Affirm has shown strong execution and growth in the BNPL sector, with 36% YoY GMV growth. The company's solid balance sheet, partnerships with Amazon and Shopify, and positive GAAP net income round out a compelling investment setup. Market skepticism around AFRM's ability to sustain growth and profitability amidst economic downturns presents both risks and buying opportunities.
Affirm Holdings, Inc. (NASDAQ:AFRM ) J.P. Morgan 53rd Annual Global Technology, Media, and Communications Conference May 13, 2025 4:30 AM ET Company Participants Michael Linford – Chief Operating Officer Conference Call Participants Reginald Smith – JPMorgan Reginald Smith Good afternoon.
The charismatic host of CNBC's Mad Money Jim Cramer has long been a polarizing figure in the investment world.
The deal positions AFRM well for the summer shopping season by offering consumers more payment flexibility at a time of increased spending.
Zacks.com users have recently been watching Affirm Holdings (AFRM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
AFRM's focus on 0% APR offerings have already triggered improved consumer acquisition trends and healthier risk profile, during an uncertain macro environment. The BNPL company has also reached an improved operating scale, as observed in its positive profit margins and raised FY2025 guidance. While AFRM may appear to be trading at a notable premium at current levels, the stock continues to offer rich double digits upside potential, if not, near doubling.
Affirm CEO Max Levchin explains the buy-now, pay-later company's increased guidance and the opportunity it sees from its new deal with Costco. Levchin speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Technology.
Affirm's disappointing forecast sparked a selloff in the company's stock price on Friday. CEO Max Levchin said the company's strategy of going big in 0% loans is about "taking share from credit cards.
AFRM's fiscal Q3 results benefit from improved repeat customer transactions and servicing income. It currently forecasts GMV to be in the range of $35.7-$36 billion in fiscal 2025.
"We need to be cautious heading into the weekend" with China trade negotiations, says @ProsperTradingAcademy's Scott Bauer, though he sees opportunities in corners of the stock market. He talks about why he's watching Affirm (AFRM), Crocs (CROX), and First Solar (FSLR).
Five cloud-computing stocks have strong earnings and revenue growth potential for 2025. These are: FIVN, AFRM, MSFT, JNPR, TYL.
In its fiscal third quarter, Affirm's gross merchandise value jumped double digits, all but one spending category showed gains, underscoring the appeal of paying over time, and 1.8 million new consumers transacted within the platform's growing ecosystem.