Professional
Added to YB: 2025-12-19
Pitch date: 2025-12-17
AFRM [bullish]
Affirm Holdings, Inc.
+2.37%
current return
Author Info
No bio for this author
Company Info
Affirm Holdings, Inc. operates payment network in the United States, Canada, and internationally. Its platform includes point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app.
Market Cap
$24.2B
Pitch Price
$74.60
Price Target
95.00 (+24%)
Dividend
N/A
EV/EBITDA
76.31
P/E
109.73
EV/Sales
8.88
Sector
Financial Services
Category
growth
Affirm (AFRM) Outperform with $95 Price Target from Evercore
AFRM: Evercore ISI $95 PT (Outperform). CFO dismissed 3rd party data showing WoW volume declines as having 'significant tracking errors,' driving 10% rally. Channel checks show robust BNPL demand, strong Black Friday trends, steady delinquencies, ~650 avg FICO. Down 20% from Sept peak despite strong growth/profitability on lower-income consumer concerns.
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