How Walmart- Klarna Deal Impacts Affirm? Goldman Sachs Analyst Weighs In
1. Affirm loses Walmart partnership, affecting installment loan services. 2. Goldman Sachs revised AFRM price forecast to $50, down from $90. 3. Walmart's contribution to AFRM GMV is now lower than previously estimated. 4. AFRM extended partnership with Shopify, suggesting strategic relationships. 5. Investor sensitivity to competitive pressures likely to increase.