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分析师分析师称,Affirm Holdings第一季度业绩不佳,正在“向所有员工开火”

2025-11-08 02:26

Shares of Affirm Holdings Inc (NASDAQ:AFRM) climbed in early trading on Friday, after the company reported fiscal first-quarter results.

Here are some key analyst takeaways:

  • Citizens JMP Securities analyst David Scharf reiterated a Market Outperform rating and a $105 price target.
  • JPMorgan analyst Reginald Smith maintained an Overweight rating and a $94 price target.

Check out other analyst stock ratings.

Citizens JMP Securities: Affirm Holdings once again reported exceptional growth in gross merchandise value, which accelerated to 42%, from 35% in the same quarter of the last fiscal year, Scharf said. GMV rose to $10.8 billion and revenues came in at $933 million, he added.

The company seems to be "firing on all cylinders," the analyst stated. "We continue to believe AFRM is a long-term secular winner at the expense primarily of the credit card industry," he further wrote.

JPMorgan: Affirm Holdings' GMV from digital wallets grew 70% year-on-year, while GMV from ISVs (independent software vendors) increased 68%, Smith said. "We are encouraged by the progress in scaling these new distribution channels, which are still far from optimized," he wrote.

Affirm Holdings guided to 28%-31% year-on-year growth in volumes and 19%-22% growth in revenues for the fiscal second quarter, with were both in-line with expectations, the analyst stated. The company extended its partnership with Amazon.com Inc (NASDAQ:AMZN) through 2031, he added.

AFRM Price Action: Shares of Affirm Holdings had risen by 5.94% to $69.88 at the time of publication on Friday.

Read More:

  • Buy Now Pay Later Can Torpedo Mortgage Chances

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