MoneyLion (ML)

• Market cap: $974M
• 1 day: 0.68%
• 5 days: 1.32%
• 1 month: 0.58%
• 3 months: 79.57%
• 6 months: 6.09%
• Year to date: 0.63%
• 1 year: 57.76%
• 5 years: -66.49%
• 10 years: -66.49%
• Sector: Financials
• Industry: Finance Services

About: MoneyLion Inc is a mobile banking and financial membership platform that empowers people to take control of their finances. It is a full-service digital platform to deliver mobile banking, lending, and investment solutions. The company offers a personalized, all-in-one, digital financial platform that provides convenient, low-cost access to banking, borrowing, and investing solutions tailored for its customers, rooted in data, and delivered through its proprietary technology platform.

Employees: 600

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

421% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $635K

100% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 23

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

1% more funds holding

Funds holding: 111 [Q2] → 112 (+1) [Q3]

6.45% less ownership

Funds ownership: 52.81% [Q2] → 46.36% (-6.45%) [Q3]

50% less funds holding in top 10

Funds holding in top 10: 4 [Q2] → 2 (-2) [Q3]

50% less capital invested

Capital invested by funds: $419M [Q2] → $208M (-$211M) [Q3]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $82 5% downside
• Avg. target: $94 8% upside
• High target: $100 15% upside

3 analyst ratings

• positive: 1 33%
• neutral: 2 67%
• negative: 0 0%

Lake Street Jacob Stephan 67% 1-year accuracy 6 / 9 met price target	5% downside $82	Hold Downgraded	11 Dec 2024
Needham Kyle Peterson 57% 1-year accuracy 34 / 60 met price target	15% upside $100	Hold Downgraded	11 Dec 2024
Northland Capital Markets Mike Grondahl 63% 1-year accuracy 27 / 43 met price target	15% upside $100	Outperform Maintained	27 Nov 2024