Appian Corporation

NasdaqGM:APPN 株式レポート

時価総額:US$1.6b

Appian マネジメント

マネジメント 基準チェック /44

Appianの CEO はMatt Calkinsで、 Aug1999年に任命され、 の在任期間は 26.75年です。 の年間総報酬は$ 2.94Mで、 39.1%給与と60.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の39.55%を直接所有しており、その価値は$ 620.48M 。経営陣と取締役会の平均在任期間はそれぞれ7.6年と3.9年です。

主要情報

Matt Calkins

最高経営責任者

US$2.9m

報酬総額

CEO給与比率39.10%
CEO在任期間26.8yrs
CEOの所有権39.6%
経営陣の平均在職期間7.6yrs
取締役会の平均在任期間3.9yrs

経営陣の近況

Recent updates

ナラティブの更新 May 13

APPN: Federal Demand And AI Usage Will Support Higher Future Multiple

Appian's updated analyst price target shifts down from $48 to $37 as analysts factor in slower cloud growth, mixed quarterly results, and a reset in future P/E expectations, even as Federal demand and larger deals provide some support. Analyst Commentary Recent research shows a wide range of views on Appian, but even within broadly cautious coverage, some analysts continue to highlight positives around execution, growth drivers, and potential valuation support.
ナラティブの更新 Apr 29

APPN: Federal Demand And AI Adoption Will Drive Future Upside Potential

Narrative Update on Appian The updated analyst price target for Appian has moved to an average of around $31. This reflects a broad reset of targets across the Street as analysts balance slower 16% cloud growth with stronger US Federal demand, large-deal activity, and increasing AI usage on the platform.
Seeking Alpha Apr 17

Appian: A Positive Setup Ahead Of Earnings, As AI And Federal Deals Jump

Summary Appian remains a compelling buy amid the SaaSpocalypse, trading near multi-year lows despite strong execution and AI-driven tailwinds. AI adoption is boosting APPN’s workflow demand and subscription pricing, with improved retention rates supporting the core automation thesis. Federal sector expansion, enabled by FedRAMP certification, is driving significant growth and diversifying APPN’s revenue streams. APPN’s high gross margins and sticky customer base position it as a deep value opportunity at a $1.51 billion enterprise value. Read the full article on Seeking Alpha
ナラティブの更新 Apr 14

APPN: Slower Cloud Momentum And Federal Strength Will Shape AI Execution

Appian's updated analyst price target has shifted to $21.00, reflecting a series of lower Street targets in the $21 to $41 range as analysts weigh slower cloud growth against strength in federal deals, larger contracts, and increasing AI usage on the platform. Analyst Commentary Recent research updates show a cluster of price target cuts on Appian, with several bearish analysts recalibrating their expectations after the latest Q4 report.
ナラティブの更新 Mar 30

APPN: Slower Cloud Progress Will Define Risk To AI Execution

Appian's updated fair value holds at $21.00, reflecting analysts' reduced price targets that balance slower cloud subscription growth with pockets of strength in U.S. federal demand and larger deal activity. Analyst Commentary Recent Street research shows a broad reset of expectations around Appian, with several firms cutting price targets even as they acknowledge areas of strength such as U.S. federal demand and larger deals.
ナラティブの更新 Mar 16

APPN: Cloud Subscription Deceleration Will Define Risk To AI Execution Through 2027

Appian's analyst fair value estimate has been revised from $37 to $21. Analysts cited slower cloud subscription growth, mixed quarterly results, and recalibrated assumptions for revenue growth, margins, and future P/E multiples, despite continued strength in Federal and certain large deal activity.
ナラティブの更新 Mar 02

APPN: Federal Momentum And AI Adoption Will Support Stronger Long Term Returns

We are lowering our Appian fair value estimate to $31 from $41 as analysts trim price targets across the board, citing slower 16% cloud growth along with stronger US Federal and large deal activity, improving platform AI usage, and healthier cloud expansion. Analyst Commentary Street research on Appian clusters around a common theme of moderating cloud growth at 16% alongside solid execution in Federal and larger enterprise deals.
ナラティブの更新 Feb 16

