Update shared on 31 Oct 2025
Analysts have maintained their price target for AppFolio at $330.20 per share. This reflects continued optimism around the company's upcoming AI-driven products and resident services as key catalysts for growth.
Analyst Commentary
Recent analyst actions have provided fresh insights into AppFolio’s outlook, particularly as the company prepares for upcoming product launches in artificial intelligence and resident services.
Bullish Takeaways- Bullish analysts have upgraded their outlook for AppFolio, highlighting that the shares have underperformed recently. This has resulted in more attractive valuations near the lower end of historical ranges.
- There is growing confidence that the launch of new AI-driven and resident services products will accelerate revenue growth, potentially surpassing the 20% mark.
- Recent analyst reports point to renewed customer momentum in both new deals and expanded sales on key product lines. This could sustain ongoing revenue expansion.
- The total addressable market for AppFolio's resident experience offerings is seen as broad and underexploited, presenting significant upside potential.
- Bearish analysts remain cautious, noting that recent share underperformance may reflect skepticism regarding the company's ability to consistently deliver on elevated growth expectations.
- Uncertainty remains around how quickly the new AI and resident services initiatives will materially impact financial results compared to current consensus projections.
- Potential volatility around upcoming events, such as the mid-November investor day, could create near-term uncertainty if new growth drivers are not clearly communicated or fail to meet investor expectations.
What's in the News
- KeyBanc upgraded AppFolio to Overweight from Sector Weight with a $285 price target after attending the company's annual Future user conference, citing renewed confidence in customer momentum and opportunities in monetizing the resident experience (KeyBanc via research note).
- AppFolio unveiled Real Estate Performance Management at FUTURE: The Real Estate Conference. The company introduced a new AI-native platform focused on driving outcomes and value across property, resident, and vendor experiences (Product Announcement).
- AppFolio launched new Resident Onboarding innovations, streamlining the move-in process for residents and providing property managers with enhanced visibility and workflow automation (Product Announcement).
- AppFolio partnered with Second Nature to create Resident Onboarding Lift. This solution enables property managers to offer personalized onboarding and additional services for residents while unlocking new revenue streams (Product Announcement).
Valuation Changes
- Consensus Analyst Price Target has remained unchanged at $330.20 per share.
- Discount Rate has risen slightly, increasing from 8.43% to 8.44%.
- Revenue Growth expectations are stable and holding steady at approximately 17.7%.
- Net Profit Margin has decreased marginally from 13.70% to 13.69%.
- Future P/E has increased slightly from 76.49x to 76.55x.
Disclaimer
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