Quick Read – Mizuho analyst raised Affirm’s (AFRM) price target to $100 from $95 on credibility of disclosed $100B GMV target implying ~25% annual growth. – Affirm’s execution momentum and diversification into the Affirm Card business is outpacing competitors like Klarna (KLAR)…
d triggering Wall Street conviction that the company’s growth story has substantial room ahead. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Affirm wasn’t one of them. Get them here FREE
Mizuho analyst Dan Dolev just turned up the volume on the bull case for Affirm Holdings (NASDAQ:AFRM), raising his price target to $100 from $95 while keeping an Outperform rating. The driver: Affirm’s pre-investor-forum disclosure of a $100 billion gross merchandise volume (GMV) target, which implies roughly 25% annual growth. For prudent investors, the price target raise signals growing Wall Street conviction that Affirm’s scale story is still in its early innings.
Mizuho framed the new target as a function of Affirm’s “upbeat” Q3 FY2026 report and “strong analyst day prospects.” The call follows a week of building momentum, including a Bank of America price target hike to $88 from $82 on a “clean beat and raise” quarter. The Analyst’s Case Dolev’s thesis hinges on credibility. The $100 billion GMV milestone is being treated as a credible glide path rather than aspirational guidance, anchored by Affirm’s Q3 FY2026 results.