Affirm Seen as Standout in BNPL Sector -- Market Talk

0913 ET - Affirm is emerging as a standout in the buy now, pay later industry, RBC Capital says. The company is pulling ahead thanks to gross merchandise volume growth, driven by a resilient consumer base, the analysts say. "AFRM's ability to drive strong GMV growth, take rate stability, consistently high RLTC [revenue less transaction costs] margins, stable delinquencies, and improving funding cost (even in a higher for longer rate backdrop), all point to the company's unique unilateral ability to satisfy its various stakeholders," the analysts say. The company is also recording margins ahead of projections, despite growth in its 0% loan program, according to RBC. Affirm surges 11% premarket. (katherine.hamilton@wsj.com)

(END) Dow Jones Newswires

August 28, 2026 09:13 ET (13:13 GMT)