AppFolio

APPF

Market cap $8.21B

AppFolio, Inc. ( APPF ) Discusses Vision, Strategy, Product Differentiation, and Financial Overview at Investor Meeting November 18, 2025 12:00 PM EST Company Participants Bill Schroeder Shane Trigg - President, CEO & Director Kyle Triplett - Senior Vice President of Product Lisa Horner - Chief Marketing Officer Stacy Holden Timothy Eaton - CFO & Interim Principal Accounting Officer Bill Schroeder - Vice President of Finance Conference Call Participants Rob Gale Tony Juliano Josh Winch Stacy Winship Lori Barker - The Blueshirt Group, LLC Jason Celino - KeyBanc Capital Markets Inc., Research Division Stephen Sheldon - William Blair & Company L.L.C., Research Division Alexei Gogolev - JPMorgan Chase & Co, Research Division J.R.

TAMPA, Fla. and DURHAM, N.C.

AppFolio is upgraded to a neutral rating as strong Q3 growth is balanced by high valuation and market risk aversion. APPF benefits from secular rental housing demand and successful upselling of premium, AI-driven subscriptions, driving revenue growth above expectations. Competitive threats, potential AI disruption, and lack of significant margin progress raise concerns about the company's ability to justify premium multiples.

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?

While the top- and bottom-line numbers for AppFolio (APPF) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

AppFolio (APPF) came out with quarterly earnings of $1.31 per share, missing the Zacks Consensus Estimate of $1.45 per share. This compares to earnings of $1.3 per share a year ago.

AppFolio, Inc. ( APPF ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Shane Trigg - President, CEO & Director Timothy Eaton - CFO & Interim Principal Accounting Officer Conference Call Participants Lori Barker - The Blueshirt Group, LLC Presentation Operator Good afternoon. Thank you for standing by, and welcome to AppFolio's Third Quarter 2025 Financial Results Conference Call.

AppFolio (APPF) reached $242.68 at the closing of the latest trading day, reflecting a +1.31% change compared to its last close.

SAN DIEGO, Oct. 20, 2025 (GLOBE NEWSWIRE) -- AppFolio (NASDAQ:APPF), the technology leader powering the future of real estate, announced the winners of its 2025 FUTUREist Awards at FUTU RE : The Real Estate Conference by AppFolio . The awards program honors customers who are shaping a brighter future for their communities through visionary leadership, a commitment to equitable housing, and meaningful community impact.

In the most recent trading session, AppFolio (APPF) closed at $223.31, indicating a -2.29% shift from the previous trading day.