William Blair Issues Positive Forecast for Affirm Earnings

Affirm Holdings, Inc. (NASDAQ:AFRM) – Analysts at William Blair upped their Q4 2026 earnings per share estimates for Affirm in a note issued to investors on Thursday, February 6th. William Blair analyst A. Jeffrey now forecasts that the company will post earnings per share of $0.28 for the quarter, up from their previous forecast of $0.20. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for Affirm’s current full-year earnings is ($0.59) per share.

Affirm (NASDAQ:AFRM) last released its earnings results on Thursday, February 6th. The company reported $0.23 EPS for the quarter, topping the consensus estimate of ($0.21) by $0.44. Affirm had a negative net margin of 7.10% and a negative return on equity of 7.29%.

A number of other brokerages also recently issued reports on AFRM. Morgan Stanley increased their target price on Affirm from $39.00 to $55.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 28th. Mizuho increased their price objective on Affirm from $65.00 to $69.00 and gave the stock an “outperform” rating in a research report on Tuesday, November 19th. Barclays boosted their target price on shares of Affirm from $75.00 to $85.00 and gave the stock an “overweight” rating in a research report on Monday. Compass Point upgraded shares of Affirm from a “sell” rating to a “neutral” rating and increased their price target for the company from $20.00 to $61.00 in a report on Tuesday, January 28th. Finally, Jefferies Financial Group raised shares of Affirm from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $70.00 to $82.00 in a report on Thursday, December 19th. Nine investment analysts have rated the stock with a hold rating, ten have given a buy rating and one has issued a strong buy rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $70.24.

Affirm Trading Up 0.3 %

NASDAQ AFRM opened at $78.02 on Monday. Affirm has a 52-week low of $22.25 and a 52-week high of $79.67. The firm has a 50-day moving average price of $63.42 and a 200 day moving average price of $50.20. The stock has a market capitalization of $24.50 billion, a P/E ratio of -120.03 and a beta of 3.66. The company has a quick ratio of 12.60, a current ratio of 12.60 and a debt-to-equity ratio of 2.50.

Institutional Trading of Affirm

Hedge funds and other institutional investors have recently bought and sold shares of the company. Oppenheimer & Co. Inc. purchased a new position in shares of Affirm during the 3rd quarter worth about $1,419,000. Quest Partners LLC acquired a new position in Affirm during the third quarter worth approximately $391,000. International Assets Investment Management LLC purchased a new position in Affirm during the third quarter worth approximately $731,000. Entropy Technologies LP acquired a new position in Affirm in the third quarter valued at $464,000. Finally, Nordea Investment Management AB purchased a new position in shares of Affirm in the 4th quarter worth about $6,380,000. 69.29% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Affirm

In related news, Director Keith Rabois sold 16,086 shares of the business’s stock in a transaction dated Monday, February 3rd. The shares were sold at an average price of $60.12, for a total value of $967,090.32. Following the completion of the transaction, the director now owns 77,608 shares of the company’s stock, valued at approximately $4,665,792.96. The trade was a 17.17 % decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Robert O’hare sold 6,541 shares of the firm’s stock in a transaction dated Thursday, January 2nd. The stock was sold at an average price of $62.28, for a total transaction of $407,373.48. Following the sale, the chief financial officer now directly owns 2,963 shares in the company, valued at $184,535.64. This represents a 68.82 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 1,038,626 shares of company stock valued at $70,690,871. 12.41% of the stock is owned by corporate insiders.

Affirm Company Profile

Affirm Holdings, Inc operates a platform for digital and mobile-first commerce in the United States, Canada, and internationally. The company's platform includes point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. Its commerce platform, agreements with originating banks, and capital markets partners enables consumers to pay for a purchase over time with terms ranging up to 60 months.