Shared on12 Sep 25Fair value Increased 1.98%
Affirm’s price target was revised higher to $95.03 as analysts highlighted strong GMV growth, resilient fundamentals, and improving credit quality driven by a shift toward 0% APR products, while noting margin risks from intensifying BNPL competition. Analyst Commentary Bullish analysts cite Affirm’s strong quarterly results, with beats across revenue, earnings, and especially Gross Merchandise Volume (GMV), as well as the company’s above-expectation FY26 guidance despite the loss of a key enterprise client.
Shared on27 Aug 25Fair value Increased 27%
Affirm Holdings’ consensus price target has been raised to $76.68, reflecting analyst optimism about strong BNPL growth, resilient earnings trends, and new partnerships outweighing competitive pressure and margin concerns. Analyst Commentary Bullish analysts cite stable macroeconomic conditions, continued strong spending trends in fintech and Buy Now Pay Later (BNPL) segments, and positive Q2 earnings momentum as primary reasons for raising price targets.