Analysts Offer Insights on Financial Companies: GCM Grosvenor (GCMG) and Affirm Holdings (AFRM)
Two financial companies, GCM Grosvenor (GCMG) and Affirm Holdings (AFRM), recently received bullish ratings from analysts. TD Cowen maintained a Buy rating for GCMG with a $13.50 price target, while William Blair reiterated a Buy rating for AFRM, which has a consensus price target of $85.95. Both stocks show significant potential upside according to the analysts.
Analysts Offer Insights on Financial Companies: GCM Grosvenor (GCMG) and Affirm Holdings (AFRM)
Two financial companies, GCM Grosvenor (GCMG) and Affirm Holdings (AFRM), have received bullish sentiments from analysts. TD Cowen analyst William Katz maintained a Buy rating on GCM Grosvenor with a $13.50 price target, while William Blair analyst Andrew Jeffrey reiterated a Buy rating on Affirm Holdings. Both companies also have a "Strong Buy" analyst consensus rating with significant upside potential.
Affirm Holdings director Noel Watson sells $130,000 in shares
Affirm Holdings director Noel Watson sold 2,000 shares of the company's Class A Common Stock for $130,000 on May 13, 2026, as part of a pre-planned transaction. Despite this sale, Watson still holds 36,076 shares. The company has recently integrated its payment options with Google Search and Gemini and received positive analyst ratings with raised price targets from Mizuho, Evercore ISI, and Citizens.
Affirm (AFRM) director Noel Watson sells 2,000 shares under 10b5-1 plan
Affirm Holdings director Noel Bertram Watson sold 2,000 shares of Class A Common Stock at $65.00 per share. This open-market sale was made pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on December 2, 2025. Following the transaction, Watson directly owns 36,076 shares of Affirm.
Analysts’ Top Financial Picks: Suncrete Inc Class A (RMIX), Affirm Holdings (AFRM)
This article highlights bullish sentiments from analysts for Suncrete Inc Class A (RMIX) and Affirm Holdings (AFRM). William Blair analyst Ryan Merkel maintained a Buy rating for Suncrete with a $19.00 price target, while Wells Fargo's Jason Kupferberg maintained a Buy rating for Affirm Holdings with an $89.00 price target. The article details additional analyst coverage and price targets for both companies.
Morgan Stanley files Amendment to Schedule 13G/A for Affirm (NASDAQ: AFRM), 7.1% stake
Morgan Stanley and Morgan Stanley Investment Management Inc. have filed an Amendment No. 4 to Schedule 13G/A, reporting their beneficial ownership in Affirm Holdings, Inc. Class A Common Stock. Morgan Stanley reported a 7.1% stake representing 20,737,156 shares, while Morgan Stanley Investment Management Inc. reported 6.7% ownership with 19,597,145 shares. This filing is informational and aggregates securities held by various MS operating units, indicating large passive holdings without disclosing any intent to change or influence control.
Strong Demand for Buy Now, Pay Later Drives Higher Volume and Improving Margins
Morningstar equity analyst Michael Miller discusses how strong demand for Buy Now, Pay Later (BNPL) services is leading to higher transaction volumes and improving margins for companies like Affirm. The article highlights Affirm's effective strategy of expanding merchant partnerships, which has resulted in accelerating growth in transaction volume and merchant numbers. Despite expectations for eventual growth deceleration, Affirm is projected to maintain a significant growth trajectory over the next five years.
Analysts Offer Insights on Financial Companies: Goldman Sachs BDC (GSBD), Affirm Holdings (AFRM) and Carlyle Group (CG)
This article summarizes analyst ratings for three financial companies: Goldman Sachs BDC (GSBD), Affirm Holdings (AFRM), and Carlyle Group (CG). Goldman Sachs BDC received a "Moderate Sell" consensus with a price target implying a downside. Affirm Holdings garnered a "Strong Buy" consensus with a projected upside, while Carlyle Group received a "Moderate Buy" consensus, also indicating an upside.
