Why Affirm Holdings (AFRM) Stock Is Up Today

Affirm Holdings (AFRM) is up 5.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a mix of company-specific momentum and a favorable backdrop for growth stocks. A fresh retail partnership, an earlier expansion with a major commerce platform in the UK, and still-recent strong fiscal fourth-quarter results likely reinforced bullish sentiment; if there was no single same-day headline, this could be because investors are continuing to re-rate the shares after those developments.

Details:

Affirm announced on September 29, 2026 that Crate & Barrel Holdings added Affirm as a pay-over-time option, giving the company another recognizable merchant relationship.

On September 23, 2026, Affirm said it expanded its relationship with Amazon to offer installment options to UK customers, extending a major platform tie-up internationally.

Affirm’s fiscal fourth-quarter 2026 results, released on August 27, 2026, showed continued growth in platform activity and profitability metrics, which has remained a supportive setup for the stock.

Its latest annual filing showed active consumers reached about 27.8 million as of June 30, 2026, up 21% year over year, alongside broader diversification beyond the company’s largest partners.

Sources:

Affirm Investor Relations, SEC, AP

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$AFRM Insider Trading Activity

$AFRM insiders have traded $AFRM stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 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 179,219 shares for an estimated $15,134,502.
KATHERINE ADKINS (Chief Legal Officer) has made 0 purchases and 4 sales selling 83,328 shares for an estimated $6,086,351.
SIPHELELE JIYANE (Chief Accounting Officer) has made 0 purchases and 2 sales selling 51,980 shares for an estimated $3,757,936.
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.

$AFRM Hedge Fund Activity

We have seen 378 institutional investors add shares of $AFRM stock to their portfolio, and 242 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
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
QUBE RESEARCH & TECHNOLOGIES LTD removed 1,575,982 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $128,521,332
1832 ASSET MANAGEMENT L.P. added 1,534,400 shares (+inf%) to their portfolio in Q2 2026, for an estimated $125,130,320
WELLINGTON MANAGEMENT GROUP LLP removed 1,498,807 shares (-54.6%) from their portfolio in Q2 2026, for an estimated $122,227,710

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.

$AFRM 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 $AFRM, check out Quiver Quantitative's $AFRM forecast page.

$AFRM 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.