Entities / Company
Affirm.
U.S. financial services company
- Reports this week
- 3
- Active events
- 4
- Connections
- 143
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
-
Affirm received analyst rating updates from Susquehanna and Citigroup, with Benzinga reporting the changes.Some support1 report
-
Jim Cramer and Brian Chesky discussed Affirm stock performance and tech trends on CNBC's Mad Money.Some support1 report
-
TD Cowen maintained and revised ratings and price targets for several fintech companies including Klarna, SoFi, Sezzle, Capital One, and Affirm.Some support1 report1 development inside
-
Falling long-end Treasury yields drove the market rebound.Well supported5 reports1 development inside
Earlier this month
-
Klarna replaced Affirm as the exclusive BNPL provider, while major players like PayPal and Shopify continue to expand their payment solutions.Some support2 reports1 development inside
-
Analyst coverage initiated for Affirm and SoFi, with TipRanks showing a Strong Buy consensus and SoFi rated Hold.Some support2 reports
-
Payoneer, Stripe, and Affirm are partnering to enhance the online checkout experience by integrating Buy Now Pay Later (BNPL) options.Some support1 report2 developments inside
-
Affirm and BB Seguridade operate commerce platforms in both Canada and the United States.Some support1 report
-
Becca joins PayPal's SMB payments portfolio, bringing experience from Affirm, BlackRock, and LendingPoint.Some support1 report
One to three months ago
-
Affirm stock outperformed PayPal's modest gains, and Affirm also outperformed Klarna's modest gains.Some support2 reports
-
Affirm is expanding internationally into new markets and strengthening its partnerships with major retailers like Costco and Shopify.Well supported5 reports1 development inside
-
Google Pay, Affirm, and Stripe have expanded their partnership to integrate Buy Now Pay Later (BNPL) options into Stripe Terminal.Some support2 reports
-
Affirm and SoFi are fintech companies competing directly with traditional banks in the U.S. financial services sector.Some support5 reports2 developments inside
-
SoFi and Affirm are competing for the same pool of borrowers, with SoFi leveraging its bank charter for a funding advantage.Some support1 report
-
Affirm secures lending partnerships with major platforms Shopify and Amazon as part of its expansion into the digital payments market.Some support2 reports1 development inside
-
Affirm and Shopify are undergoing a strategic partnership that has led to an analyst price target raise from Goldman Sachs, citing strong fundamentals.Some support2 reports
-
FICO's initiative to include Buy Now Pay Later (BNPL) loans in its credit score calculation is being analyzed by LendingTree.Speculative1 report2 developments inside
-
Affirm improves its modeling capabilities by analyzing consumer credit history.Some support2 reports
-
TD Cowen raised its target price for Affirm, noting both companies are fintech companies in the market.Some support1 report
-
Affirm is expanding its business model by integrating into the checkout flows of major platforms including Shopify, Amazon, and Apple, competing in the Buy Now Pay Later (BNPL) space.Well supported6 reports2 developments inside
-
Major fintech companies including Afterpay, Affirm, Klarna, and PayPal are key players in the European Buy Now, Pay Later (BNPL) market.Well supported7 reports2 developments inside
-
Affirm listed on the Nasdaq stock exchange, filed disclosures with the SEC, and received research reports from Needham & Company.Some support3 reports
-
Analyst reports are influencing investment decisions for Avnet and Affirm.Some support1 report
-
Visa Inc. and Affirm are noted as major players in the payments landscape, with Affirm offering a disruptive BNPL model against Visa's network.Some support2 reports
-
Jefferies began coverage on Almonty Industries, while Scotiabank started coverage on Affirm.Some support1 report
-
Klarna and Affirm, major players in the BNPL market, are facing scrutiny regarding their business model, which has been likened to that of 'benign drug dealers.'Some support1 report
-
RBC raised its target price on Affirm stock, which is listed on the NASDAQ exchange.Some support1 report
-
PayPal and Affirm are being discussed in relation to growth rates, with Max Levchin citing inflation's impact on demand.Some support1 report
-
