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Baird on Affirm Holdings Inc. (AFRM): 'We view risk/reward as balanced/mildly positive'

Thu, 05 Mar 2026 07:27:31 -0500

Baird analyst David Koning reiterated a Neutral rating and $55.00 price target on Affirm Holdings Inc. (NASDAQ: AFRM).

The analyst comments "Affirm presented at a conference yesterday afternoon. We view risk/reward as balanced/mildly positive at 36X C2026E, as the growth trajectory and market penetration potential are strong but balanced out by macro sensitivities (discretionary spend, delinquencies, etc.), tough GMV comps in H2 and merchant concentration"

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

Shares of Affirm Holdings Inc. closed at $50.72 yesterday.

Baird on Affirm Holdings Inc. (AFRM): 'We view risk/reward as balanced/mildly positive'

Thu, 05 Mar 2026 07:27:31 -0500

Baird analyst David Koning reiterated a Neutral rating and $55.00 price target on Affirm Holdings Inc. (NASDAQ: AFRM).

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

Shares of Affirm Holdings Inc. closed at $50.72 yesterday.

BofA Securities Starts Affirm Holdings Inc. (AFRM) at Buy

Thu, 05 Mar 2026 06:13:46 -0500

(Updated - March 5, 2026 6:13 AM EST)

BofA Securities analyst Matt O\'Neill initiates coverage on Affirm Holdings Inc. (NASDAQ: AFRM) with a Buy rating and a price target of $82.00.

The analyst comments "We reinstate coverage of AFRM with a Buy rating and an $82 price objective. Affirm’s diversified growth, strong GMV momentum, expanding merchant and consumer networks, and efficient multichannel model support above-market growth. Long-term demand also benefits from younger consumers adopting BNPL and choosing Affirm as a preferred payment option. Despite recent share pressure, Affirm’s consistent unit economics, disciplined credit management, and stable demand trends reinforce confidence in the

BofA Securities Starts Affirm Holdings Inc. (AFRM) at Buy

Thu, 05 Mar 2026 06:13:46 -0500

(Updated - March 5, 2026 6:13 AM EST)

BofA Securities analyst Matt O\'Neill initiates coverage on Affirm Holdings Inc. (NASDAQ: AFRM) with a Buy rating and a price target of $82.00.

Morgan Stanley Reiterates Overweight Rating on Affirm Holdings Inc. (AFRM) following TMT Conference

Wed, 04 Mar 2026 10:17:32 -0500

Morgan Stanley analyst James Faucette reiterated an Overweight rating and $76.00 price target on Affirm Holdings Inc. (NASDAQ: AFRM)

The analyst commented, "Affirm was reassuring across a variety of fronts, including drivers of the F2H26 implied GMV decel, consumer spending, credit performance, private credit, & the impact of agentic commerce. These factors, plus a May Investor Forum that will provide refreshed targets, leave us OW... Implied back-half deceleration is a function of typical outlook conservatism and comps... The Affirm consumer remains healthy… with funding markets still robust... Agents are most likely to route consumers to the best offer for

Form 4 Affirm Holdings, Inc. For: Mar 01 Filed by: O'Hare Robert

Tue, 03 Mar 2026 16:09:00 -0500

si-local-file:///var/storage/secattach/20260303/26101339.html

Form 4 Affirm Holdings, Inc. For: Mar 01 Filed by: O'Hare Robert

Tue, 03 Mar 2026 16:09:00 -0500

si-local-file:///var/storage/secattach/20260303/26101339.html

Form 4 Affirm Holdings, Inc. For: Mar 01 Filed by: Michalek Libor

Tue, 03 Mar 2026 16:09:00 -0500

si-local-file:///var/storage/secattach/20260303/26101348.html

Form 4 Affirm Holdings, Inc. For: Mar 01 Filed by: Michalek Libor

Tue, 03 Mar 2026 16:09:00 -0500

si-local-file:///var/storage/secattach/20260303/26101348.html

Form 4 Affirm Holdings, Inc. For: Mar 01 Filed by: Linford Michael