An AI lending company that uses artificial intelligence for risk modeling.
7 AI-extracted insights from 2 sources — podcasts, YouTube channels, and X/Twitter accounts.
Based on 1 scored insight about Pagaya Technologies Ltd..
The 2 sources with the most insights about Pagaya Technologies Ltd. on Kazuha.
AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.
Viewed as a peer in the lending space that is currently depressed; the analyst prefers FIGR due to higher margins.
Highlighted as a very cheap and undervalued partner in the fintech ecosystem providing critical credit decisioning tools.
Mentioned as a peer whose poor stock performance is in line with HIMS, suggesting the negative sentiment affecting the high-growth sector is market-wide rather than a company-specific problem.
Now classified as 'dirt cheap' after a recent 15-20% drop, which is attributed to market flows and liquidity needs rather than any negative fundamental analysis of the company.
Considered 'interesting' due to high profitability (29% EBITDA margin) but has slower growth (15%) and a complex balance sheet, making it a 'too hard pile' investment for now.
Bearish sentiment as the stock was down significantly (-21%) after reporting earnings, likely due to weak guidance despite beating on EPS and revenue.
An interesting AI play at a very cheap valuation. It is given a slight edge over Upstart because it avoids the risky auto lending sector.
Viewed as a peer in the lending space that is currently depressed; the analyst prefers FIGR due to higher margins.
Highlighted as a very cheap and undervalued partner in the fintech ecosystem providing critical credit decisioning tools.
Mentioned as a peer whose poor stock performance is in line with HIMS, suggesting the negative sentiment affecting the high-growth sector is market-wide rather than a company-specific problem.
Now classified as 'dirt cheap' after a recent 15-20% drop, which is attributed to market flows and liquidity needs rather than any negative fundamental analysis of the company.
Considered 'interesting' due to high profitability (29% EBITDA margin) but has slower growth (15%) and a complex balance sheet, making it a 'too hard pile' investment for now.
Bearish sentiment as the stock was down significantly (-21%) after reporting earnings, likely due to weak guidance despite beating on EPS and revenue.
An interesting AI play at a very cheap valuation. It is given a slight edge over Upstart because it avoids the risky auto lending sector.
Other assets that creators frequently mention in the same content as Pagaya Technologies Ltd..
The most active sources covering Pagaya Technologies Ltd. (PGY) on Kazuha are @BeatTheDenominator, @amitinvesting. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.
Kazuha has indexed 7 AI-extracted insights about Pagaya Technologies Ltd. (PGY) from 2 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.
Creators covering Pagaya Technologies Ltd. (PGY) most frequently also discuss SOFI, HIMS, PLTR, UPST, SEZL. See the "Discussed alongside" section above for full asset pages.