Consensus EPS · Q4 2026
$0.82
Consensus revenue · Q4 2026
$1.1B
Analysts
7
Expected report
Aug 27, 2026
What to watch
- Analyst ratings: Downgrades trending
Analyst consensus
Based on estimates from 7 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $1.1B | $1.1B | $1.1B |
| EPS | $0.66 | $0.82 | $0.93 |
| EBITDA | -$239.9M | -$237.7M | -$235.6M |
| EBIT | -$304.4M | -$301.7M | -$299M |
| Net income | $88.1M | $121.1M | $183.5M |
- Revenue$1.1B
- EPS$0.82
- EBITDA-$237.7M
- EBIT-$301.7M
- Net income$121.1M
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q3 2026 | $1B | $995.3M | +4.4% | $0.30 | $0.17 | +76.1% |
- Q3 2026+4.4%+76.1%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst price target
Based on price targets from 7 analysts.
- Low
- $75.00
- Consensus
- $89.35
- Median
- $87.00
- High
- $106.00
- Current
- $73.92
- Upside
- +20.9%
Upside calculated vs most recent trading price of $73.92.
Analyst ratings
Consensus: Buy — based on 35 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 14, 2026 | Baird | maintain | Neutral | Neutral |
| Jul 9, 2026 | Goldman Sachs | maintain | Buy | Buy |
| Jul 8, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Jul 8, 2026 | JP Morgan | maintain | Overweight | Overweight |
| Jul 7, 2026 | TD Cowen | maintain | Buy | Buy |
| Jul 1, 2026 | Citigroup | maintain | Buy | Buy |
| Jun 25, 2026 | Susquehanna | maintain | Positive | Positive |
| Jun 25, 2026 | Morgan Stanley | downgrade | Overweight | Equal Weight |
| Jun 25, 2026 | Deutsche Bank | maintain | Buy | Buy |
| May 28, 2026 | Truist Securities | maintain | Buy | Buy |
- Jul 14, 2026BairdNeutral
- Jul 9, 2026Goldman SachsBuy
- Jul 8, 2026Wells FargoOverweight
- Jul 8, 2026JP MorganOverweight
- Jul 7, 2026TD CowenBuy
- Jul 1, 2026CitigroupBuy
- Jun 25, 2026SusquehannaPositive
- Jun 25, 2026Morgan StanleyEqual Weight
- Jun 25, 2026Deutsche BankBuy
- May 28, 2026Truist SecuritiesBuy
Frequently asked questions
Affirm Holdings (AFRM) Key Financials
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