{"ticker": {"uuid": "a4142f71-a61b-446c-b763-7c8e953d47cc", "symbol": "AFRM", "name": "Affirm Holdings, Inc.", "exchange": "MEX", "country": "MX", "sector": "Financial Services", "industry": "Credit Services"}, "articles": [{"title": "Affirm Holdings (AFRM) Could Be 7% Undervalued On Its Growth Narrative", "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Affirm Holdings (AFRM) has drawn fresh attention after recent share price moves, with the stock closing at US$73.40. Investors are rechecking the company's fundamentals and recent performance across different time frames. See our latest analysis for Affirm Holdings. The recent 1 month share price return, which is down 10.41%, suggests some momentum has cooled in the short term, even though the 3 year total shareholder return of about 4x still reflects a very strong longer term outcome. I", "url": "https://finance.yahoo.com/markets/stocks/articles/affirm-holdings-afrm-could-7-075043551.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T07:50:43+00:00", "published_display": "13 Aug 2026 07:50", "sentiment": "positive", "sentiment_pct": 74, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.526, "duplicate_count": 1, "topics": ["Balance Sheet", "Bnpl", "Earnings", "Earnings Per Share", "Growth", "Risk"]}, {"title": "LITE Q4 Earnings Beat as AI Demand Drives Optical Growth Surge", "summary": "Lumentum LITE reported fourth-quarter fiscal 2026 non-GAAP earnings of $3.23 per share, which rose 267% year over year and beat the Zacks Consensus Estimate by 8.03%. Revenues surged 109.3% year over year to $1.01 billion and topped the consensus mark by 1.79%. Cloud and artificial intelligence (AI) demand fueled growth, while the company began shipping 1.6T transceivers and posted record cloud transceiver shipments. LITE Components Ride Scale-Out & Scale-Across Demand Components revenues were $649.4 million, up 21.8% sequentially and 102.7% year over year. Strength came from scale-out and sca", "url": "https://finance.yahoo.com/technology/ai/articles/lite-q4-earnings-beat-ai-154200375.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:42:00+00:00", "published_display": "12 Aug 2026 15:42", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.469, "duplicate_count": 1, "topics": ["AI", "Cloud", "Earnings", "Fourth Quarter", "Price Target", "Tech"]}, {"title": "Affirm Holdings (AFRM) Following Growth Narrative Has Fair Value Back In Focus", "summary": "", "url": "", "source_name": "simplywall.st", "published_at": "2026-08-11T15:41:53+00:00", "published_display": "11 Aug 2026 15:41", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.156, "duplicate_count": 1, "topics": []}, {"title": "Pagaya's Q2 Earnings Beat and Higher Guidance Strengthen Growth Case", "summary": "Pagaya Technologies Ltd. PGY delivered a stronger-than-expected second quarter. Record network volume, revenues and GAAP net income, together with higher full-year guidance, raise the bar for the company's 2026 performance. The key event-driven question is whether Pagaya can sustain the operating leverage behind the latest results while managing funding-cost and credit risks. Pagaya's Record Q2 Results Set a Higher Bar Pagaya reported adjusted earnings of $1.07 per share in the second quarter, comfortably above the Zacks Consensus Estimate of 71 cents. GAAP net income attributable to Pagaya re", "url": "https://finance.yahoo.com/markets/stocks/articles/pagayas-q2-earnings-beat-higher-142100116.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:21:00+00:00", "published_display": "11 Aug 2026 14:21", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.39, "duplicate_count": 1, "topics": ["Consumer Finance", "Earnings", "Financials", "Guidance", "Net Income"]}, {"title": "PGY Looks Cheap, But Can Growth Outpace Execution and Funding Risks?", "summary": "Pagaya Technologies Ltd. PGY combines rapid earnings growth, improving operating leverage and expanding funding capacity with exposure to funding costs, credit conditions and investment volatility. The stock trades at 2.78X trailing price/book, below the industry average of 3.22. Its trailing 12-month price/sales ratio is 1.3X while its forward PEG ratio is 1.5X. P/B TTMZacks Investment Research Image Source: Zacks Investment Research The Zacks Consensus Estimates project earnings per share of $3.72 for 2026 and $4.13 for 2027, implying year-over-year growth of 12.4% and 11%, respectively. The", "url": "https://finance.yahoo.com/markets/stocks/articles/pgy-looks-cheap-growth-outpace-142000102.