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APPF Stock Chart & Stats
$165.05
$6.83(4.14%)
At close: 4:00 PM EDT
$165.05
$6.83(4.14%)
Day’s Range― - ―
52-Week Range$142.56 - $300.25
Previous CloseN/A
Volume54.57K
Average Volume (3M)378.89K
Market Cap
$6.38B
Enterprise Value$5.50K
Total Cash (Recent Filing)$221.69M
Total Debt (Recent Filing)$30.66M
Price to Earnings (P/E)40.9
Beta0.43
Next Earnings
Oct 22, 2026EPS Estimate
1.78Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)4.41
Shares Outstanding24,087,366
10 Day Avg. Volume415,149
30 Day Avg. Volume378,893
Financial Highlights & Ratios
PEG Ratio-1.95
Price to Book (P/B)15.44
Price to Sales (P/S)8.81
P/FCF Ratio35.06
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$230.13Price Target Upside39.43% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering9
EPS Forecast (FY)6.81
Revenue Forecast (FY)$1.12B
Bulls Say, Bears Say
Bulls Say
Cash GenerationAppFolio’s recent TTM operating cash flow of $273M and FCF of $269M show durable cash conversion where earnings translate to real cash. Strong FCF supports reinvestment, buybacks, and recession resilience while limiting reliance on external financing over the next several quarters.
Balance Sheet StrengthA low-debt profile (roughly $31M debt versus $526M equity) and improving leverage give AppFolio structural financial flexibility. This conservatism reduces bankruptcy/interest-rate risk, enabling strategic investments and continued product development without destabilizing capital constraints.
Product & AI AdoptionVery high AI engagement (99% of customers) and rapid feature adoption indicate strong product-market fit and stickiness. AI-driven workflows can raise switching costs, improve retention and upsell rates, and drive long-term margin and revenue growth through automation and differentiated value.
Bears Say
Cost Pressure From Infrastructure & PaymentsOngoing payments mix and higher data-center costs to support AI represent structural cost headwinds. If AI usage and payment volumes change, gross margins could be persistently pressured, forcing trade-offs between margin, price, or further efficiency investments over multiple quarters.
Concentration On Value‑Added UpsellsRevenue and margin expansion rely materially on upselling premium tiers and transaction services. With modest unit growth, the business is structurally exposed to ARPU risk: if attach rates or spend per customer slow, revenue and margin targets could be hard to sustain across the medium term.
Margin Consistency & Growth DecelerationAlthough profitability has improved, inconsistent gross-margin reporting and slower TTM top-line acceleration raise durability questions. Variability in margin drivers complicates forecasting and may signal pressures in core economics that could persist absent sustained premium-service traction.
AppFolio News
APPF FAQ
What was AppFolio Inc.’s price range in the past 12 months?
AppFolio Inc. lowest stock price was $142.56 and its highest was $300.25 in the past 12 months.
What is AppFolio Inc.’s market cap?
AppFolio Inc.’s market cap is $6.38B.
When is AppFolio Inc.’s upcoming earnings report date?
AppFolio Inc.’s upcoming earnings report date is Oct 22, 2026 which is in 74 days.
How were AppFolio Inc.’s earnings last quarter?
AppFolio Inc. released its earnings results on Jul 23, 2026. The company reported $1.71 earnings per share for the quarter, beating the consensus estimate of $1.691 by $0.019.
Is AppFolio Inc. overvalued?
According to Wall Street analysts AppFolio Inc.’s price is currently Undervalued.
Does AppFolio Inc. pay dividends?
AppFolio Inc. does not currently pay dividends.
What is AppFolio Inc.’s EPS estimate?
AppFolio Inc.’s EPS estimate is 1.78.
How many shares outstanding does AppFolio Inc. have?
AppFolio Inc. has 24,087,366 shares outstanding.
What happened to AppFolio Inc.’s price movement after its last earnings report?
AppFolio Inc. reported an EPS of $1.71 in its last earnings report, beating expectations of $1.691. Following the earnings report the stock price went up 0.671%.
Which hedge fund is a major shareholder of AppFolio Inc.?
Currently, no hedge funds are holding shares in APPF
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
AppFolio Stock Smart Score
Neutral
1
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5
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7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$230.13 (39.43% Upside)
$230.13 (39.43% Upside)
Blogger Sentiment
Bullish
APPF Sentiment 80%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 131.6K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $1.4M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days ▲ 1.3%
Last 30 Days >0.1%
Last 30 Days >0.1%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-36.86%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
14.27%
Trailing 12-Months
Company Description
AppFolio Inc.
AppFolio, Inc., together with its subsidiaries, provides cloud-based platform for the real estate industry in the United States. The company provides a cloud-based platform that assist with accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication services. It offers AppFolio Property Manager Core, a platform that provides the accounting functionalities for small property management companies, as well as serves as a system of record; AppFolio Property Manager Plus, which offers affordable housing and student housing, advanced accounting, advanced data analysis, and read-only API access services; and AppFolio Property Manager Max that provides customer relationship management tools and full database access through a read and write application programming interface services. The company also provides value-added services, such as electronic payment, tenant screening, maintenance, business optimization, resident, and risk mitigation services. It serves property managers, property investors, potential residents, residents, and vendors. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.
APPF Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presents strong top-line growth, accelerating profitability, robust AI adoption, and raised full-year guidance — indicating solid operational and financial momentum. Key challenges include cost pressures related to payments mix and increased data center spend to support AI, and reliance on value-added services and premium-tier adoption to sustain revenue and margin expansion. Overall, the positives (revenue growth, margin improvement, high AI/product adoption, and raised guidance) materially outweigh the risks described.View all APPF earnings summariesAPPF Revenue Breakdown
73.19% Value Added services
25.25% Core solutions
1.56% Other
APPF Stock 12 Month Forecast
Average Price Target
$230.13
▲(39.43% Upside)
Technical Analysis
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Ownership Overview
3.66% Insiders
25.80% Mutual Funds
3.43% Other Institutional Investors
43.73% Public Companies and
Individual Investors