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payments: Archive

Kaibalya Pravo Dey

Market Loves Affirm at 54.6X Premium Valuation: But is Love Blind?

AFRM's rich valuation towers over BNPL rivals as analysts still see upside, raising questions about how much growth is already priced in.

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Kaibalya Pravo Dey

How Is Affirm Threading BNPL Growth Through Pacsun's Holiday Cart?

AFRM taps Pacsun's holiday rush with new pay-over-time options, aiming to lift volume as young shoppers embrace BNPL.

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Rajshree Sipani

AmEx Trading Above 21X P/E: Playing Offense With a Higher Price Tag?

AXP's premium valuation, strong revenue gains and surging Gen Z and Millennial spending put the stock at a pivotal moment.

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Kaibalya Pravo Dey

Visa at 25X Earnings: A Premium Story or a Better Buy on the Pullback?

V's pullback and 25X earnings multiple raise the question: Does the stock's growth runway still justify its premium?

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Zacks Equity Research

Can AXP Keep Its ROE Shining While Expenses Climb the Ladder?

American Express navigates rising expenses with innovation and strong execution as it works to keep its standout ROE on track.

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Zacks Equity Research

Can Affirm's Low-Ticket Purchases Outgrow Its Big-Ticket Categories?

AFRM shifts focus to everyday low-ticket purchases, boosting transactions, loyalty and platform growth beyond big-ticket items.

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Zacks Equity Research

Does Visa's AWS Move Signal a New Standard for Secure AI Transactions?

V's AWS partnership brings secure, tokenized tools and blueprints to power scalable agentic commerce and real-time autonomous transactions.

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Kaibalya Pravo Dey

In-Store Tap: Klarna Plants Its Flag in 14 European Markets

KLAR expands Tap to Pay across 14 European markets, building on the rapid global traction of the debit-first Klarna Card.

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Zacks Equity Research

Tap, Travel, Transact: Is Visa Quietly Crafting the Perfect Growth Mix?

V's tap-to-pay surge, cross-border rebound and AI-driven fraud tools are powering a potent growth mix for FY26.

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Rajshree Sipani

Why Is Gen Z Emerging as AmEx's Next Premium Growth Driver?

AXP taps Gen Z and Millennials as demand for premium, experience-driven perks surges, turning young spenders into a powerful growth engine.

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Rajshree Sipani

Mastercard's Stability Vs. Affirm's Velocity: Which Has More Upside?

AFRM's BNPL-driven surge puts it ahead, while MA's global scale reach keeps it firmly in the race as flexible credit rapidly reshapes spending.

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Kaibalya Pravo Dey

Visa Taps Aquanow to Scale Stablecoin Settlements Across CEMEA

V goes bigger on stablecoins, teaming up with Aquanow to streamline settlement across CEMEA.

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Kaibalya Pravo Dey

Affirm is Winning Transactions, But the Price Tag Bites Hard

AFRM's soaring transactions and expanding ecosystem fuel investor excitement, but its rich valuation and rising risks test the rally's durability.

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Zacks Equity Research

Is MA Using Beauty Commerce to Unlock Its Next SME Growth Wave?

Mastercard's beauty-commerce push targets 350,000 salons by digitizing payments, easing credit access and supporting entrepreneurs across the region.

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Zacks Equity Research

BNPL is Not Enough, So Klarna Launches a Coin: KlarnaUSD Stablecoin

KLAR's launch of its dollar-pegged KlarnaUSD stablecoin signals a bold push into crypto payments and lower-cost cross-border transactions.

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