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.
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.
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.
Affirm Holdings, Inc. (AFRM) Deepens Ties with New York Life in $750M Loan Deal
Affirm Holdings, Inc. (AFRM) has strengthened its partnership with New York Life Insurance through a new agreement to sell up to $750 million in installment loans by 2026, building upon their existing 2023 relationship. This deal provides Affirm with additional funding for $1.75 billion in annual loan volume. The company has also recently expanded its payment solutions presence with partners like Wayfair, Fanatics, and FreshBooks, and supports Google’s Agent Payments Protocol.
Affirm Holdings Approves Executive Equity Awards
Affirm Holdings' Compensation Committee approved annual equity awards for certain executive officers on September 18, 2025. These awards, consisting of restricted stock units (RSUs) and performance stock units (PSUs), are contingent on time-based, service-based, and company financial performance conditions over a three-year period. The move aims to align executive incentives with the company's performance and long-term growth objectives.
Affirm Holdings Q2 Earnings Beat on Higher Transactions, Stock Up 22%
Affirm Holdings reported a strong Q2 earnings beat, driven by a significant increase in transaction volume. This positive financial performance led to a notable 22% surge in the company's stock price. The improved transactions highlight growing demand for its buy now, pay later services.
Flexible Payments Come To All Wayfair Stores Thanks To Affirm
Affirm Holdings, Inc. (NASDAQ: AFRM) has expanded its partnership with Wayfair Inc. (NYSE: W), integrating Affirm's flexible payment options directly into Wayfair's checkout process across all its brands. This allows eligible shoppers to pay over time with customized plans and 0% APR, enhancing affordability just in time for Wayfair’s Way Day sales event and the holiday shopping season. The expansion strengthens Affirm's presence in the home goods sector and follows significant year-to-date stock gains for Affirm.
Clio introduces the next chapter in financial innovation for legal (2025-10-17) - Seeking Alpha
Clio has introduced new financial services, Pay Later with Affirm and Clio Capital, to address financial challenges faced by law firms and their clients. These innovations aim to provide greater flexibility in fee payment for clients and faster access to funds for law firms, improving cash flow and accessibility to legal services. The services are integrated directly into Clio's platform, ensuring seamless reconciliation and compliance.
Affirm Holdings, Inc. $AFRM Shares Bought by MGO One Seven LLC - MarketBeat
MGO One Seven LLC significantly increased its stake in Affirm Holdings (NASDAQ:AFRM) by 150.2% in the second quarter, now owning shares valued at approximately $1.1 million. This comes amid active insider selling, with CEO Max R. Levchin selling a substantial number of shares, and mixed analyst ratings averaging a "Moderate Buy" with a consensus target price of $86.00. Affirm has shown strong financial performance, including a 32.9% year-over-year revenue increase and better-than-expected EPS for the last quarter.
Affirm to announce first quarter fiscal year 2026 results on November 6, 2025 - MarketScreener
Affirm Holdings, Inc. announced that it will release its first quarter fiscal year 2026 financial results on Thursday, November 6, 2025, after market close. The company will also host a conference call and webcast on the same day at 2:00 PM PT, featuring its Founder and CEO Max Levchin, COO Michael Linford, and CFO Rob O'Hare. A replay of the webcast will be available on Affirm's investor relations website.
Affirm and Fanatics Partner to Offer Transparent, Flexible Payment Options to Millions of Sports Fans - MarketScreener
Affirm has partnered with digital sports platform Fanatics to offer flexible payment options to millions of sports fans. This allows eligible shoppers to split payments over time without hidden or late fees, enhancing their ability to purchase merchandise. The service will soon expand to over 180 additional team and league stores, including those in the UK and Canada.
Affirm and Fanatics partner to offer transparent, flexible payment options to millions of sports fans
Affirm has partnered with Fanatics to provide transparent and flexible "buy now, pay later" payment options for sports fans. Shoppers can now split payments for merchandise, including jerseys and collectibles, with no hidden or late fees and no compounding interest. This partnership will extend to over 180 additional team and league stores within the Fanatics network, including in the UK and Canada.
