
AppFolio (APPF) Stock Forecast & Price Target
AppFolio (APPF) Analyst Ratings
Bulls say
AppFolio Inc is experiencing a significant positive outlook, reflected by an increased total revenue estimate for 2025 by $9 million and a 3% rise in the 2026 revenue estimate to $1,116 million, indicating a robust year-over-year growth projection of approximately 18%. The firm’s operating income is steadily improving, leveraging a strong rental market that enhances spending by property managers and owners, contributing to anticipated revenue growth acceleration towards 20% or higher in the coming years. Additionally, with momentum in its Plus and Max product offerings and better-than-expected performance in value-added services, management expresses confidence in sustaining high-teens revenue growth, prompting upgrades to future growth estimates.
Bears say
AppFolio Inc. has shown weaker than expected financial performance, with gross margins at 63.8%, falling short of the consensus estimate of 65.9%, while also underperforming its fiscal year guidance. The company's shares experienced a decline of approximately 10% following a reduction in its FY25 profitability outlook, attributed to elevated operating expenses and an uncertain economic climate potentially impacting consumer behavior and demand for property management solutions. Additionally, increased pricing pressure and competition have led to slower unit growth and may hinder the company’s efforts to up-tier customers and drive adoption of value-added services, resulting in prolonged sales cycles and lower anticipated average revenue per user (ARPU) growth.
This aggregate rating is based on analysts' research of AppFolio and is not a guaranteed prediction by Public.com or investment advice.
AppFolio (APPF) Analyst Forecast & Price Prediction
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