Analysts Offer Insights on Financial Companies: Goldman Sachs BDC (GSBD), Affirm Holdings (AFRM) and Carlyle Group (CG)
This article provides an overview of recent analyst ratings for several financial companies. Goldman Sachs BDC (GSBD) received a Hold rating from Truist Financial, while Affirm Holdings (AFRM) was given a Buy rating by Evercore ISI. Carlyle Group (CG) also received a Hold rating from Evercore ISI, with TD Cowen downgrading the stock to Hold on the same day.
Analysts Conflicted on These Financial Names: Bowhead Specialty Holdings Inc. (BOW), PayPal Holdings (PYPL) and Affirm Holdings (AFRM)
This article summarizes analyst ratings for Bowhead Specialty Holdings Inc. (BOW), PayPal Holdings (PYPL), and Affirm Holdings (AFRM). While Bowhead received a Strong Buy consensus, individual analysts like Bob Huang and TipRanks-Google maintained a Hold rating. PayPal Holdings has a general Hold consensus, and Affirm Holdings secured a Strong Buy consensus from analysts.
FMR LLC files 13G showing 6.1% stake in Affirm (AFRM)
FMR LLC has disclosed a 6.1% stake in Affirm (AFRM), holding 17,741,706.92 shares of Class A common stock as of March 31, 2026. The Schedule 13G filing indicates FMR LLC has sole dispositive power over all these shares and sole voting power over 16,350,521.25 shares. This beneficial ownership crossing the 5% threshold triggers public disclosure and increases governance visibility for Affirm.
Affirm (AFRM) president exercises 2,336 RSUs; shares withheld for tax
Affirm Holdings, Inc. president Libor Michalek exercised 2,336 Restricted Stock Units (RSUs) on May 1, 2026, with 1,089 shares withheld to cover tax obligations. After these transactions, Michalek directly holds 217,024 shares of Class A Common Stock and indirectly holds 868,114 shares through a family trust. The RSUs vest in 48 equal monthly installments starting October 1, 2022.
Affirm (NASDAQ: AFRM) COO logs RSU vesting and tax share withholding
Affirm Holdings, Inc.'s Chief Operating Officer, Michael Linford, reported the vesting of 2,336 restricted stock units (RSUs) into Class A Common Stock. In connection with this, 974 shares were withheld to cover his tax obligations at $67.54 per share. Following these transactions, Linford directly holds 111,907 shares of Class A Common Stock and has 9,344 RSUs remaining.
Affirm (NASDAQ: AFRM) CLO nets shares after RSU vesting and tax withholding
Affirm Holdings, Inc. Chief Legal Officer Katherine Adkins reported recent equity compensation activity, acquiring 1,401 shares of Class A Common Stock from vested Restricted Stock Units (RSUs) on May 1, 2026. To cover tax obligations, 634 shares were withheld at $67.54 per share, which was a tax-withholding disposition rather than an open-market sale. After these transactions, Adkins directly holds 139,943 shares of Class A Common Stock, with 5,607 RSUs remaining.
Exchange rate effect of Affirm Holdings, Inc. Class A – LS:A2QL1G
This article provides financial information for Affirm Holdings, Inc. Class A (A2QL1G) on the Lang & Schwarz Tradecenter. It specifically mentions "Exchange rate effect" and includes data for Period, Value, Change, and Change %. The information is provided by ICE Data Services and FactSet Research Systems Inc.
Affirm director Watson sells $110k in stock
Affirm Holdings director Noel Bertram Watson sold 2,000 shares of Class A Common Stock for $110,000 on April 14, 2026, under a Rule 10b5-1 trading plan. Following the sale, Watson directly owns 38,076 shares. The company has also received varied analyst ratings, with BofA Securities initiating a "Buy" rating, Baird reiterating "Neutral" due to macroeconomic concerns, and Mizuho maintaining "Outperform" despite issues with a consumer loan fund.
