AFFIRM HOLDINGS ($AFRM) posted quarterly earnings results for Q4 2026 on Thursday, August 27th. The company reported earnings of $4.62 per share, beating estimates of $0.35 by $4.27. The company also reported revenue of $1,165,960,000, beating estimates of $1,128,495,360 by $37,464,640.
Stock price change since market close: +7.99%
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 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $AFRM stock by insiders over the last 6 months:
- MICHAEL LINFORD (Chief Operating Officer) sold 100,000 shares for an estimated $8,004,000
- NOEL BERTRAM WATSON has made 0 purchases and 3 sales selling 6,000 shares for an estimated $395,720.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
AFFIRM HOLDINGS Hedge Fund Activity
We have seen 396 institutional investors add shares of AFFIRM HOLDINGS stock to their portfolio, and 335 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 16,722,922 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,363,754,289
- WINSLOW CAPITAL MANAGEMENT, LLC added 4,577,562 shares (+inf%) to their portfolio in Q2 2026, for an estimated $373,300,181
- LONE PINE CAPITAL LLC removed 3,817,170 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $174,902,729
- JERICHO CAPITAL ASSET MANAGEMENT L.P. removed 3,601,248 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $165,009,183
- CITADEL ADVISORS LLC removed 2,822,741 shares (-69.3%) from their portfolio in Q2 2026, for an estimated $230,194,528
- MARSHALL WACE, LLP removed 1,757,291 shares (-64.9%) from their portfolio in Q2 2026, for an estimated $143,307,081
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,656,971 shares (+inf%) to their portfolio in Q2 2026, for an estimated $135,125,985
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
AFFIRM HOLDINGS Analyst Ratings
Wall Street analysts have issued reports on $AFRM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 05/08/2026
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 20 analysts offer price targets for $AFRM in the last 6 months, with a median target of $90.0.
Here are some recent targets:
- Will Nance from Goldman Sachs set a target price of $106.0 on 07/09/2026
- Nik Cremo from Barclays set a target price of $97.0 on 07/08/2026
- Jason Kupferberg from Wells Fargo set a target price of $96.0 on 07/08/2026
- Reginald Smith from JP Morgan set a target price of $90.0 on 07/08/2026
- Moshe Orenbuch from TD Cowen set a target price of $117.0 on 07/07/2026
- Bryan Keane from Citigroup set a target price of $115.0 on 07/01/2026
- Bill Carcache from Piper Sandler set a target price of $103.0 on 06/30/2026
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.
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