Shares ntawm Affirm Holdings Inc (NASDAQ: AFRM) tau tshaj 40% hauv tsawg dua 48 teev ntawm kev taw qhia poob siab rau Q3 cov nyiaj tau los. Kev muag khoom loj heev, raws li Dan Dolev, yog lub sijhawm los teeb tsa cov khoom lag luam zoo ntawm tus nqi qis.
Dolev's bull case rau Affirm Holdings
Kev lees paub qhov kev pom zoo rau lub quarter thib peb cov nyiaj tau los tau nug txog nws txoj kev koom tes nrog BNPL nrog Amazon.com Inc, tab sis tus kws tshuaj ntsuam xyuas qib siab ntawm Mizuho tiv thaiv nws txoj kev bullish hu rau CNBC's "Kev Sib Hloov" thiab hais tias:
Pom zoo yog pawg thawj coj hauv kev lag luam cuam tshuam. Lawv tab tom tsim lwm txoj hauv kev rau credit. Muaj kev xav tau ntau ntxiv. Ntau lab nyiaj ntawm qhov ntim ntawm Amazon hauv ib hlis. Ua ib pawg thawj coj hauv kev lag luam nrawm nrawm yog qhov muaj zog dua li cov Tshuag tau xav txog niaj hnub no.
Dolev muaj qhov kev yuav khoom ntawm AFRM nrog tus nqi phiaj ntawm $ 100 ib feem uas sawv cev rau ntau tshaj 100% upside ntawm no.
Yuav ua li cas txog cov nqi-offs ho?
Dolev pom zoo tias kev them nqi yuav ua rau muaj kev tshuaj xyuas ntau dua hauv qhov chaw no tab sis tsis pom nws muaj kev hem thawj ntau rau Affirm Holdings. Nws ntxiv:
Muaj delinquencies tab sis lawv tab tom pib rov qab mus. Nws yog qis dua 2019 qib. Yog li, kuv yuav coj lawv cov lus rau nws tias lawv tuaj yeem tswj tau nws. Yog tias lawv pom tias nws dhau los ua teeb meem loj heev, lawv yuav txwv tsis pub cov khoom siv thiab cov nqi them tawm yuav los tswj. Yog li ntawd, tib neeg ntshai heev.
Sib nrug los ntawm Affirm, Dolev pom Fidelity National Information Services Inc nyob rau hauv cov nyiaj txiag raws li ib qho khoom lag luam uas yog qhov chaw zoo rau kev nce nqi ib puag ncig. Goldman Sachs cia siab tias US Tsoom Fwv Teb Chaws Reserve yuav nce mus txog xya zaus xyoo no.
Cov ntawv tshaj tawm Mizuho: lees paub kev sib koom tuaj yeem ntau dua ob npaug ntawm no tshwm sim thawj zaug ntawm Invezz.
Tau qhov twg los: https://invezz.com/news/2022/02/11/mizuho-affirm-shares-could-more-than-double-from-here/