APPN: Army Deal And 90-Day Catalyst Watch Will Support Higher Future Multiple

Analysts have adjusted their Appian price target to $48, citing updated assumptions around revenue growth, profit margin, discount rate and future P/E, and referencing recent research that includes an upside 90-day catalyst watch. Analyst Commentary Bullish analysts point to the revised US$48 price target as a reflection of updated views on Appian's revenue growth profile, margin potential and valuation framework.
分析記事 Feb 12

Investors Don't See Light At End Of Appian Corporation's (NASDAQ:APPN) Tunnel And Push Stock Down 29%

To the annoyance of some shareholders, Appian Corporation ( NASDAQ:APPN ) shares are down a considerable 29% in the...
ナラティブの更新 Feb 02

APPN: 90-Day Catalyst Watch And 2027 Outlook Will Support Stronger Returns

Analysts raised their price target on Appian to US$45 from US$29, citing updated estimates after Q3 results and a shift to a 2027 valuation framework, with some now highlighting a potential 90 day upside catalyst. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher US$45 price target as a sign that updated models support a stronger long term valuation framework through 2027.
ナラティブの更新 Jan 19

APPN: 2027 Outlook And AI Adoption Will Support Stronger Long-Term Returns

Analysts nudged their fair value estimate for Appian slightly lower from US$41.60 to US$41.00, citing updated assumptions around long term growth and margins, as well as a roll forward of valuation frameworks that also supported a higher US$45 Street price target. Analyst Commentary Street research commentary around Appian focuses on how updated expectations for future years feed into valuation, especially as models shift further out in time.
ナラティブの更新 Jan 04

APPN Will Balance AI Progress With Execution Risks Through 2027

Analysts raised their price target on Appian from $29 to $45, reflecting higher long term revenue growth expectations and updated valuation assumptions following stronger than anticipated Q3 results and a shift to 2027 estimates. Analyst Commentary While the higher price target reflects increased confidence in Appian's long term growth prospects, research commentary also underscores a measured stance on the shares.
ナラティブの更新 Dec 21

APPN: Long Term Margin Expansion Will Support Stronger Future Earnings Multiple

Analysts have raised their price target on Appian from $42 to $48, citing higher long term revenue growth expectations, an improved margin outlook, and a more normalized future earnings multiple following recent estimate revisions and an updated valuation horizon. Analyst Commentary Bullish analysts point to Appian's recent execution and updated financial outlook as key drivers behind the higher price targets.
ナラティブの更新 Dec 07

APPN: 2027 Outlook And AI Progress Will Drive Balanced Long-Term Returns

Analysts raised their price target on Appian to $45 from $29, citing updated post-Q3 estimates and a valuation framework that now extends to 2027. Analyst Commentary Analysts updated their models following the Q3 results, reflecting both improved confidence in Appian's medium term growth profile and lingering questions around profitability and execution consistency.
ナラティブの更新 Nov 23

APPN: Recent AI Advances And Buyback Will Drive Balanced Long-Term Gains

Appian's analyst price target has increased significantly from $35.40 to $41.60, as analysts cite stronger revenue growth forecasts and an extended valuation period following recent quarterly results. Analyst Commentary Following the latest quarterly results, analysts have updated their perspectives on Appian, assessing both the company's growth prospects and potential risks that could impact its valuation trajectory.
分析記事 Nov 08

What Appian Corporation's (NASDAQ:APPN) 36% Share Price Gain Is Not Telling You

Appian Corporation ( NASDAQ:APPN ) shareholders have had their patience rewarded with a 36% share price jump in the...
ナラティブの更新 Nov 07

APPN: Share Buyback And AI Upgrades Will Drive Measured Long-Term Gains

Analysts have raised their price target for Appian from $33.80 to $35.40. This change reflects modest improvements in projected revenue growth and profit margins.
ナラティブの更新 Sep 10

