Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$7.0B
35M shares
52-week range
$142.56 – $288.74
42% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
AppFolio Inc provides cloud-based software solutions for the real estate industry. Its property management software offers property managers an end-to-end solution to their business needs. The group's products include cloud-based property management software (Appfolio Property Manager). Its solutions are AppFolio Property Manager Core, AppFolio Property Manager Plus, and AppFolio Property Manager Max. It also offers value-added services, such as screening, risk mitigation, and electronic payment services. Its markets are Single-Family, Multifamily, Student Housing, Affordable Housing, Community Associations, Commercial, and Investment Management. The business activity of the firm predominantly functions in the United States and it generates revenue in the form of subscription fees.
www.appfolioinc.comNo one on the platform currently holds APPF.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 227,280 | $35.9M |
| Bridgewater Associatesas of 2026-03-31 | 18,256 | $2.9M |
No one on the platform has traded APPF yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.1B | +18.5% | $6.90 | $6.76–$7.07 | 29.6× | 6 |
| 2027 | $1.3B | +17.3% | $8.42 | $7.92–$8.96 | 24.2× | 6 |
| 2028 | $1.6B | +17.8% | $10.48 | $9.28–$11.50 | 19.5× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-23 | $1.69 | $1.71 | +1.2% |
| 2026-04-23 | $1.44 | $1.61 | +11.8% |
| 2026-01-29 | $1.22 | $1.39 | +13.9% |
| 2025-10-30 | $1.45 | $1.31 | -9.7% |
| 2025-07-31 | $1.27 | $1.38 | +8.7% |
| 2025-04-24 | $1.22 | $1.21 | -0.8% |
| 2025-01-30 | $0.92 | $0.92 | +0.0% |
| 2024-10-24 | $1.02 | $1.30 | +27.5% |
| $8.9B |
| — |
| MANHManhattan Associates, Inc. | $200.92 | +4.30% | $11.7B | — |
| NICENICE Ltd. | $105.25 | +6.79% | $6.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
@Jblack500 @BustaCapital @MaverikIT @IsabellaDC @WAJeff @No_Face_character something brewing? Decent fundamentals, promising technicals. 👀 $APPF
View on StockTwits ↗$APPF double bottom setup. Trigger: $179.52. My scanner flagged it pre-open. Watching the level.
View on StockTwits ↗Fundamental analysis of $APPF (APPFOLIO INC) based on financial data and reported results. #APPF #APPFOLIO
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-7-23-appfolio-inc-stock/ $APPF AppFolio Earnings Transcript
View on StockTwits ↗$APPF Earnings momentum continues! AppFolio reported revenue growth of 19% YoY to $281M, while total units under management increased 8% YoY to 9.6M. Profitability improved significantly: GAAP operating income jumped 31% to $53M, reaching an 18.8% margin. Non-GAAP operating income rose 24% to $76M, with a 27.1% margin. Operating cash flow reached $88M, representing 31.2% of revenue. CEO highlighted that trailing twelve-month revenue surpassed $1B for the first time, with AI solutions driving stronger real estate performance. Technically, the next key is whether price action confirms the earnings strength with volume support.
View on StockTwits ↗$APPF Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $1.17 up 17.00% YoY • Reported revenue of $281.12M up 19.34% YoY • AppFolio expects total revenue for the year ending December 31, 2026 to increase compared to 2025 as AppFolio adds new customers and property management units, with increased adoption of Value Added Services.
View on StockTwits ↗$APPF reports after the close, Estimize Consensus +0.07 EPS and +2.87M Revs compared to WS http://www.estimize.com/appf/fq2-2026?utm_conten
View on StockTwits ↗$APPF Share Price: $158.06 Contract Selected: Jan 15, 2027 $160 Calls Buy Zone: $19.28 – $23.81 Target Zone: $33.52 – $40.96 Potential Upside: 64% ROI Time to Expiration: 240 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$APPF Great piece that accurately captures APPF's current position. So if you want to refresh your understanding of APPF or learn about APPF for the first time, this is essential reading. https://everyticker.com/quote/APPF/analysis/appfolio-s-ai-native-revolution-how-agentic-ai-is-driving-margin-expansion-and-market-share-gains-nasdaq-appf
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.