
AppFolio (APPF) Stock Forecast & Price Target
AppFolio (APPF) Analyst Ratings
Bulls say
AppFolio Inc has shown a positive trajectory in its revenue outlook, with estimates for total revenue in 2025 increased by $9 million and a 3% bump in 2026 projections to $1,116 million, reflecting anticipated year-over-year growth of approximately 18%. The company's operating income demonstrates consistent improvement, supported by a strong rental market that fosters an accelerated revenue growth leading towards estimates of over 20% for 2025 and 2026. Additionally, management's upward revision of the revenue guidance midpoint for FY25 to $948 million, alongside the momentum in its Plus and Max offerings and monetization efforts, underscores a sustainable high-teens revenue growth potential moving forward.
Bears say
AppFolio Inc. has reported margins at 23.5%, which falls below both the company's fiscal year guidance (24.5%-26.5%) and consensus expectations, primarily due to weaker than anticipated Non-GAAP gross margins of 63.8% and elevated operating costs tied to growth investments. The company's shares have decreased by approximately 10% following a revised profitability outlook for FY25, influenced by higher operating expenses and pricing pressures that threaten unit growth and demand for its property management solutions and value-added services. Additionally, potential economic weaknesses may hamper consumer ability to pay rent and diminish property management firms' interest in AppFolio’s offerings, compounding the risk of slower average revenue per user growth and elongated sales cycles.
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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