Shares of Buy Now Pay Later companies are trading lower as rising yields may impact lending practices for short-term, unsecured credit issuance.

TD Cowen Maintains Buy on Affirm Holdings, Lowers Price Target to $110

TD Cowen analyst Moshe Orenbuch maintains Affirm Holdings (NASDAQ:AFRM) with a Buy and lowers the price target from $124 to $110.

Antom To Offer Affirm Buy Now, Pay Later Option To US Merchants, With 96% Of Affirm Transactions From Repeat Customers

Shares of fintech and financial services companies are trading lower amid elevated bond yields and Fed interest rate expectations, which may dampen enthusiasm for the growth-oriented sector.

TD Cowen Maintains Hold on Klarna, Lowers Price Target to $16

TD Cowen analyst Moshe Orenbuch maintains Klarna (NYSE:KLAR) with a Hold and lowers the price target from $18 to $16.

Klarna Deepens Partnership With Wayfair Bringing New Flexible Payment Options To US And Canadian Consumers

Klarna, the everyday finance network, today announced a deepened partnership with Wayfair, the destination for all things home, bringing new flexible payment options to U.S. and Canadian consumers.Starting today,

Sezzle Marketing ROI Strengthens: Can Efficient Spending Sustain Growth?

Sezzle's Q2 2026 results demonstrate strong marketing ROI with 140,000 net new subscribers added and active subscribers growing 76.4% year-over-year to 854,000, despite marketing expenses rising to $19.4 million. The company maintains a sub-six-month payback period on marketing investments and achieved 51.7% revenue growth to $149.7 million with adjusted net income rising 58.4%. Management plans to reduce core marketing spending in Q3 while relying on payback metrics to guide investment decisions.