PGY Pagaya Technologies Ltd. Class A Ordinary Shares Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
05:49
Apr 16
Apr 16
r/stocks
Bullish Pagaya on low valuation, growth, ABS deal, analyst targets.
Author is bullish on Pagaya as a second AI lending play, noting it trades at $13-14 versus Benchmark's $33 and Citizens' $22 targets, with revenue up 26% to $1.3B, adjusted EBITDA up 76% to $371M, and a just-closed $600M AAA-rated personal loan ABS transaction. They argue DCF models suggest a massive discount to intrinsic value and that lack of retail hype explains the cheapness.
PGY
Pagaya Technologies Ltd. Class A Ordinary Shares
Long
1ST
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22:32
Feb 09
Feb 09
3PRO TV
Claude threatens Pagaya's AI underwriting niche.
Pagaya is at risk because Anthropic's Claude expansion into financial services directly threatens its AI-driven credit-underwriting niche; it serves lower-credit borrowers and is sensitive to high rates, and its revenue guidance has been cut, illustrating broader AI replacement risk for exposed software companies.
PGY
Pagaya Technologies Ltd. Class A Ordinary Shares
Avoid
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16:46
Feb 09
Feb 09
PGY: avoid, no position disclosed Stock list
PGY
Pagaya Technologies Ltd. Class A Ordinary Shares
Avoid
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About PGY Investor Commentary
Across the available history and selected sources, Buzzberg tracks PGY (Pagaya Technologies Ltd. Class A Ordinary Shares) across 16 sources: 20 bullish vs 0 bearish calls from 23 authors. Historical directional balance: 53% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 38 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: u/Sudden-Duty312, Park Myung-seok, pepinveststocks.