Options/AFRM
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AFRMAffirm Holdings, Inc. Class A Common Stock

Options Analysis ReportPERSONAL CREDIT INSTITUTIONS
Market Cap $23.0B|NASDAQ
2026-09-10$68.15
NEUTRAL
Analysis: 2026-09-09 EOD data
1Y -19.7%YTD -7.9%7D -8.3%
26,702
30D
±15.0%
5%

AFRM Options Overview

IV is elevated with unusual activity. Conditions favor premium sellers.

REWARDS

RISK ANALYSIS

5.7VALUESENTIMENTACTIVITYLIQUIDITYTIMING

Snowflake Analysis

Favorable conditions for premium sellers

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AFRM Gamma Walls

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Value

Is IV priced right?

7.3
ExpensiveCheap

Measures whether options are cheap, fair, or rich relative to historical and peer

levels.

Risk Checks7/9 checks passed
≤35%

IV Rank 77.4% — elevated vs history

<1.05x

IV/HV 0.93x — IV ≤ HV

Sector Relative≤50%

Sector percentile 48% — below sector median

<1.1x

Front/Back 0.94x — contango

<1.25x

Put/Call IV 1.16x — elevated

<80%

ATM IV 54.8% — normal range

<80%

Effective IV 72.5% (ATM 54.8% + spread 8.9% + bias) — fair

<3.0%

Total drag 14.10% (spread 8.86% + slippage 5.24%) — high friction

≥5.0

Vega efficiency 6.40 (vega 5.670 / spread 8.86%) — acceptable

Sentiment

Bullish or bearish?

4.9
BearishBullish

Analyzes

,
, and flow direction to determine market bias.

Risk ChecksNeutral - Moderate signal (Conviction: +5%, Raw: -2%)
|net sentiment| ≥25%

Conviction-weighted: +5% (neutral) — Raw: -2%

≥15%

|OI skew| 9.8% — balanced

Same sign, |vol skew| ≥10%

Vol skew +2.4%, OI skew -9.8% — divergent (opposite)

≥2/3 conditions

0-DTE 19%, far-OTM 15%, avg DTE 30

|change| ≥3%

OI change +0.0% (5d) — stable

|weighted flow| ≥20%

ITM: -6%, ATM: -35%, OTM: +2% — bearish (ITM/ATM aligned)

Sector Relative≤40% or ≥60%

Sector P/C percentile 64% — bearish vs sector

Activity

Unusual activity?

4.6
QuietActive

Detects volume surges,

, and unusual options activity that may signal moves.

Risk Checks2/8 checks passed
≥1.5x

Volume 1.1x avg — normal

≥15%

Vol/OI 10.9% — normal turnover

≥2 days

1 day(s) elevated — may be one-day event

≥5%

OI change -0.5% (5d) — stable

Sector Relative≥60%

Sector activity percentile 90% — very active vs sector

≥30%

Large trade volume 42% — institutional presence

≥60%

Aggressive execution 34% — patient

≥30

Conviction +5 (bullish) — mixed

Liquidity

Can I trade efficiently?

4.5
IlliquidLiquid

Evaluates

, volume depth, and open interest for trade execution quality.

Risk Checks4/8 checks passed
≤5.0%

Spread 8.9% — wide

≥10,000

OI 245,280 — deep

≥500

Volume 26,702/day — active

≤$0.50

$0.44 to cross — cheap

≥5 strikes

0 liquid strikes — limited options

Sector Relative≤40%

Sector spread percentile 70% — wider than sector

≥100 contracts

Depth 252.8 contracts (bid:122.9 ask:129.9) — adequate

<1.0%

Avg slippage 5.24% — poor

Timing

Is now a good time?

7.0
RiskyFavorable

Considers earnings proximity,

, and event calendar for optimal entry timing.

Risk Checks6/9 checks passed
|slope| ≥5%

Slope -6.4% — contango

<30 or >70

IV percentile 77% — seller opportunity

≥10pts kink

IV kink -0.8pts — no clear event

<0.5 or >2.0

θ/ν ratio 55.53 — favors income trades

≥3 expirations

5 liquid expirations — flexible

≥60% (safe)

caution advised: FOMC in 6d; CPI in 1d (HIGH)

<1.2 ratio

Spread ratio 1.00x — stable

≥25% strength + ≥50% consistency

Flow +5% @ 52% consistency — unclear

≥40 composite score

Score 72 (ITM 20% + inst 42%) — HIGH institutional

Directional Strategy Fit

Option Buyers
Long Calls6.0
bullishIV cheap, mixed flow
Long Puts6.1
bearishIV cheap, mixed flow
Premium Sellers
Cash-Secured Put4.5
bullishIV too cheap, mixed flow
Covered Call4.5
bearishIV too cheap, mixed flow

For educational purposes only. Not investment advice.

The Options Desk tracks the move options price into every US earnings report the week of Sep 7, next to how much each stock has actually moved on its past prints — plus the SPY, QQQ and IWM expected ranges and the gamma walls that box them in.

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