FreshBooks and Affirm Partner to Bring Buy Now, Pay Later Options to Small Business Owners - MarketScreener
FreshBooks and Affirm have partnered to offer Buy Now, Pay Later (BNPL) options to small business owners in the U.S. and Canada. Starting October 16, 2025, FreshBooks Payments customers can provide Affirm's flexible payment plans, allowing approved clients to split eligible purchases into biweekly or monthly installments, including 0% APR options. This collaboration aims to boost sales, increase average order values, and expand customer reach for businesses using FreshBooks.
FY2026 EPS Estimates for Affirm Decreased by Seaport Res Ptn - MarketBeat
Seaport Res Ptn has decreased its FY2026 earnings per share (EPS) estimate for Affirm Holdings (NASDAQ:AFRM) to $0.71 from $0.72, against a consensus estimate of ($0.18). This adjustment comes even after Affirm reported strong quarterly earnings of $0.20 per share, surpassing analyst expectations, and a 32.9% year-over-year revenue increase to $876.42 million. Institutional investors hold a significant stake in Affirm, and several firms have recently increased their positions in the company.
Affirm (NASDAQ:AFRM) Earns Hold (C-) Rating from Weiss Ratings - MarketBeat
Affirm (NASDAQ:AFRM) has received a "hold (C-)" rating from Weiss Ratings, with varied price targets from analysts. The company reported strong Q1 earnings with a 32.9% year-over-year revenue increase, surpassing estimates. However, notable insider stock sales, including those by the CAO and CEO, may influence investor sentiment.
Seaport Res Ptn Has Bearish Estimate for Affirm Q1 Earnings - MarketBeat
Seaport Res Ptn has lowered its Q1 2027 EPS estimate for Affirm Holdings to $0.11, with a full-year consensus estimate of ($0.18) per share, despite Affirm's recent earnings exceeding expectations with $0.20 EPS and a revenue increase of 32.9%. The article also notes significant insider selling activity and varied analyst ratings for Affirm.
Mirae Asset Global Investments Co. Ltd. Sells 44,477 Shares of Affirm Holdings, Inc. $AFRM
Mirae Asset Global Investments Co. Ltd. significantly reduced its stake in Affirm Holdings, Inc. by selling 44,477 shares, leaving them with 1,607 shares valued at $111,000. This comes despite Affirm's strong Q2 earnings, which surpassed analyst expectations in both revenue and EPS, and multiple price target upgrades from Wall Street analysts. The stock maintains an average "Moderate Buy" rating with price targets ranging from $72.00 to $95.00.
Truist Financial Corp Acquires 42,686 Shares of Affirm Holdings, Inc. $AFRM
Truist Financial Corp significantly increased its stake in Affirm Holdings, acquiring 42,686 additional shares, bringing their total to 60,725 shares valued at approximately $4.2 million. This comes as Affirm reported a 32.9% year-over-year revenue increase and earnings per share exceeding analyst expectations, despite recent insider selling by CEO Max R. Levchin. Analyst ratings for Affirm are predominantly positive, with a "Moderate Buy" consensus.
Mount Vernon Associates Inc. MD Purchases 29,975 Shares of Affirm Holdings, Inc. $AFRM
Mount Vernon Associates Inc. MD significantly increased its stake in Affirm Holdings, Inc. ($AFRM) by 221.2% in the second quarter, bringing its total shares to 43,525 valued at $3 million. This comes as Affirm reported better-than-expected quarterly earnings, with EPS of $0.20 and revenues up 32.9% year-over-year. Institutional ownership in Affirm is substantial at 69.29%, with several firms increasing their positions.
Affirm Holdings grants equity awards to executive officers
Affirm Holdings announced that its Compensation Committee approved annual equity awards for certain executive officers, including Rob O’Hare, Katherine Adkins, Michael Linford, and Libor Michalek. These awards, granted on September 18, comprise both restricted stock units (RSUs) and performance stock units (PSUs) that vest into shares of Affirm’s Class A common stock. The PSUs are tied to time-based, service-based, and company financial performance conditions over a three-year period beginning July 1, 2025.
