Affirm Holdings CAO Jiyane Siphelele sells $1.95 million in stock

Chief Accounting Officer at Affirm Holdings Inc., Jiyane Siphelele, divested 26,980 shares of the company's Class A Common Stock on September 14, 2026, leading to a total sale value of $1,947,686. The shares were exchanged at prices between $72.00 and $72.495, with a weighted average price of $72.19 per share. This transaction reduced Mr. Siphelele's direct ownership of Affirm Holdings Class A Common Stock to 188,711 shares.

Amidst Affirm's stock facing challenges, currently trading at $65.11, a decrease from the transaction price, the company's shares have declined by 12.5% year-to-date. They are currently trading below their 52-week high of $90.44. Volatility in the stock's price movements has been noted, indicating uncertainty in the market. Affirm's market capitalization stands at $22.07 billion, with a P/E ratio of 11.34. Analysts predict profitability for the company this year, despite near-term earnings revisions being revised.

Recent financial results reported by Affirm Holdings for its first quarter of fiscal 2027 exceeded expectations across all metrics. Consequently, the company raised its full-year guidance. This positive performance prompted BofA Securities to raise its price target for Affirm to $109, and Bernstein SocGen reiterated an Outperform rating with a $110 price target.

Mizuho also maintained its Outperform rating with a $100 price target, reflecting the company's potential for significant earnings growth by 2030. However, other analysts like RBC Capital have expressed caution, lowering their price target to $83 due to concerns over rising delinquencies and credit loss provisions. Despite these concerns, Piper Sandler increased its price target to $105, acknowledging Affirm's valuation while adjusting its fiscal 2027 earnings estimate upward following the earnings beat.

These diverse analyst opinions highlight the varying perspectives on Affirm's financial health and future prospects.