Affirm Holdings has experienced an 8% drop in its stock price since reporting strong fiscal fourth quarter results on August 27, 2026. Wolfe Research analyst Darrin Peller believes this decline makes the stock more attractive, citing the company's solid fundamentals and growth potential.
Peller noted that Affirm is gaining market share, particularly with its Affirm Card, and is benefiting from favorable trends in 0% APR offerings. He also highlighted opportunities for international expansion and diversification into new verticals, which could further enhance the company's growth trajectory.
Wolfe Research's positive outlook aligns with broader market sentiment, as 29 out of 37 analysts covering Affirm have rated it as a buy or strong buy, indicating strong confidence in the company's future performance