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Klarna keeps sliding weeks after a guidance cut rattled investors, while Affirm moves in the opposite direction as traders rally around its AI underwriting push. The widening gap between two of fintech's biggest names raises a pointed question about which side of this trade holds up.
AFRM has entered fiscal 2027 with strong GMV growth and improving margins, but funding costs and credit performance will test its path to sustained profitability.
Consumer lending stocks are pulling back in Wednesday morning trading while the broader financials complex barely moves. Shares of Upstart Holdings (NASDAQ:UPST), Affirm Holdings (NASDAQ:AFRM) and SoFi Technologies (NASDAQ:SOFI) are all sliding, and the sector index sits practically unchanged. That gap between the three lenders and the broader sector is the story. The Financial Select […]
Consumer lenders are getting hit far harder than the broader financials sector on Wednesday, and the gap between them points to something more specific than a rough market day for bank stocks.
Affirm Holdings (NasdaqGS: AFRM) has introduced a new transformer-based underwriting model for real-time decisions at checkout. The system is designed to assess individual borrowers in milliseconds using machine learning signals beyond traditional credit bureau data. Affirm reports that the new model targets consumers with limited credit histories who previously struggled to receive approvals. The transformer-based underwriting rollout is only one part of Affirm's story. The broader picture...
In the most recent trading session, Affirm Holdings (AFRM) closed at $71.77, indicating a +1.01% shift from the previous trading day.
Affirm has been on fire lately. In the past six months alone, the company’s stock price has rocketed 54.3%, reaching $71.22 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
SoFi stock just popped 5% while peers trade flat and the broader market barely budges, raising a question that cuts both ways: does that divergence signal a comeback or just a temporary bounce in a stock that has lost half its value this year?
Affirm Holdings (AFRM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
PayPal (PYPL) stock has fallen 14.2% over the past month to about $52, and it is still up 23.6% over three months. The bigger question is how far PayPal falls when a real market shock arrives, and how long it stays down. Its record says further than the market. Its turnaround asks for a long wait.
Affirm CEO Max Levchin said in an interview with CNBC that while human underwriters “could never do what we're doing with transformers,” they would not replace them completely.
Affirm Holdings, Inc. (NASDAQ:AFRM) has underperformed the broader market year to date, but the tide is slowly turning. Robust growth in interest-bearing loans, a strategic partnership with Shopify in Australia, and accelerating volumes at Amazon provide multiple avenues for continued growth. On September 12, Goldman Sachs raised its price target to $115 from $106, citing […]
AFRM's new AI model uses 14 years of data to expand credit approvals, boost completed purchases and improve early loan performance.
Over the past 18 months, 40 wannabe bankers have filed for charters with the Comptroller of the Currency. So far, 21 have been approved.
Investing.com -- In a note on Thursday, Mizuho floated the possibility that Affirm shares could more than double to above $200, arguing Wall Street is significantly underestimating the buy-now-pay-later company's long-term earnings power.
PayPal (PYPL) has gained 27% over the past three months while the S&P 500 returned 0.7%. Over the trailing twelve months, the stock is still down 18.7%, so the whole gain is recent. A gain that recent still needs an operating reason to hold, and management points to what PayPal lends, not to the checkout button.
Shares of Klarna (NYSE:KLAR) are trading at $14.23 on Tuesday afternoon, leaving the buy now, pay later (BNPL) lender down 51% year to date. Klarna stock is also down 32% over the past month, meaning much of the damage has landed recently rather than fading out. The rout looks isolated against Klarna’s peers. Sezzle (NASDAQ:SEZL) […]
In the latest trading session, Affirm Holdings (AFRM) closed at $73.55, marking a +2.95% move from the previous day.
Affirm shares rally on a bullish Wolfe Research report. Here’s why analyst Darrin Peller recommends buying AFRM stock at the current price.
Fourth-quarter GMV rose 36% to $14.1 billion with adjusted operating margin at 30%
According to TheFly, Wolfe Research turned more constructive on Affirm after its fiscal fourth-quarter results, arguing that the company’s valuation has become more compelling.
Goldman Sachs and many other analysts are growing more confident in Affirm’s long-term growth story.
Affirm stock has fallen nearly 25% from its August highs and looks like a good buy at these levels.
Affirm Holdings (NASDAQ:AFRM) is one of Jim Cramer’s favorite stocks in the sector. Over the course of the past several months, the CNBC TV host has praised the firm’s CEO, Max Levchin, on multiple occasions. In fact, in mid-August, Cramer went as far as to say that the stock should be at a hundred. Affirm […]
During the September 8 episode of Mad Money, examining consumer demand and macroeconomic pressures surrounding Affirm Holdings, Inc. (NASDAQ:AFRM), Jim Cramer commented: How about the buy now, pay later business that’s Affirm? Max Levchin’s company has 28 million active customers. Affirm has a, it’s got a who’s who of partners including the biggest Amazon, Costco, […]
Affirm surged while its closest rivals barely moved, and no company announcement explains why. The gap between Affirm and the rest of the buy now, pay later pack raises a question that matters for anyone holding shares into the weekend.
Affirm Holdings (AFRM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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