AppFolio Dirección
Dirección controles de criterios 4/4
Actualmente no disponemos de información suficiente sobre el CEO.
Información clave
Shane Trigg
Chief Executive Officer (CEO)
US$5.4m
Compensación total
| Porcentaje del salario del CEO | 10.11% |
| Permanencia del CEO | 3.5yrs |
| Participación del CEO | n/a |
| Permanencia media de la dirección | 2.1yrs |
| Promedio de permanencia en la Junta Directiva | 3.5yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Sep 16
APPF: AI Adoption And Rental Demand Will Support Future Re-Rating
Analysts have lifted their AppFolio fair value estimate from $260 to $280, citing updated views on revenue growth, profit margins, and long term P/E assumptions. These changes build on recent research arguing the stock undervalues the company’s future cash flow potential and exposure to AI driven opportunities in its rental focused end market.
Actualización de narrativa • Aug 19
APPF: AI Partnership And Rental Backdrop Will Shape Fairly Valued Outlook
Analysts have raised their fair value estimate for AppFolio from $185.00 to $200.00, citing new research that describes the stock as "grossly undervalued" relative to its future cash flows and notes potential benefits from AI adoption and a supportive rental market backdrop. Analyst Commentary on AppFolio Recent research coverage on AppFolio highlights a wide gap between current market pricing and some analysts' estimates of the stock's intrinsic value.Seeking Alpha • Jul 25
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 AlphaActualización de narrativa • Jul 14
APPF: AI-Driven Platform And Execution Risks Will Shape Fairly Valued Outlook
AppFolio's updated analyst price target has moved from $222 to $185, with analysts pointing to adjusted fair value assumptions, a slightly higher discount rate, modestly different revenue growth and profit margin expectations, and a lower future P/E multiple as key drivers of the change. Analyst Commentary Recent Street research on AppFolio reflects a mixed backdrop, with several bearish analysts trimming their price targets and flagging areas where expectations may need to reset.Actualización de narrativa • Jun 30
APPF: AI Execution And 2026 Guidance Will Support Long-Term Re-Rating
Analysts have trimmed the AppFolio fair value estimate from $300 to $260, reflecting a reset in price targets after recent research updates that balance slightly softer revenue growth assumptions with more conservative P/E expectations and modestly stronger margin forecasts. Analyst Commentary Recent research on AppFolio points to a mixed but generally constructive backdrop, with some firms trimming price targets while at least one raised its target.
Actualización de narrativa • Jun 16
APPF: AI-Driven Housing Reset Will Support Future Margin Expansion
AppFolio's analyst price targets have seen mixed revisions, with some firms lifting their views by about $4 and others cutting targets by as much as $35 to $57, as analysts reassess the stock's valuation inputs and the housing market backdrop. Analyst Commentary Recent AppFolio research reports show a clear split in how analysts are framing the stock, with some highlighting supportive housing trends and product execution, and others focusing on valuation risk and exposure to a potential reset in the housing market.Actualización de narrativa • Jun 02
APPF: Housing Reset And 2026 Guidance Will Support Future Margin Upside
AppFolio's updated analyst price target edges up to about $229, with analysts pointing to slightly higher modeled revenue growth, profit margins, and future P/E assumptions as key drivers behind the change. Analyst Commentary Recent Street research on AppFolio reflects a mix of enthusiasm and caution around the stock's valuation and execution risk, which is feeding into the latest price target revisions.Actualización de narrativa • May 04
APPF: Housing Reset And 2026 Guidance Will Support Monetization Upside
AppFolio's updated narrative reflects a lower implied price target of about $228, down from roughly $312, as analysts factor in revised assumptions around growth, margins, and a more moderate future P/E multiple, while incorporating mixed recent price target changes from firms covering the stock. Analyst Commentary Recent research on AppFolio reflects a wide range of views, with some analysts refining their outlooks upward and others marking targets lower as they revisit assumptions on growth, profitability, and valuation multiples.Artículo de análisis • Apr 30
Some May Be Optimistic About AppFolio's (NASDAQ:APPF) Earnings
The market was pleased with the recent earnings report from AppFolio, Inc. ( NASDAQ:APPF ), despite the profit numbers...Actualización de narrativa • Apr 20
APPF: Housing Reset And 2026 Guidance Will Support Long-Term Re-Rating
