异动解读|Affirm Holdings盘中上涨5.06%,Q4业绩大幅超预期后持续获多家机构上调目标价

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9月11日,Affirm Holdings盘中上涨5.06%,报71.43美元/股,成交额1.53亿美元,此前该股在9月9日曾回调逾5%。

消息面上,公司此前公布的第四财季业绩大幅超出市场预期,营收11.7亿美元,超预期约5%;EPS为4.62美元,远超市场预估的0.36美元;GMV同比增长36%至141亿美元。公司同步发布的第一财季营收指引11.9亿至12.2亿美元亦高于市场预期。财报发布后,瑞银、美银、RBC、摩根大通等多家机构集中上调目标价,当前分析师平均目标价约98.46美元,较现价仍有较大上行空间。美银指出,拨备密度变动源于产品及融资组合调整而非信用恶化;RBC强调Affirm在BNPL领域展现出独特的多方利益平衡能力。

Affirm Holdings正在构建下一代数字和移动商务平台,其解决方案建立在信任和透明的基础上,使消费者更容易负责任地消费,使商家更容易转换销售和增长。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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