Affirm (AFRM) director sells 2,000 shares under Rule 10b5-1 plan
Affirm Holdings, Inc. director Noel Bertram Watson sold 2,000 shares of Class A Common Stock at $55.00 per share on April 14, 2026, totaling $110,000. This transaction was conducted under a pre-arranged Rule 10b5-1 trading plan. After the sale, Watson directly holds 38,076 shares of Affirm.
Director at Affirm (AFRM) transfers 53,697 shares to former spouse
Affirm Holdings director Christa S. Quarles reported a transfer of 53,697 Class A Common Stock shares to her former spouse on April 7, 2026, as part of a divorce settlement, for no consideration. Following this transaction, Quarles directly holds 68,661 shares and no longer beneficially owns the transferred shares. This personal share transfer does not indicate bullish or bearish sentiment regarding Affirm's prospects.
Analysts Are Bullish on Top Technology Stocks: Affirm Holdings (AFRM), Nvidia (NVDA)
This article highlights analysts' bullish sentiments on several technology stocks, including Affirm Holdings (AFRM) and Nvidia (NVDA). Cantor Fitzgerald analysts maintained Buy ratings and set price targets for both companies, citing strong upside potentials. SailPoint, Inc. (SAIL) also received a reiterated Buy rating with a significant upside projection.
Affirm (AFRM) director converts and transfers 60,445 shares in divorce deal
Affirm Holdings, Inc. director Christa S. Quarles converted 60,445 shares of Class B common stock into Class A common stock on April 2, 2026. The same day, these 60,445 Class A shares were transferred to her former spouse as part of a divorce settlement, for no consideration. After these transactions and an additional 3,462-share transaction, Quarles directly holds 122,358 shares of Class A common stock.
Affirm (AFRM) president Libor Michalek nets shares after RSU vesting and tax withholding
Affirm Holdings president Libor Michalek reported a routine equity compensation event where 2,335 restricted stock units (RSUs) vested into Class A Common Stock on April 1, 2026. Of these, 838 shares were withheld at $45.54 per share to cover tax obligations. Michalek now directly holds 215,777 Class A shares, with an additional 868,114 shares held indirectly through a family trust.
Affirm (NASDAQ: AFRM) CLO nets shares after RSU vesting and tax withholding
Affirm Holdings' Chief Legal Officer, Katherine Adkins, recently had 1,401 Restricted Stock Units (RSUs) vest, converting into an equal number of Class A Common Stock shares. Of these, 634 shares were withheld to cover tax obligations at a price of $45.54 per share. Following these transactions, Adkins directly holds 138,542 shares of Class A Common Stock and 7,008 RSUs.
[Form 4] Affirm Holdings, Inc. Insider Trading Activity
Affirm Holdings, Inc.'s Chief Operating Officer, Michael Linford, reported routine equity compensation activity. On April 1, 2026, 2,335 restricted stock units vested and converted into Class A Common Stock. To cover tax obligations, 975 shares were withheld at a reference price of $45.54 per share. After these transactions, Linford directly holds 109,571 shares of Class A Common Stock and 11,680 restricted stock units.
Vanguard disaggregates holdings; reports 0% ownership of AFRM (Vanguard Group)
Vanguard Group has filed an amendment to its Schedule 13G/A, reporting 0% beneficial ownership of Affirm Holdings Inc. common stock. This change is due to an internal realignment effective January 12, 2026, where certain subsidiaries will now report their holdings separately, in reliance on SEC Release No. 34-39538. This filing indicates an administrative shift in reporting rather than an economic disposition of shares.
Analysts Are Bullish on Top Technology Stocks: Affirm Holdings (AFRM), Nvidia (NVDA)
This article highlights bullish analyst ratings for several technology stocks, including Affirm Holdings (AFRM), Nvidia (NVDA), and SailPoint, Inc. (SAIL). Analysts from Cantor Fitzgerald and other firms have maintained Buy ratings, with significant upside potential projected for these companies based on their average price targets. The report details specific price targets and analyst success rates.
