tech (NASDAQ: PGY) to $32.00 (from $39.00) while maintaining a Buy rating.

The analyst commented: "Network volume was down ~3.5% sequentially and up 4% YoY to $2.7B, reflecting continued prudent underwriting with a focus on steady investor returns. Total revenue grew 20% YoY and adj. EBITDA grew 53% with an adj. EBITDA margin of 29.3%. Unit economics are also very strong, with FRLPC margin at ~4.9% in Q4, up ~40 bps y/y. Lastly, Pagaya successfully delivered another quarter of positive GAAP net income

Pagaya Tech (PGY) PT Lowered to $32 at Canaccord Genuity

Tue, 10 Feb 2026 06:29:11 -0500

(Updated - February 10, 2026 6:29 AM EST)

Canaccord Genuity analyst Joseph Vafi lowered the price target on Pagaya Tech (NASDAQ: PGY) to $32.00 (from $39.00) while maintaining a Buy rating.

Pagaya Tech (PGY) PT Lowered to $22 at Citizens: 2027 Growth Reacceleration Likely

Tue, 10 Feb 2026 04:45:31 -0500

Citizens analyst David Scharf lowered the price target on Pagaya Tech (NASDAQ: PGY) to $22.00 (from $35.00) while maintaining a Market Outperform rating.

The analyst commented, "We expect the company's growth to reaccelerate in 2027 and still see >20% Y/Y origination growth, albeit off the lower base exiting this year. Given the slower growth on a dollar basis, we are expecting less operating leverage next year. Given these trends, along with the higher average share count, we are lowering our 2027 GAAP EPS estimate from $2.50 to $1.77. We are lowering our price target from $35 to $22 as we apply

Pagaya Tech (PGY) PT Lowered to $22 at Citizens: 2027 Growth Reacceleration Likely

Tue, 10 Feb 2026 04:45:31 -0500

Citizens analyst David Scharf lowered the price target on Pagaya Tech (NASDAQ: PGY) to $22.00 (from $35.00) while maintaining a Market Outperform rating.

Jefferies Reiterates Buy Rating on Pagaya Tech (PGY)

Mon, 09 Feb 2026 08:54:31 -0500

Jefferies analyst John Hecht reiterated a Buy rating and $35.00 price target on Pagaya Tech (NASDAQ: PGY).

The analyst comments "First Look - 4Q25 EPS of $0.34 was roughly in line with the Street's $0.35; Revenues missed with apparent deceleration in network volumes, offset by lower expenses and a tax benefit. Mgmt commentary appears to signal a shift towards less variable risk outcomes. We believe investors will remain focused on top-line and volume factors: and what may be leading to a deceleration in growth. Network Volume of $2.7B was below consensus of $2.8B but still up ~8% Y/Y. Total revenue of

Pagaya Technologies Ltd. (PGY) Tops Q4 EPS by 45c; offers guidance

Mon, 09 Feb 2026 07:32:39 -0500

Pagaya Technologies Ltd. (NASDAQ: PGY) reported Q4 EPS of $0.80, $0.45 better than the analyst estimate of $0.35. Revenue for the quarter came in at $334.81 million versus the consensus estimate of $348.75 million.

GUIDANCE:

Pagaya Technologies Ltd. sees Q1 2026 revenue of $315-335 million, versus the consensus of $344 million.

Pagaya Technologies Ltd. sees FY2026 revenue of $1.4-1.575 billion, versus the consensus of $1.519 billion.

For earnings history and earnings-related data on Pagaya Technologies Ltd. (PGY) click here.

Pagaya Technologies Ltd. (PGY) Tops Q4 EPS by 45c; offers guidance

Mon, 09 Feb 2026 07:32:39 -0500

GUIDANCE:

Pagaya Technologies Ltd. sees Q1 2026 revenue of $315-335 million, versus the consensus of $344 million.

Pagaya Technologies Ltd. sees FY2026 revenue of $1.4-1.575 billion, versus the consensus of $1.519 billion.

For earnings history and earnings-related data on Pagaya Technologies Ltd. (PGY) click here.

Pagaya Reports Fourth Quarter and Full Year Ended 2025 Results

Mon, 09 Feb 2026 07:03:00 -0500

Reported solid performance across all key metrics:
- $34 million GAAP Net income; up $272 million YoY
- $98 million Adjusted EBITDA; up 53% YoY
- $335 million Total revenue and other income; up 20% YoY
- $2.7 billion Network volume; up 3% YoY

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)-- Pagaya Technologies Ltd. (NASDAQ: PGY) (“Pagaya”, the “Company” or “we”), a global technology company delivering artificial intelligence infrastructure for the financial ecosystem, today announced financial results for the fourth quarter and full year ended 2025.

For additional information, view Pagaya's fourth quarter 2025 letter to shareholders here.

