/APPF
AppFolio, Inc.
APPF • NASDAQAPPF • NASDAQ • Technology
$176.12-1.60%-2.87
$176.12-1.60%(-2.87)Technology
GoAI Score
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Valuation
50Fair Value
Sentiment
100Bullish
Risk
88Low Risk
Momentum
4Negative
Institutional-Grade Intelligence
🏆PRO
Actionable Intelligence
AI-driven stance, execution logic & risk thresholds
Catalyst Roadmap
Event timeline with expected impact & market context
Deep Insights
Fact-checked analysis & score logic breakdown
Financial Statements
Margin Trends
Gross
61.3%▼0.7pp
Revenue after COGS
Operating
16.1%▼1.0pp
After operating expenses
Net
14.8%▼10.9pp
Bottom-line profitability
Gross Margin
Operating Margin
Net Margin
Valuation Snapshot
P/E Ratio
59.5
Price vs earnings
EV/EBITDA
45.4
Enterprise value
FCF Yield
2.9%
Cash generation
Earnings Yield
1.7%
Inverse of P/E
Capital Efficiency
22
GoAI Quality ScoreStrong
ROEReturn on Equity
26.0%Strong
ROAReturn on Assets
19.5%Strong
ROICReturn on Invested Capital
21.6%Strong
Financial Health
Current RatioHealthy
3.20
Short-term solvency (>1.5)
Net Debt / EBITDANet Cash
-0.19x
Debt repayment capacity (<3x)
Income QualityStrong
1.72
Cash backs earnings (>1)
Revenue & Profitability
Revenue
Net Income
Net Loss
Income Statement
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $950.82M | $794.20M | $620.45M | $471.88M | $359.37M |
| Gross Profit | $582.83M | $492.59M | $382.37M | $280.06M | $215.43M |
| Gross Margin | 61.3% | 62.0% | 61.6% | 59.3% | 59.9% |
| Operating Income | $152.92M | $135.64M | $963.00K | -$72.37M | -$11.88M |
| Net Income | $140.92M | $204.07M | $2.70M | -$68.12M | $1.03M |
| Net Margin | 14.8% | 25.7% | 0.4% | -14.4% | 0.3% |
| EPS | $3.91 | $5.63 | $0.08 | -$1.95 | $0.03 |
Average Price Target
$275.00▲ 56.1% Upside
Past 12 Months
12 Month Forecast
Based on 50 Wall Street analysts offering 12 month price targets for AppFolio, Inc., the average price target is $275.00, with a high forecast of $325.00 and a low forecast of $245.00. The average price target represents a 56.1% increase from the current price of $176.12.
Highest
$325.00
Average
$275.00
Lowest
$245.00
Rating Distribution
Strong Buy
0
0%
Buy
8
67%
Hold
3
25%
Sell
1
8%
Strong Sell
0
0%
Recent Analyst Ratings
FirmActionRatingDate
JP Morgan● Maintain
Overweight
2026-01-30DA Davidson● Maintain
Buy
2026-01-30Piper Sandler● Maintain
Overweight
2026-01-30Keefe, Bruyette & Woods● Maintain
Outperform
2026-01-30DA Davidson● Maintain
Buy
2025-11-19Keybanc● Maintain
Overweight
2025-10-31DA Davidson● Maintain
Buy
2025-10-31Keefe, Bruyette & Woods▲ Upgrade
Market Perform→Outperform
2025-10-24Keybanc▲ Upgrade
Sector Weight→Overweight
2025-10-17Keefe, Bruyette & Woods● Maintain
Market Perform
2025-09-03Earnings History & Surprises
BEAT RATE
67%
Last 18 quarters
AVG SURPRISE
-9.3%
EPS vs Estimate
BEATS / MISSES
12/5
1 met exactly
LATEST EPS
$1.39
Q1 '26
QUARTERLY EPS TREND
Estimated
Beat
Miss
QUARTERLY DETAIL
Q1 '26
+13.9%
$1.39 vs $1.22
Q4 '25
-9.7%
$1.31 vs $1.45
Q3 '25
+8.7%
$1.38 vs $1.27
Q2 '25
-0.8%
$1.21 vs $1.22
Q1 '25
$0.92 vs $0.92
Q4 '24
+27.5%
$1.30 vs $1.02
Q3 '24
+21.7%
$1.12 vs $0.92
Q2 '24
+19.1%
$1.06 vs $0.89
Q1 '24
+22.2%
$0.88 vs $0.72
Q4 '23
+46.3%
$0.60 vs $0.41
Q3 '23
+130.0%
$0.23 vs $0.10
Q2 '23
+87.5%
$-0.01 vs $-0.08
No investor questions available.
Latest News
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