$AFRM

Workday shares rose 6% after Q2 results beat estimates, with $2.75 EPS and $2.65B revenue. Salesforce gained 3%, extending a 22% rally post-earnings. Nvidia dropped 3% after a prior 9% gain. Amazon climbed 4% on an upgraded price target. Coinbase and Strategy fell 7% and 6% as bitcoin dropped 3%. PayPal plunged 16% after buyout talks fell through. Affirm jumped 5% on revenue beat and guidance. Gap rose 13% with new leadership and earnings beat. Elastic N.V. surged 17% on strong guidance. Marvell

Affirm Holdings (AFRM) shares rose 6.83% to $82.78 on Friday, following strong Q4 results. Net income surged to $1.616B, revenue increased 32.9% to $1.165B. The company expects Q1 revenue of $1.19B-$1.22B and fiscal 2027 revenue over $64B.

Affirm Holdings (AFRM) stock rose 7% after reporting Q4 earnings with revenue of $1.17B, beating estimates. CEO Max Levchin noted high gas prices are impacting U.S. shoppers but sees increased demand for budgeting help during inflation. The company expects Q1 revenue of $1.19B-$1.22B, ahead of estimates.

Jim Cramer highlights key events for Friday, including Fed Chair Kevin Warsh's speech. Marvell shares fell despite a solid quarter, while Workday beat estimates and saw price target increases. Affirm rose 13% on strong earnings, and Gap Inc. gained 16% after naming a new Old Navy leader. Solstice and Element Solutions abandoned their merger, and Eli Lilly's Mounjaro received FDA approval. Dollar General's price target was raised by Citi and Goldman Sachs.

Analysts made several calls: Stifel initiated The Metals Royalty Company as buy, citing upside potential. Evercore ISI reiterated SpaceX and Nvidia as outperform, highlighting their partnership. CLSA upgraded Baozun to outperform, raising its target to $3.80. Bank of America raised Affirm's target to $104, reiterated Marvell and Tesla as buy, and noted Burlington's market share gains. Evercore ISI raised Amazon's target to $355. KBW initiated Octave Specialty Group as outperform. Argus upgraded

Bank of America raised its price target for Affirm Holdings (AFRM) to $104, citing potential catalysts like a bank charter and promotions, despite a modest near-term growth outlook. The stock is up 13% in premarket trading after beating Q4 expectations and raising Q1 revenue guidance to $1.19B-$1.22B. AFRM is up 65% in the past six months.

Affirm (AFRM) rose 10% after reporting its most profitable quarter, while Klarna (KLAR) and Sezzle (SEZL) gained 6% and 2% respectively. PayPal (PYPL) dropped 11% after Stripe and Advent withdrew a potential takeover. The moves reflect deal-specific reactions rather than broader fintech trends.

Affirm Holdings (AFRM) reported Q4 2026 with EPS of $4.62 (vs $0.85 expected) and revenue of $1.17B (vs $1.11B estimate), driven by a one-time tax benefit. Shares rose 9.1% to $84.54. Analysts raised price targets, but InvestingPro's fair value model suggests a 20.7% overvaluation. Management guided FY2027 GMV above $64B, implying 27%+ growth. AFRM trades at a forward P/E of 21.4x.

Affirm (AFRM) reported Q2 CY2026 revenue of $1.17B, up 33% YoY, beating estimates. GAAP EPS was $4.62 vs. $0.35 expected. Q3 guidance is $1.21B, above consensus. Management cited network effects, product expansion, and merchant growth as key drivers. Operating margin improved to 12.6%.

PayPal (PYPL) fell 15% to $52.45 after Stripe and Advent abandoned a $50B acquisition bid. Affirm (AFRM) rose 13% to $87.56 on record profits and a new Shopify Australia deal. Klarna (KLAR) gained 5%, while the financial sector (XLF) remained flat, indicating name-specific moves.