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The 5 Most Interesting Analyst Questions From Affirm’s Q4 Earnings Call
Affirm’s fourth quarter results were shaped by continued diversification across its merchant base and growth in transaction volumes, with management emphasizing both new merchant additions and higher transactions per user as key contributors. CEO Max Levchin noted, “the business is growing quite well, and we’re quite happy with the diversification that we see in the GMV.” While revenue surpassed Wall Street’s expectations, the company’s non-GAAP profit came in below analyst consensus. Management Feb 12, 2026 - $AFRM
1 Cash-Producing Stock to Own for Decades and 2 We Ignore
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning. Feb 12, 2026 - $AFRM
Financial Stocks Are Falling. It’s About More Than AI — Heard on the Street
On Monday, it was insurance brokers, hit by news that OpenAI was adding an app for homeowner insurance quotes. On Tuesday, it was wealth brokers, after financial-technology firm Altruist introduced an AI tool for tax planning strategies. The next day it was commercial real-estate brokerages. Feb 12, 2026 - $AFRM
“I am Steadfast” On Affirm, (AFRM) Says Jim Cramer
We recently published 9 Stocks Jim Cramer Talked About. Affirm Holdings, Inc. (NASDAQ:AFRM) is one of the stocks that Jim Cramer talked about. Affirm Holdings, Inc. (NASDAQ:AFRM) is an American financial services company known for its buy now, pay later services. The shares are down by 23.5% over the past year and by 19.4% year-to-date. […] Feb 11, 2026 - $AFRM
Affirm Holdings (AFRM) Is Down 5.4% After Q2 Beat And Outlook Hike What’s Changed
Affirm Holdings reported past second-quarter fiscal 2026 results with sales of US$586.65 million and net income of US$129.59 million, alongside a raised full-year outlook. Alongside the earnings beat, new and expanded partnerships with Intuit’s QuickBooks, Wayfair, Expedia, Fiserv and Bolt highlight Affirm’s push deeper into merchant, small-business and international ecosystems. Against this backdrop, we’ll examine how the earnings beat and raised outlook shape Affirm’s investment narrative... Feb 8, 2026 - $AFRM
Here’s What Affirm Holding’s Introduction of Buy Now, Pay Later to QuickBooks Means For Investors
Affirm Holdings, Inc. (NASDAQ:AFRM) is one of the 10 best financial stocks to buy for the long term. On February 2, Intuit announced that it was adding buy now, pay later (BNPL) options to QuickBooks through a new multi-year partnership with Affirm Holdings, Inc. (NASDAQ:AFRM). The collaboration is designed to provide small businesses with a […] Feb 8, 2026 - $AFRM
Affirm Expands BNPL Network With New Partnerships And Wider Distribution
Affirm Holdings (NasdaqGS:AFRM) has announced new and expanded partnerships with Intuit QuickBooks, Wayfair in the UK and Canada, Expedia Group, Bolt, Fiserv, and Virgin Media O2. The agreements extend Affirm's buy now, pay later services into additional regions and sectors, including travel, small business invoicing, telecom, hardware, and banking. These developments represent a broad expansion of Affirm's merchant network across online retail, software platforms, and financial... Feb 8, 2026 - $AFRM
Affirm Q2 Earnings Call Highlights
Affirm (NASDAQ:AFRM) executives fielded questions on growth drivers, funding conditions, product initiatives, and regulation during the company’s fiscal 2026 second-quarter earnings call, with management repeatedly characterizing results as strong and consumer credit performance as stable. Manageme Feb 6, 2026 - $AFRM
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