Equities Analysts Issue Forecasts for AppFolio Q2 Earnings

AppFolio, Inc. (NASDAQ:APPF - Free Report) - Research analysts at DA Davidson issued their Q2 2025 earnings per share (EPS) estimates for AppFolio in a research report issued on Friday, April 25th. DA Davidson analyst G. Luria forecasts that the software maker will post earnings per share of $0.95 for the quarter. DA Davidson currently has a "Buy" rating and a $275.00 price target on the stock. The consensus estimate for AppFolio's current full-year earnings is $3.96 per share. DA Davidson also issued estimates for AppFolio's FY2026 earnings at $4.34 EPS.

AppFolio (NASDAQ:APPF - Get Free Report) last released its earnings results on Thursday, April 24th. The software maker reported $1.21 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.23 by ($0.02). AppFolio had a net margin of 25.69% and a return on equity of 26.21%. The business had revenue of $217.70 million for the quarter, compared to analysts' expectations of $220.95 million. During the same quarter in the previous year, the business posted $1.05 earnings per share. AppFolio's revenue for the quarter was up 15.9% on a year-over-year basis.

Other analysts have also issued research reports about the company. Keefe, Bruyette & Woods cut their price objective on AppFolio from $210.00 to $205.00 and set an "underweight" rating for the company in a report on Friday. William Blair restated an "outperform" rating on shares of AppFolio in a research report on Friday, January 31st. Stephens restated an "overweight" rating and set a $295.00 price objective on shares of AppFolio in a research report on Friday, January 31st. Piper Sandler reiterated a "neutral" rating and issued a $265.00 price target on shares of AppFolio in a report on Wednesday, April 23rd. Finally, KeyCorp cut AppFolio from an "overweight" rating to a "sector weight" rating and set a $253.00 target price on the stock. in a report on Friday, January 10th. One research analyst has rated the stock with a sell rating, three have assigned a hold rating and five have issued a buy rating to the company. According to data from MarketBeat, AppFolio has an average rating of "Hold" and an average price target of $274.43.

AppFolio Price Performance

Shares of AppFolio stock traded up $2.23 during trading on Monday, hitting $203.72. 387,875 shares of the company's stock traded hands, compared to its average volume of 269,967. The business has a 50-day simple moving average of $217.54 and a 200-day simple moving average of $230.61. The stock has a market capitalization of $7.42 billion, a P/E ratio of 36.71 and a beta of 0.86. AppFolio has a 1 year low of $189.01 and a 1 year high of $274.56.

Institutional Investors Weigh In On AppFolio

Hedge funds have recently bought and sold shares of the stock. Colonial Trust Co SC acquired a new position in shares of AppFolio during the 4th quarter worth approximately $28,000. UMB Bank n.a. increased its stake in AppFolio by 193.0% during the 4th quarter. UMB Bank n.a. now owns 167 shares of the software maker's stock worth $41,000 after buying an additional 110 shares in the last quarter. Fifth Third Bancorp raised its holdings in shares of AppFolio by 53.0% during the first quarter. Fifth Third Bancorp now owns 179 shares of the software maker's stock valued at $39,000 after acquiring an additional 62 shares during the last quarter. Arcadia Investment Management Corp MI acquired a new stake in shares of AppFolio in the fourth quarter worth approximately $50,000. Finally, Versant Capital Management Inc lifted its holdings in AppFolio by 4,975.0% in the 1st quarter. Versant Capital Management Inc now owns 203 shares of the software maker's stock valued at $45,000 after purchasing an additional 199 shares in the last quarter. Hedge funds and other institutional investors own 85.19% of the company's stock.

Insider Transactions at AppFolio

In other AppFolio news, CEO William Shane Trigg sold 3,501 shares of AppFolio stock in a transaction dated Tuesday, February 18th. The stock was sold at an average price of $217.27, for a total transaction of $760,662.27. Following the completion of the sale, the chief executive officer now owns 83,824 shares of the company's stock, valued at approximately $18,212,440.48. The trade was a 4.01 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Alexander Wolf purchased 9,678 shares of the business's stock in a transaction that occurred on Thursday, February 13th. The stock was acquired at an average price of $214.81 per share, for a total transaction of $2,078,931.18. Following the acquisition, the director now owns 3,226 shares in the company, valued at $692,977.06. This trade represents a -150.00 % increase in their position. The disclosure for this purchase can be found here. Corporate insiders own 5.24% of the company's stock.

AppFolio Company Profile

AppFolio, Inc, together with its subsidiaries, provides cloud business management solutions for the real estate industry in the United States. The company provides a cloud-based platform that enables users to automate and optimize common workflows; tools that assist with leasing, maintenance, and accounting; and other technology and services offered by third parties.