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)
96% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 48
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
19% more capital invested
Capital invested by funds: $6.69B [Q2] → $8B (+$1.3B) [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
10.6% less ownership
Funds ownership: 83.87% [Q2] → 73.28% (-10.6%) [Q3]
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
14 analyst ratings
JMP Securities David Scharf 83% 1-year accuracy 43 / 52 met price target | 19%upside $78 | Market Outperform Upgraded | 20 Dec 2024 |
Jefferies John Hecht 91% 1-year accuracy 10 / 11 met price target | 25%upside $82 | Buy Upgraded | 19 Dec 2024 |
Deutsche Bank Bryan Keane 80% 1-year accuracy 4 / 5 met price target | 14%upside $75 | Hold Maintained | 16 Dec 2024 |
Goldman Sachs Will Nance 69% 1-year accuracy 29 / 42 met price target | 19%upside $78 | Buy Maintained | 2 Dec 2024 |
JP Morgan Reginald Smith 54% 1-year accuracy 14 / 26 met price target | 13%upside $74 | Overweight Maintained | 2 Dec 2024 |
Financial journalist opinion
Based on 46 articles about AFRM published over the past 30 days