Analyst price targets on AppFolio have been reset lower by a wide range, with cuts from $15 to $105, as analysts factor in updated assumptions around revenue growth, profitability and valuation multiples, alongside a broader reassessment of the housing market. Analyst Commentary Bullish analysts are framing the recent reset in price targets as a recalibration rather than a loss of confidence in AppFolio's long term potential.Actualización de narrativa • Apr 05
APPF: AI And Resident Experience Will Support Upside Through Housing Market Reset
Analysts have reduced the AppFolio price target by $23, reflecting revised P/E assumptions. Their models still build in steady revenue growth and margin expectations and incorporate recent sector wide target cuts tied to a resetting housing market.Actualización de narrativa • Mar 22
APPF: Reset Expectations And 2026 Revenue Framework Will Support Long-Term Re-Rating
Analysts have reduced their average price targets on AppFolio by amounts ranging from $15 to $105. These changes reflect updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.Actualización de narrativa • Mar 08
APPF: AI And Resident Experience Execution Will Support Long Term Upside Despite Cautious Modeling
AppFolio's analyst price targets have been lowered by up to $105, with analysts citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples as key reasons for the reset. Analyst Commentary Across recent research updates, bearish analysts have trimmed their AppFolio price targets by a wide range, from $15 to as much as $105.Actualización de narrativa • Feb 22
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.Actualización de narrativa • Feb 07
APPF: AI And Resident Experience Execution Will Support Long Term Upside Potential
Analysts have trimmed their AppFolio fair value estimate from $270 to $245, citing updates to projected revenue growth, profit margins, and a lower assumed future P/E multiple following a series of reduced price targets across the Street. Analyst Commentary Recent reports from bearish analysts have centered on lowering price targets for AppFolio, with several cuts ranging from $15 to $105.Actualización de narrativa • Jan 24
APPF: Monetization Optionality And Strong New Business Trends Will Drive Upside
Narrative Update on AppFolio The updated analyst price target for AppFolio edges slightly lower to about US$312 from roughly US$317, as analysts fine tune fair value, discount rate, growth, margin, and future P/E assumptions while still pointing to unchanged fundamentals and multiple growth opportunities highlighted at the recent Investor Day. Analyst Commentary Recent commentary focuses less on changing the long term story and more on how the market is reacting to limited guidance and refreshed valuation assumptions.Actualización de narrativa • Jan 10
APPF: AI And Resident Experience Monetization Will Drive Long-Term Upside
Analysts have modestly adjusted their AppFolio price targets, keeping fair value around $270 while fine tuning assumptions on revenue growth, margins and future P/E. These changes reflect recent upgrades that highlight underappreciated AI and resident services growth potential, and they view the recent share price pullback and negative reaction to Investor Day as disconnected from the underlying business trends.Artículo de análisis • Jan 04
Estimating The Intrinsic Value Of AppFolio, Inc. (NASDAQ:APPF)
Key Insights The projected fair value for AppFolio is US$212 based on 2 Stage Free Cash Flow to Equity Current share...Actualización de narrativa • Dec 26
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.Actualización de narrativa • Dec 12
APPF: AI And Resident Services Will Drive Long-Term Upside Potential
Analysts have raised their AppFolio fair value estimate sharply to $270 from $186.69 as they factor in accelerating revenue growth opportunities, underappreciated AI and resident services catalysts, and reaffirmed confidence in the durability of the company’s underlying fundamentals despite recent stock underperformance. Analyst Commentary Recent Street research has turned incrementally constructive on AppFolio, with multiple firms highlighting strong underlying business trends, expanding monetization opportunities around AI and resident services, and a growing pipeline across Plus and Max tiers.Actualización de narrativa • Nov 28
APPF: Expanded Resident Experience And AI Integration Will Drive Significant Upside
Analysts have modestly increased their price target for AppFolio to $317, citing ongoing business strength and expanding growth opportunities despite recent share price volatility. Analyst Commentary Recent street research has offered a mix of perspectives on AppFolio, highlighting both notable strengths and areas of uncertainty as the company pursues further growth in its sector.Actualización de narrativa • Nov 14
APPF: Revenue Momentum Will Accelerate With AI And Resident Services Expansion
