Shopify Expansion, Institutional Buying and Lofty Price Targets Put BNPL Leader Back in Focus
As of December 11, 2025, Affirm Holdings, Inc. (NASDAQ: AFRM) is once again one of the most closely watched names in fintech. The buy now, pay later (BNPL) pioneer has turned the corner into profitability, deepened its global partnership with Shopify, attracted fresh institutional money—and still trades at one of the richest valuations in the sector.
With shares recently changing hands in the high‑$60s to low‑$70s after closing at $70.86 on December 10, Affirm sits well above its 52‑week low of around $30.90 but below its late‑August peak near $100. [1] Investors now face a classic growth‑stock question: is the rally already priced in, or is there more upside ahead as BNPL goes mainstream?
This deep‑dive looks at the latest…
