AFRM's merchant count hits 358K with strong GMV growth and global expansion fueling its BNPL momentum.
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AFRM pushes into Canada and the U.K. with new partnerships, aiming to drive global BNPL growth and expand its user base.
The "Buy Now, Pay Later" (BNPL) wave continues to reshape how consumers approach purchases, and Affirm Holdings NASDAQ: AFRM is a significant force within this transformation. Offering flexible payment solutions, Affirm recently reported a noteworthy financial milestone, marking a return to profitability with a quarterly GAAP net income.
Affirm Holdings, Inc. (NASDAQ:AFRM ) Annual William Blair Growth Stock Conference June 5, 2025 ET Company Participants Michael A. Linford - Chief Operating Officer Conference Call Participants Andrew William Jeffrey - William Blair & Company L.L.C.
Affirm's rapid growth in Gross Merchandise Volume and Affirm Card adoption underpins my 'buy' rating, with nearly 2 million active card users and strong sales momentum. Profitability is accelerating: adjusted operating profit up 120% YoY and margins expanding, with Affirm on the verge of GAAP profitability. Affirm stands out among fintech peers for its exceptional projected profit growth and exposure to the expanding buy now, pay later, and eCommerce markets.
AFRM rises above its 200-day SMA as product growth, loyal users and global expansion boost investor interest.
Recently, Zacks.com users have been paying close attention to Affirm Holdings (AFRM). This makes it worthwhile to examine what the stock has in store.
Despite recent growth, some investors see a darker future for the industry
Affirm expands BNPL services to Canada through Williams-Sonoma, boosting its reach across premium brands like West Elm and Pottery Barn.
AFRM joins forces with Cali Pass, which allows skiers to split costs with flexible and transparent payment options for passes and lift tickets.
Affirm joins forces with Costco and Mattress Firm to expand its reach by offering flexible and transparent pay-over-time options.