AI And Low-Code Automation Will Modernize Enterprise Workflows

Appian’s slightly higher future P/E and modestly lower net profit margin reflect expectations for weaker profitability, while the consensus analyst price target remains unchanged at $33.80. What's in the News Appian’s Board authorized a share repurchase program of up to $10 million, effective through August 28, 2027.
分析記事 Jul 31

A Look At The Fair Value Of Appian Corporation (NASDAQ:APPN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Appian fair value estimate is US$27.76 With US$28.63 share...
分析記事 Jul 08

Revenues Working Against Appian Corporation's (NASDAQ:APPN) Share Price

With a price-to-sales (or "P/S") ratio of 3.7x Appian Corporation ( NASDAQ:APPN ) may be sending bullish signals at the...
分析記事 Jun 17

Is Now The Time To Look At Buying Appian Corporation (NASDAQ:APPN)?

Appian Corporation ( NASDAQ:APPN ), might not be a large cap stock, but it saw a double-digit share price rise of over...
Seeking Alpha Apr 28

Appian Has Low Potential For Major Upside Catalyst On Lower Growth Rate

Summary Appian Corporation has achieved positive GAAP operating income, but faces slowing topline revenue growth, with forward growth rate expected at 10.6%. The low-code software market is projected to grow, driven by efficiency improvements and AI/ML integration. Despite positive operating income, Appian's free cash flow remains negative when accounting for stock-based compensation, and recent stock buybacks have only neutralized dilution. Appian's valuation is discounted compared to broader SaaS indices due to lower forward revenue growth expectations, and the rise of generative AI may further impact future demand for its solutions. I remain a neutral Hold on APPN stock for the near term. Read the full article on Seeking Alpha
分析記事 Mar 29

Subdued Growth No Barrier To Appian Corporation's (NASDAQ:APPN) Price

There wouldn't be many who think Appian Corporation's ( NASDAQ:APPN ) price-to-sales (or "P/S") ratio of 3.5x is worth...
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新しいナラティブ Mar 22

AI-Powered Automation Will Improve Customer Value And Expand Federal Opportunities

Integrating AI into workflows and introducing tiered pricing could enhance customer value and drive increased revenue and retention.
分析記事 Mar 11

Is There Now An Opportunity In Appian Corporation (NASDAQ:APPN)?

Appian Corporation ( NASDAQ:APPN ), might not be a large cap stock, but it saw significant share price movement during...
Seeking Alpha Feb 20

Appian's Automation Message Is Resonating Strongly With Customers

Summary Appian's focus on process automation and low-code solutions has driven significant growth, with revenue accelerating to 15% y/y in the company's Q4 results. APPN stock jumped more than 15% after posting earnings, and yet still trades at a below-market ~4x forward revenue multiple. The company is beginning to achieve significant adjusted EBITDA leverage, driven by improving gross margins and high net retention rates. Read the full article on Seeking Alpha
分析記事 Feb 07

Are Investors Undervaluing Appian Corporation (NASDAQ:APPN) By 28%?

Key Insights The projected fair value for Appian is US$46.90 based on 2 Stage Free Cash Flow to Equity Appian's...
Seeking Alpha Jan 06

Appian: Strong Deal Momentum Combined With Cost Efforts To Hit Adjusted EBITDA Profitability

Summary I'm reiterating my buy rating on Appian with a $49 price target. The stock trades at <4x forward revenue (compared to 7–8x revenue for similarly growing software industry peers), despite strong deal momentum. The Company notes that it has baked in price increases into renewal deals, while new deals in the pipeline are also entering at a larger size. APPN has barely grown its expense base, allowing it to make meaningful strides toward profitability on an adjusted EBITDA basis. Read the full article on Seeking Alpha
分析記事 Nov 01

Appian Corporation's (NASDAQ:APPN) Price Is Out Of Tune With Revenues

It's not a stretch to say that Appian Corporation's ( NASDAQ:APPN ) price-to-sales (or "P/S") ratio of 4.5x right now...
Seeking Alpha Oct 23

Appian: A Niche Tech Stock Awaiting Profitability, In A Competitive But Growing Sector

