Recent discussions on X about Affirm Holdings (AFRM) have centered around the company’s stock volatility and analyst updates ahead of its upcoming earnings report. Many users have highlighted a significant price target increase by a major financial institution, sparking optimism about potential growth driven by partnerships with key retailers. The conversation also notes a sharp rise in the stock price over recent months, with some expressing caution about possible profit-taking.
Additionally, there’s buzz around executive share sales worth over $34 million, which has raised eyebrows among some discussing the stock on X. While a few see this as a potential red flag, others argue it’s a routine move for executives and doesn’t necessarily reflect a lack of confidence in the company’s future. The mix of bullish analyst ratings and concerns over recent dips keeps the dialogue dynamic and speculative.
Note: This discussion summary was generated from an AI condensation of post data.
Affirm Holdings Insider Trading Activity
Affirm Holdings insiders have traded $AFRM stock on the open market 31 times in the past 6 months. Of those trades, 0 have been purchases and 31 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) has made 0 purchases and 2 sales selling 195,000 shares for an estimated $15,616,578.
- MAX R LEVCHIN (Chief Executive Officer) has made 0 purchases and 2 sales selling 182,396 shares for an estimated $14,609,171.
- KATHERINE ADKINS (Chief Legal Officer) has made 0 purchases and 4 sales selling 124,187 shares for an estimated $9,045,117.
- ROBERT O'HARE (Chief Financial Officer) has made 0 purchases and 3 sales selling 109,007 shares for an estimated $8,530,136.
- KEITH RABOIS has made 0 purchases and 11 sales selling 48,265 shares for an estimated $2,580,200.
- SIPHELELE JIYANE (Chief Accounting Officer) sold 15,871 shares for an estimated $1,190,325
- NOEL BERTRAM WATSON has made 0 purchases and 7 sales selling 5,000 shares for an estimated $266,597.
- CHRISTA S QUARLES sold 754 shares for an estimated $50,842
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Affirm Holdings Hedge Fund Activity
We have seen 337 institutional investors add shares of Affirm Holdings stock to their portfolio, and 276 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- COATUE MANAGEMENT LLC removed 2,633,442 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $119,005,243
- CITADEL ADVISORS LLC removed 2,526,577 shares (-94.4%) from their portfolio in Q2 2025, for an estimated $174,687,533
- BLACKROCK, INC. added 2,423,821 shares (+18.3%) to their portfolio in Q2 2025, for an estimated $167,582,983
- ATREIDES MANAGEMENT, LP added 1,670,429 shares (+543.3%) to their portfolio in Q2 2025, for an estimated $115,493,461
- QUBE RESEARCH & TECHNOLOGIES LTD removed 1,644,545 shares (-56.4%) from their portfolio in Q2 2025, for an estimated $113,703,841
- HOLOCENE ADVISORS, LP removed 1,595,879 shares (-63.9%) from their portfolio in Q2 2025, for an estimated $110,339,074
- BAILLIE GIFFORD & CO removed 1,471,061 shares (-16.3%) from their portfolio in Q2 2025, for an estimated $101,709,157
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 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 08/20/2025
- Susquehanna issued a "Positive" rating on 07/23/2025
- Oppenheimer issued a "Outperform" rating on 07/21/2025
- Deutsche Bank issued a "Buy" rating on 07/17/2025
- Truist Securities issued a "Buy" rating on 07/17/2025
- Barclays issued a "Overweight" rating on 06/30/2025
- Goldman Sachs issued a "Buy" rating on 05/12/2025
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 17 analysts offer price targets for $AFRM in the last 6 months, with a median target of $72.0.
Here are some recent targets:
- Reginald Smith from JP Morgan set a target price of $91.0 on 08/20/2025
- James Friedman from Susquehanna set a target price of $76.0 on 07/23/2025
- Matthew Coad from Truist Securities set a target price of $72.0 on 07/22/2025
- Rayna Kumar from Oppenheimer set a target price of $80.0 on 07/21/2025
- Bryan Keane from Deutsche Bank set a target price of $78.0 on 07/17/2025
- Daniel Perlin from RBC Capital set a target price of $75.0 on 07/08/2025
- Ramsey El-Assal from Barclays set a target price of $80.0 on 06/30/2025
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.
