
Stonegate Capital Partners Updates Coverage on OppFi, Inc. (OPFI) 1Q26 | OPFI Stock News

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Stonegate Capital Partners has updated its coverage on OppFi, Inc. (NYSE: OPFI) following its 1Q26 results. The company is transitioning to a bank-enabled, deposit-funded model with the pending BNCC acquisition, which is expected to enhance growth and drive significant adjusted EPS accretion. Despite a decline in net originations, revenue and receivables increased, reflecting a focus on credit discipline and long-term platform expansion. Key product and technology investments are set to provide multiple catalysts for growth in 2026, with revenue guidance maintained at $650M-$675M and adjusted EPS at $1.76-$1.84.
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