NewtekOne Inc

A Bullish Pivot Point at the mid-March low, confirmed by price reclaiming the 9-day and 20-day EMAs on rising volume, signals a medium-term bullish mean-reversion opportunity. Short-term timing is favorable as EMAs flatten and turn up alongside a recovering RSI, justifying immediate entry. However, the prevailing long-term downtrend tempers conviction, and failure to sustain above the EMAs or a drop below the pivot low would invalidate the thesis.

• ↑Net interest income jumped from $16.2m in Q2’25 to $25m in Q2’26, stabilizing revenue
• ↑Q2’26 total revenue reached $41.3m, up 14% YoY on net interest income growth
• ↓Shift toward holding more SBA loans may pressure earnings over coming quarters