Affirm: More Upside In The Tank

The Asian Investor 32.66K Followers Follow 5 Share Save Play ( 9min ) Comments Summary Affirm remains a 'Strong Buy' as BNPL adoption grows and the total addressable market is set for continual expansion. AFRM delivered 22% Y/Y active customer growth in Q3 '26 and surpassed $1B in quarterly revenue for the second consecutive quarter, driven by rising transactions per user. Shares have surged 89% since March, yet at 18x forward P/E, AFRM remains attractively valued versus some Fintech peers and its growth outlook. Imminent Fed rate cuts could catalyze a share price revaluation; delayed cuts or renewed inflation are key risks to monitor. imaginima/iStock via Getty Images BNPL provider Affirm ( AFRM ) is eyeing a massive expansion of its customer base and its loan portfolio in the years ahead as buy now pay later loans continue to gain in popularity. Affirm, however, is not only This article was written by The Asian Investor 32.66K Followers Follow I am interested in a lot of technology and AI stocks like Google, Nvidia, AMD, Tesla and Amazon. Analyst’s Disclosure: I/we have a beneficial long position in the shares of AFRM, UPST, SOFI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.