Affirm Rallies 6% on $104 Price Target From BofA, Sezzle Climbs 4%, PayPal Rises 3%

Impact · against what's priced in

Affirm's results and updated guidance provide concrete evidence that growth is staying well above the 12% the market had assumed, creating a catalyst for a structural re-rating. While the sector benefits from retreating Treasury yields, the move in PayPal, Sezzle, and Klarna is largely a cyclical sympathy bid rather than a fundamental shift in their individual business models.

AFRM+0.70

Challenges what's priced in

The price assumes