US · Financial Services · Credit Services
EPS came in at 4.62 against a street estimate of 0.33 — a beat of 1300.0%.
Analysts rate Affirm Holdings Inc a buy (17 buy, 7 hold, 0 sell out of 24) with an average price target of $99.39.
CONFIDENT Affirm delivered its most profitable quarter ever with 32.6% YoY revenue growth. Management is expanding internationally (UK progress), scaling merchant reach (80% of top 250 retailers), and prioritizing long-term network effects over short-term optimization. Q4 FY26 UK identified as growth opportunity with strong initial reception; management plans continued geographic expansion but provided no specific targets or timelines for other regions. Analysts pressed on (1) sustainability of high growth amid macro uncertainty, (2) merchant adoption barriers vs. scale potential, and (3) credit loosening opportunity. Management confidently reframed growth as network-driven, merchant friction as solvable multi-quarter execution, and credit as precisely controlled micro-decisions—not economy-wide bet. 2026-08-27…
Full summary in the app.
| Fund | Stake |
|---|---|
| Capital Research Global Investors | 7.71% |
| Capital World Investors | 6.85% |
| Morgan Stanley - Brokerage Accounts | 6.44% |
| BlackRock Inc | 5.55% |
| FMR Inc | 5.13% |
| Vanguard Capital Management, LLC | 3.60% |
| Vanguard Portfolio Management, LLC | 3.44% |
| State Street Corp | 1.79% |
| Document | Date |
|---|---|
| Annual report FY2026 AFFIRM HOLDINGS, INC. - FORM 10-K SUMMARY Fiscal Year Ended June 30, 2026 --- HEADLINE NUMBERS • Gross Merchandise Volume (GMV) facilitated: $50.2 | 2026-08-27 |
| Results announced · Q1 FY2027 AFFIRM HOLDINGS, INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Company issued a Shareholder Letter on August 27, 2026 regarding financial | 2026-08-27 |
| Material agreement · Q4 FY2026 AFFIRM HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Revolving credit facility increased from $330 million to $675 million (105% increase) • | 2026-06-25 |
| Quarterly report · Q3 FY2026 AFFIRM HOLDINGS, INC. – Q1 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (9 months ended Mar 31, 2026): $3,095,122 thousand ($3.10 billion), | 2026-05-07 |
| Results announced · Q4 FY2026 AFFIRM FQ3 2026 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • GMV (Gross Merchandise Volume): $11.6 billion, up 35% year-over-year; 10th consecutive | 2026-05-07 |
| Quarterly report · Q2 FY2026 AFFIRM HOLDINGS, INC. - 10-Q SUMMARY (Q2 FY2026) HEADLINE NUMBERS • Total Revenue (6 months ended Dec 31, 2025): $2,056,357 thousand ($2.06 billion) | 2026-02-05 |
| Results announced · Q3 FY2026 AFFIRM FQ2'26 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • GMV: $13.8 billion, +36% year-over-year • Total Revenue: $1,123 million, +30% year-over- | 2026-02-05 |
| Quarterly report · Q1 FY2026 AFFIRM HOLDINGS, INC. - Q1 FY2026 (QUARTER ENDED SEPTEMBER 30, 2025) SUMMARY HEADLINE NUMBERS • Total Revenue (Q1 2026): $933.3 million, up 33.5% vs | 2025-11-06 |
Readable in the app.
| Announcement | Date |
|---|---|
| Renewed five-year installment financing agreement with Amazon through January 2031 Affirm Holdings renewed and extended its critical partnership with Amazon through a Second Amended and Restated Agreement effective February 1, 2026. The deal maintains Affirm's buy-now-pay- | 2025-11-06 |
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Google PlayApp StoreData updated 2026-09-18.