Affirm Holdings

BTIG says payment delinquencies on asset‑backed securities from Affirm’s static pools increased in July, with 30–59‑day delinquencies reaching new highs. The 2025‑X2 vintage shows higher early losses at nine and 16 months than prior vintages. BTIG notes that Affirm intends to compress the RLTC margin from currently above 4.0%, which could mean loosening credit standards and higher losses but would enable GMV growth; an increase in delinquencies would be acceptable so long as the RLTC margin remains in the 3.75–4.00% range and GMV accelerates. » More on de.investing.com

Affirm is expected to release results for the quarter ended 30.06.2026 on 27.08.2026. Twenty‑six analysts forecast EPS of 0.349 USD per share on average versus 0.200 USD in the year‑ago quarter. Twenty‑eight analysts expect revenue to rise about 35.6% to 1.11 billion USD (prior year: 816.0 million USD). For the fiscal year just ended, analysts on average project EPS of 1.25 USD and revenue of 4.20 billion USD versus 0.150 USD and 2.98 billion USD in the prior year. » More on finanzen.net

Spyglass Growth Strategy named Affirm a top contributor in Q2 after the company beat revenue and earnings estimates. Affirm Card gross merchandise volume rose 146% year-over-year to $2.13 billion and active cardholders increased 130% to 4.4 million. Management outlined a growth and profitability framework at its investor forum, supporting renewed investor confidence despite recent stock weakness; market cap was $24.53 billion at the July 30 close. » More on finance.yahoo.com