Susquehanna Reiterates Buy Rating on Affirm Holdings, Inc.

On June 25, 2026, Susquehanna reiterated its buy rating for Affirm Holdings, Inc. (NasdaqGS: AFRM), setting a price target of $105. Shares of Affirm traded around $79.11 on Thursday, reflecting the firm's continued confidence in the company's prospects.

Other Institutional Activity in Affirm Holdings

Several major funds have recently adjusted their positions in Affirm Holdings. Capital Research Global Investors increased their holdings by 1,446,091 shares, bringing their total to 24,592,033 shares, valued at approximately $1.13 billion. Capital World Investors also grew its stake by 802,009 shares, resulting in a total of 22,512,923 shares worth about $1.03 billion. Meanwhile, Morgan Stanley reduced its position by 1,294,318 shares, ending with 21,715,982 shares valued at $995 million. FMR LLC made a significant increase of 3,618,543 shares, ending with 17,294,381 shares valued at $792 million. Vanguard Capital Management LLC opened a new position with 12,152,375 shares, worth around $556.8 million.

Affirm Holdings, Inc. Stock Up 2.2%

Shares of Affirm Holdings, Inc. (NasdaqGS: AFRM) traded near $79.11 on Thursday. The company has a market capitalization of approximately $24.18 billion and a P/E ratio of 65.64, with a forward P/E of 19.12. Its beta is high at 3.699, indicating more volatility compared to the market. Over the past year, the stock has ranged from a low of $42.10 to a high of $100. The 50-day moving average is $65.47, while the 200-day moving average is $66.68. Affirm maintains a strong current ratio of 13.54 and a quick ratio of 9.57, though it has a higher debt-to-equity ratio of 240.28.

Recent Earnings

In its most recent earnings report, Affirm Holdings posted revenue of approximately $3.97 billion, reflecting a 32.6% growth. The company achieved an EPS of $1.10, with a net margin of 9.63% and a return on equity of 11.49%. Affirm is expected to report its next earnings on August 27, 2026.

Analysts Set New Price Targets

On June 25, 2026, Susquehanna maintained its buy rating on Affirm with a $105 price target. Other firms have also shown confidence in Affirm's potential. Truist Securities upheld its buy rating with an $80 target on May 28, 2026, and Mizuho maintained a buy rating with a $100 target on May 14, 2026. B of A Securities also kept its buy rating, setting an $88 price target on May 11, 2026. The consensus among 27 analysts is a buy, with a mean target price of $83.34.

About Affirm Holdings, Inc.

Affirm Holdings, Inc. provides a payment network that operates in the United States, Canada, and internationally. The company's platform offers point-of-sale payment solutions for consumers and merchant commerce solutions. Affirm's services allow consumers to pay for purchases over time, supported by agreements with originating banks and capital markets partners. Founded in 2012 and headquartered in San Francisco, California, Affirm serves a diverse range of industries from electronics to travel and ticketing, with Mr. Max Roth Levchin as CEO.

Bottom Line

Affirm Holdings, Inc. continues to attract attention from analysts and institutional investors, with Susquehanna reiterating its buy rating and setting a $105 price target. The company's innovative payment solutions and robust growth make it a noteworthy player in the financial services sector. As always, it's important to remember that these analyst ratings and institutional holdings reflect past decisions and may not indicate future performance.