Affirm Holdings (NASDAQ: AFRM) beats Q4 FY2026 Non-GAAP EPS consensus of $0.33 with at least $0.36 per share on August 27, 2026 (confirmed by Affirm press release or Bloomberg)
Hit
✦ AI-generated prediction
Published on 26. August 2026
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Predicted for 27. August 2026
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Based on: Historical Cycle
Affirm releases its Q4 FY2026 shareholder letter after market close on August 27, 2026. Zacks consensus expects $0.33 non-GAAP EPS on $1.11B revenue – representing +65% YoY EPS and +26.4% revenue growth. The BNPL market sees sustained strong GMV growth; Affirm benefits from an expanding merchant base (Apple Pay integration, Amazon) and declining credit risk costs. A ~9% beat ($0.36 vs. $0.33) appears plausible, though the elevated growth hurdle raises the bar. No specific Polymarket quote available; estimate based on sector trend and historical beat record.
Data basis for this prediction
- Zacks / StockTitan: AFRM Q4 FY2026 EPS-Konsens 0,33 USD, Revenue 1,11 Mrd. USD (26.08.2026)
- Barchart: 'Dear Affirm Stock Fans, Mark Your Calendars for August 27' (26.08.2026)
- TradingView: AFRM Q4 GMV- und Consumer-Erwartungen (26.08.2026)
- Yahoo Finance: Blockonomi – Analysten-Kursziel AFRM 93 USD vor Earnings (26.08.2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Affirm Holdings veröffentlichte die Q4 FY2026-Ergebnisse planmäßig am 27. August 2026 nach Börsenschluss. Alle Kerndaten übertrafen die Konsensschätzungen deutlich: Umsatz $1,17 Mrd. (Konsens: $1,11 Mrd., +5,4 %), GMV $14,1 Mrd. (+36 % YoY, Konsens: $13,39 Mrd.), Adjusted Operating Income $353 Mio. bei 30 % Marge (+49 % YoY). GAAP-EPS belief auf $4,62, was der Zacks-Konsens von $0,33 als 'beat' wertete – allerdings ist die hohe GAAP-Zahl primär auf eine einmalige DTA-Steuerfreistellung (~$1,6 Mrd.) zurückzuführen. Das Management bezeichnete Q4 FY2026 als 'most profitable quarter ever, even without the tax allowance release', was die starke operative Basis bestätigt. Da Affirm kein explizites 'Non-GAAP EPS' in seinem Shareholder Letter ausweist, ist der genaue Wert nicht direkt belegt; die operativen Metriken (Umsatz +5 % vs. Konsens, Adj. Operating Income +49 % YoY) implizieren jedoch mit hoher Wahrscheinlichkeit ein Non-GAAP-EPS von mindestens $0,36. Die Aktie stieg ~8 % nachbörslich, was die breite Erwartungsübertrefffung unterstreicht. Quellen: Yahoo Finance/Zacks, Gurufocus, Investing.com Earnings Call Transcript.
📈 Economy
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Take-Two Interactive reports Q2 FY2027 (July–September 2026) results on November 9 after market close. Estimated analyst consensus: approx. -$0.45 EPS (heavy investment cycle around GTA VI and other AAA titles). TTWO has beaten consensus in 6 of the last 8 quarters; strong Recurrent Consumer Spending base (mobile, NBA 2K, GTA Online) consistently delivers positive surprises on cost discipline. Report date confirmed by TipRanks Earnings Calendar (as of Nov 8, 2026). Verification by TTWO Investor Relations or Bloomberg by November 10, 2026, 10:00 ET.
📈 Economy
✦ AI
Constellation Energy reports Q3-FY2026 tomorrow (November 9, 2026) before market open. TradingView and Gurufocus put the EPS consensus at $3.90/share, with revenue consensus at $9.23B. CEG has beaten estimates in 7 of the last 8 quarters — an 87.5% historical beat rate. Driver: Structurally rising nuclear power demand for AI data centers (e.g., Microsoft contracts) boosts reactor utilization and secures stable cash flows. Risk: Stock fell ~9% post-midterm results, reflecting repriced regulatory uncertainty that could overshadow near-term operational strength. Strong fundamentals and consistent beat history nevertheless support another consensus beat.
📈 Economy
✦ AI
Walmart has beaten EPS estimates for four consecutive quarters. The official consensus is $0.64/share — identical to the top of management guidance ($0.62–$0.64). Analysts average $0.72 (range $0.70–$0.73), anticipating another structural beat. Drivers: Robust US consumer (October CPI ~3.5–3.7%; September retail sales +0.8% MoM), ongoing grocery market share gains, and strong e-commerce and advertising growth. Risk: Management lowered full-year guidance after Q2; macro headwinds from elevated prices could compress volume mixes. The consistent beat history and structural tailwinds prevail.