---
title: "Affirm's (AFRM) GMV Targets Suddenly Look More Believable. I'm Staying Bullish"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286927086.md"
description: "Affirm Holdings' growth targets appear more achievable, boosting confidence in the fintech buy-now-pay-later leader. The stock has risen over 40% since March but remains flat year-to-date, indicating investor skepticism. Despite challenges, recent Q3 results and an Investor Forum suggest sufficient operating momentum and product expansion to support a bullish outlook."
datetime: "2026-05-19T13:59:42.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286927086.md)
  - [en](https://longbridge.com/en/news/286927086.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286927086.md)
---

# Affirm's (AFRM) GMV Targets Suddenly Look More Believable. I'm Staying Bullish

Affirm Holdings' (AFRM) growth targets suddenly look more believable and less ambitious, as the momentum builds, keeping me bullish on this fintech buy-now-pay-later (BNPL) leader. The company has recovered impressively, rising more than 40% from its March lows. Still, the stock remains modestly in the red or roughly flat year‑to‑date, which suggests investors are not yet fully convinced.

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I understand the hesitation. Affirm is not a sleepy value stock, and its medium-term targets require a lot to go right. However, after its recent Q3 results and Investor Forum, I think the company is showing enough operating momentum, funding discipline, and product expansion to justify a bullish view.

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## Related News & Research

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