Affirm (NASDAQ:AFRM) Raised to "Strong-Buy" at Rothschild Redb

Key Points

• Affirm was upgraded from a "hold" rating to a "strong-buy" by Rothschild Redb, indicating strong optimism among analysts about the company's future performance.
• Various analysts have set a price target for Affirm, with Oppenheimer targeting $80.00 and Jefferies Financial Group raising their estimate from $82.00 to $95.00.
• Affirm reported a 32.9% year-over-year revenue increase for the quarter, achieving $876.42 million, and beating earnings expectations with an EPS of $0.20 compared to the expected $0.11.

Affirm (NASDAQ:AFRM - Get Free Report) was upgraded by investment analysts at Rothschild Redb from a "hold" rating to a "strong-buy" rating in a research report issued on Monday,Zacks.com reports.

Other research analysts have also issued reports about the company. Oppenheimer set a $80.00 price target on Affirm and gave the stock an "outperform" rating in a research report on Monday, July 21st. Deutsche Bank Aktiengesellschaft assumed coverage on Affirm in a report on Thursday, July 17th. They set a "buy" rating and a $78.00 target price on the stock. Jefferies Financial Group increased their price target on shares of Affirm from $82.00 to $95.00 and gave the company a "buy" rating in a research report on Tuesday, August 26th. Royal Bank Of Canada restated a "sector perform" rating on shares of Affirm in a report on Tuesday, September 23rd. Finally, Wall Street Zen downgraded shares of Affirm from a "buy" rating to a "hold" rating in a research note on Saturday, September 13th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $82.04.

Affirm Stock Performance

AFRM stock opened at $75.86 on Monday. The company has a 50 day moving average price of $79.63 and a 200 day moving average price of $63.42. Affirm has a fifty-two week low of $30.90 and a fifty-two week high of $100.00. The company has a debt-to-equity ratio of 2.55, a current ratio of 11.54 and a quick ratio of 11.54. The stock has a market capitalization of $24.70 billion, a PE ratio of 583.58, a price-to-earnings-growth ratio of 4.86 and a beta of 3.58.

Affirm (NASDAQ:AFRM - Get Free Report) last released its earnings results on Thursday, August 28th. The company reported $0.20 EPS for the quarter, beating the consensus estimate of $0.11 by $0.09. The company had revenue of $876.42 million during the quarter, compared to analysts' expectations of $834.94 million. Affirm had a return on equity of 1.80% and a net margin of 1.62%.The business's revenue for the quarter was up 32.9% on a year-over-year basis. During the same period last year, the firm earned ($0.14) EPS. Affirm has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. Analysts forecast that Affirm will post -0.18 EPS for the current year.

Insider Activity

In other news, COO Michael Linford sold 184,200 shares of Affirm stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $80.09, for a total transaction of $14,752,578.00. Following the completion of the sale, the chief operating officer owned 109,840 shares of the company's stock, valued at approximately $8,797,085.60. This trade represents a 62.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Siphelele Jiyane sold 25,533 shares of the firm's stock in a transaction dated Thursday, September 4th. The stock was sold at an average price of $90.71, for a total transaction of $2,316,098.43. Following the transaction, the chief accounting officer directly owned 226,467 shares in the company, valued at approximately $20,542,821.57. This represents a 10.13% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 1,844,552 shares of company stock worth $154,885,240. Corporate insiders own 11.82% of the company's stock.

Institutional Investors Weigh In On Affirm

Several institutional investors and hedge funds have recently bought and sold shares of AFRM. Aaron Wealth Advisors LLC lifted its holdings in shares of Affirm by 30.3% during the 3rd quarter. Aaron Wealth Advisors LLC now owns 4,265 shares of the company's stock worth $312,000 after acquiring an additional 993 shares during the period. GAMMA Investing LLC boosted its holdings in shares of Affirm by 4.4% in the 3rd quarter. GAMMA Investing LLC now owns 4,850 shares of the company's stock valued at $354,000 after purchasing an additional 206 shares in the last quarter. Corient Private Wealth LLC increased its stake in shares of Affirm by 93.0% in the 2nd quarter. Corient Private Wealth LLC now owns 16,217 shares of the company's stock valued at $1,121,000 after purchasing an additional 7,816 shares during the last quarter. Orion Porfolio Solutions LLC acquired a new position in shares of Affirm during the 2nd quarter worth $598,000. Finally, Thrivent Financial for Lutherans bought a new stake in shares of Affirm during the 2nd quarter worth $3,648,000. Institutional investors own 69.29% of the company's stock.

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.

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