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Scotiabank Starts Affirm Holdings (AFRM) at Sector Outperform

Tue, 01 Sep 2026 16:21:59 -0400

Scotiabank analyst Lance Jessurun initiates coverage on Affirm Holdings (NASDAQ: AFRM) with a Sector Outperform rating and a price target of $95.00.

For an analyst ratings summary and ratings history on Affirm Holdings click here. For more ratings news on Affirm Holdings click here.

Shares of Affirm Holdings closed at $74.45 yesterday.

Scotiabank Starts Affirm Holdings (AFRM) at Sector Outperform

Tue, 01 Sep 2026 16:21:59 -0400

Scotiabank analyst Lance Jessurun initiates coverage on Affirm Holdings (NASDAQ: AFRM) with a Sector Outperform rating and a price target of $95.00.

For an analyst ratings summary and ratings history on Affirm Holdings click here. For more ratings news on Affirm Holdings click here.

Shares of Affirm Holdings closed at $74.45 yesterday.

Affirm Holdings (AFRM) PT Raised to $97 at Cantor Fitzgerald Following Q4 Results

Mon, 31 Aug 2026 10:02:35 -0400

Cantor Fitzgerald analyst Ramsey El-Assal raised the price target on Affirm Holdings (NASDAQ: AFRM) to $97.00 (from $88.00) while maintaining an Overweight rating.

The analyst commented, "Management provided FY27 guidance, which includes: 1) GMV of +$64B; 2) Revenue similar to FY26 as a % of GMV ~8.49%; 3) RLTC similar to FY26 as a % of GMV ~4.16%; and 4) Adj. Operating Margin of +30.5%. The FQ4 print once again highlighted AFRM's ability to consistently beat expectations, and we believe investors were even more encouraged by the FY27 guidance, which points to continued momentum heading into the new fiscal year. We

Affirm Holdings (AFRM) PT Raised to $97 at Cantor Fitzgerald Following Q4 Results

Mon, 31 Aug 2026 10:02:35 -0400

Cantor Fitzgerald analyst Ramsey El-Assal raised the price target on Affirm Holdings (NASDAQ: AFRM) to $97.00 (from $88.00) while maintaining an Overweight rating.

Affirm Holdings (AFRM) PT Raised to $110 at Bernstein SocGen Group

Mon, 31 Aug 2026 09:11:11 -0400

Bernstein SocGen Group analyst Harshita Rawat raised the price target on Affirm Holdings (NASDAQ: AFRM) to $110.00 (from $100.00) while maintaining a Outperform rating.

The analyst commented: "Compounding network effects and stellar execution. Time to shrug off the apathy? Expectations are almost always high going into Affirm’s earnings and 4q26 results were stellar with strong beat and raise on RLTC (7% beat; guide for FY27 4% above consensus) and Adj. OI (12% beat; 2027 guide teens above consensus). The stock is up 13% in pre-market. We initiated coverage on Affirm in July (see our in-depth report here - AFRM: Optionalities abound.

Affirm Holdings (AFRM) PT Raised to $110 at Bernstein SocGen Group

Mon, 31 Aug 2026 09:11:11 -0400

Bernstein SocGen Group analyst Harshita Rawat raised the price target on Affirm Holdings (NASDAQ: AFRM) to $110.00 (from $100.00) while maintaining a Outperform rating.

Form 144 Affirm Holdings, Inc. Filed by: Linford Michael

Fri, 28 Aug 2026 16:28:00 -0400

si-local-file:///var/storage/secattach/20260828/26998416.html

Form 144 Affirm Holdings, Inc. Filed by: Linford Michael

Fri, 28 Aug 2026 16:28:00 -0400

si-local-file:///var/storage/secattach/20260828/26998416.html

Affirm Holdings (AFRM) PT Raised to $104 at Oppenheimer

Fri, 28 Aug 2026 09:32:59 -0400

Oppenheimer analyst Rayna Kumar raised the price target on Affirm Holdings (NASDAQ: AFRM) to $104.00 (from $100.00) while maintaining a Outperform rating.

