$AFRM 0.58 Developing

Notable posts

• @Venu_7_ bullish 134 eng

  I know we’re all focused on what Fed Chair Warsh is going to say today, but there are quite a few names showing serious strength lately. Putting these on your radar: $NOW $PLTR $TEAM $ABNB $SPCX $NVDA $DASH $CHYM $U $ASAN $MDB $MSFT $RNG $SE $SHOP $ZETA $CRM $MELI $FIVN $HPQ $AFRM $GAP $ANF $HOOD $CRCL $TEM $MRNA

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• @wallstengine neutral 68 eng

  $AFRM FQ4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.17B (Est. $1.11B) 🟢 🔹 GMV: $14.1B; +36% YoY 🔹 EPS: $4.62; incl. $1.45B tax benefit 🔹 Adj. Oper Income: $353M; 30% margin Q1 Guide: 🔹 Revenue: $1.19B-$1.22B (Est. $1.16B) 🟢 🔹 GMV: $13.7B-$14.0B Other Q4 Metrics: 🔹 Revenue Less Transaction Costs: $812M 🔹 GAAP Oper Income: $147M (Est. $120M) 🟢 🔹 GAAP Net Income: $1.62B Key Updates: 🔸 GAAP net income of $1,617 million includes an income tax benefit of $1,448 million; GAAP operating income for the quarter was $147 million. Street consensus was $0.34 per share, set without that benefit — the reported $4.62 is not comparable to it.

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• @ripster47 mixed 68 eng

  🚨 Market Leaders change from time to time At some point it was $UPST $AFRM $ZM $ROKU $CRCL was top top dog once $PLTR was Darling of market $APP Was hottest name once Now its $MU $SNDK $BE $NBIS - AI Names Do not marry past leaders, their time is gone! Find the Leaders!

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• @wallstengine neutral 67 eng

  Today's Key Events (All EST) — 08/27/2026 Jackson Hole Symposium (Day 1) 08:30: US Trade Balance 08:30: US Initial Jobless Claims 11:00: Kansas City Fed Manufacturing 13:00: US 7-Year Note Auction Before Open 👇 06:00: Bilibili $BILI 06:00: Royal Bank of Canada $RY 06:00: Canadian Solar $CSIQ 06:00: Lotus Technology $LOT 06:30: Dollar Tree $DLTR 06:30: Hormel Foods $HRL 06:30: The Toronto-Dominion Bank $TD 06:45: Build-A-Bear Workshop $BBW 06:45: Burlington Stores $BURL 06:50: Dollar General $DG 07:00: Best Buy Co. $BBY After Hours 👇 16:00: Autodesk $ADSK 16:00: Workday $WDAY 16:05: Marvell Technology $MRVL 16:05: $ULTA Beauty 16:05: PagerDuty $PD 16:05: Rubrik $RBRK 16:05: Elastic N.V. $ESTC 16:05: LifeVantage $LFVN 16:10: Affirm Holdings $AFRM 16:10: SentinelOne $S 16:15: $GAP 17:15: $IREN

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• @ohiain bearish 47 eng

  $AFRM is a great example of why I avoid stocks with kill candles. If anyone tells you this is healthy action, they’re lying to your face...negative ER reaction straight into overhead supply. This could take weeks/months to repair itself, so let the base rebuild, and buyers step in as confirmation. Don't be the guy trying to nail the bottom every single time. Wait for the right side curl! Chart: $AFRM.

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• @wallstengine neutral 39 eng

  Morgan Stanley Downgrades $AFRM to Equalweight from Overweight, PT $79 Analyst comments: "Affirm remains, in our view, one of the highest-quality fintech assets in our coverage, with a best-in-class management team, differentiated product capabilities, and direct exposure to BNPL category share gains. However, with the stock up significantly since the late-March lows, we believe the stock now more properly reflects GMV durability, continued funding execution, best-in-class credit performance, and stable unit economics even amid higher 0% APR mix and an international push. Thus, we move AFRM to Equalweight and remove it as a Top Pick. Three key factors drive a more balanced risk/reward: (1) thesis resolution; (2) funding and credit execution; and (3) unit economics. At the time of our upgrade and Top Pick elevation, the market was focused on whether implied F2H26 growth signaled a potential slowdown. Recent results and the company’s multi-year outlook for $100B of GMV underscore the durability of what we continue to see as best-in-class growth. Affirm has demonstrated programmatic and best-in-class execution across ABS and forward-flow channels while continuing to deliver best-in-class credit outcomes. Concerns that incremental growth would be accompanied by lower unit economics, particularly via 0% APR and international, have also moderated. We remain confident the business can sustain a broadly stable interest-bearing mix, with 0% APR expected to remain below 25% of GMV, while Card attach drives upward pressure on interest-bearing mix and serves as a tailwind to RLTC margin." Analyst: James Faucette

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• @ripster47 neutral 27 eng

  $AFRM With Ripster Clouds we do not need to worry It tells us when to long when to short Morning Long dnt work but Gap & Crap paying traders Did you follow the clouds today? https://t.co/PdRYng37og

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• @ripster47 bearish 24 eng

  $AFRM More Lows Did exact same thing last earnings! Always remember what stock did last time That is why in my premarket lives i look at everything and make a plan! Gap & Crap it is! 👇👇 https://t.co/Hnr0saNCy4

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