AffirmAFRM
About: Affirm Holdings Inc offers a platform for digital and mobile-first commerce. It comprises a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The firm generates its revenue from merchant networks, and through virtual card networks among others. Geographically, it generates a majority share of its revenue from the United States.
Employees: 2,006
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
119% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 43
42% more funds holding in top 10
Funds holding in top 10: 12 [Q2] → 17 (+5) [Q3]
25% more call options, than puts
Call options by funds: $918M | Put options by funds: $735M
20% more capital invested
Capital invested by funds: $6.72B [Q2] → $8.05B (+$1.33B) [Q3]
12% more funds holding
Funds holding: 373 [Q2] → 419 (+46) [Q3]
5% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 131
10.44% less ownership
Funds ownership: 84.16% [Q2] → 73.73% (-10.44%) [Q3]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
JMP Securities David Scharf 79% 1-year accuracy 38 / 48 met price target | 43%upside $78 | Market Outperform Upgraded | 20 Dec 2024 |
Jefferies John Hecht 82% 1-year accuracy 9 / 11 met price target | 50%upside $82 | Buy Upgraded | 19 Dec 2024 |
Deutsche Bank Bryan Keane 80% 1-year accuracy 4 / 5 met price target | 37%upside $75 | Hold Maintained | 16 Dec 2024 |
Goldman Sachs Will Nance 59% 1-year accuracy 22 / 37 met price target | 43%upside $78 | Buy Maintained | 2 Dec 2024 |
JP Morgan Reginald Smith 54% 1-year accuracy 14 / 26 met price target | 35%upside $74 | Overweight Maintained | 2 Dec 2024 |
Financial journalist opinion
Based on 25 articles about AFRM published over the past 30 days
