Author argues Pagaya Technologies is undervalued based on market cap versus expected 2026 revenue, growth, and analyst targets.
PGY — LONG The author argues Pagaya Technologies is very undervalued, citing a $1.85 billion market cap against expected 2026 revenue of $1.46 billion and 40% year-over-year revenue growth. Analyst price targets of $40 versus the current $23 imply substantial upside if the growth materializes. The main stated risk is implicit in the valuation gap, but no explicit risk is given.
Very undervalued play…..
This Reddit post, published January 14, 2026, features u/Exact-Rush-3250 discussing PGY. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Exact-Rush-3250 · Tickers: PGY