AFFIRM HOLDINGS ($AFRM) posted quarterly earnings results for Q2 2026 on Thursday, February 5th. The company reported earnings of $0.37 per share, beating estimates of $0.27 by $0.10. The company also reported revenue of $1,123,020,000, beating estimates of $1,078,997,197 by $44,022,803.
Stock price change since market close: -5.33%
You can see Quiver Quantitative's $AFRM stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
AFFIRM HOLDINGS Insider Trading Activity
AFFIRM HOLDINGS insiders have traded $AFRM stock on the open market 26 times in the past 6 months. Of those trades, 0 have been purchases and 26 have been sales.
Here’s a breakdown of recent trading of $AFRM stock by insiders over the last 6 months:
- MAX R LEVCHIN (Chief Executive Officer) has made 0 purchases and 9 sales selling 1,999,998 shares for an estimated $166,555,283.
- MICHAEL LINFORD (Chief Operating Officer) has made 0 purchases and 2 sales selling 195,000 shares for an estimated $15,616,578.
- ROBERT O'HARE (Chief Financial Officer) has made 0 purchases and 8 sales selling 165,218 shares for an estimated $13,246,185.
- SIPHELELE JIYANE (Chief Accounting Officer) has made 0 purchases and 4 sales selling 60,758 shares for an estimated $5,576,212.
- KATHERINE ADKINS (Chief Legal Officer) sold 36,878 shares for an estimated $3,503,410
- CHRISTA S QUARLES has made 0 purchases and 2 sales selling 15,000 shares for an estimated $1,395,000.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AFFIRM HOLDINGS Hedge Fund Activity
We have seen 366 institutional investors add shares of AFFIRM HOLDINGS stock to their portfolio, and 277 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 3,234,260 shares (+294.2%) to their portfolio in Q3 2025, for an estimated $236,359,720
- MARSHALL WACE, LLP added 2,993,490 shares (+203.2%) to their portfolio in Q3 2025, for an estimated $218,764,249
- FMR LLC added 2,610,978 shares (+27.1%) to their portfolio in Q3 2025, for an estimated $190,810,272
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,594,308 shares (-79.5%) from their portfolio in Q3 2025, for an estimated $189,592,028
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 2,141,881 shares (+11042.3%) to their portfolio in Q4 2025, for an estimated $159,420,202
- BLACKROCK, INC. added 2,068,663 shares (+13.2%) to their portfolio in Q3 2025, for an estimated $151,177,892
- ATREIDES MANAGEMENT, LP removed 1,769,977 shares (-89.5%) from their portfolio in Q3 2025, for an estimated $129,349,919
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AFFIRM HOLDINGS Analyst Ratings
Wall Street analysts have issued reports on $AFRM in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 01/08/2026
- Freedom Capital Markets issued a "Buy" rating on 12/05/2025
- Truist Securities issued a "Buy" rating on 11/19/2025
- B of A Securities issued a "Buy" rating on 11/07/2025
- Wells Fargo issued a "Overweight" rating on 10/22/2025
- Citigroup issued a "Buy" rating on 10/22/2025
- Rothschild & Co issued a "Buy" rating on 10/06/2025
To track analyst ratings and price targets for AFFIRM HOLDINGS, check out Quiver Quantitative's $AFRM forecast page.
AFFIRM HOLDINGS Price Targets
Multiple analysts have issued price targets for $AFRM recently. We have seen 18 analysts offer price targets for $AFRM in the last 6 months, with a median target of $94.5.
Here are some recent targets:
- James Faucette from Morgan Stanley set a target price of $76.0 on 02/03/2026
- Ramsey El-Assal from Cantor Fitzgerald set a target price of $85.0 on 01/27/2026
- Kyle Peterson from Needham set a target price of $100.0 on 01/27/2026
- Moshe Orenbuch from TD Cowen set a target price of $110.0 on 01/08/2026
- Lemar Clarke from Freedom Capital Markets set a target price of $90.0 on 12/05/2025
- Matthew Coad from Truist Securities set a target price of $85.0 on 11/19/2025
- Daniel R. Perlin from RBC Capital set a target price of $87.0 on 11/07/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
