Klarna's stock surged about 15% following its Q1 2026 earnings report, which showed a 44% revenue increase to $1 billion and a swing to adjusted operating profit of $68 million from near break-even last year. The company also reported positive net income and growth in active consumers and merchants. Despite this, Klarna's stock is down 46% year-to-date, lagging behind peers like Sezzle and Affirm. Investors will watch if the stock can maintain gains amid competitive pressures and regulatory challenges, with the next earnings update being a key test.
Mizuho analyst Dan Dolev raised Affirm Holdings' price target from $95 to $100, citing the company's $100 billion gross merchandise volume (GMV) target and strong Q3 FY2026 results. Affirm posted 33% revenue growth and 35% GMV growth, with notable ga...
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...
