Affirm Holdings, Inc. (NASDAQ:AFRM) to Post Q1 2026 Earnings of $0.21 Per Share, Wedbush Forecasts

Affirm Holdings, Inc. (NASDAQ:AFRM) – Wedbush increased their Q1 2026 EPS estimates for shares of Affirm in a report released on Monday, October 14th. Wedbush analyst D. Chiaverini now anticipates that the company will post earnings per share of $0.21 for the quarter, up from their previous forecast of $0.17. Wedbush has a “Neutral” rating and a $45.00 price target on the stock. The consensus estimate for Affirm’s current full-year earnings is ($0.82) per share. Wedbush also issued estimates for Affirm’s Q2 2026 earnings at $0.31 EPS and FY2026 earnings at $0.87 EPS.

AFRM has been the subject of a number of other reports. Royal Bank of Canada reaffirmed a “sector perform” rating and issued a $46.00 target price on shares of Affirm in a research note on Friday, October 4th. JMP Securities began coverage on shares of Affirm in a research note on Friday, June 28th. They issued a “market perform” rating for the company. Susquehanna began coverage on shares of Affirm in a research note on Friday, September 20th. They issued a “positive” rating and a $52.00 target price for the company. The Goldman Sachs Group boosted their target price on shares of Affirm from $46.00 to $54.00 and gave the stock a “buy” rating in a research note on Monday. Finally, Mizuho reissued an “outperform” rating and set a $65.00 price target on shares of Affirm in a research note on Tuesday, August 27th. Three analysts have rated the stock with a sell rating, nine have issued a hold rating and nine have given a buy rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $41.50.

Affirm Trading Up 0.2 %

Shares of NASDAQ AFRM opened at $47.97 on Tuesday. Affirm has a 1-year low of $15.97 and a 1-year high of $52.48. The company has a market cap of $14.83 billion, a PE ratio of -21.51 and a beta of 3.50. The company has a current ratio of 13.07, a quick ratio of 13.07 and a debt-to-equity ratio of 2.41. The company has a 50-day moving average of $38.28 and a two-hundred day moving average of $33.50.

Affirm (NASDAQ:AFRM) last announced its quarterly earnings results on Wednesday, August 28th. The company reported ($0.14) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.45) by $0.31. Affirm had a negative net margin of 22.29% and a negative return on equity of 15.55%. The firm had revenue of $659.19 million during the quarter, compared to the consensus estimate of $599.50 million.

Insider Activity

In related news, insider Katherine Adkins sold 82,316 shares of the stock in a transaction on Wednesday, September 18th. The shares were sold at an average price of $45.00, for a total transaction of $3,704,220.00. Following the completion of the transaction, the insider now owns 91,499 shares in the company, valued at approximately $4,117,455. This represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. In related news, Director Keith Rabois sold 9,275 shares of the stock in a transaction on Thursday, August 1st. The shares were sold at an average price of $26.90, for a total transaction of $249,497.50. Following the completion of the transaction, the director now owns 64,348 shares in the company, valued at approximately $1,730,961.20. This represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Katherine Adkins sold 82,316 shares of the stock in a transaction on Wednesday, September 18th. The stock was sold at an average price of $45.00, for a total transaction of $3,704,220.00. Following the transaction, the insider now owns 91,499 shares of the company’s stock, valued at $4,117,455. The trade was a 0.00 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 112,075 shares of company stock worth $4,803,786 over the last quarter. 13.05% of the stock is currently owned by company insiders.

Institutional Trading of Affirm

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Allspring Global Investments Holdings LLC raised its position in Affirm by 82.4% during the second quarter. Allspring Global Investments Holdings LLC now owns 1,195 shares of the company’s stock worth $36,000 after acquiring an additional 540 shares in the last quarter. ORG Partners LLC raised its position in Affirm by 80.0% during the second quarter. ORG Partners LLC now owns 1,240 shares of the company’s stock worth $37,000 after acquiring an additional 551 shares in the last quarter. Myecfo LLC raised its position in Affirm by 5.0% during the third quarter. Myecfo LLC now owns 12,260 shares of the company’s stock worth $500,000 after acquiring an additional 589 shares in the last quarter. Commonwealth Equity Services LLC raised its position in Affirm by 5.7% during the second quarter. Commonwealth Equity Services LLC now owns 12,548 shares of the company’s stock worth $379,000 after acquiring an additional 680 shares in the last quarter. Finally, ORG Wealth Partners LLC bought a new stake in Affirm during the third quarter worth $29,000. 69.29% of the stock is owned by institutional investors.

About Affirm

Affirm Holdings, Inc operates a platform for digital and mobile-first commerce in the United States, Canada, and internationally. The company's platform includes point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. Its commerce platform, agreements with originating banks, and capital markets partners enables consumers to pay for a purchase over time with terms ranging up to 60 months.