
AppFolio (APPF) Stock Forecast & Price Target
AppFolio (APPF) Analyst Ratings
Bulls say
AppFolio Inc reported a revenue increase to $279 million, reflecting a 32% year-over-year growth, primarily driven by strong upmarket momentum and a shift towards premium subscription plans, with approximately 20% of units now in the Plus/Max tiers. In the fourth quarter of 2024, the company achieved a 19% year-over-year revenue growth of $204 million, comfortably exceeding consensus estimates despite a challenging comparison to the previous year's growth rate, while its value-added services also expanded by 20%. Additionally, the firm's 2025 revenue guidance indicates a projected growth rate of 17.1% year-over-year, suggesting a robust foundation for future expansion amidst an evolving competitive landscape.
Bears say
AppFolio Inc has experienced a decline in its Q4 operating margins, which fell to 20%, attributed in part to the recent LiveEasy acquisition and weaker gross margins of 63.2%. Top-line growth has dipped below 20%, with customer and unit growth at just 5% and 6% year-over-year, respectively, indicating pressures from macroeconomic conditions. Additionally, the company's heavy investment in research and development and sales teams for upmarket customers may negatively impact growth and margins if the strategy proves unsuccessful.
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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