SURVYR

APPF

AppFolio, Inc.
$201.45
−$12.88 (6.01%)Oct 27 close
Information TechnologyS&P 400 CompareTechnicals
1M3M6M1Y2Y
-42%-28%-13%+1%+15%Oct 2025Oct 2026Apr 202652w high $265.0252w low $142.56
APPFSPY
Wall St. Highest PT $280.00 (+39.0%) Wall St. Avg PT $245.91 (+22.1%)
$143$186$228$270$312POC $165Hi $280Avg $246
Underwater Drawdown %Max DD -45.3%Current -23.2%
0.0%-45.3%
Relative Strength vs SPY-31.4% vs SPYUnderperforming
+58%0%-58%
1W
−$22.25 (9.95%)
1M
−$2.77 (1.36%)
3M
+$23.18 (13.00%)
6M
+$32.67 (19.35%)
YTD
−$31.20 (13.41%)
1Y
−$43.82 (17.87%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
8 analysts · mean score 1.67
1 = Strong Buy · 5 = Sell
Wall Street consensus
Analyst price targets
Current price$201.45
Average target$245.91
+$44.47 (+22.1%) upsideaverage target vs current price
CurrentAverageMedian
Low$217.29
Median$245.91
High$280.00
12-month Wall Street target range
Recent analyst rating changes · 30
Reiterated
2026-10-23 · DA Davidson reiterated Buy on APPF
Reiterated
2026-10-23 · UBS reiterated Neutral on APPF
Reiterated
2026-10-23 · Guggenheim reiterated Buy on APPF
Reiterated
2026-10-21 · Keefe, Bruyette & Woods reiterated Outperform on APPF
Downgrade
2026-10-07 · UBS downgraded APPF from Buy to Neutral
Reiterated
2026-09-17 · Keybanc reiterated Overweight on APPF
All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$7.5B
P/E (last 12 months)48.0
P/E (next 12 months, estimated)25.3
52-week range$142.56 – $265.02
Revenue growth (latest quarter vs a year ago)+19.3%
Dividend yieldNo dividend
Analyst consensusBuy (8)
Average analyst price target$245.91 (+22%)

What they do

AppFolio, Inc. provides cloud-based platform for the real estate industry in the United States. The company provides a cloud-based platform that assist with accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication services. It offers AppFolio Property Manager Core, a platform that provides the accounting functionalities for small property management companies.

Technology · Software - Application
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
21st percentile in sector
D
12-1 return: -21.2%
Percentile within its GICS sector across the S&P 1500.
Growth
57th percentile in sector
B-
Revenue growth (YoY): +19.3%
Percentile within its GICS sector across the S&P 1500.
Value
24th percentile in sector
D
Forward E/P: 4.0% · EBITDA/EV: 2.7%
Percentile within its GICS sector across the S&P 1500.
Profitability
72nd percentile in sector
B
Profit margin: +15.1% · Return on equity: +32.1%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
Outside this model's universe or screens
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

APPF earningsReported Oct 22, 2026▲ Above estimates
Results · After the close
EPS actual$1.82
EPS estimate$1.79
Surprise+1.7%
RevenueNot in our data yet

Revenue for this quarter is not in our data yet. It arrives with the quarterly filing.

Next report
Thu Jan 28, 2027Time not confirmed
EPS consensus$1.72 range $1.57–$1.82
Revenue consensus$286.7M 8 analysts
Last 4 quarters · EPS vs estimate
Oct 22, 2026$1.82est $1.79+1.7%Above estimates
Jul 23, 2026$1.71est $1.69+1.1%Above estimates
Apr 23, 2026$1.61est $1.47+9.2%Above estimates
Jan 29, 2026$1.39est $1.25+10.8%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · refreshed 2026-10-23 23:31:41 ET
25-0125-0425-0725-1026-0126-0426-0726-100.001.82
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$281.1M+19.3%
2026-03-31$262.2M–
2025-12-31$248.2M–
2025-09-30$249.4M–
2025-06-30$235.6M–

News & catalysts

More news
AppFolio (APPF) Q3 2026 Earnings Call Transcript
Nasdaq · Oct 22
AppFolio (APPF) files 8-K: results
SEC 8-K · Oct 22
Rating changes
Reiterated
2026-10-23 · DA Davidson reiterated Buy on APPF
Reiterated
2026-10-23 · UBS reiterated Neutral on APPF
Reiterated
2026-10-23 · Guggenheim reiterated Buy on APPF
Reiterated
2026-10-21 · Keefe, Bruyette & Woods reiterated Outperform on APPF
Downgrade
2026-10-07 · UBS downgraded APPF from Buy to Neutral
Reiterated
2026-09-17 · Keybanc reiterated Overweight on APPF

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
Duca Maurice J
10% owner · 2026-08-21
Sell
$155.5K
Duca Maurice J
10% owner · 2026-08-21
Sell
$223.8K
Duca Maurice J
10% owner · 2026-08-21
Sell
$80.8K
Duca Maurice J
10% owner · 2026-08-21
Sell
$20.1K
Duca Maurice J
10% owner · 2026-08-21
Sell
$39.6K
Duca Maurice J
10% owner · 2026-08-21
Sell
$19.8K
Duca Maurice J
10% owner · 2026-08-21
Sell
$13.9K
Duca Maurice J
10% owner · 2026-08-21
Sell
$20.9K
Duca Maurice J
10% owner · 2026-08-21
Sell
$7.7K
Duca Maurice J
10% owner · 2026-08-21
Sell
$1.7K
Duca Maurice J
10% owner · 2026-08-21
Sell
$3.7K
Duca Maurice J
10% owner · 2026-08-21
Sell
$1.7K

Stats refreshed 2026-10-23 23:31:41 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026