Appian Corporation

NasdaqGM:APPN 株式レポート

時価総額:US$1.4b

Appian 過去の業績

過去 基準チェック /26

Appianは16.2%の年平均成長率で業績を伸ばしているが、Software業界はgrowingで22%毎年増加している。売上は成長しており、年平均16.2%の割合である。

主要情報

16.16%

収益成長率

16.64%

EPS成長率

Software 業界の成長17.33%
収益成長率16.23%
株主資本利益率n/a
ネット・マージン0.12%
前回の決算情報31 Mar 2026

最近の業績更新

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...
User avatar
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...

収支内訳

Appian の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGM:APPN 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 267631360177
31 Dec 257271343172
30 Sep 25691-7322168
30 Jun 25658-17317166
31 Mar 25634-61322165
31 Dec 24617-92332163
30 Sep 24596-89368152
30 Jun 24579-109364151
31 Mar 24560-108356151
31 Dec 23545-111330159
30 Sep 23526-136357156
30 Jun 23507-158362157
31 Mar 23489-165356151
31 Dec 22468-151340139
30 Sep 22447-142323128
30 Jun 22422-124301117
31 Mar 22395-98274107
31 Dec 21369-8925298
30 Sep 21346-6922690
30 Jun 21331-4720982
31 Mar 21315-3519175
31 Dec 20305-3318370
30 Sep 20292-3817667
30 Jun 20280-4917065
31 Mar 20279-4716960
31 Dec 19260-5115958
30 Sep 19252-5415555
30 Jun 19241-5415451
31 Mar 19235-5515049
31 Dec 18227-4914445
30 Sep 18217-4213541
30 Jun 18207-3412338
31 Mar 18190-3711837
31 Dec 17177-3110935
30 Sep 17160-299832
30 Jun 17146-289130
31 Mar 17135-177825
31 Dec 16133-137123
31 Dec 15111-85117

質の高い収益: APPNには$11.2M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: APPN過去に利益を上げました。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: APPN過去 5 年間で収益を上げており、収益は年間16.2%増加しています。

成長の加速: APPNは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。

収益対業界: APPN昨年収益を上げたため、昨年の収益成長をSoftware業界 ( 11.8% ) と比較することは困難です。


株主資本利益率

高いROE: APPNの負債は資産を上回っているため、自己資本利益率を計算することは困難です。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/14 09:57
終値2026/05/14 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。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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

アナリスト機関
Raimo LenschowBarclays
Andrew DeGasperiBerenberg
Joel FishbeinBTIG