Affirm: Inflection Point From 'Story Stock' To GAAP Profit Machine Is Here [Seeking Alpha]
Affirm Holdings, Inc. - Class A (AFRM)
Company Research
Source: Seeking Alpha
AFRM's valuation is now de-risked after recent volatility, trading at 4x forward sales versus 7x previously, with a net cash balance sheet. AFRM posted 30% YoY revenue growth, 42% YoY active merchant growth, and a 10% GAAP operating margin, signaling operational leverage. Risks include rising delinquencies, potential recession, and competitive threats, but I expect AFRM to remain a BNPL leader. Looking for a portfolio of ideas like this one? Members of Best Of Breed Growth Stocks get exclusive access to our subscriber-only portfolios. Learn More » Kevin Dietsch/Getty Images News Affirm Holdings, Inc. ( AFRM ) has seen great volatility as of late. This is despite the company posting strong results, with the most important being sustained and increasing GAAP profitability. The company's incremental operating margins are impressive and bolster my view of the More on my IG service Sign Up For My Premium Service "Best of Breed Growth Stocks" After a historic valuation rese
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AFRM
News
- RBC Capital Maintains a Sector Perform Rating on Affirm Holdings, Inc. (AFRM) [Yahoo! Finance]Yahoo! Finance
- Affirm (NASDAQ:AFRM) had its "overweight" rating reaffirmed by analysts at Cantor Fitzgerald. They now have a $85.00 price target on the stock.MarketBeat
- Affirm (NASDAQ:AFRM) had its price target lowered by analysts at Mizuho from $114.00 to $95.00. They now have an "outperform" rating on the stock.MarketBeat
- Affirm Holdings (AFRM) Is Down 5.4% After Q2 Beat And Outlook Hike What's Changed [Yahoo! Finance]Yahoo! Finance
- Affirm CEO says 'demise' of the American consumer is 'greatly exaggerated' [Yahoo! Finance Canada]Yahoo! Finance Canada
AFRM
Earnings
- 2/5/26 - Beat
AFRM
Sec Filings
- 2/11/26 - Form 4
- 2/5/26 - Form 10-Q
- 2/5/26 - Form 8-K
- AFRM's page on the SEC website