PayPal and Affirm shares declined sharply during a difficult market session, as investors weighed AI versus emerging technology sectors.Some support2 reports
-
Affirm is expanding its services internationally into the Australian market, deepening its partnership with Shopify, and Max Levchin continues as CEO.Some support3 reports
-
Affirm reported strong early market reception and potential to be the next successful company.Some support1 report
-
Bank of America raised its price target on Affirm.Some support3 reports
-
Google is involved in a partnership discussion, while Affirm is reported to be preferred over Klarna in the fintech sector.Some support1 report
-
William Blair analysts rated Affirm as 'outperform' on August 28, 2026.Some support1 report
-
Affirm, a financial services company, was founded by Max Levchin and continues to improve financial access for US renters.Well supported11 reports
-
Fintech companies like Affirm and SoFi are competing directly with traditional banks in the U.S. financial services sector.Some support2 reports1 development inside
-
Financial firms Affirm and SoFi are benefiting from stablecoin sector rotation, but their gains are being constrained by the lack of adequate crypto rails.Some support1 report
-
Global tech earnings from Nvidia, Best Buy, and Affirm are influencing regional markets as the Fed symposium takes place in Jackson Hole.Some support1 report
-
Affirm and PayPoint, both financial services companies, are currently under review.Some support2 reports
-
Airwallex is integrating Affirm's installment payment options to provide more flexible payment choices for its shoppers in the United States.Some support1 report
-
BNPL services like Klarna and Affirm are competing for young shoppers, influenced by TikTok trends.Some support1 report
Gone quiet
No new reports in 90+ days-
Rush University Medical Center's DEI committee organized a charity brunch on July 25, 2026, involving Affirm.Some support1 report
-
Affirm filed its required quarterly reports with the SEC on July 25, 2026.Some support1 report
-
Baird upgraded CoreWeave to Buy from Hold. Baird also initiated coverage of Affirm at outperform. Benchmark initiated coverage with a Buy rating.Some support1 report
-
Major financial institutions, including Goldman Sachs, RBC Capital Markets, and Mizuho, are inquiring about Affirm's business risks, customer retention, and consumer credit trends.Some support4 reports
-
Affirm, Invest, and Wells Fargo are mentioned in connection with market trends and analyst ratings.Some support1 report
-
Morgan Stanley downgraded Affirm from Overweight to Equalweight on June 25, citing rate policy pressures on consumer lending names.Some support1 report
-
MarketBeat released average rating data on June 24th, coinciding with Affirm trading on the Nasdaq exchange, which was concurrently rated by Needham & Company.Some support1 report
-
Affirm established new enterprise relationships with Costco, renewed a partnership with Shopify, and extended a long-term agreement with Amazon.Some support1 report
-
Several BNPL players, including Affirm and PayPal, are expanding their footprint into new international markets like the U.K. and Canada.Speculative1 report
-
PayPal, Affirm, and Block are active in the BNPL space, with new capital partnerships and market tests emerging across Europe and the US.Speculative1 report1 development inside
-
PayPal Holdings, Affirm, UniCredit, and Shanghai Pudong Development Bank are key players in the digital payments sector.Some support1 report2 developments inside
-
PayPal, Affirm, and Block are noted as rivals in the competitive Buy Now Pay Later (BNPL) market.Some support5 reports2 developments inside
-
Affirm Holdings is headquartered in San Francisco, CA.Speculative1 report
-
Deutsche Bank resumed coverage on payments stocks, favoring high-quality fintech names like Affirm.Some support1 report
-
Affirm is partnering with Costco to expand its Buy Now Pay Later (BNPL) services.Some support4 reports1 development inside
-
BNPL integration between Affirm and Costco is successfully boosting conversions on big-ticket items.Speculative1 report
-
MSC supports Affirm's asset-backed securitizations.Speculative1 report
-
Affirm offers installment payment options to Canadian customers.Some support2 reports1 development inside
-
Affirm partners with Xsolla to provide flexible payment options for gamers in Canada.Speculative2 reports
No events began in the chosen period. Widen it, or reset.
