Information is our nourishment. Say hello to the data gods.
Meet Our Team
Consumers speak. We listen, analyze, and dig deep. You win!
Learn More
Receive alerts and reports to power your fund management. Partner with our team of analysts to take your research to the next level.
Learn More
Plug our consumer-demand-data directly into your client-facing software, tools, and platform or work with us to create custom, high-value content your customers will love.
Learn More
Testing our data is like jumping in a time machine to compare market gains and losses against reliable and annotated historical data.
Learn More
Track specific tickers, receive alerts, and watch sector-specific trends. Drill down on individual stocks and see where consumer sentiment aligned with gains and losses in trading.
Learn More
Who We Serve
LikeFolio is your research secret weapon to sniff out game-changing shifts in the market before they happen.
Learn More
LikeFolio is source of quantitative data based upon real consumer insights to power your investment engine.
Learn More
LikeFolio is your content pipeline positioning your tool as an indispensable resource to your customers.
Learn More
LikeFolio has partnered with Tradesmith to build Derby City Insights and bring our powerful insights engine to private investors.
Learn More
Latest Resource
November 29, 2023
The Bar Matters $FIVE $DLTR

As a weightlifter, I've always been fascinated by the challenge […]

Read More

We’ve got a Runner! $SOFI

May 31, 2023

SoFi shares are off to the races.

The stock has traded more than 11% higher today on the back of a debt ceiling deal that would end the freeze on student loan payments.

This freeze -- in place for more than 3 years -- crushed SoFi’s student-loan business. Last quarter the segment counted $525 million in revenue, more than 75% below the $2.4 billion recorded pre-pandemic.

This spark may be just what the doctor ordered.

But we saw a resurgence in SoFi coming well before debt-ceiling discussions.

In fact, LikeFolio data supported a double down on a Bullish SOFI position earlier this month. You can see the trajectory since then…

What were we watching?

1. SoFi was benefitting from several powerful consumer macro trends.

One major tailwind is increased consumer adoption of and preference for digital wallets. Mentions of using a digital wallet have increased by 9% year-over-year. SoFi allows users to add cards to its digital wallet and allows its virtual debit card to be uploaded to third-party wallets, including Apple Wallet, Samsung Wallet, and Google Pay.

Another major tailwind is rising interest in trading crypto. SoFi's app allows traders to trade Bitcoin, Ethereum, and Litecoin alongside stocks and ETFs on the same platform.

2. SoFi mention volume revealed growing divergence between consumer adoption and the company’s stock price.

Not only was mention buzz growing on a QoQ basis, but web visits were accelerating, pacing +59% higher YoY.

This gives us confidence that SoFi is improving user engagement, service adoption, and audience expansion.

Looking ahead, SoFi’s product buzz continues to improve on a QoQ basis:

News aside, the opportunity continues to build for long-term investors.

Related Posts

5 Stocks to Watch this Week -- $WING, $RIVN, $ADBE, $SOFI, $MO

Here are some stocks that the LikeFolio team is watching […]

Read More
Is SOFI a long-term winner?

The stock surged higher on the news, initially gaining nearly […]

Read More

Related Posts

Related Reports


Get FREE insights in your inbox every week with the Daily Drop.

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

Partner Sites

© 2023
 LikeFolio. All Rights Reserved.
Privacy Policy
Terms of Use
LikeFolio userslaptop-phonepie-chartselect