Affirm Holdings, Inc. (AFRM) Extends Partnership With Stripe; RBC Capitals Maintains 'Sector Perform' Rating

With a strong EPS growth estimate for the next year and significant hedge fund interest, Affirm Holdings, Inc. (NASDAQ:AFRM) secures a spot on our list of the 15 Stocks That Will Benefit From AI.

On August 21, 2025, RBC Capital reaffirmed its Sector Perform rating and $75 price target for Affirm Holdings, Inc. (NASDAQ:AFRM), citing both opportunities and difficulties ahead. Analysts warned of a potential loss of Walmart volume—about 5% of GMV—which could dampen fiscal 2026 estimates, but planned U.K. launches with Shopify may offset this impact.

Just days before, on August 13, Affirm Holdings, Inc. (NASDAQ:AFRM) strengthened its partnership with Stripe by introducing the first BNPL integration on Stripe Terminal, broadening its reach to in-store shoppers across over one million devices. While RBC acknowledged increased U.S. competition, Affirm’s persistent outperformance on GMV forecasts and rising omnichannel presence reflect the company’s evolving role in the payment ecosystem.

Affirm Holdings, Inc. (NASDAQ:AFRM) offers transparent buy now, pay later solutions that empower consumers with flexible payment alternatives while assisting merchants to accelerate growth, enhance order value, and reach new customers with no hidden fees. It is on our list of the Best AI Stocks.

While we acknowledge the potential of AFRM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None.