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Affirm Holdings Stock (AFRM) Opinions on Record-Breaking Q4 Results

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Recent discussions on X about Affirm Holdings (AFRM) have been buzzing with excitement following the company's record-breaking fourth-quarter results for fiscal 2025. Posts highlight a significant surge in stock price, with revenue growth exceeding expectations and gross merchandise volume showing robust increases. Many users are pointing to strong execution and optimistic guidance as key drivers of the momentum.

The conversation also reflects on analyst upgrades, with several price target increases noted across the platform, fueling further interest in the buy-now-pay-later leader. Some users express confidence in the company's growth trajectory, citing secular adoption and expanding partnerships. However, there are whispers of caution regarding potential volatility as the stock nears recent highs.

Note: This discussion summary was generated from an AI condensation of post data.

Affirm Holdings Insider Trading Activity

AFRM Insider Trades

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 15 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

  • JMP Securities issued a "Market Outperform" rating on 08/29/2025
  • B of A Securities issued a "Buy" rating on 08/29/2025
  • Evercore ISI Group issued a "Outperform" rating on 08/29/2025
  • Jefferies issued a "Buy" rating on 08/26/2025
  • 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

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 $77.0.

Here are some recent targets:

  • Timothy Chiodo from UBS set a target price of $85.0 on 08/29/2025
  • Jason Kupferberg from B of A Securities set a target price of $94.0 on 08/29/2025
  • Adam Frisch from Evercore ISI Group set a target price of $100.0 on 08/29/2025
  • James Faucette from Morgan Stanley set a target price of $90.0 on 08/29/2025
  • David M. Scharf from JMP Securities set a target price of $105.0 on 08/29/2025
  • John Hecht from Jefferies set a target price of $95.0 on 08/26/2025
  • Reginald Smith from JP Morgan set a target price of $91.0 on 08/20/2025

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.

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