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Bank of America dropped a fresh price target on Affirm just as yields began to ease, and the combination sent buy-now-pay-later stocks racing ahead of a sleepy broad market. Whether the rally holds depends on a credit question Levchin himself flagged on live television.
Every consumer watching gas prices should hear this warning from the Affirm CEO after its strong earnings report.
Bank of America says Affirm’s own guidance is hiding the best parts of its growth.
A global bond selloff is carving a precise line through fintech, punishing two lenders while leaving one brokerage almost untouched, and the reason why reveals exactly how rate exposure separates winners from losers in this sector.
Inflation is prompting consumers to turn to Affirm’s zero-interest buy now, pay later loans, the company’s latest financial results suggest.
Affirm Holdings (NASDAQ:AFRM) just delivered its most profitable quarter ever, and the stock still fell 4.26% anyway. That gap between the numbers and the market’s reaction is the story here. On the earnings call held August 27, founder and CEO Max Levchin announced he’s stepping back from day-to-day execution to chase the next generation of […]
Merchant count rose 51% to 571,000 as the Affirm Card reached 5.2 million users
AFRM's Q4 earnings beat is driven by 36% GMV growth, rising transactions and card adoption, while credit losses and expenses increase.
SoFi's product flywheel gains traction as cross-buy rises, non-lending products expand, and fee-based growth broadens its financial-services model.
Affirm just posted one of its strongest quarters in years, yet its stock is sliding twice as fast as the broad market to start the week. The disconnect between the numbers and the price action points to something happening beneath the surface that every investor in the name needs to understand.
Crude oil surged on fresh Middle East tensions and Tesla shot up 4% while the broader market fell, but the last time this exact trade appeared, it collapsed before most traders could act on it.
CEO Levchin shifts focus to next-gen products as card adoption accelerates.
On August 28, Affirm Holdings (NASDAQ:AFRM) gave investors two very different signals in the same breath. The buy now, pay later company posted a fiscal fourth quarter that blew past Wall Street’s numbers, yet CEO Max Levchin used the moment to flag something less comfortable: gas prices are squeezing the very shoppers driving that growth. […]
Affirm Holdings (NasdaqGS: AFRM) is expanding its global buy now, pay later reach through the launch of Shop Pay Installments in Australia via its partnership with Shopify. The Australian rollout broadens access to pay later options for Shopify merchants and shoppers in a competitive market for installment products. Affirm has promoted Michael Linford to President, adding a new senior leadership role alongside his existing responsibilities. The combination of international product expansion...
Affirm Holdings (AFRM) is back in focus after fiscal fourth quarter results topped analyst expectations, with revenue rising 33% to $1.17b and gross merchandise volume reaching $14.1b, alongside guidance that outpaced forecasts. Affirm Holdings shares have picked up momentum into these results, with a 30 day share price return of 10.91% and a 90 day share price return of 5.58%. However, the 1 year total shareholder return is still down 12.10%, reflecting lingering risk concerns despite a 3...
Shares of buy now, pay later company Affirm (NASDAQ:AFRM) jumped 5.3% in the afternoon session after the company reported second-quarter 2026 financial results, beating Wall Street's revenue and earnings expectations. According to a company press release, Affirm generated revenue of $1.17 billion, up 33% year over year, and delivered GAAP profit of $4.62 per share alongside pre-tax profit of $169.1 million. Both figures came in well ahead of Wall Street expectations, with revenue topping analyst
Financial stocks rose Friday as the NYSE Financial Index and the State Street Financial Select Secto
Buy now, pay later company Affirm (NASDAQ:AFRM) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 33% year on year to $1.17 billion. On top of that, next quarter’s revenue guidance ($1.21 billion at the midpoint) was surprisingly good and 3.6% above what analysts were expecting. Its GAAP profit of $4.62 per share was significantly above analysts’ consensus estimates.
Financial stocks advanced in Friday afternoon trading, with the NYSE Financial Index rising 0.5% and
Revenue climbed 33% to $1.17 billion in the fiscal fourth quarter, while gross merchandise volume rose 36% to $14.1 billion
Affirm (AFRM) continues to widen its lead over peers in the buy now, pay later space, RBC Capital Ma
Stripe and Advent International just walked away from a potential $50 billion PayPal takeover, and the BNPL challengers are celebrating loudly. Here is what the Friday moves actually signal about who wins and who is still exposed.
Stocks are off to a mixed start as all eyes turn toward Jackson Hole, where Kevin Warsh is set to give his first keynote speech as chairman of the Federal Reserve.
In an interview with CNBC, Affirm CEO Max Levchin said higher interest rates would have a limited impact on Affirm’s business and funding model.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...
AFRM's Australia comeback through Shopify's Shop Pay Installments opens a growth channel as GMV, revenues and its user base continue to rise.
Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.
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