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Nov 7, 2025 12:50 PM

Affirm Surges On Strong Results, Analyst Praise, Long-Term Amazon Pact

Affirm Holdings, Inc. (NASDAQ:AFRM) shares extended their rally Friday after the company reported late Thursday strong fiscal first-quarter results, which beat analyst expectations and reignited enthusiasm for the buy-now, pay-later firm's growth prospects.

The gains came as Affirm also announced an expanded financing partnership with Amazon.

• AFRM stock is racing ahead of the pack. Check the fundamentals here.

Affirm posted first-quarter earnings of 23 cents per share, more than double the consensus estimate of 11 cents. Revenue reached $933.33 million, beating the $883.14 million forecast and rising from $698.47 million a year earlier.

CEO Max Levchin credited the record performance to consistent execution and operational strength.

"Results like these are never an accidental success, and the last several quarters really felt like the ...