-
Affirm Holdings: Impact Of Walmart-Klarna Deal, 'Higher Mix Of Zeroes'
Wednesday, July 2, 2025 - 11:12am | 314Affirm Holdings Inc.'s (NASDAQ:AFRM) fiscal 2026 revenues are likely to be impacted by Walmart Inc.'s (NYSE:WMT) volumes beginning to shift to Klarna-powered OnePay in the coming quarters, as well as a higher mix of non-interest-bearing transactions, according to Needham. Analyst Kyle Peterson...
-
Equifax Doubles Down On Growth Plan Despite Mortgage Market Woes
Friday, June 20, 2025 - 1:05pm | 279Equifax Inc's (NYSE:EFX) latest Investor Day event increased confidence in the company being able to achieve its 2025 and long-term guidance "by focusing on efficient growth despite a choppy mortgage market," according to Needham. The Equifax Analyst: Analyst Kyle Peterson maintained a Buy rating...
-
Axos Financial's Core Business Strong But This Segment 'Is A Hidden Gem,' Says Analyst
Monday, June 9, 2025 - 11:22am | 273While Axos Financial Inc's (NYSE:AX) loan growth is likely to remain "impressive," the company's advisor services segment "is adding another leg to the growth story," according to Needham. The Analyst: Analyst Kyle Peterson maintained a Buy rating and price target of $88. The Thesis: Axos Advisor...
-
Affirm Holdings Stock Dives Despite Q3 Report Of In-Line Revenues, Guidance Raise: Why Analyst Says There Is No Positive Catalyst
Friday, May 9, 2025 - 11:34am | 335Affirm Holdings Inc (NASDAQ:AFRM) shares tanked in early trading on Friday, even after the company on Thursday reported broadly in-line fiscal third-quarter results. The company's margins came in better than expected, driven by good expense discipline, according to Needham. The Affirm Holdings...
-
Affirm Holdings Posts Q2 Beat On All Key Indicators - Is Firing On All Cylinders, Analysts Say
Friday, February 7, 2025 - 12:51pm | 636Shares of Affirm Holdings Inc (NASDAQ:AFRM) spiked in early trading on Friday after the company reported upbeat fiscal second-quarter results. The company released its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. JMP Securities On Affirm Holdings Analyst...
-
Affirm Holdings Selloff Is 'Baffling': Analysts Dive Into Financial Results
Thursday, May 9, 2024 - 11:53am | 680Shares of Affirm Holdings Inc (NASDAQ:AFRM) were climbing in early trading on Thursday, after dropping more than 9% on Wednesday, after the company reported its fiscal third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Affirm...
-
SoFi Is A 'Long-Term Winner' In Digital Lending, Neobank Space: Bullish Analyst
Wednesday, April 3, 2024 - 1:55pm | 297Shares of SoFi Technologies Inc (NASDAQ: SOFI) have been in focus with speculations of the Federal Reserve gearing up for interest rate cuts this year. The company focuses on prime borrowers, which translates to lower credit risk in its lending business, while providing “higher-value cross-...