AFRM Ticker Curator

The move of buy now, pay later loans from discretionary buys to rent, utilities, and taxes marks a structural shift in consumer finance.

• Affirm's...

Klarna fell 5% and Affirm slipped 3% while PayPal rose 1.4%, pointing to selective rotation away from pure-play BNPL names rather than a blanket...

Visa builds on its global payments network with steady volume gains and fast-growing value-added services, while Affirm accelerates via direct...

• Klarna shares plunged as much as 22% after lowering 2026 GMV guidance to $149-151B and revenue to $4.08-4.16B despite Q2 GMV rising 18% and revenue...

New York's updated BNPL proposal adds a consumer interface mandate while narrowing some prior rules.

• Interface Mandate: Lenders must offer a...

• BNPL surge: 16% of adults used it in 2025, with $160B originated and rising use for utilities, rent, and groceries.
• Affirm's expansion: Now offers...

Affirm's EPS beat above forecast highlights accelerating earnings trends, driving market momentum and fresh analyst upgrades that point to sustained growth trajectory.

Affirm jumped 7% to $78.55 as falling Treasury yields sparked a broader fintech rebound, with no company-specific catalyst involved. The 10-year yield dropped 5 basis points after the Treasury announced larger long-dated debt buybacks.

Klarna shares cratered 23% after slashing GMV guidance on weak European volumes, prompting analysts to cut price targets to $16-18.

• Affirm stock...

• Market expansion: BNPL lenders including Affirm now offer financing for rent, utilities, groceries and other necessities as household costs rise.
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Klarna shares plunged 17.1% after confirming a sequential profitability slowdown and soft Q2 guidance. The move followed Monday's sector-wide dip that...

Klarna cratered 19% after cutting FY26 revenue guidance to $4.08B-$4.16B despite a Q2 beat, yet Affirm rose 0.5% to $74.9 and PayPal gained 2%, signaling the market views the German volume slump as isolated rather than a BNPL problem.

• Lenders like Flex and Zip now pitch BNPL loans for essential bills including broadband, electricity, health insurance, mortgages, and water
• New...

Klarna's Q2 earnings beat views yet the firm cut guidance, sending its stock plunging and dragging down rival Affirm shares. The move underscores BNPL sector sensitivity to cautious outlooks.

Affirm has begun offering rent extension loans to tenants, joining other BNPL providers expanding into utilities and essentials.

• Market growth:...

BNPL lenders are pivoting from discretionary retail to recurring essentials like rent and utilities, placing products closer to core household...

AFRM closed at $74.52, falling 4.89% while the S&P 500 lost just 0.52%.

• The stock's drop outpaced the Dow (-0.51%) and Nasdaq (-0.32%)
• Earnings...

• Sezzle tacks on up to $2 for non-bank payments, plus late fees to $17 and rescheduling to $7.50
• 37% of BNPL loans carried interest in 2026, more...

AFRM closed at $75.13 after a 4.11% drop, trading below short- and medium-term moving averages while holding above its long-term trend line.

Key...

Affirm gains streamlined access to international merchants serving US shoppers through Airwallex's platform, eliminating separate integrations and...