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Сайт: https://usstocks.news
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💰Affirm Q2 EPS (54c), консенсус (72c)

Affirm Активные клиенты Q2 +13% по сравнению с прошлым годом и составили 17,6 млн.

Affirm прогнозирует выручку Q3 $530M-$550M, консенсус $487,8M

#afrm
🔥Пересмотры цен после отчета Affirm Holdings

🔸 JP Morgan: Raised to $41 from $35
🔸 Jefferies: Raised to $50 from $43
🔸 RBC: Raised to $50 from $26
🔸 Stephens: Raised to $16 from $6
🔸 Goldman Sachs: Maintained at $20 - Neutral
🔸 Piper Sandler: Raised to $19 from $14

#afrm
Affirm: Mizuho сохраняет рекомендацию «Покупать» с целевой ценой $65

Опрос более 550 человек, из которых 20% использовали Apple Pay и пользователей «покупай сейчас, плати потом» (BNPL), показывает, что Affirm является самой популярной услугой BNPL среди пользователей Apple Pay: 44% респонденты, использующие Affirm.

«Сильное совпадение» между пользователями Affirm и Apple Pay может пролить свет на движущую силу объявленного на этой неделе партнерства между Apple и Affirm.

Аналитик рассматривает результаты опроса как «сильный позитив» для компании.

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📋Bullish option flow detected in Affirm Holdings with 54,781 calls trading, 11x expected, and implied vol increasing almost 4 points to 69.64%. Jul-24 45 calls and Oct-24 42.5 calls are the most active options, with total volume in those strikes near 10,400 contracts.

The Put/Call Ratio is 0.22.

Earnings are expected on August 22nd.

#afrm
🔼Повышение рейтингов от аналитиков

$AFRM: BTIG Upgrades to Buy from Neutral - PT $68
$CX: RBC Capital Upgrades to Sector Perform from Underperform - PT $6.50 (from $9)
$HUM: Bernstein Upgrades to Outperform from Market Perform - PT $308
$SNCY: Wolfe Research Upgrades to Outperform from Peerperform - PT $14
$UFPI: Wedbush Upgrades to Outperform from Neutral - PT $155 (from $120)
$UWMC: Barclays Upgrades to Equalweight from Underweight - PT $8 (from $6)
$WAT: Jefferies Upgrades to Buy from Hold - PT $415 (from $355)
$WFC: Wolfe Research Upgrades to Outperform from Peerperform - PT $65

#afrm #cx #hum #sncy #ufpi #uwmc #wat #wfc
🔼Повышение рейтингов от аналитиков

$AFRM: Morgan Stanley Upgrades to Equalweight from Underweight - PT $37 (from $20)
$HD: Loop Capital Upgrades to Buy from Hold - PT $460
$HON: CFRA Upgrades to Buy from Hold - PT $235
$INTR: JPMorgan Upgrades to Overweight from Neutral - PT $8.50 (from $7.50).
$LOW: Loop Capital Upgrades to Buy from Hold - PT $30
$LPLA: Wells Fargo Upgrades to Overweight from Equal Weight - PT $285 (from $235)
$LUV: Jefferies Upgrades to Hold from Underperform - PT $32 (from $24)
$MSCI: Redburn-Atlantic Upgrades to Buy from Neutral - PT $680
$RJF: JMP Securities Upgrades to Market Outperform from Market Perform - PT $146
$SAIA: Wolfe Research Upgrades to Outperform from Peerperform
$VLO: Wells Fargo Upgrades to Overweight from Equal Weight - PT $165 (from $172)
$VNET: HSBC Upgrades to Buy from Hold - PT $5.20

#afrm #hd #hon #intr #low #lpla #luv #msci #rjf #saia #vlo #vnet