AppFolio’s analyst price target has been revised downward from $330.20 to $317.20, as analysts balance increasing optimism around accelerating revenue growth and AI-driven initiatives with slightly tempered profitability forecasts and updated market assessments. Analyst Commentary Recent analyst updates reflect both increasing optimism and measured caution regarding AppFolio's near-term and long-term prospects.Actualización de narrativa • Oct 31
APPF: AI-Driven Resident Services Will Unlock Momentum In 2024
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.Actualización de narrativa • Oct 16
AI-powered Workflow And Ecosystem Partnerships Will Modernize Property Management
Analysts have lowered their fair value estimate for AppFolio to $330.20 from $341.50. This change reflects improved sentiment around market expansion and resident services opportunities, but also includes a modest adjustment in long-term growth and margin assumptions.Artículo de análisis • Sep 29
Is AppFolio, Inc. (NASDAQ:APPF) Expensive For A Reason? A Look At Its Intrinsic Value
Key Insights AppFolio's estimated fair value is US$210 based on 2 Stage Free Cash Flow to Equity Current share price of...Actualización de narrativa • Sep 04
AI-powered Workflow And Ecosystem Partnerships Will Modernize Property Management
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.Seeking Alpha • Apr 26
AppFolio: Broken Momentum Amid High Multiples (Rating Downgrade)
Summary Shares of AppFolio fell more than 10% after missing Q1 results and showing a contraction in operating margins. Amid decelerating growth rates and an unrealistic forecast that requires acceleration through the remainder of FY25, I'm downgrading my viewpoint on the stock to neutral. High interest rates have continued to hold down the rebound in the real estate sector, with cap rates not rich enough to support debt costs and attract investors. Trading at ~8x forward revenue and above other software peers that are growing in the mid/high teens, the best move is to wait for a better price to buy this stock. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
AppFolio: Tremendous Momentum, But Watch Out For Valuation
Summary AppFolio delivered strong Q2 results, with revenue growing 19% y/y as a result of property managers shifting to higher-priced subscription tiers. The company's comprehensive software suite covers property managers, residents, and investors, ensuring a recurring revenue stream from subscription fees and payment processing. The company recently also acquired a concierge service called LiveEasy, extending its appeal toward consumers. The company's guidance for FY25 calls for ~17% revenue growth and ~25% pro forma operating margins, still positioning it as a "Rule of 40" company. The stock isn't cheap at ~10x forward revenue, but its excellent growth/profitability balance merits a premium. Stay long until the stock hits ~$285. Read the full article on Seeking AlphaSeeking Alpha • Jan 26
AppFolio: Strong Growth Ahead, But High Valuation And Fierce Competition Keep Me Cautious
Summary AppFolio offers cloud-based software solutions for the real estate industry, with subscription-based services for property and investment management. The latest quarter saw a 24% YoY revenue increase to $206 million, with units under management growing 9% to 8.5 million units. The property management software space is highly competitive. AppFolio allocates approximately 20% of its revenue to R&D to stay competitive. According to my rough estimation, AppFolio has more growth potential with an estimated market of 17 million units. Despite its strong growth and growth opportunities, AppFolio’s current valuation demands sustained performance, and the margin of safety at this price level is too low for a buy rating. Therefore, I recommend a HOLD. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
AppFolio: Growth Is Slowing Down, And The Uncertainties Mount
Summary AppFolio, Inc. is expected to report its full-year ’24 results, with analysts predicting $0.65 GAAP and $0.94 non-GAAP earnings on $200m revenue. Revenue growth is slowing, and high P/E ratios and economic uncertainties raise concerns about future demand and margin contraction. The company's recent acquisition of LiveEasy and the rollout of Realm-X messaging service are key areas to watch for efficiency and profitability improvements. I am cautious about starting a position in APPF due to potential growth slowdowns, high interest rates, and the impact of California wildfires on the business. Read the full article on Seeking AlphaSeeking Alpha • Oct 27
AppFolio: Capturing Tremendous Economies Of Scale
Summary AppFolio delivered tremendous Q3 results, beating Wall Street's expectations by a wide mile and also boosting its full-year outlook. Its latest outlook calls for 27% y/y growth in FY24 (versus 24-25% growth previously) driven by sales expansion, with a new Chief Revenue Officer enhancing its growth prospects. AppFolio's comprehensive platform, AI innovations, and secular tailwinds in the rental market position it as a high-quality, growth-oriented investment despite its premium valuation. Trading at 9.7x EV/FY24 revenue, AppFolio offers high quality, consistency, and rising operating leverage, justifying its premium price for long-term investors. Read the full article on Seeking Alpha
