Affirm Holdings, Inc.
No SEC Form 4 filings for $AFRM in the last 30 days.
Affirm Holdings (AFRM) closed at $76.58, down 2.41% on the day, and has fallen 3.46% over the past month versus gains in the S&P 500 and its sector. Ahead of earnings, analysts project Q EPS of $0.33 and revenue of $1.11B. Full-year estimates call for EPS of $1.23 and revenue of $4.21B.
Affirm Holdings (NASDAQ: AFRM) said it will release its Q4 fiscal 2026 shareholder letter with financial results on Aug. 27, 2026 after market close. The company will hold a conference call and webcast the same day at 2:00pm PT with CEO Max Levchin, COO Michael Linford, and CFO Rob O’Hare. A replay will be available on its investor site.
Bank of America raised its price target on Affirm Holdings to $93 from $88, according to the note cited in the article. The stock is shown trading around $79.24 at the time of publication, up 1.43% on the day. The piece also references a July 22 Bernstein initiation of Affirm at Outperform.
Over the past 7 days, alphai's AI scored 3 news stories mentioning AFRM (Affirm Holdings, Inc.). Coverage has skewed bullish: 1 bullish, 2 neutral, and 0 bearish.
Recent AFRM coverage spans financial news, market movers and earnings.
The piece is a pre-earnings positioning setup for AFRM, but it does not disclose a new earnings print or fresh guidance.
This is a dated earnings-style disclosure schedule that can drive positioning into Aug 27 and volatility around the after-close release.
The article is a sell-side price-target change, which can move short-term sentiment but does not provide new company fundamentals.
IPO pricing and implied valuation are the only concrete, tradable company-specific datapoints in the text for Affirm.
Street sentiment is turning more constructive on AFRM after results and investor-day commentary, with analysts citing a “clear path” to outperform targets and Affirm Card as an upside driver.
alphai scores every news story that mentions AFRM with an AI model for sentiment and relevance, and aggregates insider trades from Affirm Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Affirm Holdings (AFRM) closed at $76.58, down 2.41% on the day, and has fallen 3.46% over the past month versus gains in the S&P 500 and its sector. Ahead of earnings, analysts project Q EPS of $0.33 and revenue of $1.11B. Full-year estimates call for EPS of $1.23 and revenue of $4.21B.
3 min readAffirm Holdings (NASDAQ: AFRM) said it will release its Q4 fiscal 2026 shareholder letter with financial results on Aug. 27, 2026 after market close. The company will hold a conference call and webcast the same day at 2:00pm PT with CEO Max Levchin, COO Michael Linford, and CFO Rob O’Hare. A replay will be available on its investor site.
1 min readBank of America raised its price target on Affirm Holdings to $93 from $88, according to the note cited in the article. The stock is shown trading around $79.24 at the time of publication, up 1.43% on the day. The piece also references a July 22 Bernstein initiation of Affirm at Outperform.
1 min readThe article covers multiple items centered on PayPal cofounder Max Levchin and his fintech ventures. It says Affirm’s IPO is pegged at $33 to $38 per share, implying an $8 billion to $9.2 billion valuation, and reports Affirm raised $100 million in debt from Morgan Stanley. It also notes LEGO plans five Olivia Rodrigo sets and mentions unrelated Trump and Cardinals items.
3 min readAffirm Holdings (AFRM) shares are up nearly 80% this quarter after strong results and recent integrations. Piper Sandler started coverage with an Overweight rating and $103 target. Deutsche Bank raised its target to $85, Susquehanna to $105. Affirm reported fiscal Q3 revenue up 33% to $1.04B and EPS of $0.30.
5 min readAffirm (AFRM) was upgraded by Sanford C. Bernstein to a “strong-buy” rating, according to Zacks.com. The note cited prior target changes from other firms, with a MarketBeat consensus price target of $92.63. The article also reports AFRM quarterly EPS of $0.30 on revenue of $943.95M and an insider sale by COO Michael Linford.
4 min readBernstein initiated coverage of Affirm Holdings (AFRM) with an Outperform rating and a $100 price target, citing expanding BNPL total addressable market, network effects, and optionalities. Bernstein said BNPL is about 5% of US e-commerce sales and 1% of card spend, with growth potential as Amazon and Shopify use BNPL. LSEG data shows 25 of 34 analysts rate AFRM buy/strong buy.
2 min readBernstein initiated coverage of Affirm (AFRM) with an Outperform rating and a $100 price target, citing tailwinds despite fintech skepticism. The firm forecasts 28% GMV CAGR for 2026-2029, 27% revenue growth less transaction costs, and about 50% GAAP EPS CAGR, reaching $4.11 GAAP EPS by 2029. It says BNPL is a small share of U.S. e-commerce and highlights Affirm Card’s rising GMV contribution and risks from macro conditions.
3 min readAn advocacy group, Protect Borrowers, said U.S. shoppers pay higher prices as merchants pass buy now, pay later merchant fees into retail pricing, and urged tighter federal regulation. Industry groups disputed the claim, saying there is no evidence fees are passed through. The Fed estimated $157B in BNPL credit extended in 2023, with pay-in-four about half.
7 min readKBW analysts at Keefe, Bruyette & Woods said S&P 500 discretionary changes for the Sept. 4 announcement and Sept. 18 effective date could create a vacancy that may lead to adding Rocket Companies (RKT) and Affirm Holdings (AFRM). KBW cited Rocket as the sixth-largest eligible company and gave both stocks medium probabilities of inclusion, noting index-tracking buying effects.
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