AFRM's 76% surge in six months reflects strong earnings momentum, extending partnerships and expanding global reach across BNPL and beyond.
AFRM's deepened collaboration with Google on AP2 positions it to lead the evolution of secure, agent-led digital payments.
Affirm Holdings, Inc. is rated a Buy due to strong growth, recent profitability, and strategic partnerships, notably with Google for agentic commerce integration. AFRM's metrics are impressive: 43% GMV growth, 24% increase in active users, and rising transaction frequency, with expanding in-store card adoption. Valuation is high but justified by operating leverage, new growth avenues, and a large addressable market; expect volatility and potential pullbacks.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
In the latest trading session, Affirm Holdings (AFRM) closed at $74.83, marking a -3.36% move from the previous day.
AFRM expands into Ace Hardware stores, offering buy now, pay later options that boost shopper flexibility and fuel its retail growth push.
Affirm (NASDAQ: AFRM) stock has declined by 17.5% over 5 trading days. While company-specific news has been somewhat limited, insider selling appears to have weighed on the stock with a substantial share sale by CEO Max Levchin.
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Following a robust quarterly performance and an upbeat outlook, Affirm's stock (NASDAQ: AFRM) has soared over 20% in the last month. This growth was also fueled by a strategic expansion of its partnership with Apple Pay for in-store purchases and new integrations with ServiceTitan and Stripe Terminal.
AFRM deepens its BNPL footprint with new ServiceTitan and Vagaro deals, expanding into home repairs, beauty, fitness and wellness services.
AFRM's BNPL momentum, merchant expansion and earnings growth give it stronger upside than XYZ's diversified but slower portfolio.
Affirm's strong Q4 beat and upbeat outlook lift shares, but Klarna's looming IPO is testing investor confidence in the BNPL player.