Visa vs. Affirm: Which Payments Stock Wins the Upside Race?

AFRM's explosive GMV growth and 626.7% EPS outlook signal stronger upside potential than V as digital payments competition intensifies.

Zacks Investment Research • 8 hours ago

Affirm Holdings, Inc. (AFRM) Is a Trending Stock: Facts to Know Before Betting on It

Affirm Holdings (AFRM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Zacks Investment Research • Feb 20, 2026

Affirm Stock Stuck Below $54 After Death Cross — More Downside Ahead?

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Benzinga • Feb 18, 2026

Affirm to participate in upcoming investor conferences

SAN FRANCISCO--(BUSINESS WIRE)--Affirm Holdings, Inc. (NASDAQ: AFRM) (“Affirm” or the “Company”) today announced that the Company will participate in the following investor conferences: On March 3 and 4, 2026, Libor Michalek (President), Rob O'Hare (Chief Financial Officer), and Zane Keller (Head of Investor Relations) will attend the Morgan Stanley Technology, Media, and Telecom Conference in San Francisco, CA. On March 3, Mr. Michalek will participate in a fireside chat beginning at 1:05pm PT.

Business Wire • Feb 18, 2026

The Optimist Fund Q4 2025 Portfolio Review

The Optimist Fund Q4 2025 Portfolio Review

Seeking Alpha • Feb 18, 2026

Affirm: The Stock Keeps Dropping, Free Cash Flow Jumps Higher

Affirm is delivering strong revenue growth and improving profitability. AFRM guides for 29% y/y revenue growth in fiscal 2026, with adjusted operating margin potentially reaching 28%. The company's balance sheet is robust, with $2.3B in cash and $1.1B in convertible debt, supporting continued growth.

Seeking Alpha • Feb 17, 2026

Affirm and Lowe's team up to give home improvement customers more flexible ways to pay

SAN FRANCISCO--(BUSINESS WIRE)--Affirm (NASDAQ: AFRM) and Lowe's (NYSE: LOW) today announced a new partnership designed to give Lowe's customers more clarity and control when paying for home improvement projects. Through this partnership, Affirm will offer Lowe's shoppers its transparent payment plans online and in Lowe's mobile app. Lowe's will also be prominently featured in the Affirm marketplace, expanding reach to Affirm's network of engaged shoppers. By choosing Affirm at checkout, Lowe's.

Business Wire • Feb 17, 2026

Wall Street Breakfast Podcast: Buy Now, Pay Later: A Split Decision

Affirm (AFRM) and Klarna (KLAR) are leading Buy Now, Pay Later (BNPL) providers, with analysts split on which offers better risk-adjusted returns. BNPL usage skews younger, with higher late payment rates, raising questions about consumer financial health and sector sustainability.

Seeking Alpha • Feb 13, 2026

Affirm: Inflection Point From 'Story Stock' To GAAP Profit Machine Is Here

Affirm is upgraded to a "Strong Buy," driven by sustained GAAP profitability and robust incremental operating margins. 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.

Seeking Alpha • Feb 12, 2026

Affirm Holdings, Inc. (AFRM) is Attracting Investor Attention: Here is What You Should Know

Zacks.com users have recently been watching Affirm Holdings (AFRM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Zacks Investment Research • Feb 9, 2026