AFRM Stock Price, Quote & Chart | AFFIRM HOLDINGS INC (NASDAQ:AFRM)
This article provides a detailed overview of Affirm Holdings Inc. (NASDAQ: AFRM) stock performance, key statistics, and analytical ratings. As of March 13, 2026, AFRM's stock price was $46.88, demonstrating a 1.08% increase for the day. Analysts predict an 85.07% price increase in the next year, with expected EPS growth of 747.96% and revenue growth of 29.74%.
SET adds new listed securities : AFRM03's units to be traded on March 5, 2026
The Stock Exchange of Thailand (SET) announced the listing of new Depositary Receipt (DR) securities, AFRM03, representing interest in Affirm Holdings, Inc., Class A (AFRM). These units are scheduled to begin trading on March 5, 2026, with an initial offering of 10 billion units at 1.85 baht per unit. AFRM is a FinTech platform specializing in "buy now, pay later" payment options, and its underlying shares trade on the Nasdaq Stock Market.
Analysts Offer Insights on Technology Companies: Twilio (TWLO), Affirm Holdings (AFRM) and Pagseguro Digital (PAGS)
This article provides analyst insights on three technology companies: Twilio (TWLO), Affirm Holdings (AFRM), and Pagseguro Digital (PAGS). Bank of America Securities maintained a Sell rating on Twilio, while Morgan Stanley maintained a Buy rating on Affirm Holdings. Morgan Stanley also maintained a Sell rating on Pagseguro Digital.
Affirm (NASDAQ: AFRM) CFO details RSU vesting and tax share withholding
Affirm Holdings, Inc. CFO Robert O'Hare reported multiple equity compensation transactions on March 1, 2026, involving the vesting of Restricted Stock Units (RSUs) and subsequent share acquisitions. As part of these transactions, O'Hare acquired 18,430 shares of Class A Common Stock, while 9,380 shares were sold at $46.98 per share to cover tax obligations. Following these movements, O'Hare's direct beneficial ownership stands at 10,418 shares.
Affirm (AFRM) COO reports RSU conversion and tax share withholding in Form 4
Affirm Holdings, Inc. COO Michael Linford reported equity award activity, including the conversion of 11,717 restricted stock units (RSUs) into Class A common stock on March 1, 2026. To cover tax obligations related to the RSU vesting, 3,775 shares were withheld at a price of $46.98 per share. This information was detailed in a Form 4 SEC filing, indicating a neutral sentiment for the transaction.
According to the latest filing disclosed by the US SEC, the well-known investment firm Lone Pine Capital LLC currently holds a total of 3.8 million Class A common shares of Affirm Holdings, Inc.
Lone Pine Capital LLC has disclosed in a recent SEC filing that it holds 3.8 million Class A common shares of Affirm Holdings, Inc. This stake highlights the investment firm's strategic interest in the fintech company. The information was initially reported by 老虎证券 on February 17, 2026.
According to the latest filing disclosed by the US SEC, the well-known investment firm Lone Pine Capital LLC currently holds a total of 3.8 million Class A common shares of Affirm Holdings, Inc.
Lone Pine Capital LLC has disclosed in a recent SEC filing that it holds 3.8 million Class A common shares of Affirm Holdings, Inc. This holding reflects the investment firm's strategy in the fintech company. The article briefly mentions this significant shareholding and its implications for the firm's investment approach.
Affirm (AFRM) COO exercises 20,000 options and increases share holdings
Affirm Holdings, Inc.'s COO, Michael Linford, exercised options for 20,000 shares of Class A Common Stock at $49 per share, increasing his direct holdings to 100,269 shares. This non-market transaction was filed on February 9, 2026, and the related stock option award still covers 263,751 derivative securities. The options vest over several years, contingent on his continued employment.
