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APPF Overview

-
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
159.000
Open
157.000
VWAP
156.30
Vol
402.96K
Mkt Cap
5.61B
Low
154.090
Amount
62.98M
EV/EBITDA(TTM)
30.47
Total Shares
35.99M
EV
5.35B
EV/OCF(TTM)
22.10
P/S(TTM)
5.93
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.
Show More

Events Timeline

(ET)
2026-01-29
16:20:00
Sees FY26 Operating Margin at 25.5%-27.5%
select
2026-01-29
16:20:00
Company Reports Q4 Revenue of $248.19M, Exceeds Consensus
select

News

seekingalpha
6.5
03-26seekingalpha
Software Companies' Resilience Against AI Disruption Analyzed
  • AI Resilience Assessment: KeyBanc analysts highlight that companies like JFrog, AppFolio, and ServiceTitan, which derive revenue from underlying assets or activities, are better protected against AI disruptions and are expected to benefit from market growth while maintaining pricing premiums.
  • Market Positioning Advantage: The analysis suggests that companies such as APPF, IOT, PCOR, TTAN, and CDNS/SNPS, closely aligned with market demands, can continue to offer consumption-based products in the AI era without harming their core user base.
  • User Model Challenges: In contrast, companies relying on user growth may face risks of slowed growth, as AI efficiencies could lead to reduced seat expansion, necessitating rapid adaptation to regain lost growth opportunities.
  • Industry Dynamics Observation: Companies like JFrog, Procore, and ServiceTitan demonstrate solid long-term foundations despite facing CEO transitions and industry challenges, particularly in the evolving market environment influenced by AI.
Barron's
6.5
03-26Barron's
Analyst Predicts Housing 'Reset' Ahead: Consider These 5 Stocks for Investment.
  • Housing Market Impact: Housing cost concerns are heightened due to the ongoing war in Iran, affecting the spring buying season.

  • Investment Opportunity: An analyst suggests that the current market conditions present an attractive entry point for residential real estate stocks.

Fool
6.5
03-06Fool
Brown Capital Management Sells AppFolio Shares Worth $45.11 Million
  • Share Sale Details: Brown Capital Management sold 189,819 shares of AppFolio in Q4 2026, valued at approximately $45.11 million, indicating a potential decline in confidence regarding the company's future performance.
  • Holding Proportion Change: Following this transaction, AppFolio now represents only 2.9% of Brown Capital's 13F assets, suggesting a diminished significance in their investment portfolio that could influence future investment strategies.
  • Market Performance Analysis: As of February 17, 2026, AppFolio shares were priced at $168.79, down 20.6% year-over-year and trailing the S&P 500 by 34.25 percentage points, reflecting a waning investor confidence in the stock.
  • Investor Focus: The reduction in holdings by Brown Capital may relate to managing outflows or locking in gains, prompting investors to monitor AppFolio's customer retention rates and revenue growth per unit to assess its future growth potential.
NASDAQ.COM
2.0
03-06NASDAQ.COM
Brown Capital Sells AppFolio Shares Worth $45.11 Million
  • Share Sale Details: On February 17, 2026, Brown Capital sold 189,819 shares of AppFolio, with an estimated transaction value of $45.11 million, indicating a strategic move to manage liquidity amid market fluctuations.
  • Decline in Position Value: Following the sale, the quarter-end value of AppFolio's position decreased by $58.87 million, illustrating the dual impact of share reduction and price movement, which may affect investor confidence in the stock.
  • Change in Holding Proportion: Post-sale, Brown Capital's remaining 152,123 shares now represent only 2.9% of its assets under management, removing AppFolio from its top five holdings, signaling a shift in investment strategy.
  • Market Reaction: AppFolio's stock has fallen 21% over the past year, reflecting investor cooling towards high-multiple software companies, with future growth hinging on increasing managed units and revenue per unit through value-added services.
Fool
9.5
03-03Fool
AppFolio Shares Down 36% Amid Revenue Growth Concerns
  • Slowing Revenue Growth: AppFolio's revenue growth rate is projected to decline from 28% in 2024 to 16.5% this year, contributing to a 36% drop in stock price over the past six months, including an 18.5% decline following the January earnings report, indicating market concerns about future growth.
  • Accelerating Cash Flow: Despite challenges, AppFolio's free cash flow rose 30% to $236 million last year, with a 200 basis point expansion in free cash flow margin, demonstrating strong cash generation capabilities, while the company maintains a clean balance sheet with zero debt and $250 million in cash.
  • Enhanced Customer Stickiness: By offering value-added services, 76% of total revenue comes from existing customers adding more services, and the company manages 9.4 million rental units with an 8% increase in users, indicating strong customer retention in the commercial real estate market.
  • Optimistic Future Outlook: Management guides for $1.1 billion in revenue for 2026, with a price-to-sales ratio of approximately 5.3, below historical levels, and an expected increase in adjusted operating margin from 24.7% to 26.5%, showcasing the company's growth potential and profitability in the long term.
NASDAQ.COM
9.5
03-03NASDAQ.COM
AppFolio's Revenue Growth Outpaces Customer Growth
  • Revenue vs. Customer Growth: AppFolio's sales grew by 20% last year while user growth was only 8%, indicating that revenue growth is outpacing customer growth, which reflects the company's ability to add services to existing clients despite negative market sentiment towards SaaS stocks.
  • Free Cash Flow Performance: The company's free cash flow (FCF) rose by 30% to $236 million last year, with an FCF margin expanding to 24.8%, indicating improved profitability even as the stock has declined by 36% over the past six months.
  • New Revenue Stream: AppFolio is creating a new income stream by selling services directly to residents on its platform, with its Resident Onboarding Lift product automating enrollment into services like renters insurance and group-rate internet, which is expected to provide a solid secondary source of growth.
  • Future Outlook: Management is guiding for revenue of $1.1 billion in 2026, with a price-to-sales ratio of approximately 5.3, below historical levels, and an expected adjusted operating margin increase from 24.7% to 26.5%, showcasing the company's long-term profitability potential and operational leverage advantage.
Wall Street analysts forecast APPF stock price to rise
6 Analyst Rating
Wall Street analysts forecast APPF stock price to rise
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
245.00
Averages
265.00
High
290.00
Current: 0.000
sliders
Low
245.00
Averages
265.00
High
290.00
Michael Rindos
NULL -> Buy
initiated
$222
AI Analysis
2026-03-25
Reason
Michael Rindos
Price Target
$222
AI Analysis
2026-03-25
initiated
NULL -> Buy
Reason
Benchmark analyst Michael Rindos initiated coverage of AppFolio with a Buy rating and $222 price target.
KeyBanc
Overweight
downgrade
$270 -> $255
2026-01-30
Reason
KeyBanc
Price Target
$270 -> $255
2026-01-30
downgrade
Overweight
Reason
KeyBanc lowered the firm's price target on AppFolio to $255 from $270 to reflect the recent pullback in software valuations, while keeping an Overweight rating on the shares. The firm notes AppFolio reported good Q4 results, with revenue accelerating for a third straight quarter to 21.9% year-over-year and units accelerating a second straight quarter to 8%. That said, initial 2026 revenue growth guide of 16.7% was softer than the Street.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for APPF
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Valuation Metrics

