Insider plans $1.24M Rule 144 sale of AppFolio (APPF) shares on NASDAQ
An AppFolio (APPF) insider plans to sell 6,963 common shares under Rule 144, valued at approximately $1.24 million, through Morgan Stanley Smith Barney LLC on NASDAQ. The shares consist of performance stock units and restricted stock units acquired on February 10, 2026, with an approximate sale date of February 17, 2026. This transaction reflects a non-cash acquisition of securities from the issuer.
Is AppFolio’s (APPF) Revenue-Profits Trade-Off Reframing Its Employee-Ownership-Driven Growth Strategy?
AppFolio (APPF) reported increased Q4 2025 sales and full-year 2025 revenue, but net income declined. This article explores how this revenue-profits trade-off, coupled with an ESOP-related shelf registration, shapes its investment narrative and growth strategy, especially as the company aims to translate projected 2026 revenue into more efficient earnings. Fair value estimates for AppFolio vary widely, suggesting different investor perspectives on its future profitability.
AppFolio (APPF) Valuation Check After Shelf Registration Earnings Update And New Revenue Guidance
AppFolio (APPF) has gained attention after a shelf registration announcement and mixed financial signals, including a recent share price decline despite positive long-term returns and new revenue guidance. Despite its current high P/E ratio, a narrative suggests the stock is significantly undervalued based on estimated fair value, driven by factors like real estate tech adoption and digital transformation. Investors are prompted to evaluate if the market's premium reflects justified future growth or valuation risk.
Analysts Offer Insights on Technology Companies: AppFolio (APPF) and Apple (AAPL)
This article provides analyst insights on AppFolio (APPF) and Apple (AAPL). An analyst reiterated a Buy rating on AppFolio with a Strong Buy consensus, while Apple received a Hold rating from one analyst, though the overall consensus is a Moderate Buy. The report details the analysts' ratings, price targets, and success rates.
Analysts’ Opinions Are Mixed on These Technology Stocks: AppFolio (APPF), Apple (AAPL) and Plexus (PLXS)
This article summarizes recent analyst ratings for three technology stocks: AppFolio (APPF), Apple (AAPL), and Plexus (PLXS). AppFolio received a "Strong Buy" consensus with a significant upside, Apple received a "Moderate Buy" despite a "Sell" rating from Barclays, and Plexus had a "Moderate Buy" consensus with a "Hold" rating from KeyBanc. The piece details individual analyst recommendations, price targets, and their track records.
Why AppFolio (APPF) Is Down 10.9% After Mixed 2025 Results and New 2026 Revenue Guidance
AppFolio's stock fell 10.9% following mixed 2025 results, which showed revenue growth but lower net income, and 2026 revenue guidance of US$1.10–1.12 billion that was below market expectations. The company's investment narrative now heavily relies on its AI-native platform and premium tier adoption to drive future revenue and profitability. Despite the pullback, the shares may still be trading above their fair value, reflecting investor concern over profitability and the revised outlook.
AppFolio (APPF) Margin Compression In Q4 2025 Tests Bullish Growth Narrative
AppFolio (APPF) reported Q4 2025 revenue of US$248.2 million and EPS of US$1.11, with a notable margin compression from 25.7% to 14.8% on a trailing basis. Despite strong 5-year earnings growth, the recent decline in net income for Q4 2025 and trailing figures raises concerns about the durability of its profitability. The stock trades at a premium P/E of 48.4x, though a DCF analysis suggests it is slightly undervalued, with analysts forecasting continued revenue and earnings growth.
US Open: Big Tech, Fed and Politics in Action. A Test Week Ahead for the Markets!
The upcoming week promises significant market activity, with a focus on Big Tech earnings from companies like the Magnificent 7, a Federal Reserve interest rate decision and press conference by Jerome Powell, and potential political announcements from Donald Trump regarding Powell's successor. These intertwined events, especially tech performance combined with Fed signals and political uncertainty, are expected to cause high volatility and set the market tone for the beginning of the year. Investors are closely watching for positive surprises from tech and any hints about monetary policy shifts and future Fed leadership.
AppFolio (APPF) Valuation Check As Earnings Expectations And Analyst Attention Intensify
AppFolio (APPF) is drawing attention ahead of its January 29 earnings release and a subsequent KeyBanc meeting, despite recent share price declines. Analysts currently estimate an EPS of US$1.22 for the upcoming report, representing a 32.61% year-over-year increase. While the stock has seen a short-term dip, analysts maintain a "undervalued" stance with a price target significantly above the current share price, though market P/E ratios suggest a richer valuation compared to its industry.
