2026-10-06 Company Bull
Affirm partners with Ant International's Antom to offer BNPL to US merchants Partnership expands Affirm's merchant reach in the US for pay-over-time options
D1 +0.2% · +5d +4.0%
2026-10-05 Earnings
Affirm to Report Q1 FY2027 Results on Nov 5 Company announcement sets earnings date, providing clarity for investors
D1 +5.6% · +5d +5.2%
13 earlier events › 2026-09-23 Company Bull
Affirm Partners with Amazon to Expand BNPL in UK Teaming with Amazon to offer installment payments, expanding UK footprint
D1 -5.1% · +5d +1.7%
2026-09-17 Product Bull
Affirm launches transformer-based real-time underwriting model New model approves consumers previously declined, including those without FICO scores, expanding credit access
D1 -1.8% · +5d +1.8%
2026-09-14 Analyst
Wolfe Research upgrades to Outperform D1 +2.7% · +5d -3.2%
2026-08-28 → 09-02 Earnings
Affirm Q4 Beats on GMV Growth, Stock Pulls Back Analysts raise targets to $110, but options IV drops; market awaits breakout
D1 +0.3% · +5d -7.0%
› 7 waves of this story2026-08-28 Revenue of $1.17B beat estimates; GMV up 36% YoY; Q1 guidance also above expectations2026-08-28 EPS of $4.62 crushed $0.33 estimate, revenue beat, shares jump 12% after hours2026-08-29 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 pullback2026-08-31 Post-earnings rally unwinds, but Cantor Fitzgerald maintains Overweight and raises PT, showing long-term confidence2026-09-02 Analysts raise targets to $110, but options IV drops; market awaits breakout2026-08-28 8-K filing
8-K: Item 2.02, Item 5.02, Item 9.01 D1 +0.3% · +5d -7.0%
2026-08-27 Earnings
Earnings report 第四季度是有史以来最盈利的季度,即使在未计入税收减免释放的情况下也是如此。
D1 +1.3% · +5d -4.1%
2026-08-27 Company Bull
Affirm and Shopify Launch Shop Pay Installments in Australia Expands global partnership, offering Australians pay-over-time with no hidden fees
D1 +1.3% · +5d -4.1%
2026-08-06 Earnings
Affirm to Announce Q4 FY2026 Results on August 27 Company sets official date for Q4 FY2026 shareholder letter and financial results
D1 -2.4% · +5d +2.3%
2026-07-28 Analyst Bull
AFRM Added to Zacks Rank #1 (Strong Buy) Growth Stocks List Zacks highlighted AFRM among top growth stocks for July 28 based on growth characteristics
D1 -0.9% · +5d +7.9%
2026-07-18 Capital Bull
Allspring Global Investments Lifts AFRM Stake by 23.8% Institutional 13F filing reveals quarterly stake increase, signaling capital movement
D1 -1.0% · +5d -3.0%
2026-06-25 → 06-27 Analyst Bear
Morgan Stanley Downgrades Affirm to Equal-Weight, PT $79 AFRM appears on relative strength list amid broader rating changes; no new independent facts.
D1 -1.0% · +5d +10.1%
› 2 waves of this story2026-06-25 Two independent sources confirm downgrade; analyst sees risk/reward balanced after run-up2026-06-27 AFRM appears on relative strength list amid broader rating changes; no new independent facts.2026-06-25 8-K filing
8-K: Item 1.01, Item 5.02, Item 9.01 D1 -1.0% · +5d +10.1%
2026-06-25 Analyst Bear
Morgan Stanley downgrades to Equal Weight D1 -1.0% · +5d +10.1%
by direction · sourced
Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
be the first
🙂 Be civil · your views are your ownPost
Facts and opinions separated · All items sourced · Not investment advice