Affirm: Investor Day Bolsters Confidence That Growth Is Just Getting Started

Affirm delivered a standout Q3 2026, with the Affirm Card emerging as a major growth engine. Active Affirm Card users surged 130% YoY to 4.4 million, driving 146% YoY direct-to-consumer GMV growth. Q3 2026 revenues hit $1.04B, up 32.64% YoY, beating expectations by $43.56M and marking the 10th straight quarter of 30%+ GMV growth. Management raised guidance and demonstrated strong confidence at Investor Day, underscoring AFRM's expanding role in consumers’ daily lives.