AFRM Ticker Curator

The editorial highlights BNPL spending surging nearly 80% since 2023, with rising use for everyday expenses like groceries and rent, framing it as...

Deferred BNPL payments, typically handled by third-party lenders rather than merchants, will now be classified as consumer loans under the law. This means borrowers must undergo verification processes aligned with consumer credit rules.

Artemis Investment Management slashed its Affirm position by 60.9%, selling 585k shares and keeping just $26M worth. Meanwhile, 24 Buy ratings and an...

Affirm shows strong revenue growth of 32.15% trailing and 37.39% multi-year average, with EPS turning positive and gross margins at 92.68%....

Affirm stands out by reporting every plan opened since April 2025 to Experian and TransUnion, while Klarna and Afterpay resist full bureau feeds.

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Affirm's partnership with Antom marks its push into international installment payments, offering an early gauge of merchant distribution scale, added GMV, and smaller-ticket lending returns outside the U.S.

TD Cowen maintained its Buy rating on Affirm but lowered the price target from $124 to $110, highlighting the tension between sustained analyst confidence and adjusted valuation amid execution needs.

Antom partnership makes Affirm pay-over-time available to its US merchants this month, expanding distribution potential.

• Options added: Biweekly or...

Affirm's stock is up today even as insiders executed 11 sales and zero purchases over the past six months, with top executives offloading over $25...

BNPL makes everyday purchases like groceries feel smaller at checkout by splitting bills into installments, yet the full cost still hits future...

• Rapid awareness: 80% of Filipinos knew about BNPL services in 2026, edging out credit cards at 79%.
• Strong favorability: 54% associated BNPL with...

• 期权价格跌21.43%至0.1100美元，开盘0.1900后回落
• 成交量仅152手，持仓382手，交易清淡
• 买卖价差0.06美元（bid 0.09-ask 0.15），无法单独反映市场对AFRM股价的可靠判断

• GMV more than doubled YoY to $2.84B in Q4 with active Card users up 125% to 5.2M
• Card now drives 15% of total transactions (up from 10%), lifting...

BNPL spending reached $160 billion last year, with pay-in-four plans surging nearly 80% since 2023 and users increasingly relying on them for...

Affirm's model of fast approvals using bank-account data and checkout installments expands consumer credit access, yet BNPL accounts now enter credit...

BNPL loans often get paid first by instinct, but that reverses the real priority—mortgage, car notes, and medical bills carry heavier consequences if...

Affirm's partnership with Crate & Barrel, announced by CEO Max Levchin, expands flexible payment options across additional merchants. No details yet on adoption rates or financial impact.

The partnership lets eligible customers pay over time online and in stores across Crate & Barrel, CB2, and Crate & Barrel Kids in the U.S. and Canada,...

BNPL captured 6% of U.S. online transaction value in 2025, rising from 1% three years earlier, while consumer adoption stabilized at 14-15% after hitting 15% in 2024. This signals the close of the early-adopter phase.

Affirm Holdings fell 6.03% to $67.21, outpacing the S&P 500's 0.77% decline while trading at a Forward P/E of 38.17 versus the industry average of...