Affirm Holdings, Inc. Stock Price, News & Analysis

Affirm (NASDAQ: AFRM) will publish its first quarter fiscal 2026 shareholder letter and financial results on Thursday, November 6, 2025 after market close.

The company will host a conference call and webcast the same day at 2:00 PM PT, featuring Max Levchin (CEO), Michael Linford (COO), and Rob O'Hare (CFO). A replay will be available on Affirm's investor relations website.

Affirm (NASDAQ:AFRM) announced a partnership with digital sports platform Fanatics to offer Affirm’s flexible, transparent payment options for jerseys, collectibles and other merchandise, with no hidden or late fees and no compounding interest.

The option will roll out at checkout and will soon expand to more than 180 additional team and league stores across the Fanatics network, including select partner shops in the UK and Canada. Eligible shoppers can split payments every two weeks or choose monthly plans with a real-time eligibility decision at checkout.

Affirm (NASDAQ: AFRM) is launching 0% Days, a nationwide promotion running October 22–24, 2025 that offers eligible shoppers using the Affirm app or Affirm Card thousands of 0% APR offers from leading retailers. Offers span fashion, fitness, electronics, home, and travel with interest-free payment plans of up to 24 months. The announcement highlights that a $1,200 purchase spread over 12 months at 0% APR costs exactly $1,200, and contrasts this with typical credit card interest. The promotion states there are no interest, no late fees, and no hidden fees during the event and positions 0% Days as a transparent, limited-time retail financing event designed to simplify purchases.

Affirm (NASDAQ: AFRM) announced on October 9, 2025 that it is extending its collaboration with Google as a supporter of the Agent Payments Protocol (AP2), an open, payment-agnostic standard for agent-led payments.

Affirm said its existing technology—used across wallets, browsers, chatbots, and AI agents—will help embed buy-now-pay-later (BNPL) into agentic commerce, offering real-time risk assessment, immediate approval, and personalized pay-over-time plans with terms as low as 0% APR. The company highlighted transparency features including no late fees and no hidden fees.

Affirm (NASDAQ: AFRM) has partnered with Ace Hardware to offer flexible payment options for in-store purchases at participating locations across the U.S. The partnership enables customers to use Affirm's buy now, pay later service for purchases starting at $50 through a simple QR code scanning process at checkout.

The collaboration extends across Ace Hardware's network of over 5,200 locations, providing customers with transparent payment terms and no late or hidden fees. This strategic partnership adds Ace Hardware to Affirm's growing network of over 375,000 retail partners, which includes major brands like World Market, Williams Sonoma, and Pottery Barn.

Affirm (NASDAQ: AFRM) has announced a multi-year partnership with ServiceTitan (NASDAQ: TTAN) to integrate buy-now-pay-later (BNPL) payment options into ServiceTitan's digital payments platform. As ServiceTitan's first BNPL partner, Affirm will provide flexible payment solutions to contractors and their clients, allowing homeowners to split home repair bills into biweekly or monthly payments.

The partnership aims to address the significant home improvement spending market, with the average homeowner spending $8,800 annually. Customers will undergo eligibility checks for each transaction and won't face late or hidden fees, offering a transparent payment solution for essential home services.

Affirm (NASDAQ: AFRM) has partnered with Vagaro, a leading software provider for beauty, wellness, and fitness businesses, to offer flexible payment solutions. The partnership enables Vagaro's nearly 100,000 U.S. businesses to provide customers with transparent pay-over-time options at checkout, both online and in-person.

The collaboration aims to capitalize on the growing U.S. health and wellness market, projected to reach $3.7 trillion by 2034. Approved customers can access personalized biweekly or monthly payment plans starting at 0% APR, with no late or hidden fees.

Affirm (NASDAQ: AFRM) has expanded its flexible payment options to in-store purchases with Apple Pay on iPhone. This new integration allows U.S. consumers to split eligible purchases into biweekly or monthly payments starting at 0% APR when using Apple Pay in physical stores.

The expansion builds upon Affirm's existing integration with Apple Pay for online and in-app purchases. To use the service, customers need iOS 26 or later and can easily add Affirm to their Apple Wallet. The service maintains Affirm's commitment to transparency with no late or hidden fees, and only approves consumers deemed capable of repayment.

Affirm Holdings (NASDAQ: AFRM), a payment network company, announced that CFO Rob O'Hare will participate in a shareholder fireside chat on September 23, 2025, at 9:00 AM Pacific Time. The discussion will be moderated by Kyle Joseph from Stephens.

Shareholders can submit and upvote questions through Say Technologies' Q&A platform until September 22, 2025. The event will focus on Affirm's strategy, products, business model, and financial results. The fireside chat will be webcast live on Affirm's investor relations website, with a replay available for a limited time after the event.