Affirm just renewed its Amazon vibes. Is BNPL finally growing up?
TL;DR
Quick Summary
- Affirm (AFRM) jumped into the low $70s on December 16, 2025 after confirming an extended Amazon partnership and upbeat investor commentary.
- The company now anchors pay‑over‑time options for both Amazon and Shopify, plus a fast‑growing Affirm Card business with rising direct consumer usage.
- Growth in GMV, revenue, and active users remains strong, but the story is still highly sensitive to consumer credit trends, regulation, and overall risk appetite.
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Disclaimer: KAHROS is a financial media and technology company. The Services, including any AI-generated content and articles, are for informational purposes only and do not constitute financial, legal, tax, or investment advice, nor an offer or solicitation to buy or sell any securities. Market information may be time-sensitive, incomplete, or subject to change without notice. We are not a registered broker-dealer or investment advisor. Please refer to our Terms of Service for more details.
