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Bitcoin's breakout sent fintech stocks flying Friday, but the gains spread unevenly across SoFi, Robinhood, and Affirm in a way that reveals exactly which names actually have skin in the crypto game.

Klarna and Affirm are bleeding while PayPal quietly climbs, and the gap between them points to a shift in how investors are sizing up the future of buy now, pay later.

AFRM's faster growth, expanding BNPL ecosystem and lower valuation multiple give it the edge over V for greater upside potential.

Affirm Holdings stock is coming off a very strong three year run, yet the current checks suggest the shares are trading at a premium to an estimate of intrinsic value based on the Excess Returns model and on standard market multiples. That gap between recent returns and valuation signals is what investors now have to weigh. Affirm Holdings has delivered a very large 3 year return of about 4.3x, which puts extra focus on whether recent gains already reflect the business outlook. Recent...

Its options price a wide dollar range for the year ahead, and still a calmer one than the stock has just delivered.

Jim Cramer called out analysts for piling into the same fintech names at the same time, and the recent carnage in SoFi, Klarna, and PayPal suggests he spotted something the buy ratings missed.

A sharp move in the Treasury market sent fintech stocks surging at midday Wednesday, but the year-to-date scorecards for SoFi and Upstart tell a far more complicated story than a single rally can fix.

JPMorgan and Bernstein also cut, to $18 and $16, after the guidance reduction

Klarna posted a Q2 beat and raised its profit outlook, yet the stock cratered while rivals shrugged. The reason behind that split tells a very different story than the headline numbers suggest.

Klarna stock plunged after the consumer financing firm reported Q2 earnings that topped views but the company lowered guidance.

Affirm Holdings (AFRM) concluded the recent trading session at $74.52, signifying a -4.89% move from its prior day's close.

Klarna shares are shedding gains right before the BNPL firm's most watched earnings release since its IPO, and the moves rippling through Sezzle, Affirm, and PayPal tell very different stories about where investor conviction actually sits.

Shares of buy now, pay later company Affirm (NASDAQ:AFRM) jumped 6.9% in the afternoon session after BMO Capital Markets raised its price target on the stock, coupled with growing excitement for its upcoming earnings report and news of large banks increasing their holdings.

This payment processor's stock is on a tear, fueled by real business success, but investors now face the classic question of whether the next leg of growth is already built into the price.

The businesses that produced this recovery were named in the company's own reports well before the shares moved.

AMAT posts record Q3 results as AI-driven demand lifts revenues, advanced packaging and memory growth, while Q4 guidance points to further gains.

Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here. Fund performance improved significantly in Q2, achieving a return of 36.3% as tensions in Iran eased. Since inception, it has met its goal of annualized returns of 16.5%. The outlook for the next […]

Financial technology and payments companies outperformed quarterly estimates as consumer spending tu

Rekor Systems (REKR) delivered earnings and revenue surprises of +100.00% and +0.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Affirm Holdings (AFRM) has drawn fresh attention after recent share price moves, with the stock closing at US$73.40. Investors are rechecking the company’s fundamentals and recent performance across different time frames. See our latest analysis for Affirm Holdings. The recent 1 month share price return, which is down 10.41%, suggests some momentum has cooled in the short term, even though the 3 year total shareholder return of about 4x still reflects a very strong longer term outcome. If...

Lumentum's Q4 earnings and revenues surge as cloud and AI demand drives record transceiver shipments and 1.6T product shipments begin.

DAVE's Q2 revenues rise 30%, and EBITDA jumps 48%, but slowing growth triggers a pullback even as guidance, margins and credit trends improve.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

The digital payments giant sent a fortune back to its owners, yet the stock fell far behind the market. Here is the accounting of what that cash really bought.

Dave lost 97% of its value before a 1-for-32 reverse split. Now the fintech stock has surged back. The story is a warning to investors as SPACs mount a comeback.

Affirm Holdings (AFRM) closed at $76.58 in the latest trading session, marking a -2.41% move from the prior day.

PayPal's stock has returned to a price zone that has historically launched powerful rallies, after trading well below it as recently as last month.

SoFi just posted record revenue and a 50% earnings jump, yet the stock cratered anyway and sits near its worst levels of the year. The path back to $25 demands more than strong growth numbers.

SOFI delivers robust Q2 growth, record member and loan gains, and raises its 2026 revenue outlook despite Technology Platform pressure.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.