What's reaching Affirm
Events traced to Affirm, step by step, newest first- Affirm's volume may face mixed pressure from tariff relief and election uncertaintyAffirm's financing volume may face mixed pressure from tariff relief and election uncertaintyPossible
- Apple's major sales events may increase Affirm's transaction volumeIncreased sales events may boost Affirm's usage of BNPL services.Possible
- How could widespread corporate insolvencies affect Affirm's risk profile?Corporate failures may increase risk for BNPL providersPossible
- Shopify's strong performance may boost Affirm's embedded financing volumeShopify's rally may boost Affirm's embedded financing volumeLikely
- New checkout feature may boost Affirm's transaction volume on ShopifyNew checkout feature may boost Affirm's transaction volume on ShopifyLikely
- Shopify's accelerating growth may boost Affirm's transaction volumeAffirm may benefit from Shopify's accelerating growth and transaction volume.Possible
See all 11 explainers
- High interest rates may slow Affirm's buy now pay later growthA mild slowdown in transaction volume is plausible for Affirm in the coming weeks.Possible
- Shopify's focus on core platform may stabilize Affirm's financing volumeShopify's focus on core platform may stabilize Affirm's financing volumePossible
- Affirm may benefit from Payoneer and Stripe's Singapore expansionAffirm may see increased adoption as Singapore businesses expand global reachPossible
- SoFi's rapid growth could challenge Affirm's market positionSoFi's rapid growth may challenge Affirm's market position in digital lendingPossible
- Affirm may see higher transaction volume as Costco encourages bulk buyingAffirm may see higher transaction volume as Costco encourages bulk buyingPossible
Around Affirm this week
News at the entities that move Affirm most-
Klarna OperationalNew regulations mandate stricter checks on lenders, impacting the financial sector.Moves Affirm
-
SEC StructuralDirector Arne Wilhelmsen sold shares of Royal Caribbean Cruises Ltd. and disclosed the transaction to the SEC.Moves Affirm
-
Amazon OperationalDemocrats gained control of both chambers of Congress while major tech companies like Amazon, Microsoft, and Meta continue to deploy AI infrastructure in the US.Moves Affirm
-
Shopify StructuralAmazon and Shopify are expected to benefit from future tariff rollbacks but face slowdown risks following the elections.Moves Affirm
-
PayPal OperationalLam Research, PayPal, EPAM Systems, and General Motors are aggressively buying back stock.Moves Affirm
-
FED StructuralTrump's party lost the midterms, Democrats gained Congress, and Fed officials consulted a Boston College economist.Moves Affirm
Connections
The 40 strongest of 143, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Max Levchin Structural
Max Levchin is the founder and CEO of Affirm, establishing a leadership dependency.
-
Amazon Operational
Affirm integrates BNPL payment solutions into Amazon's e-commerce platform, mutually driving sales volume and consumer conversions.
-
SoFi Operational
SoFi and Affirm are direct competitors in the digital lending and fintech sector, vying for the same pool of borrowers.
-
Klarna Operational
Klarna and Affirm are direct competitors in the Buy Now, Pay Later (BNPL) market, vying for market share and customer base.
-
Shopify Structural
Affirm is functionally embedded within Shopify's checkout flows, supplying critical BNPL financing rails for e-commerce expansion.
-
Stripe Operational
Affirm and Stripe maintain an operational partnership through the integration of Affirm's BNPL service into Stripe Terminal.
-
PayPal Operational
PayPal and Affirm are intense, active competitors vying for market share in the Buy Now, Pay Later (BNPL) and digital payments sectors.
-
Costco Structural
Affirm provides integrated Buy Now Pay Later services within Costco's e-commerce platform to facilitate transactions and boost sales conversions.
Show all 40 connections
-
SEC Structural
Affirm is subject to mandatory regulatory oversight and required reporting by the SEC.
-
FED Structural
FED's monetary policy influences the market conditions and interest rate environment in which Affirm operates.
-
FICO Operational
FICO is integrating BNPL data into its credit scoring models, directly influencing the market and operational models of BNPL providers like Affirm.
-
Bank of America Structural
Bank of America holds a significant stake in Affirm, integrating investment interests with market competition.
-
Apple Inc. Structural
Affirm is functionally integrated into Apple's core payment and checkout flows, enabling international expansion and driving usage through hardware rollouts.
-
Visa Inc. Operational
Visa and Affirm are direct competitors in the Buy Now, Pay Later and financial transaction services market.
-
PGIM Transactional
PGIM provided a $3B revolving loan facility and expanded a capital partnership with Affirm.
-
Wayne Pommen Structural
Wayne Pommen holds the executive role of Chief Revenue Officer at Affirm.
-
Airwallex Operational
Airwallex has integrated Affirm's installment payment options into its service offerings.
-
CheapOair Structural
CheapOair integrates and utilizes Affirm's payment solutions to facilitate customer transactions.
-
Mattress Firm Operational
Affirm and Mattress Firm maintain a partnership providing flexible payment plans for Mattress Firm customers.
-
Target Corporation Operational
Target Corporation integrates Affirm's buy now, pay later service as a payment option within its retail ecosystem.
