Affirm shares jump after strong results and upbeat outlook

Aug 28, 2026 09:29 (25d ago)

Affirm reported fiscal fourth-quarter revenue of $1.17 billion and issued a first-quarter outlook above analyst expectations.
Affirm’s first-quarter revenue forecast was $1.19 billion to $1.22 billion versus the $1.16 billion estimate; GMV was reported as either $11.6 billion, up 35%, or $14.1 billion depending on the account.
CEO Max Levchin said consumers are using Affirm to manage inflation, with average U.S. gasoline prices at $4.09 per gallon and Klarna shares also rising.

Affirm Holdings reported fiscal fourth-quarter results above expectations and forecast first-quarter revenue of $1.19 billion to $1.22 billion, lifting its shares and buy-now-pay-later peers including Klarna. Revenue was $1.17 billion versus the $1.11 billion LSEG estimate; reported GMV figures differed between accounts, with the detailed earlier report citing $11.6 billion and 35% year-over-year growth, while the newer report cited $14.1 billion versus a $13.39 billion StreetAccount estimate. CEO Max Levchin said consumers remain generally healthy but are using Affirm to manage inflation and higher fuel costs, while sustained price pressure could become a longer-term concern.