AppFolio (APPF) Aktievy
AppFolio, Inc. tillhandahåller tillsammans med sina dotterbolag en molnbaserad plattform för fastighetsbranschen i USA. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 4/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
APPF Community Fair Values
Create NarrativeSee what 28 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
AppFolio, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$163.02 |
| 52 veckors högsta | US$326.04 |
| 52 veckors lägsta | US$142.73 |
| Beta | 0.82 |
| 1 månads förändring | -3.96% |
| 3 månaders förändring | -7.72% |
| 1 års förändring | -20.98% |
| 3 års förändring | 13.88% |
| 5 års förändring | 20.83% |
| Förändring sedan börsintroduktionen | 1,057.81% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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.Analysartikel • 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...Recent updates
Uppdatering av berättelse • 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.Analysartikel • 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...Seeking Alpha • Apr 24
AppFolio: The Right Business Model To Muscle Past The SaaSpocalypse
Summary AppFolio remains a buy after a strong Q1 beat-and-raise, signaling resilience amid broader software sector fears. APPF's pricing model, tied to unit expansion and value-added services, insulates it from per-seat SaaS risks. Secular tailwinds in rental demand and robust fundamentals—20%+ revenue growth, high 20s margins—place APPF in the Rule of 40 category. With $229M in cash, no debt, and a compelling post-earnings valuation, APPF offers attractive long-term upside. Read the full article on Seeking Alpha
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • Sep 05
We Like AppFolio's (NASDAQ:APPF) Returns And Here's How They're Trending
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Uppdatering av berättelse • 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.Analysartikel • Aug 08
We Think That There Are Issues Underlying AppFolio's (NASDAQ:APPF) Earnings
NasdaqGM:APPF 1 Year Share Price vs Fair Value Explore AppFolio's Fair Values from the Community and select yours...Analysartikel • Jul 20
Is AppFolio, Inc. (NASDAQ:APPF) Potentially Undervalued?
AppFolio, Inc. ( NASDAQ:APPF ), is not the largest company out there, but it led the NASDAQGM gainers with a relatively...Analysartikel • Jun 22
If EPS Growth Is Important To You, AppFolio (NASDAQ:APPF) Presents An Opportunity
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...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
Ny berättelse • 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 AlphaSeeking Alpha • Apr 27
AppFolio: Digital Rent Payment Shift To Fuel Top-Line Growth
Summary AppFolio has exceeded expectations with a 52% increase in stock price since initial coverage. The company's strong Q1 performance includes steady top-line growth and improved profitability. The growth driver for AppFolio is the adoption of its online payment and tenant screening tool, FolioGuard, which contributes to its value-added services segment. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
AppFolio: GAAP Profitable And Growing At High 20s% CAGR
Summary AppFolio, a debt-free real estate technology firm, is impressively priced with clean GAAP profits and a promising outlook for non-GAAP operating profits reaching $200 million in the next twelve months. AppFolio's Q4 performance showcased a substantial improvement in non-GAAP operating income margins to 24.3%, reflecting its ability to achieve mid-10s% GAAP profitability while maintaining premium growth. With a valuation at approximately 42x forward non-GAAP operating profits, coupled with a robust 28% CAGR on the top line, AppFolio stock presents a compelling investment opportunity in the real estate. Read the full article on Seeking AlphaSeeking Alpha • Jan 19
AppFolio's Financial Resilience: Robust Free Cash Flows And Debt-Free Status
Summary AppFolio is expected to grow by +25% CAGR in 2024, propelled by robust free cash flows, a debt-free status, and a substantial $190 million cash reserve. AppFolio faces near-term challenges, including a recent 9% team downsizing and a concerning deceleration in total units served adoption, suggesting potential reliance on price increases for revenue growth. Despite challenges, AppFolio's financials remain strong, featuring improving free cash flow margins expected to reach around 18% in 2024. Read the full article on Seeking AlphaAktieägarnas avkastning
| APPF | US Software | US Marknad | |
|---|---|---|---|
| 7D | -0.2% | -1.0% | 1.3% |
| 1Y | -21.0% | -9.4% | 27.7% |
Avkastning vs industri: APPF presterade sämre än US Software branschen som gav -9.4 % under det senaste året.
Avkastning vs Marknaden: APPF presterade sämre än US marknaden som gav 27.7 % under det senaste året.
Prisvolatilitet
| APPF volatility | |
|---|---|
| APPF Average Weekly Movement | 5.7% |
| Software Industry Average Movement | 9.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
Stabil aktiekurs: APPF har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: APPF s veckovolatilitet ( 6% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2006 | 1,702 | Shane Trigg | www.appfolio.com |
AppFolio, Inc. tillhandahåller tillsammans med sina dotterbolag en molnbaserad plattform för fastighetsbranschen i USA. Företaget tillhandahåller en molnbaserad plattform som hjälper till med redovisning, rapportering, marknadsföring, leasing, underhåll, automatisering av arbetsflöden och kommunikationstjänster. Bolaget erbjuder AppFolio Property Manager Core, en plattform som tillhandahåller redovisningsfunktioner för små fastighetsförvaltningsföretag och fungerar som ett journalsystem; AppFolio Property Manager Plus, som erbjuder prisvärda bostäder och studentbostäder, avancerad redovisning, avancerad dataanalys och API-åtkomsttjänster för skrivskydd; och AppFolio Property Manager Max, som tillhandahåller verktyg för hantering av kundrelationer och fullständig databasåtkomst genom ett läs- och skrivgränssnitt för applikationsprogrammering.
AppFolio, Inc. Sammanfattning av grunderna
| APPF grundläggande statistik | |
|---|---|
| Börsvärde | US$5.79b |
| Vinst(TTM) | US$151.96m |
| Intäkter(TTM) | US$995.33m |
37.9x
P/E-förhållande5.8x
P/S-förhållandeÄr APPF övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| APPF resultaträkning (TTM) | |
|---|---|
| Intäkter | US$995.33m |
| Kostnad för intäkter | US$360.82m |
| Bruttovinst | US$634.52m |
| Övriga kostnader | US$482.55m |
| Intäkter | US$151.96m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 4.30 |
| Bruttomarginal | 63.75% |
| Nettovinstmarginal | 15.27% |
| Skuld/egenkapitalförhållande | 0% |
Hur har APPF utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/27 10:07 |
| Aktiekurs vid dagens slut | 2026/05/27 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
AppFolio, Inc. bevakas av 13 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Michael Rindos | Benchmark Company |
| Justin Ages | Berenberg |
| Sukshith Shetty | CrispIdea |