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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
168.540
Open
168.540
VWAP
165.62
Vol
362.83K
Mkt Cap
5.89B
Low
161.730
Amount
60.09M
EV/EBITDA(TTM)
29.99
Total Shares
35.36M
EV
5.74B
EV/OCF(TTM)
24.12
P/S(TTM)
6.05
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)
2026-04-23
19:50:00
Middle East Turbulence Leads to Dow and S&P 500 Decline
select
2026-04-23
16:10:00
Company Reports Q1 Revenue of $262.21M, Exceeding Expectations
select
2026-04-23
16:10:00
Company Raises FY26 Operating Margin View to 26%-28%
select

News

NASDAQ.COM
9.5
04-25NASDAQ.COM
AppFolio Q1 Sales and Earnings Exceed Expectations
  • Performance Exceeds Expectations: AppFolio reported a non-GAAP EPS of $1.61 for Q1, surpassing analyst expectations by $0.14, indicating enhanced profitability and solidifying its market position in real estate management.
  • Significant Sales Growth: The company achieved sales of $262.2 million in Q1, reflecting a year-over-year increase of approximately 20%, exceeding Wall Street's forecast by $4.1 million, which suggests a strengthening competitive edge likely to attract more investor interest.
  • Upgraded Full-Year Guidance: AppFolio raised its full-year sales guidance to between $1.11 billion and $1.125 billion, projecting a growth of about 17.5% at the midpoint, demonstrating confidence in future market demand and potentially driving stock price increases.
  • Strong Stock Performance: Following the robust quarterly results, AppFolio's stock surged by 11.2% during Friday's trading, although it remains down about 27% year-to-date; however, this short-term rebound may entice more investors to enter the market.
Fool
9.5
04-24Fool
AppFolio Surges on Strong Q1 Results, Beats Expectations
  • Earnings Beat: AppFolio reported a non-GAAP EPS of $1.61 for Q1, surpassing Wall Street's estimate by $0.14, indicating a robust improvement in profitability that boosts market confidence in its future performance.
  • Significant Sales Growth: The company achieved sales of $262.2 million in Q1, reflecting a year-over-year increase of approximately 20%, which not only exceeded Wall Street's expectations by $4.1 million but also highlights its sustained growth potential in the real estate management sector.
  • Increase in Managed Units: By the end of Q1, AppFolio managed 9.5 million units, an 8% increase year-over-year, demonstrating the company's growing competitiveness and ability to attract more clients in the market.
  • Upgraded Full-Year Guidance: AppFolio raised its 2023 sales guidance to between $1.11 billion and $1.125 billion, suggesting a midpoint growth of approximately 17.5%, reflecting a positive outlook on future performance that could further drive stock price appreciation.
seekingalpha
9.5
04-24seekingalpha
AppFolio Reports Strong Q1 2026 Earnings with Revenue Growth
  • Significant Revenue Growth: AppFolio reported Q1 revenue of $262 million, reflecting a 20% year-over-year increase, which underscores the strong market demand and enhanced profitability in the real estate management sector, further solidifying its market position.
  • Profitability Expansion: Non-GAAP operating income rose 36% to $72 million, representing 27.3% of revenue, while GAAP operating income increased by 50% to $51 million, or 19.4% of revenue, indicating substantial achievements in cost control and product mix optimization.
  • Customer and Unit Growth: By the end of the quarter, AppFolio managed approximately 9.5 million units, an 8% increase year-over-year, with customer numbers rising to 22,520, a growth rate of 7%, reflecting the company's ongoing success in customer retention and market expansion.
  • Upward Guidance Revision: The CFO raised the 2026 revenue guidance to a range of $1.110 billion to $1.125 billion, with an expected midpoint growth rate of 17.5%, while also increasing the non-GAAP operating margin forecast to 26%-28%, demonstrating confidence in future growth prospects.
NASDAQ.COM
2.0
04-23NASDAQ.COM
AppFolio (APPF) Q1 2026 Earnings Transcript
seekingalpha
9.5
04-22seekingalpha
AppFolio Expected to Report Significant Q1 Earnings Growth
  • Earnings Announcement: AppFolio (APPF) is set to announce its Q1 earnings on April 23rd after market close, with a consensus EPS estimate of $1.47, reflecting a substantial 320% year-over-year growth, indicating strong profitability and market confidence.
  • Revenue Expectations: The anticipated revenue for Q1 is $258.07 million, representing an 18.4% year-over-year increase, showcasing AppFolio's ongoing growth in the software market and rising customer demand, further solidifying its market position.
  • Historical Performance Review: Over the past two years, AppFolio has exceeded EPS estimates 75% of the time and revenue estimates 88% of the time, demonstrating stability and reliability in financial performance, which boosts investor confidence.
  • Expectation Adjustment Dynamics: In the last three months, EPS estimates have seen six upward revisions with no downward adjustments, while revenue estimates experienced one upward and four downward revisions, indicating a generally optimistic outlook on AppFolio's future profitability despite some revenue growth challenges.
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.
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
Benchmark
Buy
maintain
$222 -> $226
AI Analysis
2026-04-24
Reason
Benchmark
Price Target
$222 -> $226
AI Analysis
2026-04-24
maintain
Buy
Reason
Benchmark raised the firm's price target on AppFolio to $226 from $222 and keeps a Buy rating on the shares following Q1 results beat on the top and bottom line "due to solid execution."
Piper Sandler
Overweight
to
Overweight
downgrade
$245 -> $210
2026-04-24
Reason
Piper Sandler
Price Target
$245 -> $210
2026-04-24
downgrade
Overweight
to
Overweight
Reason
Piper Sandler lowered the firm's price target on AppFolio to $210 from $245 to reflect the multiple derating in the software space, while keeping an Overweight rating on the shares. The firm notes the company posted solid Q1 results, underscored by healthy unit growth, stronger-than-expected customer additions, stable subscription ARPU growth, and value added services outperformance.
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 128.21, compared to its 5-year average forward P/E of 51.39. 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
51.39
Current PE
128.21
Overvalued PE
436.75
Undervalued PE
-333.98

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
97.00
Current EV/EBITDA
21.35
Overvalued EV/EBITDA
206.40
Undervalued EV/EBITDA
-12.41

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
8.80
Current PS
4.60
Overvalued PS
10.67
Undervalued PS
6.92

Financials

AI Analysis
Annual
Quarterly

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Whales Holding APPF

I
Insight Venture Management, LLC
Holding
APPF
+21.62%
3M Return
M
Mission Wealth Management, LP
Holding
APPF
+9.24%
3M Return
G
Gilder Gagnon Howe & Co. LLC
Holding
APPF
+8.62%
3M Return
B
Brown Capital Management, LLC
Holding
APPF
+4.20%
3M Return
D
D.F. Dent and Company, Inc.
Holding
APPF
-3.86%
3M Return
C
Caledonia (Private) Investments Pty Limited
Holding
APPF
-18.42%
3M Return

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Frequently Asked Questions

What is Appfolio Inc (APPF) stock price today?

The current price of APPF is 166.59 USD — it has decreased -2.13

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 262.21M USD, increased 20.45

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

Appfolio Inc. EPS for the last quarter amounts to 1.18 USD, increased 37.21

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

Appfolio Inc (APPF) has 1702 emplpoyees as of May 10 2026.

What is Appfolio Inc (APPF) market cap?

Today APPF has the market capitalization of 5.89B USD.