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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.

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.

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.

SoFi just posted record loan originations and its fifth straight earnings beat, yet the stock sits near a 52-week low. Before you cut losses, consider what the bears keep getting wrong about this fintech.

SoFi shrugged off a reported Kraken crypto partnership and S&P 500 inclusion buzz to drop 3%, while Affirm bled 5% on nothing but sector mood. Find out why Robinhood is the only one left standing and what that split reveals about where fintech risk appetite actually sits right now.

Shares of buy now, pay later company Affirm (NASDAQ:AFRM) fell 4.7% in the afternoon session after Loop Capital Markets analyst Reginald Smith initiated coverage with a Buy rating and a $105 price target, even as consumer fintech shares traded lower. According to TipRanks, Loop Capital launched coverage on September 8 with that $105 Buy, favoring Affirm over SoFi, which the firm rated Hold. TipRanks shows a Strong Buy consensus and an average target of about $100.46, so the Loop mark is in line

A global bond selloff is carving a precise line through fintech, punishing two lenders while leaving one brokerage almost untouched, and the reason why reveals exactly how rate exposure separates winners from losers in this sector.

Merchant count rose 51% to 571,000 as the Affirm Card reached 5.2 million users

PayPal has survived every market crash on its record, but it still sits below two pre-shock highs it has never reclaimed.

Affirm just posted one of its strongest quarters in years, yet its stock is sliding twice as fast as the broad market to start the week. The disconnect between the numbers and the price action points to something happening beneath the surface that every investor in the name needs to understand.

Klarna posted a Q2 beat and raised its profit outlook, yet the stock cratered while rivals shrugged. The reason behind that split tells a very different story than the headline numbers suggest.

Klarna stock plunged after the consumer financing firm reported Q2 earnings that topped views but the company lowered guidance.

Klarna shares are shedding gains right before the BNPL firm's most watched earnings release since its IPO, and the moves rippling through Sezzle, Affirm, and PayPal tell very different stories about where investor conviction actually sits.

Affirm Holdings (AFRM) closed at $76.58 in the latest trading session, marking a -2.41% move from the prior day.

President Donald Trump is still pushing the Federal Reserve for rate cuts, which would be better than a rate increase for Affirm.

Affirm Holdings (AFRM) reached $70.11 at the closing of the latest trading day, reflecting a -3.16% change compared to its last close.

Affirm stock sinks as Morgan Stanley downgrades it to "Equal Weight." Here’s why the bank is recommending stepping to the sidelines in AFRM shares.

Affirm Holdings set a new $100 billion financial target at an investor day and touted its growing scale.

Paypal (NASDAQ: PYPL) came into Q1 2026 as a company in the middle of a reset and still managed to beat across the board. Revenue landed at $8.35 billion versus expectations of $8.05 billion. Adjusted EPS came in at $1.34, comfortably ahead of the $1.27 estimate. Total payment volume hit $464 billion, up 11% year over year, the highest in its history. And yet, the stock fell almost 9% before the market even opened.

PayPal Holdings (NASDAQ:PYPL) shares are tumbling roughly 10% in early trading Tuesday morning to about $45.50, after the company reported a Q1 2026 earnings beat alongside a soft Q2 outlook. The stock closed Monday at $50.39 before the report. The slide extends an already painful run. PYPL stock entered the earnings report down 13% year ... PayPal Tumbles 10% Despite Q1 Earnings Beat: Is the Venmo Spin-off Enough to Save the Stock?

In recent weeks, Affirm Holdings has drawn attention as investors look ahead to its early May 2026 earnings release, where analysts project substantial year-over-year improvements in earnings and revenue while the company attends several high-profile investor conferences in early June. This combination of earnings optimism, a valuation sitting above some fair-value estimates, and recent insider selling is sharpening the market’s focus on how much growth is already reflected in...