Stock AnalizAffirm (AFRM) earnings for the quarter ended September 2026: EPS misses estimates
Affirm reported results for the quarter ended September 2026 on November 5, 2026. Adjusted earnings per share came in at $0.71 against the analysts’ average forecast of $0.86, a miss of 17.6%.
Revenue for the quarter was $1.26 billion, up 35.2% from $933 million in the same quarter a year earlier.
The market’s verdict: the stock fell 9.9% on the first trading day after the report.
The last four quarters
Affirm has beaten the analysts’ EPS forecast in 1 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $0.71 | $0.86 | −17.6% | +35% | −9.9% |
| Jun 2026 | $4.97 | $0.85 | +486.2% | +33% | +1.7% |
| Mar 2026 | $0.62 | $0.73 | −15.0% | +33% | −2.4% |
| Dec 2025 | $0.72 | $0.84 | −13.9% | +30% | −8.2% |
What comes next
Analysts expect EPS of $1.05 for the next quarter on average and $3.95 for the fiscal year ending June 30, 2027.
The average analyst price target is $96.22, 48% above the current price of $65.11.
Valuation and score
Affirm scores 2.2 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 11.3, and its intrinsic value under moderate assumptions is about 70% above the current market value. Full Affirm analysis with 10 years of financials
Frequently asked questions
What was Affirm’s EPS for the quarter ended September 2026?
$0.71 adjusted per share, against an analyst consensus of $0.86.
How much revenue did Affirm report?
$1.26 billion, up 35.2% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.