AFRM Earnings
Thursday, May 07 2026
EPS Estimate
$0.68
$0.43 – $0.74
Revenue Estimate
$995M
Current Price
$67.06
Our Position
neutralMorgan Stanley names Affirm top pick; shares +8%
structured data
est. revisions rising
(+1.5pp / 30d)
Morgan Stanley's bullish call injects short-term investor confidence, but insider selling and earnings estimate cuts suggest caution on Affirm's sustained growth and competitive positioning.
Watch: Q1 earnings will reveal if merchant wins can offset platform user churn and validate earnings optimism.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.5 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
79.6
Est. Revisions (30d)
-1.0% 2up/3dn
Analyst Target (mean)
$79 $53–$100 +17%
Options P/C Ratio
0.48
Est. Dispersion
46% 6 analysts
Insider Cluster
strong sell
Fund Convergence
moderate Citadel, D.E. Shaw
Recent Activity
insider trades
124 transactions
Sell
·
RABOIS KEITH (Director)
·16,086 shares
·$1,002,413
Other
·
QUARLES CHRISTA S. (Director)
·60,445 shares
Other
·
ADKINS KATHERINE ELIZABETH (Officer)
·1,401 shares
Other
·
LINFORD MICHAEL ALAN (Chief Operating Officer)
·2,335 shares
Other
·
MICHALEK LIBOR (President)
·2,335 shares
119 more
Other
·
JIYANE SIPHELELE N
·11,547 shr
Other
·
ADKINS KATHERINE ELIZABETH
·10,593 shr
Other
·
O'HARE ROBERT WARREN
·18,430 shr
Other
·
LINFORD MICHAEL ALAN
·11,717 shr
Other
·
MICHALEK LIBOR
·11,362 shr
Exercise
·
LINFORD MICHAEL ALAN
·20,000 shr
·$980,000
Sell
·
LEVCHIN MAKSIM RAFAEL
·666,666 shr
·$53,747,814
Exercise
·
LEVCHIN MAKSIM RAFAEL
·666,666 shr
·$32,666,634
Sell
·
O'HARE ROBERT WARREN
·36,401 shr
·$2,912,080
Exercise
·
O'HARE ROBERT WARREN
·36,401 shr
·$1,012,073
Other
·
ADKINS KATHERINE ELIZABETH
·1,707 shr
Other
·
LINFORD MICHAEL ALAN
·2,336 shr
Other
·
MICHALEK LIBOR
·2,336 shr
Award
·
GALANTI RICHARD ALAN
·3,579 shr
Award
·
WATSON NOEL BERTRAM JR
·3,579 shr
Award
·
HUGHES BRIAN D.
·3,579 shr
Award
·
QUARLES CHRISTA S.
·3,579 shr
Award
·
RESES JACQUELINE D
·3,579 shr
Award
·
LIEW JEREMY
·3,579 shr
Award
·
SANCHEZ RODRIQUEZ MANUEL
·3,579 shr
Sell
·
O'HARE ROBERT WARREN
·8,189 shr
·$573,230
Other
·
ADKINS KATHERINE ELIZABETH
·10,895 shr
Other
·
O'HARE ROBERT WARREN
·19,424 shr
Other
·
MICHALEK LIBOR
·11,363 shr
Other
·
ADKINS KATHERINE ELIZABETH
·1,705 shr
Other
·
ADKINS KATHERINE ELIZABETH
·1,706 shr
Sell
·
LEVCHIN MAKSIM RAFAEL
·651,713 shr
·$58,175,590
Exercise
·
LEVCHIN MAKSIM RAFAEL
·651,713 shr
·$31,933,937
Sell
·
JIYANE SIPHELELE N
·12,500 shr
·$1,067,750
Other
·
LINFORD MICHAEL ALAN
·77,722 shr
Sell
·
JIYANE SIPHELELE N
·25,533 shr
·$2,316,098
Exercise
·
JIYANE SIPHELELE N
·25,533 shr
·$84,321
Sell
·
O'HARE ROBERT WARREN
·31,423 shr
·$2,617,473
Exercise
·
O'HARE ROBERT WARREN
·43,120 shr
·$737,224
Sell
·
ADKINS KATHERINE ELIZABETH
·36,878 shr
·$3,503,410
Exercise
·
ADKINS KATHERINE ELIZABETH
·53,600 shr
·$861,101
Sell
·
QUARLES CHRISTA S.
