AppFolio

Digital Transformation And AI Will Reshape Property Management Despite Risks

AnalystHighTarget

Not Invested

Community Contributor

Published

22 Apr 25

Updated

26 Dec 25

Views

n/a

AnalystHighTarget's Fair Value

n/a

-18.8%

-13.5%

-18.8%

-13.5%

You can edit this narrative until Dec 27 7:05 PM. Then, changes will post as Updates.

Author's Valuation

US$35045.7% undervalued

AnalystHighTarget Fair Value

Narrative

Updates3

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.

Shared on 07 May 25

Fair value Increased 1.37%

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.

AnalystHighTarget Fair Value

US$350

45.7% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

14.69%

Software revenue growth rate

1.30%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

8.39%

Calculation

US$258.91m

Earnings '28

58.63x

PE Ratio '28

US$15.18b

Market Cap '28

US$15.18b

Market Cap '28

34.51m

No. shares '28

US$439.91

Share Price '28

US$439.91 Share Price '28

Discounted to 2025 @ 8.46% p.a.

US$344.83

Fair Value '25