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:20:00+00:00", "published_display": "11 Aug 2026 14:20", "sentiment": "positive", "sentiment_pct": 86, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.449, "duplicate_count": 1, "topics": ["Consumer Finance", "Credit", "Earnings", "Earnings Growth", "Earnings Per Share", "Net Income"]}, {"title": "Pagaya Stock Rose 10.4% in a Week, But Can the Rally Continue Now?", "summary": "Pagaya Technologies Ltd. PGY shares gained 10.4% in the past week, putting the focus on whether the rebound can extend. The move comes after stronger second-quarter 2026 results and improving operating trends, but a one-week gain alone does not establish a specific catalyst. The shares have also gained 18.3% in the past four weeks and 59.6% in the past 12 weeks. The broader advance raises a key question: Can improving profitability, deeper funding and partner momentum remain durable enough to support further gains? 3-Month Price PerformanceZacks Investment Research Image Source: Zacks Investme", "url": "https://finance.yahoo.com/markets/stocks/articles/pagaya-stock-rose-10-4-141900185.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:19:00+00:00", "published_display": "11 Aug 2026 14:19", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.39, "duplicate_count": 1, "topics": ["Consumer Finance", "Credit", "Earnings", "Earnings Growth", "Earnings Per Share", "Funding"]}, {"title": "Should You Buy Dave Stock After Its Q2 Earnings and Recent Pullback?", "summary": "Dave Inc. DAVE recently delivered another solid quarter in second-quarter 2026, with revenues rising 30% year over year to $170.8 million. According to the results released last week, adjusted EBITDA increased 48% to about $76 million, while adjusted EPS reached $4.12. The company also raised its full-year revenue, adjusted EBITDA and adjusted EPS outlook, suggesting that operating momentum remains healthy despite a tougher comparison with last year. However, the market focused on something different. DAVE shares dropped 15.1% on Aug. 6 as investors reacted to slowing revenue growth after the ", "url": "https://finance.yahoo.com/markets/stocks/articles/buy-dave-stock-q2-earnings-160900954.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:09:00+00:00", "published_display": "10 Aug 2026 16:09", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.332, "duplicate_count": 1, "topics": ["Earnings", "Earnings Growth", "Fintech", "Growth Rate", "Guidance", "Net Income"]}, {"title": "1 Cash-Producing Stock with Impressive Fundamentals and 2 We Turn Down", "summary": "1 Cash-Producing Stock with Impressive Fundamentals and 2 We Turn Down A company that generates cash isn't automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand. Cash flow is valuable, but it's not everything - StockStory helps you identify the companies that truly put it to work. That said, here is one cash-producing company that reinvests wisely to drive long-term success and two that may face some trouble. Two Stocks to Sell: Affirm (AFRM) Trailing 12-Month Free Cash Flow Margin: 19.8% Founded by PayPal co-founder Max Levchin wi", "url": "https://finance.yahoo.com/markets/stocks/articles/1-cash-producing-stock-impressive-152522894.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:25:22+00:00", "published_display": "10 Aug 2026 15:25", "sentiment": "negative", "sentiment_pct": 39, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.331, "duplicate_count": 1, "topics": ["Cash Flow", "Forward Pe", "Free Cash Flow", "Growth Stocks", "Return On Equity", "Revenue Growth"]}], "by_tier": {"direct": [{"title": "Affirm Holdings (AFRM) Could Be 7% Undervalued On Its Growth Narrative", "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Affirm Holdings (AFRM) has drawn fresh attention after recent share price moves, with the stock closing at US$73.40. Investors are rechecking the company's fundamentals and recent performance across different time frames. See our latest analysis for Affirm Holdings. The recent 1 month share price return, which is down 10.41%, suggests some momentum has cooled in the short term, even though the 3 year total shareholder return of about 4x still reflects a very strong longer term outcome. I", "url": "https://finance.yahoo.com/markets/stocks/articles/affirm-holdings-afrm-could-7-075043551.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T07:50:43+00:00", "published_display": "13 Aug 2026 07:50", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 74, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.526, "duplicate_count": 1, "topics": ["Balance Sheet", "Bnpl", "Earnings", "Earnings Per Share", "Growth", "Risk"]}, {"title": "LITE Q4 Earnings Beat as AI Demand Drives Optical Growth Surge", "summary": "Lumentum LITE reported fourth-quarter fiscal 2026 non-GAAP earnings of $3.23 per share, which rose 267% year over year and beat the Zacks Consensus Estimate by 8.03%. Revenues surged 109.3% year over year to $1.01 billion and topped the consensus mark by 1.79%. Cloud and artificial intelligence (AI) demand fueled growth, while the company began shipping 1.6T transceivers and posted record cloud transceiver shipments. LITE Components Ride Scale-Out & Scale-Across Demand Components revenues were $649.4 million, up 21.8% sequentially and 102.7% year over year. Strength came from scale-out and sca", "url": "https://finance.yahoo.com/technology/ai/articles/lite-q4-earnings-beat-ai-154200375.