Affirm Surges on Strong Outlook as CEO Cites High Gas Prices Pressuring U.S. Shoppers

Revelation News Editorial DeskAugust 28, 2026

Source Summary

Affirm's stock surged following the company's strong outlook. The CEO attributed consumer spending pressures to elevated gas prices, with the national average at $4.09 per gallon, having last fallen below $3 on March 2.

Why it matters

The CEO's statement directly links consumer spending constraints to fuel costs, providing insight into factors affecting Affirm's buy-now-pay-later business model.

Read the Source

CNBC ↗

NASDAQ:AFRMLive chart

Trading trends

The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.

Recent SEC-reported share and derivative transactions in Affirm Holdings, Inc..

Insider activity sentiment

Bearish

BearishNeutralBullish

0 discretionary purchases · 2 discretionary sales

Confidence: Low

Informative buyNon-informative buyInformative sellNon-informative sell

Insiders	Activity	Description	Shares	Avg. price / share	Est. value	Trade date
Chief Financial OfficerO'Hare Robert	Non-informative sell	Class A Common StockReported 10b5-1 plan (S)	65,591	$80.02	$5,248,592	Oct 9, 2026
Chief Financial OfficerO'Hare Robert	Non-informative buy	Class A Common StockExercise or conversion; not an open-market trade (M)	65,591	—	—	Oct 9, 2026
Chief Legal OfficerAdkins Katherine	Non-informative buy	Restricted Stock UnitsCompany grant or award (A)	30,152	—	—	Sep 16, 2026
PresidentMichalek Libor	Non-informative buy	Restricted Stock UnitsCompany grant or award (A)	67,006	—	—	Sep 16, 2026
PresidentLinford Michael	Non-informative buy	Restricted Stock UnitsCompany grant or award (A)	67,006	—	—	Sep 16, 2026

As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.

Short interest

Open short positions reported twice monthly; this is not daily short-sale volume.

Earnings

Recent reported earnings per share compared with the analyst consensus available from Nasdaq.

Comments

No published comments yet.

Owner	Activity	Change	Shares held	Value (thousands)	Reported
Capital Research Global Investors	Buy	1,408,539 (5.728%)	26,000,572	$1,882,441	6/30/2026
Vanguard Group Inc	Buy	428,138 (1.753%)	24,847,206	$1,798,938	12/31/2025
Capital World Investors	Buy	602,213 (2.675%)	23,115,136	$1,673,536	6/30/2026
Morgan Stanley	Buy	1,284,287 (5.914%)	23,000,269	$1,665,219	6/30/2026
Blackrock, Inc.	Buy	881,044 (4.703%)	19,613,537	$1,420,020	6/30/2026
Fmr Llc	Buy	287,275 (1.661%)	17,581,656	$1,272,912	6/30/2026
Jpmorgan Chase & Co	Buy	11,425,906 (215.705%)	16,722,922	$1,210,740	6/30/2026
Vanguard Capital Management Llc	Buy	168,515 (1.387%)	12,320,890	$892,032	6/30/2026
Vanguard Portfolio Management Llc	Buy	286,412 (2.469%)	11,886,405	$860,576	6/30/2026
State Street Corp	Buy	318,073 (5.274%)	6,349,214	$459,683	6/30/2026
Baillie Gifford & Co	Buy	554,272 (10.453%)	5,856,569	$424,016	6/30/2026
Geode Capital Management, Llc	Buy	189,719 (3.435%)	5,712,491	$413,584	6/30/2026

Settlement date	Short interest	Avg. daily volume	Change vs. previous report	Days to cover
Sep 30, 2026	17,882,143	4,046,318	+9.83%	4.42
Sep 15, 2026	16,282,063	4,556,942	+3.93%	3.57
Aug 31, 2026	15,666,710	6,433,003	+8.33%	2.44
Aug 14, 2026	14,461,742	2,688,575	-6.04%	5.38
Jul 31, 2026	15,391,541	3,521,123	-7.98%	4.37
Jul 15, 2026	16,725,898	3,649,010	-13.45%	4.58
Jun 30, 2026	19,326,088	4,833,347	+4.55%	4.00
Jun 15, 2026	18,485,674	4,453,230	—	4.15

Fiscal quarter	Reported	EPS	Consensus	Surprise
Jun 2026	Aug 27, 2026	4.62	0.33	+1300%
Mar 2026	May 7, 2026	0.30	0.17	+76.47%
Dec 2025	Feb 5, 2026	0.37	0.28	+32.14%
Sep 2025	Nov 6, 2025	0.23	0.11	+109.09%

Source Summary

Why it matters

Read the Source

NASDAQ:AFRM — Live chart

Insider activity sentiment

Comments

Related stories

Trump invokes Defense Production Act to boost domestic gas and diesel output

Rising gasoline prices expected to lift US consumer inflation in September

U.S. Households Face $1,700 Bill From Rising Oil Prices and Interest Rates

Comments

Insider activity sentiment

NASDAQ:AFRMLive chart