Pagaya raises 2026 guidance significantly. The fintech platform forecasts $110M to $160M in GAAP net income for 2026, marking continued momentum after achieving its fifth consecutive profitable quarter. The company also announced Jon Dobres as its new Chief Financial Officer, strengthening leadership as it scales operations. Pagaya's improved outlook reflects strong demand for its AI-powered lending platform and successful asset-backed securitization funding initiatives. The guidance increase signals management confidence in revenue growth and operational efficiency improvements. Investors are watching how the company executes against these targets while navigating the competitive fintech lending landscape and broader economic conditions affecting credit markets.
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