Evercore ISI Group maintains Outperform on Affirm Holdings, raises PT to $100.

Friday, Aug 29, 2025 8:48 am ET1min read

Evercore ISI Group maintains Outperform on Affirm Holdings, raises PT to $100.

Affirm Holdings (NASDAQ: AFRM) has received a boost from Evercore ISI Group, which maintains an Outperform rating and raises its price target to $100. The investment firm's positive outlook comes amidst strong earnings reports and robust financial performance from the company.

In its latest earnings report, Affirm Holdings reported a second quarter EPS of $0.20, surpassing the analyst estimate of $0.12 by $0.08 [1]. Revenue for the quarter came in at $876.42 million, topping the consensus estimate of $834.35 million by $42.07 million [1]. The company also provided guidance for Q1 2026, expecting revenue between $855.00 million and $885.00 million, slightly above the analyst consensus of $858.40 million [1].

Affirm Holdings' stock price closed at $79.99 on July 2, 2025, up 54.12% in the last three months and 92.01% in the last 12 months [1]. The company's strong performance has been driven by a 33% increase in revenue and a 43% growth in gross merchandise volume (GMV) to $10.4 billion [2]. The company's disciplined cost management has also contributed to its return to profitability, with operating profit reaching $425 million [2].

Evercore ISI Group's positive outlook is supported by Affirm Holdings' ability to maintain strong user engagement and merchant expansion, as well as its disciplined cost management. The investment firm expects the company's revenue and GMV to remain robust in the coming quarters, contributing to its strong financial performance.

Affirm Holdings' recent earnings reports and positive guidance have bolstered investor confidence, contributing to the stock's recent gains. The company's strong performance and positive outlook have led Evercore ISI Group to raise its price target to $100, maintaining its Outperform rating.

References:
[1] https://ca.investing.com/news/earnings/affirm-holdings-earnings-beat-by-008-revenue-topped-estimates-4181145
[2] https://www.ainvest.com/news/affirm-holdings-soars-16-33-earnings-beat-2508/

Evercore ISI Group maintains Outperform on Affirm Holdings, raises PT to $100.

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