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2 Reasons to Sell AFRM and 1 Stock to Buy Instead
StockStory81d agoneutral
2 Reasons to Sell AFRM and 1 Stock to Buy Instead

Over the last six months, Affirm’s shares have sunk to $64.95, producing a disappointing 5.6% loss - a stark contrast to the S&P 500’s 9.7% gain. This was partly due to its softer quarterly results and might have investors contemplating their next move.

Will Deeper Google and Royal Caribbean Integrations Change Affirm Holdings' (AFRM) Narrative
Simply Wall St.85d agoneutral
Will Deeper Google and Royal Caribbean Integrations Change Affirm Holdings' (AFRM) Narrative

Affirm Holdings Inc. recently expanded its collaboration with Google LLC, rolling out its installment payment options into Google Search, AI Mode, the Gemini app, and Google Pay checkout, while also extending its Royal Caribbean partnership to holidaymakers in the U.K. and Canada on top of the existing U.S. offering. These moves deepen Affirm’s presence across both major travel and technology ecosystems, potentially increasing how often consumers encounter its transparent, fee-free...

1 Mid-Cap Stock for Long-Term Investors and 2 That Underwhelm
StockStory88d agoneutral
1 Mid-Cap Stock for Long-Term Investors and 2 That Underwhelm

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

Assessing Affirm Holdings (AFRM) Valuation After Google Partnership And Recent Share Price Strength
Simply Wall St.91d agobullish
Assessing Affirm Holdings (AFRM) Valuation After Google Partnership And Recent Share Price Strength

Affirm Holdings (AFRM) is back in focus after announcing a new collaboration with Google that will put its buy now, pay later options directly into Google Search, AI Mode, the Gemini app and Google Pay checkout. See our latest analysis for Affirm Holdings. The stock has had a strong 90-day share price return of 32.14% and a 10.40% 30-day share price gain, even though the year-to-date share price return is down 11.09%. Over the longer term, the 1-year total shareholder return of 25.20% and...

Affirm (AFRM) Is Doing The Right Thing With AI, Says Jim Cramer
Insider Monkey93d agoneutral
Affirm (AFRM) Is Doing The Right Thing With AI, Says Jim Cramer

We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Affirm Holdings, Inc. (NASDAQ:AFRM) is one of the stocks discussed by Jim Cramer. Buy now, pay later products and services provider Affirm Holdings, Inc. (NASDAQ:AFRM) is one of Jim Cramer’s top stocks in the space. The shares are up […]

Mizuho Hikes Affirm Price Target to $100 as $100 Billion GMV Goal Powers Bull Case
24/7 Wall St.93d agoneutral
Mizuho Hikes Affirm Price Target to $100 as $100 Billion GMV Goal Powers Bull Case

Mizuho analyst Dan Dolev just turned up the volume on the bull case for Affirm Holdings (NASDAQ:AFRM), raising his price target to $100 from $95 while keeping an Outperform rating. The driver: Affirm’s pre-investor-forum disclosure of a $100 billion gross merchandise volume (GMV) target, which implies roughly 25% annual growth. For prudent investors, the price ... Mizuho Hikes Affirm Price Target to $100 as $100 Billion GMV Goal Powers Bull Case

George Kamel: The Consumer Debt Cycle Is ‘Exactly Like Drug Addiction’
24/7 Wall St.93d agoneutral
George Kamel: The Consumer Debt Cycle Is ‘Exactly Like Drug Addiction’

Can’t afford it? No problem: Just borrow money. At the popular (and pricey) Coachella music festival, about 60% of attendees borrowed money to buy their tickets, according to Billboard. It’s a perfect illustration of how the modern consumer debt cycle behaves like a drug addiction, said George Kamel of Ramsey Solutions. On a recent episode ... George Kamel: The Consumer Debt Cycle Is ‘Exactly Like Drug Addiction’

Klarna Is Up 15% Today: Is It Outperforming Other BNPL Stocks Like Affirm and Sezzle?
24/7 Wall St.93d agobullish
Klarna Is Up 15% Today: Is It Outperforming Other BNPL Stocks Like Affirm and Sezzle?

Shares of Klarna Group (NYSE:KLAR) are up roughly 15% intraday in Thursday morning trading, changing hands near $15.80 after a prior close of $13.69. The pop comes against an otherwise quiet session for the broader buy now, pay later (BNPL) group. By contrast, Affirm Holdings (NASDAQ:AFRM) stock is up 2% at $64.61, and Sezzle (NASDAQ:SEZL) ... Klarna Is Up 15% Today: Is It Outperforming Other BNPL Stocks Like Affirm and Sezzle?

Affirm Unveils Aggressive Expansion Blueprint
Benzinga94d agoneutral
Affirm Unveils Aggressive Expansion Blueprint

Affirm Holdings, Inc. (NASDAQ:AFRM) shares are trading lower on Wednesday. Bank of America Securities (BofA) hosted the company's Investor Day in New York, where management outlined long-term growth opportunities tied to new products, international expansion, and broader adoption of its consumer finance platform. GMV Growth Targets And Revenue Outlook Affirm reiterated its target of reaching $100 billion in annual gross merchandise volume, or GMV, over the medium term, which BofA models around f

U.S. Consumer Spending Tops $21.86T: 5 Fintech Stocks Under $75
24/7 Wall St.94d agobullish
U.S. Consumer Spending Tops $21.86T: 5 Fintech Stocks Under $75

