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APPF

AppFolio (APPF) Stock Forecast & Price Target

AppFolio (APPF) Analyst Ratings

Based on 8 analyst ratings
Buy
Strong Buy 38%
Buy 50%
Hold 13%
Sell 0%
Strong Sell 0%

Bulls say

AppFolio is positioned favorably because its vertical property-management platform benefits from sticky subscription revenue, a broad ecosystem of value-added services, and a large installed base of 9.5M units under management as of 1Q26. The resident services opportunity through Second Nature could materially lift ARPU, with tenants potentially spending more than $100 per month on add-ons and AppFolio capturing an estimated ~20% take rate, while premium tier upgrades and payments adoption further expand monetization. Fundamentals also look supportive: 1Q revenue was $262M, up 20.4% y/y and $4M above consensus, value-added services surpassed an $800M run rate, and operating margin improved to 27.3% from 24.9%, underscoring both growth and operating leverage.

Bears say

AppFolio is facing a negative outlook because pricing pressure and intense competition are slowing unit growth and weakening demand for both property management solutions and Value-Added Services, while AI-native entrants may further extend sales cycles and challenge customer retention. Its business also carries structural risks from a dual-class share structure and dependence on third parties, and recent performance has deteriorated with shares down 5.7% in 2025 and -27.9% YTD versus gains in the broader market. Although higher rates can support rental demand, AppFolio’s recurring revenue mix still faces seasonality, a lower 91% gross revenue retention assumption for Value-Added Services, and flat New ARR growth expectations that suggest limited near-term acceleration.

AppFolio (APPF) has been analyzed by 8 analysts, with a consensus rating of Buy. 38% of analysts recommend a Strong Buy, 50% recommend Buy, 13% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of AppFolio and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About AppFolio (APPF) Forecast

Analysts have given AppFolio (APPF) a Buy based on their latest research and market trends.

According to 8 analysts, AppFolio (APPF) has a Buy consensus rating as of Oct 9, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $254.12, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $254.12, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

AppFolio (APPF)


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