-
Xsolla Operational
Xsolla and Affirm maintain an operational partnership where Xsolla integrates Affirm's payment tools into its platform for gaming users.
-
Jim Cramer Operational
Jim Cramer actively advises and discusses Affirm's stock performance and business potential on his media platform.
-
Google Search Structural
Affirm integrates its payment choices into the Google Search platform.
-
Bitcoin Mentioned together
Bitcoin's market performance influences the valuation and movement of fintech stocks like Affirm.
-
Google Structural
Affirm integrates with and expands its product suite using Google's platforms and services.
-
Walmart Operational
Affirm functions as the pay-over-time provider for Sam's Club, a retail entity of Walmart.
-
Experian Operational
Affirm actively reports customer repayment data to Experian for operational use.
-
U.K. Shared context
Affirm is establishing and operating within the U.K. market.
-
Sezzle Operational
Affirm and Sezzle are direct competitors in the Buy Now Pay Later (BNPL) and personal loan markets, actively vying for market share.
-
MSC Structural
MSC provides long-term capital partnership and supports Affirm's asset-backed securitizations.
-
Williams-Sonoma, Inc. Operational
Williams-Sonoma and Affirm maintain an active payment partnership, allowing Affirm to provide pay-over-time financing options to Williams-Sonoma customers.
-
Google Pay Operational
Google Pay and Affirm maintain an operational partnership through integration and collaboration on payment solutions.
-
Becca Structural
Becca previously served as Vice President at Affirm.
-
PayPoint Operational
The two companies are identified as financial services competitors operating in the same market space.
-
TD Cowen Mentioned together
TD Cowen provides market analysis and target price recommendations for Affirm.
-
Truist Financial Transactional
Truist Financial issued a buy rating on Affirm.
-
Coinbase Operational
Affirm's market gains are constrained by the lack of crypto infrastructure rails, which is central to Coinbase's domain.
-
Mastercard Operational
Mastercard and Affirm actively compete in the digital payments and Buy Now, Pay Later (BNPL) market.
-
Jackson Hole Shared context
The Jackson Hole symposium provides the macroeconomic signals and policy expectations that shape the market environment in which Affirm operates and reports earnings.
-
Clark Howard Mentioned together
Clark Howard discusses Affirm's business model, specifically its Buy Now Pay Later products, using critical terminology regarding their potential risks.
History
Events by the month they beganNovember 2026
2 eventsOctober 2026
3 events- TD Cowen maintained and revised ratings and price targets for several fintech companies including Klarna, SoFi, Sezzle, Capital One, and Affirm.
- Affirm and BB Seguridade operate commerce platforms in both Canada and the United States.
- Becca joins PayPal's SMB payments portfolio, bringing experience from Affirm, BlackRock, and LendingPoint.
September 2026
10 events- Analyst coverage initiated for Affirm and SoFi, with TipRanks showing a Strong Buy consensus and SoFi rated Hold.
- Affirm stock outperformed PayPal's modest gains, and Affirm also outperformed Klarna's modest gains.
- SoFi and Affirm are competing for the same pool of borrowers, with SoFi leveraging its bank charter for a funding advantage.
- Affirm and Shopify are undergoing a strategic partnership that has led to an analyst price target raise from Goldman Sachs, citing strong fundamentals.
- Affirm improves its modeling capabilities by analyzing consumer credit history.
- TD Cowen raised its target price for Affirm, noting both companies are fintech companies in the market.
- Affirm listed on the Nasdaq stock exchange, filed disclosures with the SEC, and received research reports from Needham & Company.
- Analyst reports are influencing investment decisions for Avnet and Affirm.
- Jefferies began coverage on Almonty Industries, while Scotiabank started coverage on Affirm.
- Klarna and Affirm, major players in the BNPL market, are facing scrutiny regarding their business model, which has been likened to that of 'benign drug dealers.'
Show 3 earlier months
August 2026
16 events- Falling long-end Treasury yields drove the market rebound.
- Affirm and SoFi are fintech companies competing directly with traditional banks in the U.S. financial services sector.
- RBC raised its target price on Affirm stock, which is listed on the NASDAQ exchange.
- PayPal and Affirm are being discussed in relation to growth rates, with Max Levchin citing inflation's impact on demand.
- PayPal and Affirm shares declined sharply during a difficult market session, as investors weighed AI versus emerging technology sectors.
