AppFolio Inc.
APPF
NASDAQ·Technology·Software - Application·Mkt cap $7.7B
$214.28
▼ -4.16%
P/E
48.59
Mkt Cap
$7.7B
52-Wk Range
$142.56–$288.74
52-Week Range
$142.56 - $288.74
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 25.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Specialized domain expertise in real estate property management and investment workflows
- High customer switching costs due to deep integration into business-critical operations
- Strong brand recognition and market position in the property management software vertical
- Comprehensive ecosystem of integrated services creating customer lock-in
Bear Case
2 risks
- Average volatility.
- Premium valuation to Enterprise SaaS peers
Growth
Stable outlook
Accelerating digital transformation in real estate and property management industries
Value
Premium valuation to Enterprise SaaS peers
Momentum
Hot
+29.9% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying APPF right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
JUL 23, 2026
Reported EPS of $1.71 vs $1.69 consensus (+1.2% surprise). Revenue of $281.1M vs $277.4M expected (+1.4%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+1.2%
Revenue trend · last 8Q
—
—
—
+19%
+21%
+22%
+20%
+19%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$205.7M
$203.7M
$217.7M
$235.6M
$249.4M
$248.2M
$262.2M
$281.1M
Margins · last 8Q
Gross
63.5%
Operating
18.8%
Profit
14.8%
Wall Street consensus
3 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Guggenheim · Jul 22, 2026
vs Industry
How APPF stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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