Affirm Holdings, Inc. (AFRM) shares climbed 5.6% to $73.88 as of September 2, 2026, a significant gain from the prior close of $69.94. BestStocks flagged the session as a major change for AFRM. Below, we break down what changed for AFRM, why it matters for investors, how the stock reacted, and the catalysts on the calendar.
What happened
AFRM climbed 5.6% to $73.88
AFRM climbed 5.6% in its latest session, moving from $69.94 to $73.88.
ValuationLow confidence
Rel. volume
0.9×
Below Avg
Vs peers
—
No comparable peers
Market cap
$24.7B
NASDAQ Global Select
Analyst target
$97
+31.3% vs price
Price chart
Aug 3 – Sep 2
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details
What it means for Affirm Holdings, Inc. investors
For Affirm Holdings, Inc. investors, the balance of recent signals points to a bullish shift. On the constructive side: Material positive event; Strong 5.6% price move. Weighing against that: Affirm Holdings, Inc. (AFRM) moved -4.72% from $79.84 to $76.07 on 2026-07-17; New SEC filing — review for material disclosures. Wall Street's consensus price target sits at $97.00, implying +31.3% upside from $73.88. Over the past 90 days analysts logged 0 upgrades and 1 downgrade. BestStocks rates the overall signal quality low (58/100). With earnings roughly 64 days out, the next report is the most likely near-term test of the move.
AFRM price reaction
AFRM last traded at $73.88, up $3.94 (+5.63%) from the previous close of $69.94. The session traded on 0.9× average volume (below avg), so participation was unremarkable. Over the past month the stock has ranged between $69.94 and $78.47, and it currently sits about 46% of the way up that band.
Bullish and bearish analyst opinions on Affirm Holdings, Inc. (AFRM)
The consensus analyst price target on Affirm Holdings, Inc. (AFRM) is $97.00, 31.3% above the recent $73.88. Over the past 90 days analysts logged 0 upgrades, 29 maintains, and 1 downgrade. Here is how the bullish and bearish cases on AFRM line up.
▲ The bullish case
+Wall Street's consensus price target of $97.00 implies +31.3% upside from $73.88.
+The Street's most bullish target is $115.00 (+55.7%).
+Material positive event.
+Strong 5.6% price move.
+Positive price momentum.
▼ The bearish case
−1 analyst downgrade in the past 90 days, most recently Morgan Stanley to Equal Weight (2026-06-25).
−Affirm Holdings, Inc. (AFRM) moved -4.72% from $79.84 to $76.07 on 2026-07-17.
Bull vs bear balanceBullish Shift
BearishNeutralBullish
Weighing both sides, BestStocks' composite read of recent signals is bullish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.
Analyst price targets and ratings are FMP consensus figures as of Sep 2, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.
Analyst expectations
Consensus target: $97+31.3%
= 29 maintains↓ 1 downgrades
Cantor Fitzgerald maintained Overweight · 2026-08-31
Affirm Holdings pulled back 4.88% to $73.97 after a substantial post-earnings rally unwound. The stock had surged ~10.75% on Friday following a blowout fiscal Q4 earnings report (36% GMV growth, $1.17B revenue beat), prompting profit-taking on Monday. CEO Max Levchin's cautious remarks on consumer pressures during the earnings call added to the headwind. Volume ran 2.86x normal levels at this intraday point, confirming elevated selling activity.
News2026-08-28+0.3%
Affirm Holdings, Inc. (AFRM) moved −9.46% from $85.88 to $77.76 on 2026-08-28, the day after reporting fiscal fourth-quarter results after market close on August 27, 2026. The company reported adjusted EPS of $4.62, far exceeding analyst expectations, with revenue rising 33.1% year-over-year to $1.07 billion and GMV up 36%. JPMorgan, BMO, and RBC raised price targets to $105, $101, and $96 respectively. Volume was 7.6x the 5-day average.
Affirm Holdings (AFRM) surged +3.52% to $80.21 following strong fiscal Q4 earnings released after market close on August 27. The company beat consensus with adjusted EPS of $4.62 (vs. expectations) and reported 33% revenue growth to $1.07B, with GMV up 36% and record profitability. JPMorgan, BMO, and RBC all raised price targets (to $105, $101, and $96 respectively), per Yahoo Finance. Volume traded at 7.81x the time-adjusted average, reflecting elevated institutional interest.
Material / Earnings2026-08-20-2.9%
Affirm Holdings, Inc. (AFRM) moved -2.71% from $77.14 to $75.05 on 2026-08-20. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume was near its 5-day average, suggesting the move was not driven by unusual trading activity.
Material / Earnings2026-08-19+5.1%
Affirm Holdings, Inc. (AFRM) moved +5.01% from $73.64 to $77.33 on August 19, 2026, as the fintech sector benefited from falling Treasury yields and BMO Capital Markets raised its price target to $86 ahead of the company's Q4 fiscal 2026 earnings report scheduled for August 27. Institutional investors including Bank of America and Royal Bank of Canada increased their stakes in the company.
Material / Earnings2026-08-18-1.3%
Affirm Holdings, Inc. (AFRM) moved +2.52% from $71.75 to $73.56 on 2026-08-18. We checked news, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume was 1.4x the 5-day average, modestly elevated.
Material / Earnings2026-08-17-4.9%
Affirm Holdings, Inc. (AFRM) moved -4.46% from $78.00 to $74.52 on 2026-08-17. We checked news, earnings announcements, analyst updates, filings, and corporate actions — no company-specific catalyst was found. Volume remained near its 5-day average, suggesting the decline was not driven by unusual trading activity.
Material / Earnings2026-08-13+6.7%
Affirm Holdings, Inc. (AFRM) moved +6.23% on August 13, 2026, driven by BMO Capital Markets raising its price target to $86 and investor anticipation ahead of Q4 fiscal 2026 earnings scheduled for August 27. Institutional buying was also evident, with major banks including Bank of America and Royal Bank of Canada increasing their stakes.
In-depth AFRM event analyses
Permanent, dated analyses of AFRM's most significant sessions.
AFRM climbed 5.6% to $73.88. No single company-specific catalyst was confirmed during the move window, and it looks technical.
How much did AFRM stock rise?
AFRM gained 5.63% ($3.94) versus the prior close of $69.94, last trading at $73.88 on 0.9× average volume.
When is Affirm Holdings, Inc.'s next earnings date?
AFRM's next earnings report is estimated for 2026-11-05 — about 64 days away.
What is the analyst price target for AFRM?
The consensus analyst price target for AFRM is $97.00, about 31.3% above the current $73.88. Over the past 90 days, analysts recorded 0 upgrades, 29 maintains, and 1 downgrade.
How BestStocks tracks AFRM
This page is generated automatically by BestStocks' change-detection system after its price and volume cleared AFRM-specific materiality thresholds, triggering an evidence check. It draws on 20 tracked change events for AFRM, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of September 2, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.
