Affirm (AFRM) Shares Jump 5.9% on Google Pay Integration, Analyst Target Hikes

Affirm Holdings Inc. (NASDAQ:AFRM) shares rose 5.9% on May 26, 2026, after the buy now, pay later company announced its payment options will appear in Google Pay, Google Search, and the Gemini app. The news was bolstered by price-target increases from Compass Point, Mizuho, and Evercore ISI. However, BTIG reiterated a neutral rating, highlighting mixed credit trends. While some early-stage delinquencies declined, the firm noted the delinquency rate in a recent loan cohort was at the upper end of historical ranges, tempering enthusiasm. Affirm stock remains down 6.5% year-to-date, trading 24.9% below its 52-week high of $92.18 from September 2025.