AppFolio

APPF

Market cap $6.4B

Sold 108,050 shares of AppFolio; estimated trade size $25.68 million based on quarterly average price Quarter-end position value decreased by $31.70 million, reflecting both trading activity and stock price movement Transaction represented 1.92% of Insight Holdings Group's 13F reportable assets under management Post-trade holding: 44,550 shares valued at $10.36 million as of December 31, 2025 AppFolio now accounts for 0.78% of the fund's AUM, placing it outside the fund's top five holdings

AppFolio (NASDAQ:APPF), the technology leader powering the future of the real estate industry, today released its 2026 Property Management Benchmark Report

AppFolio (APPF) is well positioned to outperform the market, as it exhibits above-average growth in financials.

The heavy selling pressure might have exhausted for AppFolio (APPF) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

AppFolio is upgraded to "Buy" after a post-earnings dip, presenting an attractive entry point for long-term investors. APPF's FY26 guidance implies 17% revenue growth and 180bps margin expansion, with a 5.6x EV/revenue multiple—well below historical levels. Q4 revenue grew 22% year-over-year, with accelerating growth, strong upsell momentum, and expanding value-added services driving performance.

AppFolio, Inc. (APPF) Q4 2025 Earnings Call Prepared Remarks Transcript

Although the revenue and EPS for AppFolio (APPF) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

AppFolio (APPF) came out with quarterly earnings of $1.39 per share, beating the Zacks Consensus Estimate of $1.22 per share. This compares to earnings of $0.92 per share a year ago.

AppFolio (APPF) closed at $222.48 in the latest trading session, marking a +2.14% move from the prior day.

AppFolio Stock Still Has Attractive Upside If It Can Grow As I Expected