Summary Appian gets a hold/neutral rating today in line with the SA quant system, as its top-line revenue growth potential is offset by profitability issues. The firm serves a niche tech market that has shown growth and demand, but also competes with at least 3 key competitors in this space. Its low-code application development platform and top-tier client list reflects strong demand for process-improvement solutions on a subscription model. High operating costs are impacting profits, while liabilities exceed assets and create a negative equity scenario, casting a shadow on this firm's fundamentals. The share price shows undervaluation on P/S ratio, and trades below its moving average right now. Read the full article on Seeking Alpha
分析記事 Sep 26

When Should You Buy Appian Corporation (NASDAQ:APPN)?

Appian Corporation ( NASDAQ:APPN ), is not the largest company out there, but it saw a significant share price rise of...
分析記事 Aug 30

Are Investors Undervaluing Appian Corporation (NASDAQ:APPN) By 43%?

Key Insights Appian's estimated fair value is US$56.86 based on 2 Stage Free Cash Flow to Equity Appian's US$32.48...
Seeking Alpha Aug 06

Appian: Underappreciated Amid Accelerating Growth Trends

Summary Shares of Appian have sunk ~20% after reporting strong Q2 results, creating a well-timed buying opportunity. The company accelerated both total and subscription revenue growth in Q2, which bucks the trend of many software companies reporting softer growth in the current macro. Management has also taken aggressive recent cost actions, prompting the company to lift its full-year adjusted EBITDA outlook to breakeven at the midpoint. Appian shares remain quite cheap at ~3.2x EV/FY25 revenue. Read the full article on Seeking Alpha
分析記事 Jul 17

Market Participants Recognise Appian Corporation's (NASDAQ:APPN) Revenues Pushing Shares 27% Higher

Appian Corporation ( NASDAQ:APPN ) shareholders would be excited to see that the share price has had a great month...
Seeking Alpha Jul 03

Appian Is Navigating Slower Revenue Growth Amid Cost Management

Summary Appian Corporation provides organizations with a low-code software development platform for various use cases. The market for low-code development platforms is expected to grow significantly in the coming years. However, Appian's financial trends show moderating revenue growth, with a focus on cost management. My near-term outlook remains Neutral (Hold) until management can restart meaningful growth while achieving operating breakeven. Read the full article on Seeking Alpha
分析記事 Apr 24

Appian Corporation's (NASDAQ:APPN) Earnings Haven't Escaped The Attention Of Investors

It's not a stretch to say that Appian Corporation's ( NASDAQ:APPN ) price-to-sales (or "P/S") ratio of 4.9x right now...
Seeking Alpha Apr 19

Appian: No Recovery Yet

Summary While a number of indicators point towards stabilization and a potential rebound in the market, Appian's growth continues to moderate. Recent hot inflation data likely means interest rates will remain higher for longer, which could cause software demand to weaken again. Appian's stock may appear attractively priced relative to peers, but the company is unprofitable, and growth is still declining. Read the full article on Seeking Alpha
分析記事 Mar 01

Does Appian (NASDAQ:APPN) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Feb 18

Appian: Great Moment To Buy (Rating Upgrade)

Summary Appian, a BPM software company, is a top choice for growth at a reasonable price stocks with a downside cushion. Despite a 20% decrease in shares, Appian has seen recent accelerating trends and strong Q4 results. Reasons to be bullish on Appian include strong net retention rates, AI tailwinds, public sector deals under its belt, and scaling gross margins. The stock trades at a reasonable 4.5x forward revenue. Read the full article on Seeking Alpha
分析記事 Dec 05

Should You Investigate Appian Corporation (NASDAQ:APPN) At US$38.10?

Appian Corporation ( NASDAQ:APPN ), is not the largest company out there, but it received a lot of attention from a...

