Mizuho Securities Maintains a Buy Rating on Affirm Holdings (AFRM)

Group 1 - Affirm Holdings, Inc. (NASDAQ:AFRM) is currently viewed as a strong investment opportunity, with a Buy rating maintained by Mizuho Securities analyst Dan Dolev and a price target set at $100.00 [1] - In fiscal Q4 2025, Affirm reported a Gross Merchandise Volume (GMV) increase of 43% to $10.4 billion, driven by strong performance from major merchant partners and its direct-to-consumer business [2] - The Direct-to-Consumer GMV grew by 61% to $3.1 billion, with Affirm Card GMV increasing by 132% to $1.2 billion, indicating accelerated growth rates for both segments compared to the previous quarter [2] Group 2 - Affirm operates a platform focused on digital and mobile-first commerce, which includes merchant commerce solutions, a point-of-sale payment solution for consumers, and a consumer-focused app [3]