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:42:00+00:00", "published_display": "12 Aug 2026 15:42", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.469, "duplicate_count": 1, "topics": ["AI", "Cloud", "Earnings", "Fourth Quarter", "Price Target", "Tech"]}, {"title": "Affirm Holdings (AFRM) Following Growth Narrative Has Fair Value Back In Focus", "summary": "", "url": "", "source_name": "simplywall.st", "published_at": "2026-08-11T15:41:53+00:00", "published_display": "11 Aug 2026 15:41", "provider": "", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.156, "duplicate_count": 1, "topics": []}, {"title": "Pagaya's Q2 Earnings Beat and Higher Guidance Strengthen Growth Case", "summary": "Pagaya Technologies Ltd. PGY delivered a stronger-than-expected second quarter. Record network volume, revenues and GAAP net income, together with higher full-year guidance, raise the bar for the company's 2026 performance. The key event-driven question is whether Pagaya can sustain the operating leverage behind the latest results while managing funding-cost and credit risks. Pagaya's Record Q2 Results Set a Higher Bar Pagaya reported adjusted earnings of $1.07 per share in the second quarter, comfortably above the Zacks Consensus Estimate of 71 cents. GAAP net income attributable to Pagaya re", "url": "https://finance.yahoo.com/markets/stocks/articles/pagayas-q2-earnings-beat-higher-142100116.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:21:00+00:00", "published_display": "11 Aug 2026 14:21", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.39, "duplicate_count": 1, "topics": ["Consumer Finance", "Earnings", "Financials", "Guidance", "Net Income"]}, {"title": "PGY Looks Cheap, But Can Growth Outpace Execution and Funding Risks?", "summary": "Pagaya Technologies Ltd. PGY combines rapid earnings growth, improving operating leverage and expanding funding capacity with exposure to funding costs, credit conditions and investment volatility. The stock trades at 2.78X trailing price/book, below the industry average of 3.22. Its trailing 12-month price/sales ratio is 1.3X while its forward PEG ratio is 1.5X. P/B TTMZacks Investment Research Image Source: Zacks Investment Research The Zacks Consensus Estimates project earnings per share of $3.72 for 2026 and $4.13 for 2027, implying year-over-year growth of 12.4% and 11%, respectively. The", "url": "https://finance.yahoo.com/markets/stocks/articles/pgy-looks-cheap-growth-outpace-142000102.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:20:00+00:00", "published_display": "11 Aug 2026 14:20", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 86, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.449, "duplicate_count": 1, "topics": ["Consumer Finance", "Credit", "Earnings", "Earnings Growth", "Earnings Per Share", "Net Income"]}, {"title": "Pagaya Stock Rose 10.4% in a Week, But Can the Rally Continue Now?", "summary": "Pagaya Technologies Ltd. PGY shares gained 10.4% in the past week, putting the focus on whether the rebound can extend. The move comes after stronger second-quarter 2026 results and improving operating trends, but a one-week gain alone does not establish a specific catalyst. The shares have also gained 18.3% in the past four weeks and 59.6% in the past 12 weeks. The broader advance raises a key question: Can improving profitability, deeper funding and partner momentum remain durable enough to support further gains? 3-Month Price PerformanceZacks Investment Research Image Source: Zacks Investme", "url": "https://finance.yahoo.com/markets/stocks/articles/pagaya-stock-rose-10-4-141900185.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:19:00+00:00", "published_display": "11 Aug 2026 14:19", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.39, "duplicate_count": 1, "topics": ["Consumer Finance", "Credit", "Earnings", "Earnings Growth", "Earnings Per Share", "Funding"]}, {"title": "Should You Buy Dave Stock After Its Q2 Earnings and Recent Pullback?", "summary": "Dave Inc. DAVE recently delivered another solid quarter in second-quarter 2026, with revenues rising 30% year over year to $170.8 million. According to the results released last week, adjusted EBITDA increased 48% to about $76 million, while adjusted EPS reached $4.12. The company also raised its full-year revenue, adjusted EBITDA and adjusted EPS outlook, suggesting that operating momentum remains healthy despite a tougher comparison with last year. However, the market focused on something different. DAVE shares dropped 15.1% on Aug. 6 as investors reacted to slowing revenue growth after the ", "url": "https://finance.yahoo.com/markets/stocks/articles/buy-dave-stock-q2-earnings-160900954.