AppFolio: Strong Growth, Expensive Reality [Seeking Alpha]
AppFolio, Inc. - Class A (APPF)
Last appfolio, inc. - class a earnings: 3/2 04:10 pm
Check Earnings Report
US:NASDAQ Investor Relations:
ir.appfolioinc.com/investor-relations/investor-overview/default.aspx
Company Research
Source: Seeking Alpha
Despite robust free cash flow and margin expansion, APPF trades at 25x forward earnings, making its valuation unattractive given competitive and AI-related risks. APPF's low customer count (23,000) and lack of a clear competitive advantage raise concerns about the company's future. AI competition, low barriers to entry, and reliance on value-added services over subscriptions undermine APPF's defensibility and justify a fair value closer to 15x earnings. boonstudio/iStock via Getty Images AppFolio, Inc. ( APPF ) has cratered YTD, down nearly 26%, but this past week's earnings report pleased the market as the company raised operating margin guidance by 50 basis points. Unfortunately for AppFolio, I think the report does little This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Short position through short-selling of the stock, or purchase of put options
Show less
Read more
Impact Snapshot
Event Time:
APPF
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
APPF alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
APPF alerts
High impacting AppFolio, Inc. - Class A news events
Weekly update
A roundup of the hottest topics
APPF
News
- AppFolio (APPF) Valuation Check After Strong Q1 Beat And Raised Full Year Outlook [Yahoo! Finance]Yahoo! Finance
- Why AppFolio Stock Skyrocketed Today [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Happy Renters, Better Performance: Why Resident Experience Matters Most in Today’s MarketGlobeNewswire
- AppFolio (APPF) was given a new $210.00 price target by UBS Group AG.MarketBeat
- AppFolio (APPF) had its "buy" rating reaffirmed by Benchmark Co..MarketBeat
APPF
Earnings
- 4/23/26 - Beat
APPF
Sec Filings
- 4/23/26 - Form 8-K
- 4/23/26 - Form 10-Q
- 4/13/26 - Form 4
- APPF's page on the SEC website