Pagaya Guides 2026 Revenue to $1.425B-$1.525B, Above Consensus
PGY sits 72% above its 52-week low of $10.4.
Summary
Pagaya issued 2026 revenue guidance of $1.425B-$1.525B, a range that sits above the $1.38B consensus and implies 15-23% growth over the $1.24B baseline from the last 10-K. This is the first time management has put a number on the full year, and the midpoint of $1.475B represents a material step-up from the $318M quarterly run rate reported in Q1. The guidance follows a strong Q1 beat and a series of partnership wins with Sezzle and Experian, suggesting the pipeline is converting into revenue. With the stock at $17.91 and a $1.34B market cap, the top-line trajectory is the key debate — this print gives bulls a concrete number to model against.
At the time of this announcement, PGY was trading at $17.91 on NASDAQ in the Finance sector, with a market capitalization of approximately $1.3B. The 52-week trading range was $10.40 to $44.99. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Dow Jones Newswires.