Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 51.24 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 66.74 | Oscillator | Neutral |
| Williams %R (14) | -44.96 | Oscillator | Neutral |
| MACD (12, 26, 9) | 2.15 (Hist 1.52) | Oscillator | Strong Buy |
| Average Directional Index (14) | 21.29 (+DI 28.3 / -DI 19.4) | Trend | Buy |
Current price $210.62
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| EMA 20 | 209.81 | MA | Buy |
| SMA 20 | 205.92 | MA | Buy |
| EMA 50 | 205.83 | MA | Buy |
| SMA 50 | 212.09 | MA | Sell |
| SMA 200 | 183.78 | MA | Strong Buy |
| Oct 23, 26 |
| DA Davidson |
| maintain |
| Buy |
| Buy |
| Oct 23, 26 | UBS | maintain | Neutral | Neutral |
| Oct 23, 26 | Guggenheim | maintain | Buy | Buy |
| Oct 21, 26 | Keefe, Bruyette & Woods | maintain | Outperform | Outperform |
| Oct 7, 26 | UBS | downgrade | Buy | Neutral |
| Sep 17, 26 | Keybanc | maintain | Overweight | Overweight |
| Apr 24, 26 | Piper Sandler | maintain | Overweight | Overweight |
| Apr 24, 26 | Benchmark | maintain | Buy | Buy |
| Jan 30, 26 | Piper Sandler | maintain | Overweight | Overweight |
TTM vs. 5-year historical average (annual ratios)
| Metric | APPF | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 44.2x | 1282.2x · sector 44.2x | In line |
| Forward P/E (FY26E) | 30.8x | EPS est. 6.84 | Discount |
| Price / Book | 12.8x | 16.3x | Discount |
| Price / Sales | 6.9x | 9.9x | Discount |
| EV / EBITDA | 31.3x | 53.5x | Discount |
| Return on equity | 32.0% | — | Top tier |
| Gross margin | 63.3% | 60.8% | In line |
| Debt / Equity | 0.04 | 0.15 | Conservative |
| Piotroski / Altman Z | 8/9 | Z 37.70 | Safe zone |
Discounted cash flow model
FY2025 · 10-K disclosure
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Aug 20, 26 | Duca Maurice J | 10 percent owner | S-Sale | 622 @ $215.37 | $134.0K |
| Aug 20, 26 |
| Duca Maurice J |
| 10 percent owner |
| S-Sale |
| 702 @ $216.43 |
| $151.9K |
| Aug 20, 26 | Duca Maurice J | 10 percent owner | S-Sale | 1,550 @ $217.67 | $337.4K |
| Aug 20, 26 | Duca Maurice J | 10 percent owner | S-Sale | 1,947 @ $218.45 | $425.3K |
| Aug 20, 26 | Duca Maurice J | 10 percent owner | S-Sale | 701 @ $219.35 | $153.8K |
| Aug 20, 26 | Duca Maurice J | 10 percent owner | S-Sale | 78 @ $220.06 | $17.16K |
| Aug 21, 26 | Duca Maurice J | 10 percent owner | S-Sale | 92 @ $214.73 | $19.76K |
| Aug 21, 26 | Duca Maurice J | 10 percent owner | S-Sale | 183 @ $216.38 | $39.60K |
| 4 | Aug 20, 2026 | 2026-08-20 18:33:56 | View |
| 4 | Aug 20, 2026 | 2026-08-20 17:59:53 | View |
| 4 | Aug 18, 2026 | 2026-08-18 19:07:49 | View |
| 4 | Aug 18, 2026 | 2026-08-18 19:06:54 | View |
| 4/A | Aug 18, 2026 | 2026-08-18 18:50:49 | View |
| 4/A | Aug 18, 2026 | 2026-08-18 18:44:24 | View |
Proxy statement (DEF 14A) disclosures
Stock news · updated daily
AppFolio, Inc. has rebounded sharply, erasing prior losses, and now trades at what I consider fair value. I downgrade APPF to neutral, recommending trimming positions and locking in gains after a 30% rally since June. APPF boasts resilient SaaS fundamentals—19% revenue growth, 27% pro forma margins, minimal dilution, and Rule of 40 compliance.
AppFolio, Inc. (APPF) Q3 2026 Earnings Call Prepared Remarks Transcript
AppFolio NASDAQ: APPF reported third-quarter 2026 revenue of $296 million, up 19% from $249 million a year earlier, as the real estate software provider added customers and units on its platform and expanded adoption of value-added services.
The headline numbers for AppFolio (APPF) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
AppFolio (APPF) came out with quarterly earnings of $1.82 per share, beating the Zacks Consensus Estimate of $1.78 per share. This compares to earnings of $1.31 per share a year ago.
SANTA BARBARA, Calif., Oct. 22, 2026 (GLOBE NEWSWIRE) -- AppFolio, Inc. (NASDAQ: APPF) ("AppFolio" or the "Company"), a technology leader powering the future of the real estate industry, today announced its financial results for the third quarter ended September 30, 2026.
Evaluate the expected performance of AppFolio (APPF) for the quarter ended September 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
First Citizens Bank and Trust Co. lowered its position in AppFolio, Inc. (NASDAQ: APPF) by 63.3% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,378 shares of the software maker's stock after selling 5,825 shares during the quarter. First Citizens Bank and
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Oct 22, 2026 | 1.79 | 1.82 | Beat 1.7% | $295.7M |
| Jul 23, 2026 | 1.69 | 1.71 | Beat 1.2% | $281.1M |
| Apr 23, 2026 | 1.44 | 1.61 | Beat 11.8% | $262.2M |
| Jan 29, 2026 | 1.22 | 1.39 | Beat 13.9% | $248.2M |
| Oct 30, 2025 | 1.45 | 1.31 | Miss -9.7% | $249.4M |
| Jul 31, 2025 | 1.27 | 1.38 | Beat 8.7% | $235.6M |
