APPF icon

AppFolio

225.57 USD
-1.45
0.64%
At close Jun 13, 4:00 PM EDT
1 day
-0.64%
5 days
3.60%
1 month
4.09%
3 months
9.15%
6 months
-12.97%
Year to date
-9.08%
1 year
-3.78%
5 years
43.14%
10 years
1,502.06%
 

About: AppFolio Inc provides cloud-based software solutions for the real estate industry. Its property management software offers property managers an end-to-end solution to their business needs. The group's products include cloud-based property management software (Appfolio Property Manager). Its solutions are AppFolio Property Manager Core, AppFolio Property Manager Plus, and AppFolio Property Manager Max. It also offers value-added services, such as screening, risk mitigation, and electronic payment services. Its markets are Single-Family, Multifamily, Student Housing, Affordable Housing, Community Associations, Commercial, and Investment Management. The business activity of the firm predominantly functions in the United States and it generates revenue in the form of subscription fees.

Employees: 1,634

0
Funds holding %
of 7,296 funds
Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

138% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $6.95M

2.11% more ownership

Funds ownership: 82.44% [Q4 2024] → 84.55% (+2.11%) [Q1 2025]

3% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 128

6% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 78

2% less funds holding

Funds holding: 385 [Q4 2024] → 376 (-9) [Q1 2025]

8% less capital invested

Capital invested by funds: $4.69B [Q4 2024] → $4.32B (-$372M) [Q1 2025]

10% less funds holding in top 10

Funds holding in top 10: 10 [Q4 2024] → 9 (-1) [Q1 2025]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$205
9%
downside
Avg. target
$240
6%
upside
High target
$275
22%
upside

2 analyst ratings

positive
50%
neutral
0%
negative
50%
Keefe, Bruyette & Woods
Ryan Tomasello
9%downside
$205
Underweight
Maintained
25 Apr 2025
DA Davidson
Peter Heckmann
22%upside
$275
Buy
Maintained
14 Apr 2025

Financial journalist opinion

Based on 5 articles about APPF published over the past 30 days

Neutral
GlobeNewsWire
4 days ago
AppFolio Unveils AI Agents to Transform Performance in Real Estate
AppFolio Realm-X Performers enable agentic operations across complex workflows, delivering outcomes and a better experience for residents, property managers, owners, and investors AppFolio Realm-X Performers enable agentic operations across complex workflows, delivering outcomes and a better experience for residents, property managers, owners, and investors
AppFolio Unveils AI Agents to Transform Performance in Real Estate
Positive
The Motley Fool
4 days ago
Why AppFolio Stock Rocked the Market on Tuesday
One quite active stock mover on a forgettable Tuesday for the market was specialized business software developer AppFolio (APPF 4.86%). The company's shares saw a robust rise of almost 5% across the trading day, thanks to a pair of insider stock buys disclosed in regulatory filings.
Why AppFolio Stock Rocked the Market on Tuesday
Neutral
Zacks Investment Research
1 week ago
AppFolio (APPF) Sees a More Significant Dip Than Broader Market: Some Facts to Know
In the most recent trading session, AppFolio (APPF) closed at $215.80, indicating a -1.01% shift from the previous trading day.
AppFolio (APPF) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Positive
Zacks Investment Research
2 weeks ago
Wall Street Bulls Look Optimistic About AppFolio (APPF): Should You Buy?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Wall Street Bulls Look Optimistic About AppFolio (APPF): Should You Buy?
Neutral
GlobeNewsWire
3 weeks ago
Modern Renters Crave Easy, Digital Experiences, AppFolio Research Finds
Report reveals growing appetite for services that deliver convenience Property managers must elevate the resident experience to attract renters amid rising competition SANTA BARBARA, Calif., May 22, 2025 (GLOBE NEWSWIRE) --   AppFolio (NASDAQ:APPF), the technology leader powering the future of the real estate industry, today released its 2025 AppFolio Renter Preferences Report.
Modern Renters Crave Easy, Digital Experiences, AppFolio Research Finds
Negative
Seeking Alpha
1 month ago
AppFolio: Buying This Dip, Even With Increased Concern
AppFolio reported disappointing Q1 results, raising concerns about achieving its full-year guidance despite reiterating it, causing a significant stock pullback. The company's valuation remains high, but it operates above the Rule of 40 level, presenting a potential rebound opportunity if Q2 execution improves. Key risks include further lackluster performance and increasing competition from players like Doorloop and Yardi, which could compress valuation multiples.
AppFolio: Buying This Dip, Even With Increased Concern
Negative
Seeking Alpha
1 month ago
AppFolio: Broken Momentum Amid High Multiples (Rating Downgrade)
Shares of AppFolio fell more than 10% after missing Q1 results and showing a contraction in operating margins. Amid decelerating growth rates and an unrealistic forecast that requires acceleration through the remainder of FY25, I'm downgrading my viewpoint on the stock to neutral. High interest rates have continued to hold down the rebound in the real estate sector, with cap rates not rich enough to support debt costs and attract investors.
AppFolio: Broken Momentum Amid High Multiples (Rating Downgrade)
Negative
The Motley Fool
1 month ago
Why AppFolio Stock Is Plummeting Today
Shares of AppFolio (APPF -16.05%) are tumbling on Friday. The company's stock fell 15.7% as of noon today, but was down as much as 16.9% earlier in the day.
Why AppFolio Stock Is Plummeting Today
Neutral
Zacks Investment Research
1 month ago
Compared to Estimates, AppFolio (APPF) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for AppFolio (APPF) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Compared to Estimates, AppFolio (APPF) Q1 Earnings: A Look at Key Metrics
Negative
Zacks Investment Research
1 month ago
AppFolio (APPF) Misses Q1 Earnings and Revenue Estimates
AppFolio (APPF) came out with quarterly earnings of $1.21 per share, missing the Zacks Consensus Estimate of $1.22 per share. This compares to earnings of $1.05 per share a year ago.
AppFolio (APPF) Misses Q1 Earnings and Revenue Estimates
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