- Affirm is expanding its services internationally into the Australian market, deepening its partnership with Shopify, and Max Levchin continues as CEO.
- Affirm reported strong early market reception and potential to be the next successful company.
- Bank of America raised its price target on Affirm.
- Google is involved in a partnership discussion, while Affirm is reported to be preferred over Klarna in the fintech sector.
- William Blair analysts rated Affirm as 'outperform' on August 28, 2026.
- Fintech companies like Affirm and SoFi are competing directly with traditional banks in the U.S. financial services sector.
- Financial firms Affirm and SoFi are benefiting from stablecoin sector rotation, but their gains are being constrained by the lack of adequate crypto rails.
- Global tech earnings from Nvidia, Best Buy, and Affirm are influencing regional markets as the Fed symposium takes place in Jackson Hole.
- Affirm and PayPoint, both financial services companies, are currently under review.
- Airwallex is integrating Affirm's installment payment options to provide more flexible payment choices for its shoppers in the United States.
- BNPL services like Klarna and Affirm are competing for young shoppers, influenced by TikTok trends.
July 2026
3 events- Rush University Medical Center's DEI committee organized a charity brunch on July 25, 2026, involving Affirm.
- Affirm filed its required quarterly reports with the SEC on July 25, 2026.
- Baird upgraded CoreWeave to Buy from Hold. Baird also initiated coverage of Affirm at outperform. Benchmark initiated coverage with a Buy rating.
June 2026
26 events- Klarna replaced Affirm as the exclusive BNPL provider, while major players like PayPal and Shopify continue to expand their payment solutions.
- Payoneer, Stripe, and Affirm are partnering to enhance the online checkout experience by integrating Buy Now Pay Later (BNPL) options.
- Affirm is expanding internationally into new markets and strengthening its partnerships with major retailers like Costco and Shopify.
- Google Pay, Affirm, and Stripe have expanded their partnership to integrate Buy Now Pay Later (BNPL) options into Stripe Terminal.
- Affirm secures lending partnerships with major platforms Shopify and Amazon as part of its expansion into the digital payments market.
- FICO's initiative to include Buy Now Pay Later (BNPL) loans in its credit score calculation is being analyzed by LendingTree.
- Affirm is expanding its business model by integrating into the checkout flows of major platforms including Shopify, Amazon, and Apple, competing in the Buy Now Pay Later (BNPL) space.
- Major fintech companies including Afterpay, Affirm, Klarna, and PayPal are key players in the European Buy Now, Pay Later (BNPL) market.
- Visa Inc. and Affirm are noted as major players in the payments landscape, with Affirm offering a disruptive BNPL model against Visa's network.
- Affirm, a financial services company, was founded by Max Levchin and continues to improve financial access for US renters.
- Major financial institutions, including Goldman Sachs, RBC Capital Markets, and Mizuho, are inquiring about Affirm's business risks, customer retention, and consumer credit trends.
- Affirm, Invest, and Wells Fargo are mentioned in connection with market trends and analyst ratings.
- Morgan Stanley downgraded Affirm from Overweight to Equalweight on June 25, citing rate policy pressures on consumer lending names.
- MarketBeat released average rating data on June 24th, coinciding with Affirm trading on the Nasdaq exchange, which was concurrently rated by Needham & Company.
- Affirm established new enterprise relationships with Costco, renewed a partnership with Shopify, and extended a long-term agreement with Amazon.
- Several BNPL players, including Affirm and PayPal, are expanding their footprint into new international markets like the U.K. and Canada.
- PayPal, Affirm, and Block are active in the BNPL space, with new capital partnerships and market tests emerging across Europe and the US.
- PayPal Holdings, Affirm, UniCredit, and Shanghai Pudong Development Bank are key players in the digital payments sector.
- PayPal, Affirm, and Block are noted as rivals in the competitive Buy Now Pay Later (BNPL) market.
- Affirm Holdings is headquartered in San Francisco, CA.
- Deutsche Bank resumed coverage on payments stocks, favoring high-quality fintech names like Affirm.
- Affirm is partnering with Costco to expand its Buy Now Pay Later (BNPL) services.
- BNPL integration between Affirm and Costco is successfully boosting conversions on big-ticket items.
- MSC supports Affirm's asset-backed securitizations.
- Affirm offers installment payment options to Canadian customers.
- Affirm partners with Xsolla to provide flexible payment options for gamers in Canada.