AppFolio Board Refresh With Sonos CFO Puts Capital Choices In Focus
AppFolio (APPF) has appointed Saori Casey, CFO of Sonos and former Apple executive, to its Board of Directors, coinciding with a reduction in board size. This move is significant for investors as Casey's background in consumer technology and her financial leadership could influence AppFolio's capital allocation, profitability, and balance sheet decisions related to its property management software. The article suggests investors monitor future disclosures for changes in capital allocation, product focus, and long-term priorities following this governance shift.
A Look At AppFolio (APPF) Valuation As Board Refresh And Earnings Date Draw Investor Focus
AppFolio (APPF) is under investor scrutiny following a board refresh with the appointment of Saori Casey and an upcoming earnings release on January 29. The company's stock shows mixed momentum, with a recent dip but strong long-term shareholder returns, leading to a narrative that pegs its fair value at US$317.20, suggesting it is currently undervalued. However, its high P/E ratio compared to industry averages indicates potential valuation risk if market sentiment shifts.
Is AppFolio’s Board Refresh With Saori Casey Reframing Its AI Capital Allocation Strategy (APPF)?
AppFolio Inc. (APPF) recently refreshed its board by electing Saori Casey, a finance executive from Sonos, Apple, and Cisco, as a Class II Director. This move is expected to enhance oversight of AI investments, platform expansion, and capital allocation for the property management software company. The article suggests Casey's expertise will be increasingly important as AppFolio potentially deepens its capital-intensive AI investments and expands high-margin services, although it doesn't significantly impact the immediate catalyst of the upcoming Q4 2025 earnings report.
AppFolio appoints Saori Casey to streamlined board
AppFolio (APPF) has reduced its Board of Directors from nine to seven members and appointed Saori Casey, CFO of Sonos, as an independent Class II director, effective February 12, 2026. This move is expected to enhance the company's financial oversight and corporate governance. Spark, TipRanks’ AI Analyst, rates APPF as "Outperform" due to strong financial performance and positive corporate events, despite high valuation concerns.
AppFolio, Inc. Announces Date of Fourth Quarter and Year End 2025 Financial Results Conference Call
AppFolio, Inc. (NASDAQ: APPF) announced it will release its fourth quarter and year-end 2025 financial results on Thursday, January 29, 2026, after the U.S. financial markets close. The company will host a conference call on the same day at 5:00 p.m. Eastern Time to discuss the results and business outlook. A live webcast and replay will be available on AppFolio's Investor Relations website.
AppFolio, Inc. to Announce Q4 and Year-End 2025 Financial Results on January 29, 2026
AppFolio, Inc. (NASDAQ: APPF) announced it will release its fourth quarter and full-year 2025 financial results on January 29, 2026, after the U.S. market closes. A conference call will follow at 5:00 p.m. ET to discuss the results and business outlook, with a live webcast available for investors. The company emphasized using its Investor Relations website for material nonpublic information disclosure.
AppFolio, Inc. to Announce Q4 and Year-End 2025 Financial Results on January 29, 2026
AppFolio, Inc. (NASDAQ: APPF) announced it would release its financial results for the fourth quarter and full year of 2025 on January 29, 2026, after market close, followed by a conference call at 5:00 p.m. Eastern Time. The company will provide webcast access for investors and emphasize its Investor Relations website for material nonpublic information. The article also includes details on AppFolio's insider trading, revenue, congressional stock trading, hedge fund activity, and analyst ratings.
AppFolio, Inc. (NASDAQ:APPF) Given Consensus Recommendation of "Buy" by Brokerages
Eight research firms have issued a "Buy" rating for AppFolio, Inc. (NASDAQ:APPF), with an average 12-month price target of $306.00. While the company missed EPS estimates in its most recent quarterly earnings report, revenue exceeded expectations, growing 21.2% year-over-year. Insiders have recently sold shares, but institutional investors hold a significant 85.19% of the company's stock.
Highland Capital Management LLC Makes New Investment in AppFolio, Inc. $APPF
Highland Capital Management LLC has made a new investment in AppFolio, Inc. (NASDAQ:APPF) by acquiring 5,204 shares valued at approximately $1.435 million during the third quarter. Several other institutional investors also modified their holdings, with institutional ownership now at 85.19%. Despite missing Q3 EPS expectations, analysts maintain a bullish outlook with a consensus "Buy" rating and a target price of $306.00.
