Affirm: Bullish Tilt Despite Recent Strong Run
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Affirm reported strong Q2 results with 47% YoY revenue growth and a GAAP EPS of $0.23, surpassing expectations. Despite a premium valuation, Affirm's market leadership and profitability support a bullish outlook, though risks include competition and credit quality downturns.
February 11, 2025 | 4:30 am
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Affirm's Q2 results exceeded expectations with 47% YoY revenue growth and a GAAP EPS of $0.23, indicating strong profitability and market leadership. Despite a premium valuation, the outlook remains bullish, though tempered by competition and credit risks.
Affirm's strong Q2 results with significant revenue growth and profitability support a positive short-term outlook. The premium valuation is a concern, but the company's market leadership and execution justify a bullish stance. Risks from competition and credit quality are noted but do not overshadow the positive earnings surprise.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100