
AppFolio (APPF) Stock Forecast & Price Target
AppFolio (APPF) Analyst Ratings
Bulls say
AppFolio Inc demonstrated strong financial performance with a significant acceleration in revenue growth, reporting a 21.9% year-over-year increase in Q4, driven by an 8% growth in total units, which totaled 9.4 million. The company's operating margins, excluding certain expenses, reached 26.3%, reflecting a 110 basis point increase compared to the previous year, indicating improved operational efficiency. Additionally, AppFolio's focus on attracting upmarket customers suggests a durable growth trajectory, supported by their enhanced real estate performance management platform and high-quality customer service.
Bears say
AppFolio Inc faces a challenging outlook as it needs to add 0.6 million units in 2026 to reach its target of 10 million, which marks a decrease from its prior requirement of 0.7 million in 2025. The company's Non-GAAP operating margins for the full year declined to 24.7%, weighed down by $16 million in expenses related to over-attainment, while its revenue guidance for 2026 fell short of market expectations, projecting only 16.7% growth compared to the anticipated 18.5%. Additionally, the company's shares experienced a significant drop of approximately 11% following disappointing value-added services revenue and cautious guidance for 2026, underscoring potential investor concerns about its future performance.
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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