APPF

Appfolio Inc

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Advanced Chart

264.540

+3.11(1.190%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

264.810

Open

263.420

VWAP

262.76

Vol

219.66K

Mkt Cap

9.53B

Low

258.6201

Amount

57.72M

EV/EBITDA(TTM)

59.48

Total Shares

36.21M

9.32B

EV/OCF(TTM)

50.74

P/S(TTM)

11.77

AppFolio, Inc. is a technology company focusing on the real estate industry. It provides a cloud-based platform on which its customers operate their businesses. It also provides key functionality related to critical transactions across the real estate lifecycle, including screening potential residents, sending and receiving payments, and providing insurance-related risk mitigation services. Its platform is AppFolio Realm, a suite of AI-powered tools that assist with leasing, maintenance, accounting, and other business-critical tasks. AppFolio Realm includes generative AI to answer questions, perform tasks and automate common workflows. The platform also includes Stack, its partner ecosystem that allows customers to connect its platform with specialized technology and services offered by third parties. Its platform is offered as a service and made available via three subscription plans: AppFolio Property Manager Core, AppFolio Property Manager Plus, and AppFolio Property Manager Max.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2025Q3

FY2025Q2

239.22M

+17.46%

1.256

+36.47%

241.89M

+17.57%

1.399

+8.47%

230.10M

+16.58%

1.271

+11.51%

Estimates Revision

The market is revising Downward the revenue expectations for AppFolio, Inc. (APPF) for FY2025, with the revenue forecasts being adjusted by -0.04% over the past three months. During the same period, the stock price has changed by 31.29%.

Revenue Estimates for FY2025

Revise Downward

-0.04%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-0.77%

In Past 3 Month

Stock Price

Go Up

+31.29%

In Past 3 Month

6 Analyst Rating

-10.16% Downside

Wall Street analysts forecast APPF stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for APPF is 237.67 USD with a low forecast of 205.00 USD and a high forecast of 300.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

3 Buy

2 Hold

1 Sell

Moderate Buy

-10.16% Downside

Current: 264.540

Low

205.00

Averages

237.67

High

300.00

-10.16% Downside

Current: 264.540

Low

205.00

Averages

237.67

High

300.00

Piper Sandler

Neutral

maintain

$208 -> $240

2025-07-17

Reason

Piper Sandler

Price Target

$208 -> $240

2025-07-17

maintain

Neutral

Reason

Piper Sandler raised the firm's price target on AppFolio to $240 from $208 on higher estimates, while keeping a Neutral rating on the shares. The firm notes 3P data across the four largest vertical software pure-plays in real estate suggests that AppFolio activity improved during Q2 on an absolute and relative basis.

Keefe Bruyette

Ryan Tomasello

Underperform

downgrade

$210 -> $205

2025-04-25

Reason

Keefe Bruyette

Ryan Tomasello

Price Target

$210 -> $205

2025-04-25

downgrade

Underperform

Reason

Keefe Bruyette analyst Ryan Tomasello lowered the firm's price target on AppFolio to $205 from $210 and keeps an Underperform rating on the shares.

Piper Sandler

Brent Bracelin

Hold

Maintains

n/a

2025-04-23

Reason

Piper Sandler

Brent Bracelin

Price Target

n/a

2025-04-23

Maintains

Hold

Reason

DA Davidson

Peter Heckmann

Strong Buy

Maintains

$300 → $275

2025-04-14

Reason

DA Davidson

Peter Heckmann

Price Target

$300 → $275

2025-04-14

Maintains

Strong Buy

Reason

DA Davidson analyst Gil Luria lowered the firm's price target on AppFolio to $275 from $300 and keeps a Buy rating on the shares as part of a broader research note updating estimates within the firm's coverage of the Software group. The firm is now assuming a base case of one or two quarters of negative GDP in the US this year, which will translate to lower growth and has already translated to lower valuations, the analyst tells investors in a research note. DA Davidson adds that regardless of how the current tariff regime plays out, it sees a slowdown in consumer activity and corporate investment, at least for the next couple of quarters.

Piper Sandler

Brent Bracelin

Hold

Maintains

$265

2025-01-31

Reason

Piper Sandler

Brent Bracelin

Price Target

$265

2025-01-31

Maintains

Hold

Reason

Stephens & Co.

John Campbell

Buy

Reiterates

$295

2025-01-31

Reason

Stephens & Co.

John Campbell

Price Target

$295

2025-01-31

Reiterates

Buy

Reason

See All Ratings

Valuation Metrics

The current forward P/E ratio for Appfolio Inc (APPF.O) is 49.66, compared to its 5-year average forward P/E of 93.56. For a more detailed relative valuation and DCF analysis to assess Appfolio Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

93.56

Current PE

49.66

Overvalued PE

486.56

Undervalued PE

-299.45

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

109.39

Current EV/EBITDA

34.80

Overvalued EV/EBITDA

215.17

Undervalued EV/EBITDA

3.61

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair

5Y Average PS

10.10

Current PS

9.76

Overvalued PS

12.87

Undervalued PS

7.33