Affirm Holdings, Inc. (AFRM)
Affirm's Inflection Is Here - Possible Near Doubling Upside
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 Explains Company's Guidance
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 shares drop 13% on weak forecast, concerns over CEO's bet on 0% loans
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.
Affirm's Q3 Earnings Beat Estimates on Solid GMV Growth
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.
The Big 3: AFRM, CROX, FSLR
"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).
Buy These 5 Cloud Computing Stocks to Strengthen Your Portfolio
Five cloud-computing stocks have strong earnings and revenue growth potential for 2025. These are: FIVN, AFRM, MSFT, JNPR, TYL.
Affirm Card GMV Jumps 115%, Says It Can Weather ‘Recession Scenario'
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.
Signs of Trade Deal Hope Fuels Markets
Markets rose today on hopeful sentiment regarding trade deals with U.S. partners after an agreement with the UK.
Affirm Holdings, Inc. (AFRM) Q3 2025 Earnings Call Transcript
Affirm Holdings, Inc. (NASDAQ:AFRM ) Q3 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Zane Keller - Head of IR Max Levchin - Founder and CEO Rob O'Hare - CFO Michael Linford - COO Conference Call Participants Andrew Jeffrey - William Blair Dan Dolev - Mizuho Moshe Orenbuch - TD Cowen Rob Wildhack - Autonomous Research Adam Frisch - Evercore ISI Ramsey El-Assal - Barclays Will Nance - Goldman Sachs James Faucette - Morgan Stanley Matthew O'Neil - FT Partners Kyle Peterson - Needham & Company Vincent Caintic - BTIG David Scharf - Citizens Capital Markets Giuliano Bologna - Compass Point Reggie Smith - JPMorgan Operator Good afternoon. Welcome to the Affirm Holdings Third Quarter Fiscal 2025 Earnings Call.
Affirm Holdings (AFRM) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Affirm Holdings (AFRM) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Affirm Holdings (AFRM) Q3 Earnings Top Estimates
Affirm Holdings (AFRM) came out with quarterly earnings of $0.01 per share, beating the Zacks Consensus Estimate of a loss of $0.09 per share. This compares to loss of $0.43 per share a year ago.
Affirm, Costco Launch BNPL Partnership for eCommerce
Affirm is partnering with Costco to offer online shoppers the option to pay over time for transactions. The financial services company announced the collaboration Thursday (May 8) in a shareholder letter.
