Stocks / Investment Banking
AFRMInvestment Banking
Affirm Holdings, Inc.
$70.711d -1.9%5d +4.1%settled close · 2026-09-17
Mkt cap $15B (3/25)β 2.7952w $56–85Shares 292.4M (A)Ind. Personal Credit InstitutionsNasdaq since 2021Emp. 2,206HQ San Francisco, CAaffirm.com
The tape, with the calls on it
Who said what, and what AFRM did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about AFRM
1 long1 shortlatest 2024-10-07
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2024-10-07 | Dan DolevManaging Director, Fintech Equity Research, Mizuho Securities | Bullish | The Compound | Falling interest rates mechanically reduce Affirm's default risk, allowing founder-CEO Max Levchin to widen… |
| 2023-05-03 | Jim ChanosShort seller — Chanos & Co (family office) | Short | The Meb Faber Show | Affirm's business model doesn't make economic sense at the unit level and continues to lose money, having… |
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Earnings
Next report: 4 Nov 2026
Confirmed date · consensus EPS 0.38. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 27 Aug 2026 | after the close | 4.62 vs 0.35 | -8.8% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where AFRM’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 4 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-31 | ||||||
| 2026-08-28 | ||||||
| 2026-08-27 | ||||||
| 2026-06-24 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
AFRM is in this morning’s Brief.
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