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AppFolio, Inc. Stock Price

NasdaqGM:APPF Community·US$5.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 35 Fair Values set on narratives written by author

APPF Share Price Performance

US$165.05
-95.44 (-36.64%)
US$229.25
Fair Value
US$165.05
-95.44 (-36.64%)
28.0% undervalued intrinsic discount
US$229.25
Fair Value
Price US$165.05
AnalystConsensusTarget US$229.25
AnalystLowTarget US$185.00
AnalystHighTarget US$260.00

APPF Community Narratives

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Fair Value US$229.25 28.0% undervalued intrinsic discount

APPF: AI-Driven Resident Services Will Unlock Momentum In 2024

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·
Fair Value US$185 10.8% undervalued intrinsic discount

Reliance On Premium Plans And Second Nature Will Weaken Margins

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Fair Value US$260 36.5% undervalued intrinsic discount

Digital Transformation And AI Will Reshape Property Management Despite Risks

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US$185
10.8% undervalued intrinsic discount
Revenue
17.68% p.a.
Profit Margin
17.89%
Future PE
26.94x
Price in 2029
US$230.44
US$229.25
28.0% undervalued intrinsic discount
Revenue
16.25% p.a.
Profit Margin
17.63%
Future PE
35.12x
Price in 2029
US$285.55

Trending Discussion

No trending discussion available.

Updated Narratives

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APPF: AI-Driven Platform And Execution Risks Will Shape Fairly Valued Outlook

Fair Value: US$185 10.8% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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APPF: AI Execution And 2026 Guidance Will Support Long-Term Re-Rating

Fair Value: US$260 36.5% undervalued intrinsic discount
0 users have set this as their fair value
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APPF: AI-Driven Housing Reset Will Support Future Margin Expansion

Fair Value: US$229.25 28.0% undervalued intrinsic discount
20 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet with high growth potential.

2 Risks
3 Rewards

AppFolio, Inc. Key Details

US$1.0b

Revenue

US$379.6m

Cost of Revenue

US$661.3m

Gross Profit

US$503.8m

Other Expenses

US$157.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
4.45
63.53%
15.13%
0%
View Full Analysis

About APPF

Founded
2006
Employees
1702
CEO
Shane Trigg
WebsiteView website
www.appfolio.com

AppFolio, Inc., together with its subsidiaries, provides cloud-based platform for the real estate industry in the United States. The company provides a cloud-based platform that assist with accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication services. It offers AppFolio Property Manager Core, a platform that provides the accounting functionalities for small property management companies, as well as serves as a system of record; AppFolio Property Manager Plus, which offers affordable housing and student housing, advanced accounting, advanced data analysis, and read-only API access services; and AppFolio Property Manager Max that provides customer relationship management tools and full database access through a read and write application programming interface services. The company also provides value-added services, such as electronic payment, tenant screening, maintenance, business optimization, resident, and risk mitigation services. It serves property managers, property investors, potential residents, residents, and vendors. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.

Recent APPF News & Updates

Seeking Alpha 11h

AppFolio: Secure Demand Trends, Attractive Price

Summary AppFolio remains a compelling buy after a Q2 earnings dip and ~30% YTD decline. APPF trades at $165, nearly 50% below 2025 highs, despite ongoing sales expansion and value-added services growth. I expect a sector rotation favoring software as AI infrastructure stock momentum fades and SaaS names deliver solid Q2 results. Recent guidance boosts and resilient fundamentals support my conviction for APPF's re-rating potential. Read the full article on Seeking Alpha

Recent updates

No updates