Affirm Posted a 'Strong' Quarter With FY26 GMV Guidance Exceeding Expectations, RBC Says

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Affirm Posted a 'Strong' Quarter With FY26 GMV Guidance Exceeding Expectations, RBC Says

MT Newswires Live2025-08-29

Affirm (AFRM) delivered a "strong" quarter and provided fiscal 2026 guidance that surpassed expectations, particularly for gross merchandise volume, which was a focal point for investors contemplating the impact from the removal of a large enterprise client, RBC said in a Friday note.

On Thursday, Affirm reported its fiscal Q4 earnings that exceeded analysts expectations. The company said it expected fiscal 2026 GMV of of more than $46 billion.

Noting the results, RBC said that Affirm continues to shift its mix towards 0% APR offers, or zero interest loans, which is showing favorable 30+ day delinquency rates.

RBC analysts raised their FY26 projections on the company and now expected GMV and revenue of $46.8 billion and $3.908 billion, higher than its previous outlook of $45.6 billion and $3.906 billion. For 2027, RBC expected GMV and revenue of $57.7 billion and $4.839 billion.

The firm rated Affirm as sector perform and raised its price target to $97 from $75.

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