Affirm(AFRM)
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Affirm(AFRM) - 2026 Q2 - Earnings Call Presentation
2026-02-05 22:00
This document contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended, that involve risks and uncertainties. All statements other than statements of historical fact are forward-looking statements, including statements regarding: the Company's strategy and future operations, including the Company's partnerships with certain key merchant partners and commerce platf ...
Affirm Sales Jump Driven by Higher Gross Merchandise Volume
WSJ· 2026-02-05 21:52
The buy now, pay later company saw revenue increase 30% to $1.12 billion in its second quarter as its gross merchandise volume grew. ...
Affirm reports second fiscal quarter 2026 results
Businesswire· 2026-02-05 21:30
SAN FRANCISCO--(BUSINESS WIRE)--Affirm Holdings, Inc. (NASDAQ: AFRM) ("Affirm†or the "Company†) today reported financial results for its fiscal 2026 second quarter ended December 31, 2025. The results, which include a shareholder letter furnished to the U.S. Securities and Exchange Commission on Form 8-K, can be found in the "Quarterly Results†section of the Company's investor relations website at https://investors.affirm.com/. Affirm will host a conference call and webcast to discuss its fin. ...
Affirm(AFRM) - 2026 Q2 - Quarterly Results
2026-02-05 21:09
affirm) Operating Income As a percent of Revenue +11 pp Revenue Second Fiscal Quarter 2026 Shareholder Letter a ··1234 (0) Pay over time Pay in full > Purchasing power Plan a purchase Get your terrariums for as low as 0% APR Shop now → Fellow Affirm Shareholders, We delivered another round of excellent results in Affirm's second quarter of FV'26. Gross Merchandise Volume ("GMV") +36% +30% Adjusted Operating Income1 As a percent of Revenue +3 pp Revenue Less Transaction Costs ("RLTC")1 +29% Net Income +$49M ...
Affirm Stock Slides 4% Ahead Of Q2 Earnings Amid Broader Market Weakness - Affirm Holdings (NASDAQ:AFRM)
Benzinga· 2026-02-05 17:57
Affirm Holdings Inc (NASDAQ:AFRM) traded lower on Thursday as investors positioned ahead of the company’s second-quarter fiscal 2026 earnings report scheduled for release after the market close.Earnings ExpectationsAnalysts expect Affirm Holdings to report earnings per share of $0.61 for the quarter, according to consensus estimates. The buy now, pay later provider will release results following Thursday’s closing bell.Market Pressure Weighs On Tech NamesThe stock’s decline comes amid a broader sell-off in ...
2 Fintech Stocks Set to Rebound in 2026
Yahoo Finance· 2026-02-04 21:25
Many fintech stocks lost their luster over the past year as inflation, high interest rates, and other macro headwinds throttled the industry's growth. Intense competition across the market also made it difficult for smaller players to scale up their businesses and improve margins. However, that sell-off might represent a good buying opportunity for investors who can tune out the near-term noise and plan to hold the investments for at least a few more years. Two of those fallen fintech stocks are Upstart ( ...
Renters use 'rent now, pay later' services to manage monthly payments, but fees raise concerns
Yahoo Finance· 2026-02-04 12:51
NEW YORK (AP) — Rent can eat up an entire paycheck at the start of the month, so a growing number of renters are turning to a financial product that promises relief by letting them split the bill — for a price. So-called “rent now, pay later” services have emerged over the past few years as housing costs climb and paychecks grow less predictable, particularly for lower-income and gig-economy workers. According to the Bureau of Labor Statistics, rents have jumped nearly 28% in past five years. Companies ...
Morgan Stanley Thinks This Stock Is the ‘Best Fintech Asset’
Barrons· 2026-02-03 21:08
SoFi Stock Is Hot, but Morgan Stanley Thinks This Is the 'Best Fintech Asset' - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Morgan Stanley Thinks This Stock Is the 'Best Fintech Asset'By [Mackenzie Tatananni]ShareResize---ReprintsIn this ...
Affirm to Report Q2 Earnings: Will Higher GMV & Consumers Help?
ZACKS· 2026-02-03 18:05
Key Takeaways AFRM reports fiscal Q2 results Feb. 5, with consensus EPS of 28 cents on revenues of $1.06 billion.Affirm's GMV is projected to grow 31.9%, while merchant network revenues are seen rising 28.2% YoY.AFRM may see more transactions from higher consumers, with card network revenues up 41.1%.Leading buy now, pay later (BNPL) solution provider Affirm Holdings, Inc. (AFRM) is set to report its second-quarter fiscal 2026 results on Feb. 5, 2026, after the closing bell. The Zacks Consensus Estimate for ...
Adobe downgraded, Palantir upgraded: Wall Street's top analyst calls
Yahoo Finance· 2026-02-03 14:34
Upgrades - DA Davidson upgraded Q2 Holdings (QTWO) to Buy from Neutral with an unchanged price target of $82, citing an attractive entry point due to the stock's pullback over the last 6-8 months [2] - Citi upgraded JetBlue (JBLU) to Neutral from Sell with a price target of $6, up from $4, noting "upside risks" and strategic optionality for the airline [3] - Morgan Stanley upgraded Affirm (AFRM) to Overweight from Equal Weight with a price target of $76, down from $83, highlighting a compelling risk/reward scenario following recent stock weakness [3] - Daiwa upgraded Visa (V) to Outperform from Neutral with an unchanged price target of $370, revising earnings forecasts upward in light of Q1 earnings [4] - Northland upgraded Palantir (PLTR) to Outperform from Market Perform with a price target of $190, up from $185, following the company's strong Q4 results [4] Downgrades - Piper Sandler downgraded Adobe (ADBE) to Neutral from Overweight with a price target of $330, down from $470, due to concerns over seat-compression and vibe coding narratives [5] - RBC Capital downgraded Elevance Health (ELV) to Sector Perform from Outperform with a price target of $358, down from $392, citing softer than expected 2026 guidance [5] - BofA downgraded Figure (FIGR) to Underperform from Neutral with a price target of $42, down from $43, noting a significant valuation gap compared to Coinbase [5] - BNP Paribas downgraded Exxon Mobil (XOM) to Underperform from Neutral with a price target of $125, up from $114, based on valuation concerns [5] - Roth Capital downgraded Coterra Energy (CTRA) to Neutral from Buy with a price target of $28, down from $30, believing no higher offers will materialize at this time [5]