Cantor Fitzgerald Reiterates Overweight Rating on Affirm Holdings (AFRM) Following Earnings

Fri, 28 Aug 2026 09:26:53 -0400

Cantor Fitzgerald analyst Ramsey El-Assal reiterated an Overweight rating and $88.00 price target on Affirm Holdings (NASDAQ: AFRM).

The analyst commented, "AFRM delivered a solid top- and bottom-line beat in FQ4, underpinned by healthy consumer credit performance and continued momentum across the platform. While the magnitude of the EPS beat benefited from a one-time tax allowance, underlying operating trends remained robust. Looking ahead, prior investor concern about FY27 guidance proved unfounded, with full-year targets exceeding Street expectations. Despite this, we view FY27 guidance as appropriately conservative, reflecting what we believe is management’s desire to establish an achievable starting point for the

Affirm Holdings (AFRM) PT Raised to $101 at BMO Capital

Fri, 28 Aug 2026 09:25:34 -0400

(Updated - August 28, 2026 9:25 AM EDT)

BMO Capital analyst Andrew Bauch raised the price target on Affirm Holdings (NASDAQ: AFRM) to $101.00 (from $86.00) while maintaining an Outperform rating.

The analyst commented: "AFRM closed out FY26 on a high note with a strong F4Q beat, and provided an upbeat start to FY27 with guidance ahead of Street expectations. Results continue to reinforce the durability of its model, on top of pristine execution driving top-line growth and operating leverage consistency. While the bar was elevated, results and guidance give us added conviction in Affirm as the highest-quality growth story in our

Affirm Holdings (AFRM) PT Raised to $101 at BMO Capital

Fri, 28 Aug 2026 09:25:34 -0400

(Updated - August 28, 2026 9:25 AM EDT)

BMO Capital analyst Andrew Bauch raised the price target on Affirm Holdings (NASDAQ: AFRM) to $101.00 (from $86.00) while maintaining an Outperform rating.

Affirm Holdings (AFRM) PT Raised to $124 at TD Cowen

Fri, 28 Aug 2026 09:23:23 -0400

(Updated - August 28, 2026 9:23 AM EDT)

TD Cowen analyst Moshe Orenbuch raised the price target on Affirm Holdings (NASDAQ: AFRM) to $124.00 (from $117.00) while maintaining a Buy rating.

The analyst commented: "Beat + Raise; '27 GMV Guide Conservative; Growth & Profitability Strong; AFRM reported 4FQ GAAP EPS of $4.62, significantly above our estimate of $0.37 and consensus of $0.35, driven by a large tax benefit. Adjusted operating income was 10 ppt ahead of our estimate, GMV +4 ppt, revenue +3 ppt and RLTC +7 ppt. The Affirm card and International will be growth drivers, with the U.K. becoming more

Affirm Holdings (AFRM) PT Raised to $124 at TD Cowen

Fri, 28 Aug 2026 09:23:23 -0400

(Updated - August 28, 2026 9:23 AM EDT)

TD Cowen analyst Moshe Orenbuch raised the price target on Affirm Holdings (NASDAQ: AFRM) to $124.00 (from $117.00) while maintaining a Buy rating.

Affirm Holdings (AFRM) PT Raised to $96 at RBC Capital

Fri, 28 Aug 2026 09:17:38 -0400

(Updated - August 28, 2026 9:17 AM EDT)

RBC Capital analyst Daniel Perlin raised the price target on Affirm Holdings (NASDAQ: AFRM) to $96.00 (from $80.00) while maintaining a Sector Perform rating.

The analyst commented: "AFRM continues to create a separation gap from its peers in BNPL; F4Q26 print, FY27 guidance, and overall resilience of AFRM’s consumer base illustrate that there remains several points of distinction between players in the BNPL universe. Specifically, AFRM’s ability to drive strong GMV growth, take rate stability, consistently high RLTC margins, stable delinquencies, and improving funding cost (even in a higher for longer rate backdrop), all

Affirm Holdings (AFRM) PT Raised to $96 at RBC Capital

Fri, 28 Aug 2026 09:17:38 -0400

(Updated - August 28, 2026 9:17 AM EDT)

RBC Capital analyst Daniel Perlin raised the price target on Affirm Holdings (NASDAQ: AFRM) to $96.00 (from $80.00) while maintaining a Sector Perform rating.