·15,000 shr
·$1,395,000
Other
·
LINFORD MICHAEL ALAN
·25,031 shr
Other
·
MICHALEK LIBOR
·23,612 shr
Sell
·
JIYANE SIPHELELE N
·22,725 shr
·$2,192,364
Other
·
JIYANE SIPHELELE N
·11,545 shr
Sell
·
LEVCHIN MAKSIM RAFAEL
·499,223 shr
·$40,022,708
Exercise
·
LEVCHIN MAKSIM RAFAEL
·499,223 shr
·$24,461,927
Sell
·
LEVCHIN MAKSIM RAFAEL
·167,443 shr
·$13,412,184
Exercise
·
LEVCHIN MAKSIM RAFAEL
·167,443 shr
·$8,204,707
Sell
·
O'HARE ROBERT WARREN
·77,800 shr
·$6,231,002
Exercise
·
O'HARE ROBERT WARREN
·77,800 shr
·$2,498,655
Sell
·
LINFORD MICHAEL ALAN
·184,200 shr
·$14,752,578
Exercise
·
LINFORD MICHAEL ALAN
·184,200 shr
·$992,838
Sell
·
LEVCHIN MAKSIM RAFAEL
·14,953 shr
·$1,196,988
Exercise
·
LEVCHIN MAKSIM RAFAEL
·14,953 shr
·$732,697
Sell
·
O'HARE ROBERT WARREN
·11,405 shr
·$912,400
Exercise
·
O'HARE ROBERT WARREN
·11,405 shr
·$567,358
Sell
·
LINFORD MICHAEL ALAN
·10,800 shr
·$864,000
Exercise
·
LINFORD MICHAEL ALAN
·10,800 shr
·$58,212
Sell
·
ADKINS KATHERINE ELIZABETH
·6,489 shr
·$486,675
Exercise
·
ADKINS KATHERINE ELIZABETH
·6,489 shr
·$151,388
Sell
·
ADKINS KATHERINE ELIZABETH
·60,596 shr
·$4,545,885
Exercise
·
ADKINS KATHERINE ELIZABETH
·62,302 shr
·$1,413,705
Sell
·
JIYANE SIPHELELE N
·15,871 shr
·$1,190,325
Sell
·
ADKINS KATHERINE ELIZABETH
·57,102 shr
·$4,012,558
Exercise
·
ADKINS KATHERINE ELIZABETH
·57,102 shr
·$895,375
Sell
·
O'HARE ROBERT WARREN
·19,802 shr
·$1,386,734
Award
·
GALANTI RICHARD ALAN
·8,121 shr
Other
·
O'HARE ROBERT WARREN
·3,803 shr
Award
·
QUARLES CHRISTA S.
·670 shr
Sell
·
QUARLES CHRISTA S.
·754 shr
·$50,842
Award
·
RESES JACQUELINE D
·670 shr
Award
·
LIEW JEREMY
·670 shr
Other
·
LINFORD MICHAEL ALAN
·8,948 shr
Other
·
MICHALEK LIBOR
·10,784 shr
Sell
·
WATSON NOEL BERTRAM JR
·2,500 shr
·$152,147
Other
·
ADKINS KATHERINE ELIZABETH
·6,959 shr
Other
·
O'HARE ROBERT WARREN
·14,516 shr
Other
·
JIYANE SIPHELELE N
·13,324 shr
Other
·
ADKINS KATHERINE ELIZABETH
·1,872 shr
Sell
·
RABOIS KEITH
·16,089 shr
·$820,589
Other
·
ADKINS KATHERINE ELIZABETH
·1,871 shr
Sell
·
RABOIS KEITH
·16,088 shr
·$730,520
Other
·
O'HARE ROBERT WARREN
·3,802 shr
Other
·
MICHALEK LIBOR
·10,785 shr
Sell
·
WATSON NOEL BERTRAM JR
·2,500 shr
·$114,450
Sell
·
RABOIS KEITH
·16,088 shr
·$1,029,092
Other
·
JIYANE SIPHELELE N
·13,419 shr
Other
·
ADKINS KATHERINE ELIZABETH
·6,957 shr
Other
·
O'HARE ROBERT WARREN
·14,517 shr
Sell
·
QUARLES CHRISTA S.
·5,000 shr
·$400,000
Sell
·
RABOIS KEITH
·16,086 shr
·$967,012
Sell
·
O'HARE ROBERT WARREN
·3,227 shr
·$210,791
Exercise
·
O'HARE ROBERT WARREN
·932 shr
·$38,958
Sell
·
MICHALEK LIBOR
·188,952 shr
·$12,300,096
Sell
·
WATSON NOEL BERTRAM JR
·2,000 shr
·$110,000
Sell
·
O'HARE ROBERT WARREN
·6,541 shr
·$407,366
Exercise
·
O'HARE ROBERT WARREN
·10,343 shr
·$133,920
Other
·
LINFORD MICHAEL ALAN
·8,947 shr
Sell
·
WATSON NOEL BERTRAM JR
·2,500 shr
·$180,135
Sell
·
QUARLES CHRISTA S.
·2,593 shr
·$180,756
Sell
·
RABOIS KEITH
·16,086 shr
·$1,109,657
Sell
·
LINFORD MICHAEL ALAN
·400,000 shr
·$27,595,706
Exercise
·
LINFORD MICHAEL ALAN
·400,000 shr
·$2,156,000
Award
·
WATSON NOEL BERTRAM JR
·3,015 shr
Award
·
HUGHES BRIAN D.
·3,015 shr
Award
·
QUARLES CHRISTA S.
·3,015 shr
Award
·
RESES JACQUELINE D
·3,015 shr
Award
·
LIEW JEREMY
·3,015 shr
Award
·
SANCHEZ RODRIQUEZ MANUEL
·3,015 shr
Other
·
LIEW JEREMY
·50,000 shr
Sell
·
MICHALEK LIBOR
·93,371 shr
·$6,722,712
Exercise
·
MICHALEK LIBOR
·93,371 shr
·$821,665
Sell
·
O'HARE ROBERT WARREN
·13,965 shr
·$957,549
Exercise
·
O'HARE ROBERT WARREN
·21,993 shr
·$172,959
Sell
·
MICHALEK LIBOR
·9,476 shr
·$677,108
Exercise
·
MICHALEK LIBOR
·11,812 shr
·$83,389
Other
·
ADKINS KATHERINE ELIZABETH
·6,956 shr
Sell
·
O'HARE ROBERT WARREN
·120,097 shr
·$8,258,679
Exercise
·
O'HARE ROBERT WARREN
·120,097 shr
·$5,669,905
Sell
·
MICHALEK LIBOR
·197,153 shr
·$13,610,673
Exercise
·
MICHALEK LIBOR
·197,153 shr
·$1,734,946
Other
·
LINFORD MICHAEL ALAN
·47,842 shr
analyst ratings
2 ratings
Cantor Fitzgerald
→Overweight
45m ago
Citizens
→Market Outperform
3d ago
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