Update shared on04 Sep 2025
Despite improved Q2 performance, increased optimism around resident services, and upward estimate revisions, analysts maintain a neutral stance due to balanced risk-reward, resulting in the consensus price target holding steady at $341.50.
Analyst Commentary
- Growing optimism around the upside potential from resident services initiatives is supporting near-term share performance.
- Upward revisions to price targets reflect improved company activity, as seen in 3P data across core vertical software peers in real estate.
- Bullish analysts are raising estimates due to better-than-expected Q2 performance compared to both absolute and relative benchmarks.
- Upgrades from underperform to neutral/market perform indicate improved market positioning but cautious expectations.
- Analysts maintain neutral/market perform ratings, suggesting a balanced view on risk versus reward despite positive momentum.
What's in the News
- AppFolio completed a $49.96 million share repurchase, totaling 243,987 shares (0.69% of outstanding shares).
- Issued 2025 revenue guidance of $935 million to $945 million.
- Tim Eaton appointed Chief Financial Officer, having previously served as Interim CFO and held various leadership roles since 2020.
- Announced selection by Northpoint Asset Management to power its operations.
- Launched new flexible deposit options with Obligo, enhancing deposit management and tenant flexibility within its platform.
- Added to the Russell 1000 Defensive Index and Russell 1000 Growth-Defensive Index.
- Introduced new AI-powered Realm-X Performers at NAA Apartmentalize, automating leasing and maintenance workflows, reporting substantial efficiency gains for property managers and renters.
Valuation Changes
Summary of Valuation Changes for AppFolio
- The Consensus Analyst Price Target remained effectively unchanged, at $341.50.
- The Net Profit Margin for AppFolio remained effectively unchanged, at 13.67%.
- The Consensus Revenue Growth forecasts for AppFolio remained effectively unchanged, at 17.7% per annum.
Disclaimer
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