Klarna and Affirm are bleeding while PayPal quietly climbs, and the gap between them points to a shift in how investors are sizing up the future of buy now, pay later.

AFRM's faster growth, expanding BNPL ecosystem and lower valuation multiple give it the edge over V for greater upside potential.

Affirm Holdings stock is coming off a very strong three year run, yet the current checks suggest the shares are trading at a premium to an estimate of intrinsic value based on the Excess Returns model and on standard market multiples. That gap between recent returns and valuation signals is what investors now have to weigh. Affirm Holdings has delivered a very large 3 year return of about 4.3x, which puts extra focus on whether recent gains already reflect the business outlook. Recent...

Its options price a wide dollar range for the year ahead, and still a calmer one than the stock has just delivered.

Jim Cramer called out analysts for piling into the same fintech names at the same time, and the recent carnage in SoFi, Klarna, and PayPal suggests he spotted something the buy ratings missed.

A sharp move in the Treasury market sent fintech stocks surging at midday Wednesday, but the year-to-date scorecards for SoFi and Upstart tell a far more complicated story than a single rally can fix.

JPMorgan and Bernstein also cut, to $18 and $16, after the guidance reduction

Klarna posted a Q2 beat and raised its profit outlook, yet the stock cratered while rivals shrugged. The reason behind that split tells a very different story than the headline numbers suggest.

Klarna stock plunged after the consumer financing firm reported Q2 earnings that topped views but the company lowered guidance.

Affirm Holdings (AFRM) concluded the recent trading session at $74.52, signifying a -4.89% move from its prior day's close.

Klarna shares are shedding gains right before the BNPL firm's most watched earnings release since its IPO, and the moves rippling through Sezzle, Affirm, and PayPal tell very different stories about where investor conviction actually sits.

Shares of buy now, pay later company Affirm (NASDAQ:AFRM) jumped 6.9% in the afternoon session after BMO Capital Markets raised its price target on the stock, coupled with growing excitement for its upcoming earnings report and news of large banks increasing their holdings.

This payment processor's stock is on a tear, fueled by real business success, but investors now face the classic question of whether the next leg of growth is already built into the price.

The businesses that produced this recovery were named in the company's own reports well before the shares moved.

AMAT posts record Q3 results as AI-driven demand lifts revenues, advanced packaging and memory growth, while Q4 guidance points to further gains.

Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here. Fund performance improved significantly in Q2, achieving a return of 36.3% as tensions in Iran eased. Since inception, it has met its goal of annualized returns of 16.5%. The outlook for the next […]

Financial technology and payments companies outperformed quarterly estimates as consumer spending tu

Rekor Systems (REKR) delivered earnings and revenue surprises of +100.00% and +0.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Affirm Holdings (AFRM) has drawn fresh attention after recent share price moves, with the stock closing at US$73.40. Investors are rechecking the company’s fundamentals and recent performance across different time frames. See our latest analysis for Affirm Holdings. The recent 1 month share price return, which is down 10.41%, suggests some momentum has cooled in the short term, even though the 3 year total shareholder return of about 4x still reflects a very strong longer term outcome. If...

Lumentum's Q4 earnings and revenues surge as cloud and AI demand drives record transceiver shipments and 1.6T product shipments begin.

DAVE's Q2 revenues rise 30%, and EBITDA jumps 48%, but slowing growth triggers a pullback even as guidance, margins and credit trends improve.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

The digital payments giant sent a fortune back to its owners, yet the stock fell far behind the market. Here is the accounting of what that cash really bought.

Dave lost 97% of its value before a 1-for-32 reverse split. Now the fintech stock has surged back. The story is a warning to investors as SPACs mount a comeback.

Affirm Holdings (AFRM) closed at $76.58 in the latest trading session, marking a -2.41% move from the prior day.

PayPal's stock has returned to a price zone that has historically launched powerful rallies, after trading well below it as recently as last month.

SoFi just posted record revenue and a 50% earnings jump, yet the stock cratered anyway and sits near its worst levels of the year. The path back to $25 demands more than strong growth numbers.

SOFI delivers robust Q2 growth, record member and loan gains, and raises its 2026 revenue outlook despite Technology Platform pressure.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

A large bet on its own shares has so far been a losing one, creating a quiet standoff between management's conviction and the market's deep-seated skepticism.

In recent days, analysts have become more optimistic on Affirm Holdings, with brokerage recommendations clustering between Strong Buy and Buy and earnings estimates being revised higher, leading to a top Zacks Rank of #1 (Strong Buy). Beyond these upgraded views, Affirm’s active expansion of its retailer network, card business, and international footprint, combined with potential relief from lower interest rates, is reshaping how investors assess its longer-term earnings power and funding...

President Donald Trump is still pushing the Federal Reserve for rate cuts, which would be better than a rate increase for Affirm.

Affirm Holdings (AFRM) reached $70.11 at the closing of the latest trading day, reflecting a -3.16% change compared to its last close.

Sezzle's push into cards, lending and everyday money tools could deepen engagement, but growth hinges on credit discipline and execution.

Sezzle is using AI, open-loop payments and deeper consumer engagement to speed development, widen usage and support profitable growth.

SoFi crushed revenue estimates and raised its top-line outlook, yet shares cratered 10% anyway as sellers zeroed in on one number management refused to budge on.

SoFi readies for its Q2 earnings release with 30% revenue growth expected, strong lending demand and member gains, but margin, credit and valuation risks remain.

According to the average brokerage recommendation (ABR), one should invest in Affirm Holdings (AFRM). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

In the most recent trading session, Affirm Holdings (AFRM) closed at $73.97, indicating a -1% shift from the previous trading day.

AFRM's faster growth, lower valuation and higher analyst upside give it the edge over MA in the race to capitalize on digital payments.

CoreWeave upgraded, IBM initiated: Wall Street's top analyst calls

Investing.com -- Bernstein initiated coverage of Affirm with an Outperform rating and a $100 price target in a note on Wednesday, arguing the buy-now-pay-later company sits "at a unique intersection of several tailwinds" despite broader skepticism toward fintech.

PayPal’s board thinks the $53 billion takeover might be undervaluing the stock. Should you buy the stock here?

Affirm Holdings (AFRM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

With its stock trading at a deep discount, PayPal is betting a new CEO and a major overhaul can fix what's broken, forcing investors to weigh a potential bargain against a difficult transformation.

In recent days, Affirm Holdings reported quarterly revenue of US$1.04 billion and net profit of US$102.9 million, alongside mixed analyst ratings from major banks including Bank of America and Goldman Sachs. At the same time, concerns around Affirm’s negative return on equity and elevated net-debt-to-EBITDA ratio have reignited debate about its balance sheet resilience and potential future equity dilution. We’ll now examine how this mix of improving profitability and balance sheet concerns...

Affirm Holdings (AFRM) is back in focus after Bed Bath & Beyond Inc. said shoppers across its brands, including Overstock and buybuy BABY, can now select Affirm at checkout for installment payments. See our latest analysis for Affirm Holdings. Affirm Holdings shares, now at $84.45, have seen a 27.63% 1 month share price return and a 41.65% 3 month share price return, while the 1 year total shareholder return stands at 27.66%. This suggests momentum has been building even as recent commentary...

Words of wisdom from an OG in tech.

Payments company Stripe and private equity firm Advent International reportedly made an offer to acquire PayPal at $60.50 per share in a deal that would value the payments giant at more than $53 billion.