Analysts Offer Insights on Technology Companies: Intapp (INTA) and Affirm Holdings (AFRM)
This article details analyst ratings for two technology companies: Intapp (INTA) and Affirm Holdings (AFRM). Barclays maintained a Sell rating on Intapp with a $35.00 price target, while Evercore ISI maintained a Buy rating on Affirm Holdings with a $95.00 price target and Cantor Fitzgerald initiated coverage with a Buy rating and an $85.00 price target. The consensus for Intapp is a Moderate Buy, and for Affirm Holdings, it's a Strong Buy.
Analysts Offer Insights on Technology Companies: Intapp (INTA) and Affirm Holdings (AFRM)
Barclays analyst Saket Kalia maintained a Sell rating on Intapp (INTA) with a price target of $35.00, while Evercore ISI analyst Adam Frisch maintained a Buy rating on Affirm Holdings (AFRM) with a price target of $95.00. The consensus for Intapp is a Moderate Buy, while Affirm Holdings has a Strong Buy consensus, with a Cantor Fitzgerald also initiating coverage with a Buy rating on Affirm.
Analysts Offer Insights on Technology Companies: Intapp (INTA) and Affirm Holdings (AFRM)
Analysts from Barclays and Evercore ISI have provided new ratings for technology companies Intapp (INTA) and Affirm Holdings (AFRM). Barclays maintained a Sell rating on Intapp with a price target of $35.00, while Evercore ISI maintained a Buy rating on Affirm Holdings with a price target of $95.00. The article also notes the general analyst consensus for each company: Moderate Buy for Intapp and Strong Buy for Affirm Holdings.
The 1% Problem: How PayPal's Most Profitable Engine Stalled While The Board Watched
Former PayPal leader David Marcus criticizes PayPal for prioritizing financial predictability over product innovation, leading to its "branded checkout" engine growing at only 1%. He argues the company shifted from product-led to finance-led leadership, failing to build new platforms like rivals and instead creating mere add-ons. Marcus suggests that without a change in board incentives, PayPal risks not achieving its potential as a network.
Corpay Inc (CPAY) Receives a Buy from Wolfe Research
Wolfe Research analyst Darrin Peller maintained a Buy rating on Corpay Inc (CPAY) with a price target of $375.00, citing the company's strong quarterly revenue of $1.17 billion and a net profit of $277.94 million. Corporate insider sentiment for CPAY is positive, with an increase in insider buying, including a recent purchase of 8,000 shares by director Steven Stull for over $2.5 million. The analyst consensus for Corpay Inc is currently a Moderate Buy with an average price target of $356.20.
Affirm’s CFO O’Hare sells $2.9m in shares
Affirm's CFO Robert O'Hare sold 36,401 shares of Class A Common Stock for $2.9 million on January 5, 2026, while also exercising options to acquire 36,391 shares. Despite the stock's recent surge, InvestingPro suggests it is overvalued. Analysts generally expect Affirm to remain profitable, with varied price targets and ratings.
Analysts Offer Insights on Technology Companies: Marvell (MRVL) and Affirm Holdings (AFRM)
Analysts have issued neutral ratings for Marvell (MRVL) and Affirm Holdings (AFRM), signaling neither bullish nor bearish sentiment. Marvell received a Hold rating from Benchmark Co. and Bank of America Securities, with a consensus price target indicating a 38.0% upside. Affirm Holdings also received a Hold rating from Needham and Wolfe Research, with its consensus price target suggesting a 26.7% upside.
Analysts Are Bullish on Top Technology Stocks: Universal Display (OLED), ServiceTitan, Inc. Class A (TTAN)
Analysts have issued bullish sentiments on several technology stocks, including Universal Display (OLED), ServiceTitan, Inc. Class A (TTAN), and Affirm Holdings (AFRM). Each company received "Buy" ratings and price targets from various analysts, indicating a positive outlook for these stocks in the technology sector.
