Affirm (AFRM) to Release Earnings on Thursday

Affirm (NASDAQ:AFRM) is anticipated to issue its Q2 2026 results after the market closes on Thursday, February 5th. Analysts expect Affirm to post earnings of $0.28 per share and revenue of $1.0579 billion for the quarter. Investors are encouraged to explore the company’s upcoming Q2 2026 earning overview page for the latest details on the call scheduled for Thursday, February 5, 2026 at 5:00 PM ET.

Affirm (NASDAQ:AFRM) last issued its quarterly earnings data on Thursday, November 6th. The company reported $0.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.11 by $0.12. Affirm had a return on equity of 7.75% and a net margin of 6.74%.The company had revenue of $933.34 million for the quarter, compared to the consensus estimate of $881.83 million. During the same quarter last year, the business posted ($0.31) earnings per share. The firm’s revenue was up 33.6% compared to the same quarter last year. On average, analysts expect Affirm to post $0 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Affirm Price Performance

AFRM stock opened at $61.99 on Tuesday. The firm has a 50 day simple moving average of $72.27 and a two-hundred day simple moving average of $74.48. The stock has a market cap of $20.46 billion, a PE ratio of 92.52, a P/E/G ratio of 2.73 and a beta of 3.56. Affirm has a one year low of $30.90 and a one year high of $100.00. The company has a debt-to-equity ratio of 2.40, a current ratio of 12.80 and a quick ratio of 12.80.

Analysts Set New Price Targets

Several research analysts recently issued reports on AFRM shares. TD Cowen reiterated a “buy” rating on shares of Affirm in a research report on Thursday, January 8th. BTIG Research reiterated a “neutral” rating on shares of Affirm in a report on Wednesday, December 17th. Weiss Ratings reissued a “hold (c-)” rating on shares of Affirm in a report on Monday, December 29th. Citigroup raised Affirm to a “strong-buy” rating in a research note on Thursday, October 23rd. Finally, Redburn Partners set a $101.00 price target on shares of Affirm in a research note on Monday, October 6th. Three equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Affirm presently has a consensus rating of “Moderate Buy” and a consensus price target of $89.44.

Insider Buying and Selling at Affirm

In other Affirm news, CFO Robert O’hare sold 36,401 shares of the company’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $80.00, for a total transaction of $2,912,080.00. Following the completion of the transaction, the chief financial officer owned 1,368 shares of the company’s stock, valued at $109,440. This represents a 96.38% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Max R. Levchin sold 666,666 shares of the stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $80.62, for a total value of $53,746,612.92. The SEC filing for this sale provides additional information. Insiders have sold a total of 711,256 shares of company stock valued at $57,231,923 in the last three months. 11.01% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Affirm

A number of hedge funds and other institutional investors have recently made changes to their positions in AFRM. Larson Financial Group LLC boosted its holdings in Affirm by 74.5% in the third quarter. Larson Financial Group LLC now owns 499 shares of the company’s stock valued at $36,000 after acquiring an additional 213 shares in the last quarter. EverSource Wealth Advisors LLC lifted its position in shares of Affirm by 18.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,738 shares of the company’s stock worth $189,000 after purchasing an additional 427 shares during the period. Triumph Capital Management bought a new stake in shares of Affirm during the 3rd quarter valued at about $31,000. United Capital Financial Advisors LLC increased its position in shares of Affirm by 7.1% during the third quarter. United Capital Financial Advisors LLC now owns 7,561 shares of the company’s stock valued at $553,000 after buying an additional 498 shares during the period. Finally, Public Employees Retirement System of Ohio raised its stake in Affirm by 0.6% in the third quarter. Public Employees Retirement System of Ohio now owns 83,825 shares of the company’s stock worth $6,126,000 after buying an additional 520 shares in the last quarter. Institutional investors own 69.29% of the company’s stock.

Affirm Company Profile

Affirm Holdings, Inc is a financial technology company that provides point-of-sale consumer lending and payments solutions for online and in-store purchases. Its core product is a buy-now-pay-later (BNPL) platform that enables consumers to split purchases into fixed, transparent installment loans with no hidden fees. Affirm offers a range of financing options through merchant integrations, a consumer-facing mobile app and virtual card capabilities, and tools for merchants to offer alternative payment methods at checkout.