AFRM

Over the past six months, Affirm reported strong growth in Q4 Fiscal 2026, with gross merchandise volume up 36%, revenues up 33%, and active users up 21%, achieving $4.62 earnings per share and $1.07 billion in revenue. The stock showed positive performance, closing higher for seven consecutive sessions by October 9, 2026, with a cumulative gain of 16.6% and a 68.78% increase over the six-month period. Analyst ratings saw TD Cowen lower Affirm's price target to $110 from $124 while maintaining a 'buy' rating, with the consensus remaining a 'Moderate Buy' and an average price target of $98.15. Insider selling amounted to approximately $17.0 million in the three months leading to October 6, 2026, including a sale by CAO Siphelele Jiyane. Recent partnership announcements include Ant International's Antom in October 2026 and Crate & Barrel Holdings in September 2026. Affirm also launched a transformer-based machine learning model for real-time underwriting in September 2026 and reincorporated from Delaware to Nevada, effective July 1, 2025.