Nueva narrativa • Aug 27
Generative AI And Market Expansion Propel Revenue And Customer Growth In Real Estate Sector
Embedding generative AI, like Realm-X, and expansion into student and affordable housing sectors aims to drive higher adoption rates and increase market share.Seeking Alpha • Aug 11
AppFolio: Buy This Dip, Especially On The Back Of Strong Growth, FCF
Summary AppFolio shares have dropped ~20% after reporting Q2 results despite a strong beat-and-raise quarter. The company's outlook for the remainder of FY24 still looks conservative with plenty of deceleration baked in, creating an opportunity for upside surprises as the year goes on. AppFolio continues to move upmarket with more sophisticated product offerings for larger multifamily property managers. Though not cheap at ~8x FY25 revenue, the company is in a stratified league with a "Rule of 40" score of 60, indicating excellent growth/profitability balance. I'm reiterating my buy rating and recommending investors to buy the recent dip. Read the full article on Seeking AlphaSeeking Alpha • Jul 10
AppFolio: Addresses The Challenges Property Managers Face
Summary APPF helps small and medium-sized property managers improve operational efficiency without high costs. The current environment with tight labor market and high mortgage rates supports robust growth for APPF. Large TAM sustains growth potential for APPF in the long term. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$158m |
| Mar 31 2026 | n/a | n/a | US$152m |
| Dec 31 2025 | US$5m | US$550k | US$141m |
| Sep 30 2025 | n/a | n/a | US$204m |
| Jun 30 2025 | n/a | n/a | US$203m |
| Mar 31 2025 | n/a | n/a | US$197m |
| Dec 31 2024 | US$5m | US$546k | US$204m |
| Sep 30 2024 | n/a | n/a | US$132m |
| Jun 30 2024 | n/a | n/a | US$125m |
| Mar 31 2024 | n/a | n/a | US$76m |
| Dec 31 2023 | US$18m | US$511k | US$3m |
| Sep 30 2023 | n/a | n/a | -US$47m |
| Jun 30 2023 | n/a | n/a | -US$78m |
| Mar 31 2023 | n/a | n/a | -US$89m |
| Dec 31 2022 | US$941k | US$440k | -US$68m |
| Sep 30 2022 | n/a | n/a | -US$50m |
| Jun 30 2022 | n/a | n/a | -US$46m |
| Mar 31 2022 | n/a | n/a | -US$14m |
| Dec 31 2021 | US$5m | US$420k | US$1m |
| Sep 30 2021 | n/a | n/a | US$2m |
| Jun 30 2021 | n/a | n/a | US$140m |
| Mar 31 2021 | n/a | n/a | US$157m |
| Dec 31 2020 | US$5m | US$291k | US$158m |
Compensación vs. Mercado: La compensación total de Shane($USD5.44M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD8.46M).
Compensación vs. Ingresos: La compensación de Shane ha sido consistente con los resultados de la empresa en el último año.
CEO
Shane Trigg (50 yo)
3.5yrs
Permanencia
US$5,438,904
Compensación
Mr. Shane Trigg is President and Chief Executive Officer of AppFolio, Inc. from March 02, 2023 and also serves as its Director since March 2023 and served as its General Manager of Real Estate since April...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 3.5yrs | US$5.44m | sin datos | |
| CFO & Interim Principal Accounting Officer | 1.9yrs | US$4.14m | 0.013% $ 1.0m | |
| Senior VP | 1.6yrs | US$1.38m | sin datos | |
| Chief People Officer | 3.4yrs | US$2.80m | 0.030% $ 2.4m | |
| Chief Technology Officer | 1.7yrs | sin datos | sin datos | |
| Chief Marketing Officer | 3.4yrs | sin datos | sin datos | |
| Chief Revenue Officer | 2.1yrs | sin datos | sin datos | |
| Chief Product Officer | 2.7yrs | sin datos | sin datos | |
| Senior Vice President of Growth Strategy & Development | less than a year | sin datos | sin datos | |
| Vice President of Finance | no data | sin datos | sin datos |
2.1yrs
Permanencia media
50yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de APPF se considera experimentado (2.1 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 3.5yrs | US$5.44m | sin datos | |
| Lead Independent Director | 6.8yrs | US$249.88k | 0.022% $ 1.8m | |
| Independent Director | 5.8yrs | US$252.93k | 0.013% $ 993.8k | |
| Independent Director | less than a year | sin datos | sin datos | |
| Independent Director | less than a year | sin datos | sin datos | |
| Independent Director | 3.5yrs | US$202.93k | 0.0078% $ 607.0k | |
| Independent Director | less than a year | sin datos | 0.0044% $ 342.4k |
3.5yrs
Permanencia media
58yo
Promedio de edad
Junta con experiencia: La junta directiva de APPF se considera experimentada (3.5 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/18 00:07 |
| Precio de las acciones al final del día | 2026/09/18 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
AppFolio, Inc. está cubierta por 15 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Justin Ages | Berenberg |
| Ananya Sivasubramaniam | CrispIdea |
| Sukshith Shetty | CrispIdea |