Affirm: Contrarian Fintech Play [Seeking Alpha]
Affirm Holdings, Inc. - Class A (AFRM)
Company Research
Source: Seeking Alpha
Despite the rate environment, AFRM's fundamentals remain robust, with a 22% Y/Y increase in held-for-investment loans and 23% Y/Y customer growth. Quarterly transactions per account surged 44% Y/Y in Q2'26, driving record interest income of $494M, up 21% Y/Y, underscoring strong platform engagement. AFRM trades at a discounted 12.1X forward P/E versus a 3-year average of 17.7X, presenting a long term buying opportunity amid ongoing portfolio expansion. mustafaU/iStock via Getty Images Affirm Holdings ( AFRM ) is facing a delay in a major catalyst in its business as the Federal Reserve decided not to touch interest rates last week, amid resurgent inflation fears. While Affirm depends on lower interest This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AFRM, SOFI, UPST either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensati
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AFRM
News
- Brokers Suggest Investing in Affirm Holdings (AFRM): Read This Before Placing a Bet [Yahoo! Finance]Yahoo! Finance
- Klarna Scales Card to 5 Million Users, Deepens H&M Partnership [Yahoo! Finance]Yahoo! Finance
- A Look At Affirm Holdings (AFRM) Valuation After Recent Share Price Weakness [Yahoo! Finance]Yahoo! Finance
- Affirm Highlights Steady Demand, Strong Funding Markets and Rapid Affirm Card Growth in Q&A Call [Yahoo! Finance]Yahoo! Finance
- Analysts Highlight Affirm's (AFRM) Strong Unit Economics and Credit Model [Yahoo! Finance]Yahoo! Finance
AFRM
Earnings
- 2/5/26 - Beat
AFRM
Sec Filings
- 3/26/26 - Form SCHEDULE
- 3/3/26 - Form 4
- 3/3/26 - Form 4
- AFRM's page on the SEC website