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 gains in its Affirm Card business and merchant base. The stock trades around $65 with a forward P/E of 37x, and Mizuho's target reflects growing confidence in Affirm's expansion and profitability. Investors should watch the May 20 investor forum for further updates, while managing risk due to consumer credit sensitivity.
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 in...
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...
