Digital Transformation And AI Will Reshape Property Management Despite Risks

AN

AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

22 Apr 25

Updated

22 Feb 26

Views

16

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

-22.9%

7D

-3.7%

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1Y

-22.9%

7D

-3.7%

You can edit this narrative until Feb 23 2:10 AM. Then, changes will post as Updates.

Author's Valuation

US$30044.6% undervalued

AnalystHighTarget Fair Value

Shared on 22 Feb 26

Fair value Decreased 14%

APPF: AI And Resident Services Will Underpin Long-Term Re-Rating Potential

Analysts have trimmed their AppFolio fair value estimate to $300 from $350, reflecting slightly lower revenue growth assumptions, a modestly higher profit margin outlook, and a reduced future P/E multiple. Analyst Commentary Street research has recently clustered around lower fair value and price targets for AppFolio, with several firms trimming their numbers by between $15 and $105.

0 views

Shared on 26 Dec 25

Fair value Increased 17%

APPF: AI And Resident Services Will Drive Stronger Long-Term Fundamentals

Analysts have raised their price target on AppFolio from $300 to $350 per share. This reflects increased confidence that accelerating revenue growth, improving margins, and new AI driven and resident services offerings can support stronger long term fundamentals despite recent share price underperformance.

2 views

Shared on 07 May 25

Fair value Increased 1.37%

1 view

Shared on 30 Apr 25

Fair value Decreased 1.35%

AnalystHighTarget has decreased revenue growth from 8.3% to 7.0% and decreased future PE multiple from 93.5x to 83.2x.

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Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$300

44.6% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

14.69%

Historical revenue growth rate

23.66%

Software revenue growth rate

1.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.49%

Calculation

US$269.42m

Earnings '29

x

49.66x

PE Ratio '29

=

US$13.38b

Market Cap '29

US$13.38b

Market Cap '29

/

35.87m

No. shares '29

=

US$372.95

Share Price '29

US$372.95 Share Price '29

Discounted to 2026 @ 8.41% p.a.

=

US$292.69

Fair Value '26