Circle Internet Group, Inc. Class A (CRCL) Receives a Buy from Mizuho Securities
Mizuho Securities analyst Dan Dolev reiterated a Buy rating on Circle Internet Group, Inc. Class A (CRCL) with a price target of $247.00. This comes despite generally negative insider sentiment, with an increase in insider selling. The stock also received a Buy rating from Canaccord Genuity, with an average analyst price target of $186.53 suggesting a significant upside.
What’s Behind Klarna’s $14 Billion IPO Valuation?
Klarna is preparing for an IPO with a target valuation of $14 billion, significantly lower than its 2021 peak but double its 2022 private funding valuation. The company achieved its first full-year profit since 2019, driven by various revenue streams and strong growth in users and transaction frequency. Despite a short track record of profitability and increased regulatory scrutiny of the buy now, pay later sector, Klarna's valuation appears conservative compared to competitors like Affirm, offering potential for an IPO pop.
Alibaba, Marvell, Affirm, IREN, Nukkleus: Stocks Making The Biggest Moves Today
This article lists several companies including Alibaba, Marvell, Affirm, IREN, and Nukkleus, highlighting them as stocks experiencing significant market activity today. It serves as a brief overview of companies making big moves in the stock market.
Daily Digest: Claire's to shutter Bay Area stores, law firm lands a new S.F. office - San Francisco Business Times
Claire's is planning to close its Bay Area stores by September 7th. This news is part of a daily digest from the San Francisco Business Times, which also covers a law firm securing a new office in San Francisco. The article is a brief update on local business developments.
Affirm Stock Rallies After Strong Q4 Earnings: Details
Affirm Holdings (NASDAQ: AFRM) reported strong fourth-quarter results, surpassing Street estimates with earnings of 20 cents per share and revenue of $876.41 million. The company showcased significant growth in its merchant network and transaction frequency, along with strong credit performance. Following the positive earnings report, Affirm's stock rallied over 9% in extended trading.
Affirm Holdings Stock Surges After Firm Signs Its Largest Ever Capital Partnership Of $4B With Sixth Street: Retail Cheers The Deal
Affirm Holdings Inc. (AFRM) stock surged over 3% after announcing a long-term capital partnership with Sixth Street, securing a $4 billion commitment. This deal, the largest capital partnership for Affirm to date, will allow Sixth Street to purchase Affirm's loans through an AssetCo structure over a three-year forward flow agreement. The transaction provides additional off-balance sheet funding, potentially enabling more than $20 billion in loans over the next three years, leading to a bullish retail sentiment on Stocktwits.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Affirm Holdings, Inc - AFRM
Pomerantz LLP is investigating potential securities fraud claims against Affirm Holdings, Inc. following a significant drop in its stock price. This investigation comes after Klarna announced it would replace Affirm as the exclusive Buy Now, Pay Later provider for Walmart, causing Affirm's stock to fall over 12% in two trading sessions. Investors are encouraged to contact Pomerantz LLP to inquire about joining a potential class action lawsuit.
AFRM Investors Have Opportunity to Join Affirm Holdings, Inc. Fraud Investigation with the Schall Law Firm
The Schall Law Firm has launched an investigation into Affirm Holdings, Inc. (NASDAQ: AFRM) on behalf of investors who may have suffered losses due to alleged violations of securities laws. This investigation follows a more than 12.7% drop in Affirm's stock after its competitor, Klarna, replaced it as Walmart's exclusive Buy Now, Pay Later provider. Investors are encouraged to contact the Schall Law Firm to discuss their rights.
