BNPL lender Affirm jumps after strong annual forecast

** Buy now, pay later lender Affirm Holdings' AFRM.O shares jump 12.9% to $90.53 in extended trading

** AFRM forecasts FY 2026 gross merchandise value (GMV) - total dollar amount of all transactions on the Affirm platform - to be more than $46 billion, above market consensus of $45.67 billion, per LSEG data

** GMV from zero-percent financing monthly installment loans grew 93% in Q4 2025 as number of merchants funding those offers more than doubled

** RBC Capital Markets analyst Daniel Perlin says AFRM delivered beats across the board and a strong FY 2026 forecast

** 15 of 25 brokerages rate the stock "buy" or higher and 10 "hold"; median PT $75 - data compiled by LSEG

** As of last close, AFRM stock up 31% YTD