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AppFolio
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AppFolio Community
NasdaqGM:APPF Community
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AppFolio
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AppFolio
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI-powered Workflow And Ecosystem Partnerships Will Modernize Property Management
Key Takeaways Rising AI adoption and digital transformation in property management strengthen AppFolio's customer acquisition, platform engagement, and long-term revenue prospects. Integrated ecosystem partnerships and investment in high-margin services increase platform stickiness, recurring revenue, and operational efficiency.
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US$341.5
FV
18.0% undervalued
intrinsic discount
17.66%
Revenue growth p.a.
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9 days ago
author updated this narrative
AppFolio
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital Transformation And AI Will Reshape Property Management Despite Risks
Key Takeaways Cloud-based, AI-enhanced platform and value-added services drive customer growth, improved efficiency, and recurring revenues in the digital property management sector. Industry consolidation and rising market demand position AppFolio for increased market share and long-term earnings expansion through innovation and strategic partnerships.
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US$300
FV
6.7% undervalued
intrinsic discount
9.22%
Revenue growth p.a.
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0
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about 2 months ago
author updated this narrative
AppFolio
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Reliance On Premium Plans And Second Nature Will Weaken Margins
Key Takeaways Reliance on premium plans may be unsustainable if economic conditions change, affecting future revenue growth. Strategic partnerships and AI investments could pressure net margins if synergies and customer adoption do not meet expectations.
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US$186.69
FV
49.9% overvalued
intrinsic discount
9.22%
Revenue growth p.a.
Set Fair Value
0
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about 2 months ago
author updated this narrative