Affirm Holdings Market Sentiment

Bulls vs Bears

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Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 16, 2026	Citizens	David Scharf—	+18.8%	$85 → $85	Maintained	Market Outperform
Sep 14, 2026	Wolfe Research	Darrin Peller—	+25.8%	$90	Upgrade	Peer Perform→Outperform
Sep 9, 2026	Loop Capital	Reginald Smith—	+46.7%	$105	Initiate	Buy
Sep 3, 2026	Truist Securities	Matthew Coad—	+18.8%	$83 → $85	Maintained	Buy
Sep 2, 2026	Scotiabank	Lance Jessurun—	+32.7%	$95	Initiate	Sector Outperform
Aug 31, 2026	Goldman Sachs	Will Nance—	+60.7%	$106 → $115	Maintained	Buy
Aug 31, 2026	Bernstein	Harshita Rawat—	+53.7%	$100 → $110	Maintained	Outperform
Aug 31, 2026	Cantor Fitzgerald	Ramsey El-Assal—	+35.5%	$88 → $97	Maintained	Overweight
Aug 28, 2026	UBS	Timothy Chiodo—	+25.8%	$82 → $90	Maintained	Neutral
Aug 28, 2026	TD Cowen	Moshe Orenbuch—	+73.3%	$117 → $124	Maintained	Buy
Aug 28, 2026	Susquehanna	James Friedman—	+53.7%	$105 → $110	Maintained	Positive
Aug 28, 2026	Piper Sandler	Bill Carcache—	+60.7%	$103 → $115	Maintained	Overweight
Aug 28, 2026	Oppenheimer	Rayna Kumar—	+45.3%	$100 → $104	Maintained	Outperform
Aug 28, 2026	Barclays	Nik Cremo—	+46.7%	$97 → $105	Maintained	Overweight
Aug 28, 2026	JP Morgan	Connor Allen—	+46.7%	$90 → $105	Maintained	Overweight
Aug 28, 2026	RBC Capital	Daniel Perlin—	+34.1%	$80 → $96	Maintained	Sector Perform
Aug 28, 2026	BMO Capital	Rufus Hone—	+41.1%	$86 → $101	Maintained	Outperform
Aug 28, 2026	Cantor Fitzgerald	Ramsey El-Assal—	+23.0%	$88 → $88	Maintained	Overweight
Aug 28, 2026	Morgan Stanley	James Faucette—	+14.6%	$80 → $82	Maintained	Equal-Weight
Aug 28, 2026	B of A Securities	Matthew O'Neill—	+45.3%	$93 → $104	Maintained	Buy
Aug 28, 2026	Needham	Kyle Peterson—	+39.7%	$90 → $100	Maintained	Buy
Aug 26, 2026	Morgan Stanley	James Faucette—	+11.8%	$79 → $80	Maintained	Equal-Weight
Aug 24, 2026	Oppenheimer	Rayna Kumar—	+39.7%	$87 → $100	Maintained	Outperform
Aug 12, 2026	BMO Capital	Rufus Hone—	+20.2%	$78 → $86	Maintained	Outperform
Jul 24, 2026	Truist Securities	Matthew Coad—	+16.0%	$80 → $83	Maintained	Buy

Date

Firm

Analyst & Accuracy

Upside / Downside

PT Change

Action

Rating

Sep 16, 2026

Citizens

David Scharf—

+18.8%

$85 → $85

Maintained

Market Outperform

Sep 14, 2026

Wolfe Research

Darrin Peller—

+25.8%

$90

Upgrade

Peer Perform→Outperform

Affirm Holdings Inc

Affirm Holdings Market Sentiment

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