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Lead DevelopmentFACT · 4/5•28 Aug '26•Via CNBC Technology

Affirm CEO Says High Gas Prices Weigh on Shoppers

Affirm reported strong fiscal fourth-quarter results and raised near-term revenue guidance while CEO Max Levchin told CNBC that elevated U.S. gasoline prices are pressuring consumer spending. Affirm posted $1.17 billion in Q4 revenue, beat expectations on gross merchandise volume ($14.1 billion) and forecast fiscal Q1 revenue of $1.19–1.22 billion. The article cites AAA data showing a national average gas price of $4.09 per gallon and notes that inflation measures such as the PCE remain a consideration for policymakers.

•Affirm reported fiscal fourth-quarter revenue of $1.17 billion, above the $1.11 billion LSEG estimate.
•Affirm expects fiscal first-quarter revenue of $1.19 billion to $1.22 billion, ahead of the Street expectation of $1.16 billion.
•Affirm's gross merchandise volume (GMV) was $14.1 billion, topping the $13.39 billion StreetAccount expectation.

Entities:Affirm LSEG VERSANT

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FACT · 4/528 Aug '26· Via CNBC Investing

Bank of America Bullish on Affirm Despite Modest Guidance

Affirm Holdings issued modest near-term growth guidance but beat fiscal fourth-quarter expectations, and Bank of America remains bullish. The bank reiterated a buy rating and raised its 12-month price target to $104 from $93, citing unmodeled growth vectors and potential catalysts such as a bank charter and brand-sponsored promotions. Affirm guided current-quarter revenue to $1.19 billion–$1.22 billion, above FactSet estimates. The article notes strong analyst support for the stock and recent substantial share gains over the past six months.

•Bank of America has a buy rating on Affirm and raised its 12-month price target to $104 from $93.
•Affirm reported fiscal fourth-quarter results that beat Wall Street expectations.
•Affirm guided current-quarter revenue to $1.19 billion–$1.22 billion, above the $1.16 billion FactSet estimate.

Affirm Bank of America FactSet LSEG VERSANT

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FACT · 4/530 Jul '26· Via t3n

Amazon adds PayPal BNPL to German checkout

Amazon and PayPal announced a cooperation to offer PayPal installment financing in the Amazon checkout in Germany and Austria. Starting in August, eligible customers with German or Austrian PayPal accounts will be able to finance purchases on Amazon.de and in the Amazon app for amounts between €30 and €10,000 with terms of 3, 6, 12, and 24 months (Amazon purchases also offer 36 and 48 months). PayPal will manage the financing, perform credit checks, and display applicable interest rates at checkout; the standard effective annual rate is 11.49%, with selected 0%-financing offers for some products. The deal does not immediately mean full PayPal acceptance as a general Amazon payment method.

•Amazon and PayPal announced a cooperation to integrate PayPal installment financing into the Amazon checkout for Germany and Austria.
•The PayPal installment option will be available from August for purchases between €30 and €10,000, with terms of 3, 6, 12, and 24 months; Amazon-specific terms of 36 and 48 months are also offered.
•PayPal will perform a credit check and manage repayments via its browser or app; monthly installments are debited from a linked bank account or debit card.

Amazon PayPal Barclays TargetVideo

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