Affirm Holdings, Inc.
68.15USD
-3.9300 (-5.45%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $0.86▼ | $0.87 | 3 | 0 |
| Next quarter | $1.1▼ | $1.13 | 1 | 1 |
| Current year | $3.96▲ | $3.78 | 4 | 1 |
| Next year | $4.91▲ | $4.73 | 3 | 1 |
Beat in 1 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $0.85 | $4.97 | +4.12 (+486.2%) |
| 2026-03-31 | $0.73 | $0.62 | -0.11 (-15.0%) |
| 2025-12-31 | $0.84 | $0.72 | -0.12 (-13.9%) |
| 2025-09-30 | $0.62 | $0.61 | -0.01 (-1.3%) |
316 ratings from 40 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Loop Capital | Initiated | Buy | $105 | Sep 9, 2026 |
| Truist Securities | Maintained | Buy | $83 $85 | Sep 3, 2026 |
| Scotiabank | Initiated | Sector Outperform | $95 | Sep 2, 2026 |
| Goldman Sachs | Maintained | Buy | $106 $115 | Aug 31, 2026 |
| Bernstein | Maintained | Outperform | $100 $110 | Aug 31, 2026 |
| Cantor Fitzgerald | Maintained | Overweight | $88 $97 | Aug 31, 2026 |
| UBS | Maintained | Neutral | $82 $90 | Aug 28, 2026 |
| TD Cowen | Maintained | Buy | $117 $124 | Aug 28, 2026 |
| Susquehanna | Maintained | Positive | $105 $110 | Aug 28, 2026 |
| Piper Sandler | Maintained | Overweight | $103 $115 | Aug 28, 2026 |
| Oppenheimer | Maintained | Outperform | $100 $104 | Aug 28, 2026 |
| Barclays | Maintained | Overweight | $97 $105 | Aug 28, 2026 |
| JP Morgan | Maintained | Overweight | $90 $105 | Aug 28, 2026 |
| RBC Capital | Maintained | Sector Perform | $80 $96 | Aug 28, 2026 |
| BMO Capital | Maintained | Outperform | $86 $101 | Aug 28, 2026 |
| Cantor Fitzgerald | Reiterated | Overweight | $88 | Aug 28, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $80 $82 | Aug 28, 2026 |
| B of A Securities | Maintained | Buy | $93 $104 | Aug 28, 2026 |
| Needham | Maintained | Buy | $90 $100 | Aug 28, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $79 $80 | Aug 26, 2026 |
| Oppenheimer | Maintained | Outperform | $87 $100 | Aug 24, 2026 |
| BMO Capital | Maintained | Outperform | $78 $86 | Aug 12, 2026 |
| Truist Securities | Maintained | Buy | $80 $83 | Jul 24, 2026 |
| Bernstein | Initiated | Outperform | $100 | Jul 22, 2026 |
| Cantor Fitzgerald | Maintained | Overweight | $80 $88 | Jul 22, 2026 |
197 filings from 20 insiders · 30 buy / 7 sell over 6m
Officers and directors of AFRM, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Jiyane SipheleleOfficer, Chief Accounting Officer | Sell | 25.0k | $72.41 | $1.81M | Sep 4, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | ExerciseStock Option (Right to Buy) | 37.3k | — | — | Sep 3, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | ExerciseStock Option (Right to Buy) | 4.4k | — | — | Sep 3, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | Sell | 41.7k | $75.53 | $3.15M | Sep 3, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | Exercise | 37.3k | $23.35 | $870k | Sep 3, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | Exercise | 4.4k | $22.30 | $98k | Sep 3, 2026 |
| O'Hare RobertOfficer, Chief Financial Officer | Sell | 5.9k | $74.02 | $436k | Sep 2, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | ExerciseStock Option (Right to Buy) | 41.7k | — | — | Sep 1, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | ExerciseRestricted Stock Units | 1.4k | — | — | Sep 1, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | ExerciseRestricted Stock Units | 5.1k | — | — | Sep 1, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | ExerciseRestricted Stock Units | 2.5k | — | — | Sep 1, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | ExerciseRestricted Stock Units | 1.6k | — | — | Sep 1, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | Sell | 2.3k | $71.87 | $165k | Sep 1, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | Sell | 15.6k | $71.00 | $1.11M | Sep 1, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | Sell | 23.8k | $70.13 | $1.67M | Sep 1, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | Exercise | 41.7k | $22.30 | $929k | Sep 1, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | Tax | 4.8k | $69.94 | $335k | Sep 1, 2026 |
| Adkins KatherineOfficer, Chief Legal Officer | Exercise | 10.6k | — | — | Sep 1, 2026 |
| O'Hare RobertOfficer, Chief Financial Officer | ExerciseRestricted Stock Units | 2.8k | — | — | Sep 1, 2026 |
| O'Hare RobertOfficer, Chief Financial Officer | ExerciseRestricted Stock Units | 1.4k | — | — | Sep 1, 2026 |
No analyst notes on AFRM yet.
Analyst Ratings
31 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 6 | 19 | 10 | 0 | 0 | Buy2.11 |
| 1 mo ago | 5 | 19 | 9 | 0 | 0 | Buy2.12 |
| 2 mo ago | 5 | 20 | 9 | 0 | 0 | Buy2.12 |
| 3 mo ago | 4 | 19 | 9 | 0 | 0 | Buy2.16 |