AFRM Investors Have Opportunity to Join Affirm Holdings, Inc. Fraud Investigation with the Schall Law Firm
The Schall Law Firm is investigating Affirm Holdings, Inc. (NASDAQ: AFRM) for potential securities law violations after its stock fell over 12.7% when rival Klarna replaced it as Walmart's exclusive Buy Now, Pay Later provider. The firm is encouraging shareholders who experienced losses to participate in the fraud investigation.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Affirm Holdings, Inc. - AFRM
Pomerantz LLP is investigating potential securities fraud claims against Affirm Holdings, Inc. (NASDAQ: AFRM) after its stock price fell significantl. The investigation follows an announcement by Klarna, which replaced Affirm as the exclusive Buy Now, Pay Later provider for Walmart, leading to a 12.74% drop in Affirm's share price over two trading sessions. Investors affected by these events are encouraged to contact Pomerantz LLP for information regarding a potential class action lawsuit.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Affirm Holdings, Inc - AFRM
Pomerantz LLP is investigating Affirm Holdings, Inc. (AFRM) on behalf of investors for potential securities fraud or unlawful business practices. This investigation follows a significant drop in Affirm's stock price after Klarna replaced it as the exclusive Buy Now, Pay Later provider for Walmart, raising concerns about the company's disclosures and conduct. Investors affected by this decline are encouraged to contact the firm.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Affirm Holdings, Inc - AFRM
Pomerantz LLP has initiated an investigation into potential securities fraud and unlawful business practices by Affirm Holdings, Inc. on behalf of its investors. This investigation follows a significant drop in Affirm's stock price after Klarna announced it would replace Affirm as the exclusive Buy Now, Pay Later provider for Walmart, leading to a 12.74% decline over two trading sessions. The law firm encourages affected investors to contact them regarding potential class action involvement.
Affirm holdings director Quarles sells $1.39 million in stock
Affirm Holdings, Inc. director Christa S Quarles sold 15,000 shares of Class A Common Stock for a total of $1.395 million on August 29, 2025, under a pre-arranged trading plan. Following these transactions, Quarles directly owns 122,241 shares. This sale comes as Affirm's stock has surged 105% over the past year, and the company recently reported strong financial performance, leading to several analysts raising their price targets.
Affirm Holdings (NasdaqGS:AFRM) Sees 7% Dip After 22 Million Share Equity Offering
Affirm Holdings (AFRM) experienced a near 7% stock dip following a 22 million share equity offering, despite reporting strong financial performance with increased sales and a shift to net income. The market reacted to potential shareholder dilution concerns, which overshadowed recent partnerships. The company's impressive past year revenue growth and expanding merchant network position it for future profitability, distinguishing its performance amidst broader market volatility.
20 fintech companies expected to grow rapidly through 2026, including Upstart
This article identifies 20 fintech companies, including Upstart, Affirm, and SoFi, poised for rapid growth through 2026, despite a recent cooling in the sector. These companies are expected to increase revenue at rates significantly higher than the S&P 500, benefiting from potential future lending and banking policy changes under a new presidential term. The analysis focuses on two-year compound annual growth rates to highlight strong sales growth prospects.
Affirm prices upsized offering of $800M of convertible senior notes due 2029
Affirm announced the pricing of an upsized offering of $800 million in 0.75% Convertible Senior Notes due 2029, an increase from the previously announced $750 million. The notes will be unsecured obligations of Affirm, maturing on December 15, 2029, and have an initial conversion price of approximately $101.02 per share of Affirm’s Class A common stock, representing a 42.5% premium. The offering is expected to settle on December 20, 2024.
Affirm and Sixth Street Announce Long-Term Capital Partnership to Invest up to $4 Billion in Affirm Loans
Affirm Holdings, Inc. and Sixth Street have formed a long-term capital partnership where Sixth Street will invest up to $4 billion in Affirm loans through a three-year forward flow agreement. This partnership is the largest capital commitment secured by Affirm to date, providing flexible, off-balance sheet funding that could support over $20 billion in loans over the next three years. The collaboration aims to strengthen Affirm's funding platform, diversify its capital sources, and support its growth plans by leveraging Sixth Street's expertise in asset-based finance.