Americans are still swiping, tapping, and clicking through record consumption. Total personal consumption expenditures hit $21.86 trillion in March 2026, up from $20.68 trillion a year earlier, and financial services spending climbed to $1,82 trillion. The rails carrying that money are owned by fintechs, but pure-play leaders trade at a premium. Pure-play leaders sit at ... U.S. Consumer Spending Tops $21.86T: 5 Fintech Stocks Under $75

Jim Cramer on Affirm: “This Is Now a Very Profitable Business”
Insider Monkey94d agoneutral
Jim Cramer on Affirm: “This Is Now a Very Profitable Business”

Affirm Holdings, Inc. (NASDAQ:AFRM) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer noted a “great opportunity” in the stock, as he said: Alright, what do we make of these numbers from Affirm Holdings, the king of buy now, pay […]

BofA Hikes Affirm Price Target to $88: Clean Beat and Raise Sets Up the May 12 Investor Day
24/7 Wall St.96d agobullish
BofA Hikes Affirm Price Target to $88: Clean Beat and Raise Sets Up the May 12 Investor Day

Bank of America (NYSE:BAC) analyst Matthew O’Neill raised his price target on Affirm to $88 from $82 on May 11, while reiterating a Buy rating. The analyst upgrade follows a “clean beat and raise” fiscal Q3 2026 report and frames the recent share dip as “a brief air pocket” ahead of the company’s investor forum. ... BofA Hikes Affirm Price Target to $88: Clean Beat and Raise Sets Up the May 12 Investor Day

Is It Too Late To Consider Affirm Holdings (AFRM) After Its Recent Rally?
Simply Wall St.97d agobullish
Is It Too Late To Consider Affirm Holdings (AFRM) After Its Recent Rally?

If you are wondering whether Affirm Holdings at around US$67.36 is priced for opportunity or already reflects high expectations, the starting point is understanding what the recent share moves and formal valuation checks are saying. The stock has returned 4.8% over the last week and 42.1% over the last month, while the year to date return is a 9.0% decline and the 1 year return stands at 24.1%. A very large 3 year gain and a 39.3% return over 5 years provide a broader backdrop. Recent market...

The Money Guy Show: Buy Now, Pay Later Schemes Are Never Worth It
24/7 Wall St.99d agobullish
The Money Guy Show: Buy Now, Pay Later Schemes Are Never Worth It

Many Americans want to have it all, even if they don’t have the funds to pay for it. Enter buy now, pay later (BNPL) programs. Risk-free instant gratification? Well not really, says Brian Preston of The Money Guy Show. “85% of users are actually … spending more than if they had just paid cash for ... The Money Guy Show: Buy Now, Pay Later Schemes Are Never Worth It

Affirm Q3 Earnings Call Highlights
MarketBeat100d agoneutral
Affirm Q3 Earnings Call Highlights

Affirm (NASDAQ:AFRM) executives told investors on the company’s fiscal third-quarter 2026 earnings call that they are seeing stable credit performance and an unusually supportive funding environment, while continuing to push product initiatives such as the Affirm Card, app-based shopping features, a

Affirm Posts a Beat and Raise as Volumes Surge. The Stock is Sliding Anyway.
Barrons.com100d agobullish
Affirm Posts a Beat and Raise as Volumes Surge. The Stock is Sliding Anyway.

Affirm Holdings delivered a strong showing in its fiscal third quarter, hiking its full-year outlook amid a surge in transaction volume and revenue that was bolstered by an expanding customer base. Gross merchandise volume (GMV) surged 35% to $11.6 billion, marking what CEO Max Levchin referred to as Affirm’s “tenth consecutive quarter of over-30% growth” in a letter to shareholders. The metric represents the total dollar value of all transactions processed on Affirm’s platform within a specific period, adjusted for any refunds, and serves as an indicator of total sales volume rather than revenue earned.

PayPal Stock Drops Despite Strong Results. Is This a Buying Opportunity?
Trefis101d agobearish
PayPal Stock Drops Despite Strong Results. Is This a Buying Opportunity?

Paypal (NASDAQ: PYPL) came into Q1 2026 as a company in the middle of a reset and still managed to beat across the board. Revenue landed at $8.35 billion versus expectations of $8.05 billion. Adjusted EPS came in at $1.34, comfortably ahead of the $1.27 estimate. Total payment volume hit $464 billion, up 11% year over year, the highest in its history. And yet, the stock fell almost 9% before the market even opened.

PayPal Tumbles 10% Despite Q1 Earnings Beat: Is the Venmo Spin-off Enough to Save the Stock?
24/7 Wall St.102d agobearish
PayPal Tumbles 10% Despite Q1 Earnings Beat: Is the Venmo Spin-off Enough to Save the Stock?

PayPal Holdings (NASDAQ:PYPL) shares are tumbling roughly 10% in early trading Tuesday morning to about $45.50, after the company reported a Q1 2026 earnings beat alongside a soft Q2 outlook. The stock closed Monday at $50.39 before the report. The slide extends an already painful run. PYPL stock entered the earnings report down 13% year ... PayPal Tumbles 10% Despite Q1 Earnings Beat: Is the Venmo Spin-off Enough to Save the Stock?

How Investors Are Reacting To Affirm Holdings (AFRM) Earnings Optimism, Valuation Tension, And Insider Selling
Simply Wall St.102d agobearish
How Investors Are Reacting To Affirm Holdings (AFRM) Earnings Optimism, Valuation Tension, And Insider Selling

In recent weeks, Affirm Holdings has drawn attention as investors look ahead to its early May 2026 earnings release, where analysts project substantial year-over-year improvements in earnings and revenue while the company attends several high-profile investor conferences in early June. This combination of earnings optimism, a valuation sitting above some fair-value estimates, and recent insider selling is sharpening the market’s focus on how much growth is already reflected in...