
AppFolio (APPF) Stock Forecast & Price Target
AppFolio (APPF) Analyst Ratings
Bulls say
AppFolio Inc is experiencing an upward revision in revenue estimates, with projections for 2026 now at $1,116 million, indicating an approximate 18% year-over-year growth. The company is benefiting from a strong rental market that is expected to drive revenue growth acceleration toward 20% or more in both 2025 and 2026. Additionally, with increased confidence in the company's average revenue per user (ARPU) growth and robust performance in value-added services, AppFolio is positioned favorably for sustained high-teens revenue growth moving forward.
Bears say
AppFolio's stock outlook is negatively affected by several fundamental factors, including disappointing margins of 23.5%, which fell short of the company's fiscal year guidance and consensus expectations, primarily due to weaker Non-GAAP gross margins and elevated operating costs. Following a revised profitability outlook for FY25 and comments from management regarding the absence of long-term financial targets, AppFolio's shares experienced a significant drop, reflecting concerns over ongoing pricing pressure, competition, and potential economic weakness impacting the demand for their software solutions. Additionally, challenges in executing customer migration to higher-tier offerings and the slower-than-anticipated adoption of value-added services and features may hinder revenue growth and average revenue per user (ARPU) advancements.
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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