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AppFolio, Inc. Stock Price

NasdaqGM:APPF Community·US$5.9b 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$162.21
-99.31 (-37.97%)
US$229.25
Fair Value
US$162.21
-99.31 (-37.97%)
29.2% undervalued intrinsic discount
US$229.25
Fair Value
Price US$162.21
AnalystConsensusTarget US$229.25
AnalystLowTarget US$185.00
AnalystHighTarget US$260.00

APPF Community Narratives

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Fair Value US$229.25 29.2% undervalued intrinsic discount

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

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·
Fair Value US$185 12.3% undervalued intrinsic discount

Reliance On Premium Plans And Second Nature Will Weaken Margins

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Fair Value US$260 37.6% undervalued intrinsic discount

Digital Transformation And AI Will Reshape Property Management Despite Risks

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US$185
12.3% 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
29.2% 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 12.3% 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 37.6% 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 29.2% undervalued intrinsic discount
20 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

2 Risks
3 Rewards

AppFolio, Inc. Key Details

US$995.3m

Revenue

US$360.8m

Cost of Revenue

US$634.5m

Gross Profit

US$482.6m

Other Expenses

US$152.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 23, 2026
4.30
63.75%
15.27%
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

Narrative Update 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.
Seeking Alpha Jul 12

AppFolio: Leveraging AI As A Competitive Moat To Help Property Managers

Summary AppFolio is aggressively integrating AI across its property management platform, transforming workflows and enhancing value for customers and operators. APPF's AI-driven innovations address rising operational complexity, staffing challenges, and resident expectations, positioning the company as a critical enabler in the sector. Q1 2026 results highlight strong momentum: 20.45% YoY revenue growth, $1.61 EPS (beating by $0.14), and 36% non-GAAP operating income growth. Despite a premium valuation relative to the broader market, APPF's multiples are reasonable versus direct software peers, supporting a bullish portfolio addition thesis. Read the full article on Seeking Alpha

Recent updates

No updates