Announcement • Apr 29
AppFolio, Inc., Annual General Meeting, Jun 12, 2026 AppFolio, Inc., Annual General Meeting, Jun 12, 2026. Announcement • Apr 26
Appfolio, Inc. Provides Earnings Guidance for the Fiscal Year 2026 AppFolio, Inc. provided earnings guidance for the fiscal year 2026. For the year, the company revenue is expected to be in the range is increasing to $1.110 billion to $1.125 billion. Reported Earnings • Apr 24
First quarter 2026 earnings released: EPS: US$1.19 (vs US$0.86 in 1Q 2025) First quarter 2026 results: EPS: US$1.19 (up from US$0.86 in 1Q 2025). Revenue: US$262.2m (up 20% from 1Q 2025). Net income: US$42.4m (up 35% from 1Q 2025). Profit margin: 16% (up from 14% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy. Board Change • Apr 22
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Saori Casey was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Apr 10
AppFolio, Inc. to Report Q1, 2026 Results on Apr 23, 2026 AppFolio, Inc. announced that they will report Q1, 2026 results After-Market on Apr 23, 2026 Buy Or Sell Opportunity • Mar 13
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 23% to €147. The fair value is estimated to be €188, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 19% per annum over the same time period. Announcement • Jan 30
AppFolio, Inc. Provides Earnings Guidance for the Fiscal Year 2026 AppFolio, Inc. provided earnings guidance for the fiscal year 2026. For the year, full year revenue is expected to be in the range of $1,100 million to $1,120 million. Valuation Update With 7 Day Price Move • Dec 27
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to €174, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 14x in the Software industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €156 per share. Announcement • Dec 05
AppFolio, Inc. Announces Departure of Matt Mazza as Chief Trust Officer, Effective November 14, 2025 AppFolio, Inc. announced that Matt Mazza, the former Chief Trust Officer of the company departed on November 14, 2025 (the “Separation Date”). Announcement • Oct 31
AppFolio, Inc. Increases Earnings Guidance for the Year 2025 AppFolio, Inc. increased earnings guidance for the year 2025. For the period, Company expects annual revenue is increasing to $945 million to $950 million for a full year midpoint growth rate of 19%, fueled by Plus and Max tier adoption, growth in customers and new business units and increasing adoption of products and services. Announcement • Oct 17
AppFolio, Inc. to Report Q3, 2025 Results on Oct 30, 2025 AppFolio, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025 Announcement • Oct 15
AppFolio Introduces Real Estate Performance Management AppFolio unveiled Real Estate Performance Management. This new method, announced at FUTURE: The Real Estate Conference by AppFolio, helps the property management industry drive performance for all stakeholders: residents, owners, investors, and their own businesses. Property management has been stuck believing that efficiency is the only lever to better performance. But in an increasingly complex and competitive market, task efficiency is table stakes. Success demands a shift to delivering real performance. While today's property management software focuses on moving tasks from paper to screens, a performance-driven platform orients around outcomes. AppFolio is leading the industry to the new discipline of Real Estate Performance Management, and here is how real estate operators can bring it to life with the AppFolio Performance Platform: Captures the Data: The system of record is the unified and trusted source of truth where all property, resident, and vendor data is securely stored and readily accessible. Does the Work: The system of action is the operational engine, making sure repetitive tasks are not only automated but also executed with agentic tools, finishing them quickly, correctly, and in a way that gets the best results. Creates Value: The system of growth is the catalyst for future success, unlocking growth opportunities for everyone in the ecosystem and continually optimizing with intelligence from the systems of record and action. Built on an AI-native architecture and connected through a unified experience, the Performance Platform empowers teams, turns disconnected activities into one smooth workflow, and helps operators build the win-win-win equity required. The 2025 AppFolio Renter preferences Report - drawing on insights from over 2,000 U.S. renters - underscores this reality: 75% of residents experience challenges with move-in. Residents satisfied with move-in are 76% more likely to be satisfied with their property manager. 71% of residents say additional services at move-in are important to them. To address this critical market need, AppFolio introduced new Resident Onboarding innovations at FUTURE, part of the AppFolio performance Platform's system of growth. New features within AppFolio simplify what has traditionally been a manual process into a guided move-in experience for residents - all while providing property managers greater visibility. To further enhance the move-in moment, AppFolio and Second Nature introduced Resident Onboarding Lift, a co-created offering for property managers to deliver a more personalized onboarding experience and unlock new revenue streams. With a seamless integration of Second Nature's technology, residents gain access to high-value services that provide convenience throughout their living experience while investors benefit from greater property protection. New Risk • Aug 10
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €7.9m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Significant insider selling over the past 3 months (€7.9m sold). Recent Insider Transactions • Aug 06
Insider recently sold €767k worth of stock On the 1st of August, Klaus Schauser sold around 3k shares on-market at roughly €256 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €929k. Insiders have been net sellers, collectively disposing of €5.1m more than they bought in the last 12 months. Announcement • Jul 18
AppFolio, Inc. to Report Q2, 2025 Results on Jul 31, 2025 AppFolio, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025 Announcement • Jun 12
AppFolio, Inc. Unveils AI Agents to Transform Performance in Real Estate AppFolio, Inc. announced its latest innovations at NAA Apartmentalize 2025, including the next evolution of AppFolio Realm-X – its embedded generative AI – through the introduction of Realm-X Performers, designed to automate complex workflows through advanced agentic operations. Realm-X Leasing Performer further automates the leasing process by responding to property inquiries from potential residents, managing prospect contact information, scheduling showings, and surfacing important details to property managers before showings. Realm-X Maintenance Performer self-sufficiently diagnoses and prioritizes resident maintenance requests with the ability to detect issues via image, create work orders, and log summaries. These Performers will be integrated into Realm-X Flows, AppFolio’s workflow automation engine designed to standardize processes and increase the speed, effectiveness, and consistency of operations. Agentic operations are being developed and embedded throughout all aspects of AppFolio Realm, the company’s AI-native product suite. Realm-X Helps Customers Manage Less, Perform More: Since its launch last year, Realm-X has been delivering tangible performance outcomes for AppFolio customers. Users of Realm-X report saving an average of 10 hours weekly on tasks on their to-do lists. Resident communications written with the help of Realm-X Messages save users an average of 26 seconds per message. Realm-X Flows achieves a 73% higher lead-to-showing conversion rate compared to those not using Flows. A Transformed Resident Experience Is Underway: The launch of Realm-X Performers offers a glimpse into what lies ahead for the industry, a future where real performance is possible and value is created for everyone in the real estate ecosystem. AppFolio continues to launch innovations that redefine how property managers and renters connect throughout the entire resident journey, such as AppFolio’s recently unveiled next-generation resident interface FolioSpace and valuable resident services provided in partnership with Second Nature, now part of the AppFolio Stack partner ecosystem. Announcement • Apr 30
AppFolio, Inc., Annual General Meeting, Jun 13, 2025 AppFolio, Inc., Annual General Meeting, Jun 13, 2025. 