Affirm stockholders back board, auditors and executive pay
Affirm Holdings held its annual meeting on December 15, 2025, where stockholders elected three Class II directors, ratified Deloitte & Touche LLP as the independent auditor, and approved executive compensation in a non-binding advisory vote. This demonstrates strong shareholder support for the company's current board, governance, and executive pay practices. The stock (AFRM) currently holds a "Buy" rating from analysts with a $95.00 price target, though TipRanks’ AI Analyst, Spark, rates it as "Neutral" due to risks associated with technical indicators and high valuation.
Affirm stockholders back board, auditors and executive pay
Affirm Holdings stockholders have voted to re-elect the company's five directors, ratify the appointment of KPMG LLP as independent auditors, and approve the compensation of its named executive officers. These decisions were made during the Annual Meeting of Stockholders.
Affirm Holdings CFO O’Hare sells $573k in stock
Affirm Holdings' Chief Financial Officer, Robert O’Hare, sold 8,189 shares of Class A Common Stock for $573,230 on December 3, 2025, according to an SEC filing. This transaction, executed under a Rule 10b5-1 trading plan, leaves O'Hare with 1,368 shares. The news follows various analyst price target adjustments for Affirm after its fiscal first-quarter earnings, reflecting mixed but generally positive outlooks on the company's performance and strategic partnerships.
We Launch Coverage of Affirm With a $53 Fair Value Estimate and Narrow Moat
Morningstar has initiated coverage of Affirm with a $53 fair value estimate and a narrow moat rating. The company's strategy focuses on expanding its merchant network through direct agreements and partnerships, which has led to accelerating transaction volume and merchant growth. Despite an expected deceleration in transaction volume growth, Affirm is projected to experience an average spending volume growth of 23.2% over the next five years.
Analysts Conflicted on These Technology Names: Onestream, Inc. Class A (OS), Affirm Holdings (AFRM) and Advantest (OtherADTTF)
This article details recent analyst ratings for several technology companies. Onestream, Inc. Class A (OS) received a "Strong Buy" with a 44.0% upside, Affirm Holdings (AFRM) was rated "Moderate Buy" with a 36.4% upside, and Advantest (ADTTF) garnered a "Moderate Buy" but with a -30.8% downside, based on various analyst reports.
Analysts Conflicted on These Technology Names: Onestream, Inc. Class A (OS), Affirm Holdings (AFRM) and Advantest (OtherADTTF)
Analysts have provided conflicting ratings on several technology companies. Onestream, Inc. Class A (OS) received a Strong Buy consensus, while Affirm Holdings (AFRM) garnered a Moderate Buy. Advantest (ADTTF) received a Moderate Buy consensus but with a significant downside based on the average price target.
Analysts Conflicted on These Technology Names: Onestream, Inc. Class A (OS), Affirm Holdings (AFRM) and Advantest (OtherADTTF)
Analysts have issued mixed ratings on several technology companies. Onestream, Inc. Class A (OS) received a "Strong Buy" consensus with a significant upside, while Affirm Holdings (AFRM) was given a "Moderate Buy" with a substantial price target. Advantest (ADTTF) garnered a "Moderate Buy" consensus but with a projected downside, and a Goldman Sachs analyst maintained a "Hold" rating.
Affirm Holdings (AFRM): New Buy Recommendation for This Technology Giant
Mizuho Securities analyst Dan Dolev maintained a Buy rating on Affirm Holdings (AFRM) with a $98.00 price target, aligning with a Buy rating from Oppenheimer's Rayna Kumar. However, Morgan Stanley maintained a Hold rating on the same day. The company reported strong quarterly revenue of $876.42 million and a net profit of $69.24 million, although corporate insider sentiment is negative due to increased insider selling.
Dropbox, Globus Medical, Expedia, Genpact And Other Big Stocks Moving Higher On Friday
On Friday, several notable stocks including Dropbox, Globus Medical, Expedia, and Genpact saw significant gains. These increases were largely driven by better-than-expected quarterly earnings and raised financial guidance from the respective companies. Despite a generally lower day for U.S. stocks, these companies stood out with strong performance, influencing their stock prices positively.
