← Affirm Holdings, Inc.

AFRM News

R40 coverage and dated third-party headlines for Affirm Holdings, Inc. (AFRM).

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R40 Coverage

News

Affirm Q2 FY2026 Earnings Preview: The BNPL Turnaround Story Wall Street Is Still Underpricing

Analysts expect $0.28 EPS but keep missing Affirm's turnaround — last two quarters beat by 80-130%. Holiday quarter could surprise again.

R40
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February 2026

News Feb 5, 2026

Morgan Stanley Upgrades Affirm to Overweight

Upgraded from equal weight to overweight with $76 PT, citing compelling entry point amid growth and credit concerns.

Reuters
News Feb 4, 2026

Affirm Faces Sell Recommendation

High 30%+ interest rates and risky lending lead to sell amid political scrutiny.

GuruFocus
News Feb 3, 2026

Affirm Stock Rating Upgraded by Morgan Stanley

Upgrade to overweight with $76 PT; beat Q1 estimates but high valuation noted.

MarketBeat
External

January 2026

News Jan 28, 2026

Affirm Down 10.4% After Exclusive QuickBooks Integration Deal

Partnership strengthens distribution; high-touch BNPL to profitable infrastructure shift.

Simply Wall St
News Jan 15, 2026

Up 481% In Last 3 Years, Can Affirm Stock Keep Climbing Through 2027?

Amazon extension and Q1 growth; evolving to consumer finance platform.

TIKR