CEO報酬分析

Appian の収益と比較して、Matt Calkins の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$885k

Dec 31 2025US$3mUS$1m

US$1m

Sep 30 2025n/an/a

-US$7m

Jun 30 2025n/an/a

-US$17m

Mar 31 2025n/an/a

-US$61m

Dec 31 2024US$1mUS$1m

-US$92m

Sep 30 2024n/an/a

-US$89m

Jun 30 2024n/an/a

-US$109m

Mar 31 2024n/an/a

-US$108m

Dec 31 2023US$1mUS$1m

-US$111m

Sep 30 2023n/an/a

-US$136m

Jun 30 2023n/an/a

-US$158m

Mar 31 2023n/an/a

-US$165m

Dec 31 2022US$20mUS$916k

-US$151m

Sep 30 2022n/an/a

-US$142m

Jun 30 2022n/an/a

-US$124m

Mar 31 2022n/an/a

-US$98m

Dec 31 2021US$982kUS$708k

-US$89m

Sep 30 2021n/an/a

-US$69m

Jun 30 2021n/an/a

-US$47m

Mar 31 2021n/an/a

-US$35m

Dec 31 2020US$809kUS$500k

-US$33m

Sep 30 2020n/an/a

-US$38m

Jun 30 2020n/an/a

-US$49m

Mar 31 2020n/an/a

-US$47m

Dec 31 2019US$10mUS$483k

-US$51m

報酬と市場: Mattの 総報酬 ($USD 2.94M ) は、 US市場 ($USD 5.47M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Mattの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Matt Calkins (52 yo)

26.8yrs
在職期間
US$2,941,276
報酬

Mr. Matthew W. Calkins, also known as Matt, has been the Chief Executive Officer and President of Appian Corporation since August 1999. Mr. Calkins co-founded Appian Corporation in August 1999 and has been...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Matthew Calkins
Founder26.8yrsUS$2.94m39.55%
$ 620.5m
Michael Beckley
Founder19.3yrsデータなし0.28%
$ 4.4m
Robert Kramer
Founder26.8yrsUS$1.23m3.25%
$ 51.0m
Srdjan Tanjga
Chief Financial Officer1yrUS$9.18m0.013%
$ 197.2k
Pavel Zamudio-Ramirez
Chief Customer Officer6.2yrsUS$1.91m0.035%
$ 548.5k
Mark Dorsey
Chief Revenue Officer1.6yrsUS$3.50m0.019%
$ 299.0k
Marc Wilson
Founder & Chief Executive Ambassador26.8yrsUS$337.67kデータなし
Myles Weber
Chief Information Officer10.1yrsデータなしデータなし
David Crozier
Chief Marketing Officerless than a yearデータなしデータなし
Susan Charnaux
Chief People Officer3.9yrsデータなしデータなし
Lang Ly
Chief of Staff9yrsデータなしデータなし
Sanat Joshi
Executive VP of Product & Innovations3.9yrsデータなしデータなし
7.6yrs
平均在職期間
50yo
平均年齢

経験豊富な経営陣: APPNの経営陣は経験豊富で経験豊富です(平均在職期間は7.6年)。


取締役

名称ポジション在職期間報酬所有権
Matthew Calkins
Founder26.8yrsUS$2.94m39.55%
$ 620.5m
Michael Beckley
Founder1.5yrsデータなし0.28%
$ 4.4m
Robert Kramer
Founder18.3yrsUS$1.23m3.25%
$ 51.0m
David Link
Independent Directorless than a yearデータなし0.0028%
$ 44.2k
Barbara Kilberg
Independent Director9.3yrsUS$250.06k0.084%
$ 1.3m
Mark Lynch
Director3.9yrsUS$2.05m0.062%
$ 967.3k
William McCarthy
Director3.9yrsUS$250.06k0.019%
$ 304.4k
Carl Hartman
Independent Director1.6yrsUS$250.06k0.0098%
$ 153.7k
Shirley Edwards
Independent Director3.3yrsUS$250.06k0.017%
$ 273.9k
3.9yrs
平均在職期間
58yo
平均年齢

経験豊富なボード: APPNの 取締役会経験豊富 であると考えられます ( 3.9年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/25 03:50
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Appian Corporation 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

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