Top 10 AI Infrastructure Stocks to Buy Now

8. SoFi Technologies, Inc. (NASDAQ:SOFI)

Number of Hedge Fund Holders: 44

Given the company’s popularity among hedge funds and the bullish sentiment surrounding it, SoFi Technologies, Inc. (NASDAQ:SOFI) makes it to our list of the Top 10 AI Infrastructure Stocks to Buy Now.

Barclays increased its price target on SoFi Technologies, Inc. (NASDAQ:SOFI) from $12 to $18, while maintaining a ‘Hold’ rating. The increased price target, which was announced on July 11, 2025, is attributed to the company’s improving card delinquency trends through May, which indicates potentially lower write-offs in Q2, improving sentiment ahead of the July 29 earnings release.

Meanwhile, the company’s share price has risen 40.77% in the past month, driven by the boost in investor interest due to SoFi Technologies, Inc.’s (NASDAQ:SOFI) return to crypto and its planned stablecoin. Furthermore, SoFi Technologies, Inc.’s (NASDAQ:SOFI) recently announced partnership with Cashmere is expected to expand its Alternative Investment Platform, which is critical to attracting high-value, long-term investors. Looking ahead, analysts on Wall Street forecast Q2 EPS at $0.06, which is a significant jump from $0.01 a year ago. At the same time, the revenue estimate is set at $802 million.

SoFi Technologies, Inc. (NASDAQ:SOFI) offers consumer lending, investing, and digital banking services, while operating tech platforms such as Galileo and Technisys across North America and Hong Kong.