AF
Affirm Holdings Inc. Class A
AFRM · Affirm Holdings Inc. Class A · Financials
Up next day
7/12
58%
Fell despite growth
5/12
Good earnings ignored
Avg earnings move
±14.0%
typical swing on earnings
Price when beating
+10.5%
avg over 6 beats
Biggest single move
+31.9%
'24.6 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Tends to run up in the week before earnings
Rose beforehand 10 of last 12 · avg +6.7% · expectations build early
Good results usually push the stock up
Up the next day 4 of 6 beats (67%)
Moves in line with results — fairly predictable
Avg +10.5% on a beat, +4.5% on a miss
vs Financials sector avg (202 peers)
This
+7.5%
Sector
+0.2%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
2xBeat but fell
Even a beat sells off if guidance disappoints
3xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Aug 27After close
'26.7 expectedEst. EPS $0.82
Quarter ended 3/2026
Reported 2026-05-07
Next-day move
-5.0%
After 5 days +0.3%
vs Consensus$0.73→$0.62-15.0% miss
EPS
$0.62
YoY +226%
Revenue
$0.3B
YoY +23%
Next-Q guidance
—
N/A
Price around earnings
Fell despite growthvs market -5.8%p
Earnings trend · last 12 quarters
EPS$0.62YoY +226%
'23.6'26.3
Revenue$0.3BYoY +23%
'23.6'26.3
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
1x8%
Met expectations
good · up ↑
6x50%
Disappointment
weak · down ↓
1x8%
Good earnings ignored
good · down ↓
4x33%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 6 of 12q (50%)
Community · AFRM
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