Affirm Holdings (AFRM) PT Raised to $105 at JPMorgan

Fri, 28 Aug 2026 09:01:24 -0400

JPMorgan analyst Connor Allen raised the price target on Affirm Holdings (NASDAQ: AFRM) to $105.00 (from $90.00) while maintaining a Overweight rating.

Affirm Holdings (AFRM) PT Raised to $82 at Morgan Stanley

Fri, 28 Aug 2026 08:24:35 -0400

Morgan Stanley analyst James Faucette raised the price target on Affirm Holdings (NASDAQ: AFRM) to $82.00 (from $80.00) while maintaining a Equalweight rating.

Affirm Holdings (AFRM) PT Raised to $110 at Susquehanna

Fri, 28 Aug 2026 08:02:39 -0400

Susquehanna analyst James Friendman raised the price target on Affirm Holdings (NASDAQ: AFRM) to $110.00 (from $105.00) while maintaining a Positive rating.

Affirm Holdings (AFRM) PT Raised to $115 at Piper Sandler

Fri, 28 Aug 2026 07:20:35 -0400

Piper Sandler analyst Bill Caracache raised the price target on Affirm Holdings (NASDAQ: AFRM) to $115.00 (from $103.00) while maintaining a Overweight rating.

Affirm Holdings (AFRM) PT Raised to $100 at Needham

Fri, 28 Aug 2026 06:38:08 -0400

Needham analyst Kyle Peterson raised the price target on Affirm Holdings (NASDAQ: AFRM) to $100.00 (from $90.00) while maintaining a Buy rating.

The analyst comments "AFRM reported strong 4Q results, beating Street estimates on both the top and bottom line as both the merchant and D2C channels are growing at rapid clips. In addition, the FY27 outlook was above-consensus and credit performance remains strong, which we chalk up to a resilient consumer base and top-notch, transaction-based underwriting that we believe is a key part of AFRM's DNA. In addition, AFRM announced that it is expanding the company's global partnership with Shopify

Affirm Holdings (AFRM) PT Raised to $100 at Needham

Fri, 28 Aug 2026 06:38:08 -0400

Needham analyst Kyle Peterson raised the price target on Affirm Holdings (NASDAQ: AFRM) to $100.00 (from $90.00) while maintaining a Buy rating.

Affirm Holdings (AFRM) PT Raised to $90 at UBS

Fri, 28 Aug 2026 06:25:04 -0400

UBS analyst Tim Chiodo raised the price target on Affirm Holdings (NASDAQ: AFRM) to $90.00 (from $82.00) while maintaining a Neutral rating.

The analyst comments "FQ1 GMV guided to ~30% growth at HE despite a few lapping considerations vs. FY 2027 outlook of >27% growth: We believe the combination of a ~30% FQ1 growth profile despite several lapping headwinds, a ~4.2% RLTC guide for FY 2027 (~4.16% precisely), and a FY 2027 framework calling for >27% GMV growth underscores continued confidence in sustaining elevated growth at materially larger scale. And while the guidance implies a degree of investment in FY 2027,

Affirm Holdings (AFRM) PT Raised to $90 at UBS

Fri, 28 Aug 2026 06:25:04 -0400

UBS analyst Tim Chiodo raised the price target on Affirm Holdings (NASDAQ: AFRM) to $90.00 (from $82.00) while maintaining a Neutral rating.

Affirm Holdings (AFRM) PT Raised to $104 at BofA Securities

Fri, 28 Aug 2026 05:29:08 -0400

BofA Securities analyst Matt O\'Neill raised the price target on Affirm Holdings (NASDAQ: AFRM) to $104.00 (from $93.00) while maintaining a Buy rating.

The analyst comments "Our takeaway from earnings and the analyst call is that Affirm's F4Q beat and FY27 guide, already framed as conservative in our initial note, look even more so after digging into management's commentary on the call. Provision density movements were attributed explicitly to loan product and funding mix rather than international exposure or underlying credit deterioration, card growth remains fully organic with zero contribution from the Fiserv bank issuance partnership, and management characterized the FY27