“Our fourth quarter and

Pagaya Reports Fourth Quarter and Full Year Ended 2025 Results

Mon, 09 Feb 2026 07:03:00 -0500

Reported solid performance across all key metrics:

$34 million GAAP Net income; up $272 million YoY

$98 million Adjusted EBITDA; up 53% YoY

$335 million Total revenue and other income; up 20% YoY

$2.7 billion Network volume; up 3% YoY

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)-- Pagaya Technologies Ltd. (NASDAQ: PGY) (“Pagaya”, the “Company” or “we”), a global technology company delivering artificial intelligence infrastructure for the financial ecosystem, today announced financial results for the fourth quarter and full year ended 2025.
For additional information, view Pagaya's fourth quarter 2025 letter to shareholders here.
“Our fourth quarter and

Pagaya Reports Fourth Quarter and Full Year Ended 2025 Results

Mon, 09 Feb 2026 07:03:00 -0500

Reported solid performance across all key metrics:

$34 million GAAP Net income; up $272 million YoY

$98 million Adjusted EBITDA; up 53% YoY

$335 million Total revenue and other income; up 20% YoY

$2.7 billion Network volume; up 3% YoY

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)-- Pagaya Technologies Ltd. (NASDAQ: PGY) (“Pagaya”, the “Company” or “we”), a global technology company delivering artificial intelligence infrastructure for the financial ecosystem, today announced financial results for the fourth quarter and full year ended 2025.
For additional information, view Pagaya's fourth quarter 2025 letter to shareholders here.
“Our fourth quarter and

Pagaya Reports Fourth Quarter and Full Year Ended 2025 Results

Mon, 09 Feb 2026 07:03:00 -0500

Reported solid performance across all key metrics:

$34 million GAAP Net income; up $272 million YoY

$98 million Adjusted EBITDA; up 53% YoY

$335 million Total revenue and other income; up 20% YoY

$2.7 billion Network volume; up 3% YoY

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)-- Pagaya Technologies Ltd. (NASDAQ: PGY) (“Pagaya”, the “Company” or “we”), a global technology company delivering artificial intelligence infrastructure for the financial ecosystem, today announced financial results for the fourth quarter and full year ended 2025.
For additional information, view Pagaya's fourth quarter 2025 letter to shareholders here.
“Our fourth quarter and

Form 8-K Pagaya Technologies Ltd. For: Feb 09

Mon, 09 Feb 2026 06:59:00 -0500
si-local-file:///var/storage/secattach/20260209/25964557.html

Form 8-K Pagaya Technologies Ltd. For: Feb 09

Mon, 09 Feb 2026 06:59:00 -0500
si-local-file:///var/storage/secattach/20260209/25964557.html

Pagaya Launches 2026 Capital Markets Activity with $800M Consumer Loan ABS

Wed, 04 Feb 2026 08:30:00 -0500

Represents Pagaya’s 85th ABS transaction and largest securitization since November 2024

Reinforces Pagaya’s position as a leading issuer in the U.S. personal loan ABS market

NEW YORK--(BUSINESS WIRE)-- Pagaya Technologies LTD. (NASDAQ: PGY) ("Pagaya" or “the Company”), a global technology company delivering AI-driven product solutions for the financial ecosystem, today announced the closing of a $800 million AAA rated, personal loan ABS transaction (PAID 2026-1).
A total of 32 unique investors participated in the personal loan securitization, with the majority returning from prior transactions. PAID 2026-1 garnered significant investor demand, allowing a 33% upsize from its initial $600 million

Pagaya Launches 2026 Capital Markets Activity with $800M Consumer Loan ABS

Wed, 04 Feb 2026 08:30:00 -0500

Represents Pagaya’s 85th ABS transaction and largest securitization since November 2024

Reinforces Pagaya’s position as a leading issuer in the U.S. personal loan ABS market

NEW YORK--(BUSINESS WIRE)-- Pagaya Technologies LTD. (NASDAQ: PGY) ("Pagaya" or “the Company”), a global technology company delivering AI-driven product solutions for the financial ecosystem, today announced the closing of a $800 million AAA rated, personal loan ABS transaction (PAID 2026-1).
A total of 32 unique investors participated in the personal loan securitization, with the majority returning from prior transactions. PAID 2026-1 garnered significant investor demand, allowing a 33% upsize from its initial $600 million

Pagaya Launches 2026 Capital Markets Activity with $800M Consumer Loan ABS

Wed, 04 Feb 2026 08:30:00 -0500

Represents Pagaya’s 85th ABS transaction and largest securitization since November 2024

Reinforces Pagaya’s position as a leading issuer in the U.S. personal loan ABS market

NEW YORK--(BUSINESS WIRE)-- Pagaya Technologies LTD. (NASDAQ: PGY) ("Pagaya" or “the Company”), a global technology company delivering AI-driven product solutions for the financial ecosystem, today announced the closing of a $800 million AAA rated, personal loan ABS transaction (PAID 2026-1).
A total of 32 unique investors participated in the personal loan securitization, with the majority returning from prior transactions. PAID 2026-1 garnered significant investor demand, allowing a 33% upsize from its initial $600 million