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:09:00+00:00", "published_display": "10 Aug 2026 16:09", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.332, "duplicate_count": 1, "topics": ["Earnings", "Earnings Growth", "Fintech", "Growth Rate", "Guidance", "Net Income"]}, {"title": "1 Cash-Producing Stock with Impressive Fundamentals and 2 We Turn Down", "summary": "1 Cash-Producing Stock with Impressive Fundamentals and 2 We Turn Down A company that generates cash isn't automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand. Cash flow is valuable, but it's not everything - StockStory helps you identify the companies that truly put it to work. That said, here is one cash-producing company that reinvests wisely to drive long-term success and two that may face some trouble. Two Stocks to Sell: Affirm (AFRM) Trailing 12-Month Free Cash Flow Margin: 19.8% Founded by PayPal co-founder Max Levchin wi", "url": "https://finance.yahoo.com/markets/stocks/articles/1-cash-producing-stock-impressive-152522894.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:25:22+00:00", "published_display": "10 Aug 2026 15:25", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 39, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.331, "duplicate_count": 1, "topics": ["Cash Flow", "Forward Pe", "Free Cash Flow", "Growth Stocks", "Return On Equity", "Revenue Growth"]}], "industry": [], "sector": []}, "total_fetched": 8, "total_unique": 8, "total_relevant": 8, "pipeline_health": {"providers_attempted": 1, "providers_with_results": 1, "provider_counts": {"eodhd": 7}, "raw_articles": 7, "unique_stories": 7, 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"2026-08-13T11:15:16.589438+00:00", "newest_seen_at": "2026-08-13T11:03:51+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 3184, "unmapped_mentions": 1958}, "status": "healthy", "durable_evidence_used": true, "durable_collected_at": "2026-08-12T00:08:58.534257+00:00", "durable_newest_article_at": "2026-08-11T15:41:53+00:00", "durable_story_count": 1}}, "market_context": {"has_market_context": true, "latest_close": 1350.0, "latest_week": "2026-08-07", "one_week_move": 8.9, "four_week_move": -8.7, "twelve_week_move": 19.7, "trend_signal": "1", "trend_label": "Trend active", "trend_tone": "positive", "market_dynamics": 0.650453, "market_dynamics_buy_signal": false, "relative_strength": 6.887179, "fair_value_gap": 42.0, "fair_value_label": "Materially above fair value", "fair_value_tone": "negative", "expectation_direction": "undecided", "expectation_probability": 53.6429, "reaction_label": "Price confirming higher", "reaction_tone": "positive", "market_sentence": "+8.9% over one week, -8.7% over four weeks, trend active, and materially above fair value."}, "interpretation": {"label": "News confirmed by price", "tone": "positive", "classification": "confirmed_positive", "summary": "Constructive news tone is being confirmed by positive weekly price action.", "confidence": 81, "badges": ["Sentiment confirms active trend", "Positive but stretched"], "opportunities": ["Constructive tone aligns with the Sharemaestro trend signal."], "risks": ["Constructive tone is arriving with price materially above fair value."], "event_label": "Earnings", "sentiment_word": "constructive"}, "charts": {"sources": [{"label": "finance.yahoo.com", "count": 7}, {"label": "simplywall.st", "count": 1}], "tiers": [{"label": "Direct company coverage", "count": 8}, {"label": "Industry context", "count": 0}, {"label": "Sector context", "count": 0}], "events": [{"label": "Earnings", "count": 6}, {"label": "Market update", "count": 1}, {"label": "Balance 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give you a competitive edge. Affirm Holdings (AFRM) has drawn fresh attention after recent share price moves, with the stock closing at US$73.40. Investors are rechecking the company's fundamentals and recent performance across different time frames. See our latest analysis for Affirm Holdings. The recent 1 month share price return, which is down 10.41%, suggests some momentum has cooled in the short term, even though the 3 year total shareholder return of about 4x still reflects a very strong longer term outcome. 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