Affirm Holdings, Inc. (AFRM) Announces a New Deal with Lowe's

Affirm Holdings, Inc. (NASDAQ:AFRM) is among the Most Volatile Stocks.

On February 17, 2026, Affirm Holdings, Inc. (NASDAQ:AFRM) announced a deal with Lowe’s. The firm will provide payment plans to Lowe’s customers both online and through the Lowe’s mobile app. Lowe’s will join the Affirm marketplace, boosting access to the company’s shopper network.

On February 9, 2026, Mizuho reduced Affirm Holdings, Inc. (NASDAQ:AFRM)’s price target to $95 from $114 while retaining an Outperform rating. The firm considered the post-earnings selloff as unjustified, citing two catalysts: an exclusive partnership with Intuit and a conservative fiscal 2026 forecast.

On February 6, 2026, RBC Capital downgraded Affirm Holdings, Inc. (NASDAQ:AFRM)’s price objective to $77 from $87 while maintaining a Sector Perform rating. RBC noted that targeted 0% APR offers drove merchant GMV, while unit economics supported profits. The firm stated forecasts calling for a slowdown and mentioned a significant enterprise client switching to its own wallet platform during Q1.

Affirm Holdings, Inc. (NASDAQ:AFRM) runs a platform for digital and mobile commerce. Its platform is made up of three main components: a consumer-focused app, merchant commerce solutions, and a point-of-sale payment solution for consumers.

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