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Affirm Holdings (AFRM) Stock News, Jan-Feb 2026

AFRM Nasdaq

Affirm Holdings, Inc. reports news about its pay-over-time payment network, consumer installment loans, and merchant partnerships. The company offers zero-interest financing and interest-bearing loans on a per-transaction basis, with products distributed through merchants, the Affirm app, and the Affirm Card. Company updates commonly cover quarterly shareholder letters, gross merchandise volume, revenue trends, loan economics, and non-GAAP performance measures.

Affirm news also includes product and channel developments such as 0% APR shopping events, integrations with payment platforms, Canadian merchant partnerships, and investor presentations. Recurring disclosures describe how Affirm connects consumers and businesses through repayment plans without late or hidden fees.

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Affirm (NASDAQ: AFRM) and H&R Block Canada announced a partnership to let eligible clients split professional tax service costs into clear, no-late-fee installments.

Clients can choose Affirm at checkout in participating offices (online coming soon), receive real-time approval, and pick transparent payment plans; H&R Block is the first major Canadian tax preparer to offer Affirm.

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Affirm (NASDAQ: AFRM) will participate in investor conferences in March 2026. Management will attend the Morgan Stanley Technology, Media, and Telecom Conference in San Francisco on March 3–4 and the Wolfe FinTech Forum in New York on March 11.

Fireside chats by President Libor Michalek (Mar 3) and CFO Rob O’Hare (Mar 3 and Mar 11) will be webcast live on the company investor relations website, with replays available for a limited time.

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Lowe's (NYSE: LOW) and Affirm (NASDAQ: AFRM) announced a partnership on February 17, 2026 to offer Affirm payment plans online and in Lowe's mobile app. Eligible customers can split purchases into biweekly or monthly payments with plans starting at 0% APR, subject to eligibility.

Affirm will feature Lowe's in its marketplace, expanding reach to Affirm's shopper network of nearly 478,000 merchants. Rates range from 0–36% APR; availability, down payments, and lender terms vary by state and eligibility.

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Affirm (NASDAQ:AFRM) has partnered with Virgin Media O2 to offer transparent, pay-over-time hardware financing for phones, headphones and consoles in the UK. Plans will show the total cost upfront with no hidden or late fees and no compound interest. Availability expected later this summer, subject to regulatory approval.

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Affirm (NASDAQ: AFRM) reported financial results for its fiscal 2026 second quarter ended December 31, 2025, and furnished a shareholder letter on Form 8-K. The company will host a conference call and live webcast today at 2:00pm PT to discuss results.

Presenters include Max Levchin (CEO), Michael Linford (COO), and Rob O’Hare (CFO). A replay will be available on the company investor relations website.

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Affirm (NASDAQ: AFRM) and Wayfair (NYSE: W) announced an expansion of their payments partnership to the UK and Canada on February 5, 2026. Approved shoppers in both countries can now split purchases at Wayfair with Affirm, receiving real-time approvals and choice of payment plans with no late or hidden fees.

The move follows the companies' recent US checkout expansion and aims to offer the same transparent BNPL experience to more international customers.

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Intuit (QuickBooks) and Affirm (NASDAQ: AFRM) announced a multi-year partnership on February 2, 2026 to make Affirm the exclusive pay-over-time option integrated into QuickBooks Payments for eligible U.S. QuickBooks Online customers. Affirm will handle underwriting and repayment risk, businesses get paid upfront, and customers can split invoices with options including 0% APR. Intuit cited 56% of SMBs owed money on invoices averaging $17,500, $2 trillion in invoices managed on its platform, and $174B online payments volume in FY25. Availability begins in the coming months with no additional setup for merchants.

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Expedia Group (NASDAQ: EXPE) expanded a multi-year partnership with Affirm (NASDAQ: AFRM), naming Affirm the exclusive US provider of Buy Now, Pay Later for lodging and packages across Expedia, Hotels.com and Vrbo.

Eligible US travelers can choose customized plans up to 24 months, including 0% APR three- and six-month offers; Canadian availability will begin on select properties soon.

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Bolt announced that Affirm (NASDAQ: AFRM) will be the default buy now, pay later (BNPL) provider across Bolt's one-click checkout network in the United States, with a rollout beginning January 2026 to select merchants and broader availability planned thereafter.

The integration embeds Affirm alongside card payments for logged-in and guest shoppers without extra merchant integration, offers biweekly or monthly plans including eligible 0% APR options, and is intended to reduce checkout friction and improve conversion and average order value.

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Affirm (NASDAQ: AFRM) submitted applications on January 23, 2026 to the Nevada Financial Institutions Division and the FDIC to establish Affirm Bank, a proposed Nevada-chartered industrial loan company and FDIC-insured, wholly owned bank subsidiary. The company said the bank would complement existing bank partnerships, provide greater flexibility and diversification, and enable new products over time. Affirm highlighted that it has extended nearly $130 billion in credit to about 60 million people and estimated U.S. households could save between 5–30% versus revolving credit, with a 2024 savings estimate of $18 billion. John Marion was named President of the proposed bank.

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FAQ

What is the current stock price of Affirm Holdings (AFRM)?

The current stock price of Affirm Holdings (AFRM) is $74.75 as of October 6, 2026.

What is the market cap of Affirm Holdings (AFRM)?

The market cap of Affirm Holdings (AFRM) is approximately 25.2B.