Affirm CEO says 'demise' of the American consumer is 'greatly exaggerated' [Yahoo! Finance Canada]
Affirm Holdings, Inc. - Class A (AFRM)
Company Research
Source: Yahoo! Finance Canada
"I think the news of the American demise are greatly exaggerated, if we're honest here," Levchin told Yahoo Finance following the company's fiscal 2026 second quarter earnings release. He pointed to "tremendous" shopping and demand for the company's services, such as buy now, pay later (BNPL), as evidence that the US consumer remains resilient. Levchin, co-founder of PayPal ( PYPL ), anchored this optimism in Affirm's internal data, citing "very solid" repayment curves. He noted that these curves — which track whether borrowers pay their bills or default — have remained "tightly packed" for the past eight quarters, suggesting that "consumers are performing financially ... as they have been" for years. Affirm Holdings, Inc. (AFRM) The CEO credits the company's proprietary AI underwriting for maintaining high credit quality, calling its in-house AI models the "secret sauce" that enables the firm to filter for "healthy" consumers. The broader macro picture, however, paints a m
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AFRM
News
- Affirm (NASDAQ:AFRM) had its price target lowered by analysts at JPMorgan Chase & Co. from $94.00 to $79.00. They now have an "overweight" rating on the stock.MarketBeat
- Affirm (NASDAQ:AFRM) had its price target lowered by analysts at Stephens from $75.00 to $65.00. They now have an "equal weight" rating on the stock.MarketBeat
- Affirm (NASDAQ:AFRM) was given a new $83.00 price target on by analysts at Oppenheimer Holdings, Inc..MarketBeat
- Affirm (NASDAQ:AFRM) had its "buy" rating reaffirmed by analysts at TD Cowen.MarketBeat
- Affirm (NASDAQ:AFRM) had its price target lowered by analysts at Royal Bank Of Canada from $87.00 to $77.00. They now have a "sector perform" rating on the stock.MarketBeat
AFRM
Earnings
- 2/5/26 - Beat
AFRM
Sec Filings
- 2/5/26 - Form 10-Q
- 2/5/26 - Form 8-K
- 2/3/26 - Form 4
- AFRM's page on the SEC website