기업호재
Affirm Partners with Amazon to Expand BNPL in UK영어 원문
Teaming with Amazon to offer installment payments, expanding UK footprint
첫날 -5.1% · 5일 후 +1.7%
제품호재
Affirm launches transformer-based real-time underwriting model영어 원문
New model approves consumers previously declined, including those without FICO scores, expanding credit access
첫날 -1.8% · 5일 후 +1.8%
이전 이벤트 11건›
애널리스트
Wolfe Research: 투자의견 상향 → Outperform
첫날 +2.7% · 5일 후 -3.2%
실적
Affirm Q4 Beats on GMV Growth, Stock Pulls Back영어 원문
Analysts raise targets to $110, but options IV drops; market awaits breakout
첫날 +0.3% · 5일 후 -7.0%
›전개 과정 7회
- 2026-08-28 Revenue of $1.17B beat estimates; GMV up 36% YoY; Q1 guidance also above expectations
- 2026-08-28 EPS of $4.62 crushed $0.33 estimate, revenue beat, shares jump 12% after hours
- 2026-08-29 Results and guidance beat; most profitable quarter excl. tax valuation allowance; adds color to previously reported EPS beat.
- 2026-08-29 Record $462M dark pool print at $81.5, delayed reporting; analysts see growth legs but premium priced in.
- 2026-08-30 Record $14.1B quarterly financing and first GAAP profit drove 9% intraday gain before pullback
- 2026-08-31 Post-earnings rally unwinds, but Cantor Fitzgerald maintains Overweight and raises PT, showing long-term confidence
- 2026-09-02 Analysts raise targets to $110, but options IV drops; market awaits breakout
8-K 공시
8-K: 실적 공시, 이사·임원 변동
첫날 +0.3% · 5일 후 -7.0%
기업호재
Affirm and Shopify Launch Shop Pay Installments in Australia영어 원문
Expands global partnership, offering Australians pay-over-time with no hidden fees
첫날 +1.3% · 5일 후 -4.1%
실적
실적 발표
첫날 +1.3% · 5일 후 -4.1%
실적
Affirm to Announce Q4 FY2026 Results on August 27영어 원문
Company sets official date for Q4 FY2026 shareholder letter and financial results
첫날 -2.4% · 5일 후 +2.3%
애널리스트호재
AFRM Added to Zacks Rank #1 (Strong Buy) Growth Stocks List영어 원문
Zacks highlighted AFRM among top growth stocks for July 28 based on growth characteristics
첫날 -0.9% · 5일 후 +7.9%
M&A·자금조달호재
Allspring Global Investments Lifts AFRM Stake by 23.8%영어 원문
Institutional 13F filing reveals quarterly stake increase, signaling capital movement
첫날 -1.0% · 5일 후 -3.0%
애널리스트악재
Morgan Stanley Downgrades Affirm to Equal-Weight, PT $79영어 원문
AFRM appears on relative strength list amid broader rating changes; no new independent facts.
첫날 -1.0% · 5일 후 +10.1%
›전개 과정 2회
- 2026-06-25 Two independent sources confirm downgrade; analyst sees risk/reward balanced after run-up
- 2026-06-27 AFRM appears on relative strength list amid broader rating changes; no new independent facts.
애널리스트악재
Morgan Stanley: 투자의견 하향 → Equal Weight
첫날 -1.0% · 5일 후 +10.1%
8-K 공시
8-K: 중요 계약 체결, 이사·임원 변동
첫날 -1.0% · 5일 후 +10.1%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