The current forward P/E ratio for Appfolio Inc (APPF.O) is 37.98, compared to its 5-year average forward P/E of 55.23. 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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
55.23
Current PE
37.98
Overvalued PE
441.09
Undervalued PE
-330.62

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
102.18
Current EV/EBITDA
27.84
Overvalued EV/EBITDA
212.47
Undervalued EV/EBITDA
-8.11

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
9.18
Current PS
7.65
Overvalued PS
10.90
Undervalued PS
7.47

Financials

AI Analysis
Annual
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Whales Holding APPF

G
Gilder Gagnon Howe & Co. LLC
Holding
APPF
-13.17%
3M Return
M
Mission Wealth Management, LP
Holding
APPF
-13.24%
3M Return
D
D.F. Dent and Company, Inc.
Holding
APPF
-13.52%
3M Return
B
Brown Capital Management, LLC
Holding
APPF
-17.40%
3M Return
I
Insight Venture Management, LLC
Holding
APPF
-20.20%
3M Return
C
Caledonia (Private) Investments Pty Limited
Holding
APPF
-35.04%
3M Return

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Frequently Asked Questions

What is Appfolio Inc (APPF) stock price today?

The current price of APPF is 155.82 USD — it has increased 0.09

What is Appfolio Inc (APPF)'s business?

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.

What is the price predicton of APPF Stock?

Wall Street analysts forecast APPF stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for APPF is265.00 USD with a low forecast of 245.00 USD and a high forecast of 290.00 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.

What is Appfolio Inc (APPF)'s revenue for the last quarter?

Appfolio Inc revenue for the last quarter amounts to 248.19M USD, increased 21.86

What is Appfolio Inc (APPF)'s earnings per share (EPS) for the last quarter?

Appfolio Inc. EPS for the last quarter amounts to 1.10 USD, decreased -60.57

How many employees does Appfolio Inc (APPF). have?

Appfolio Inc (APPF) has 1702 emplpoyees as of March 31 2026.

What is Appfolio Inc (APPF) market cap?

Today APPF has the market capitalization of 5.61B USD.