Bank of America analyst Matthew O’Neill raised the price target for Affirm to $88 from $82 following a strong fiscal Q3 2026 report where revenue grew 33% year over year and beat expectations. Affirm also raised its full-year revenue guidance, signaling confidence in continued growth. Despite a recent share price dip, the analyst views this as a temporary setback ahead of Affirm's May 12 investor forum, which may reset medium-term targets. Affirm's buy-now-pay-later platform shows robust growth, especially in its card segment, but investors should be mindful of credit risks and stock volatility.
Americans continue strong spending, with personal consumption reaching $21.86 trillion in March 2026. Fintech companies dominate the payment infrastructure, but top pure-play fintechs trade at high valuations, limiting growth potential for retail inv...
Affirm revealed plans to grow beyond buy now, pay later (BNPL) by expanding its payment ecosystem through cards, digital wallets, and a new industrial bank charter. The company highlighted a 50% increase in transaction frequency per active user, now ...
Affirm is integrating its pay-over-time financing options into Google's AI platforms, including the Gemini app and Google Search, through Google Pay. This allows users and AI agents to choose Affirm at checkout, see full costs and payment plans upfro...
In Q1 2026, the Polen 5Perspectives Small-Mid Growth Composite Portfolio returned -3.4% gross and -3.6% net of fees, slightly underperforming the benchmark which returned -3.5%. Top contributors to performance included Sandisk Corp., Bloom Energy, an...
Bank of America upgraded Affirm's price target to $88 from $82 following a strong fiscal third quarter that exceeded expectations in key metrics like gross merchandise volume, revenue less transaction costs, and operating income. The firm maintained ...
