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Get what investors say about AFRM next
2 investor calls on AFRM in the last 90 days (2 bullish, 0 bearish). Follow AFRM free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what AFRM did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about AFRM
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-23 | Fraser Christie | Bullish | Business Breakdowns (feed) | Affirm is better understood as a payment network with compounding network effects analogous to American… |
| 2026-10-22 | Max Levchin | Bullish | Bloomberg TV (uncut) | Affirm’s demand remains strong among consumers and retailers, while its exclusive multi-year Sam’s Club… |
| 2025-12-16 | Henry EllenbogenFounder, managing partner & CIO, Durable Capital Partners | Bullish | Invest Like the Best | Affirm can sustain strong growth without adding headcount because AI allows it to lean out its large… |
| 2024-10-07 | Dan DolevManaging Director, Fintech Equity Research, Mizuho Securities | Bullish | The Compound | Falling interest rates mechanically reduce Affirm's default risk, allowing founder-CEO Max Levchin to widen… |
| 2023-05-03 | Jim ChanosShort seller — Chanos & Co (family office) | Short | The Meb Faber Show | Affirm's business model doesn't make economic sense at the unit level and continues to lose money, having… |
Next report: 5 Nov 2026 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 27 Aug 2026 | after the close | 4.62 vs 0.35 | -8.8% |
Notable options days
Sessions in the last 120 where AFRM’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-14 | ||||||
| 2026-08-31 | ||||||
| 2026-08-28 | ||||||
| 2026-08-27 | ||||||
| 2026-06-24 |
AFRM on the Wheel
AFRM passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2021–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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