Has AppFolio’s Share Price Already Reflected Its Long Term Growth Prospects in 2025?
This article analyzes AppFolio's (APPF) valuation to determine if its current share price reflects its long-term growth prospects. Using Discounted Cash Flow (DCF) and Price-to-Earnings (PE) ratio analyses, the article concludes that AppFolio appears overvalued, with the market already factoring in considerable future growth. It suggests that while AppFolio has a strong growth narrative, investors should consider different valuation perspectives and potential risks.
Technology Implementation Now a Top Challenge for Real Estate Leaders, NAA Research in Partnership with AppFolio Finds
A new report from AppFolio (NASDAQ: APPF) and the National Apartment Association (NAA) reveals that implementing new technology has become a top-three challenge for real estate leaders, surpassing HR/recruitment issues. The "2025 Performance Ecosystem Report" highlights that operators spend most of their time on routine tasks, preventing strategic growth, and that while AI adoption is widespread, its full potential for strategic value in property management remains untapped. The report suggests a shift to a platform-driven approach and integrated systems is essential to improve operational efficiency and performance across the industry.
AppFolio and NAA Release 2025 Performance Ecosystem Report Highlighting Industry Challenges and Opportunities in Property Management | APPF Stock News
AppFolio, in partnership with the National Apartment Association (NAA), has released its 2025 Performance Ecosystem Report, which highlights significant challenges and opportunities within the property management sector. Based on a survey of nearly 2,000 industry professionals, the report indicates that adapting to new technology is now a top challenge, surpassing traditional concerns like HR, and points to a critical need for a platform-driven approach to enhance operational efficiency. The findings suggest that while AI adoption is prevalent, its strategic potential remains largely untapped, and consolidating data onto unified platforms is crucial for future performance.
KeyBanc Remains a Buy on ServiceTitan, Inc. Class A (TTAN)
KeyBanc analyst Jason Celino maintained a Buy rating on ServiceTitan, Inc. Class A (TTAN) with a $140.00 price target. The company recently reported strong Q3 financial growth with a quarterly revenue of $242.12 million, though corporate insider sentiment appears negative with increased insider selling.
A Look at AppFolio’s (APPF) Valuation as New Integration Boosts Automation and Efficiency
AppFolio (APPF) has integrated SnapInspect to enhance property management automation, which could renew investor optimism despite recent stock declines. While its "Most Popular Narrative" suggests the stock is 28% undervalued with a fair value of $317, alternative views highlighting its high price-to-earnings ratio compared to industry averages suggest it might be expensive. Investors are advised to consider various analyses to assess whether the current price presents a buying opportunity.
Analysts Are Bullish on Top Technology Stocks: Corpay Inc (CPAY), AppFolio (APPF)
Analysts have issued bullish sentiments for two top technology stocks: Corpay Inc (CPAY) and AppFolio (APPF). Corpay Inc received a Moderate Buy consensus with a 20.7% upside, while AppFolio received a Strong Buy consensus with a 23.6% upside, based on recent analyst ratings and price targets.
Did SnapInspect’s Integration Just Enhance AppFolio’s (APPF) Platform Appeal for Property Managers?
SnapInspect has integrated its property inspection and maintenance software into AppFolio Stack™ Marketplace, aiming to boost operational efficiency for property managers through real-time updates and automated workflows. This collaboration strengthens AppFolio's platform appeal by expanding third-party capabilities, supporting its strategy to deliver an integrated, AI-powered property management experience. While the integration enhances AppFolio’s offerings, the immediate impact on new customer acquisition is expected to be incremental, with competitive pressures remaining a key concern.
AppFolio, Inc. (NASDAQ:APPF) is favoured by institutional owners who hold 57% of the company
Institutional investors hold 57% of AppFolio, Inc. (NASDAQ:APPF), indicating their confidence in the company but also making the stock vulnerable to their trading decisions. The top 8 shareholders collectively own 51% of the company, with insiders retaining a significant US$2.7 billion stake, suggesting alignment with other shareholders. Retail investors account for 12% ownership in AppFolio.
Analysts Are Bullish on Top Technology Stocks: Corpay Inc (CPAY), AppFolio (APPF)
Analysts from KBW and William Blair have issued bullish ratings for technology stocks Corpay Inc (CPAY) and AppFolio (APPF), respectively. Corpay Inc received a Moderate Buy consensus with a 20.7% upside, while AppFolio was rated a Strong Buy with a 23.6% upside. These ratings signal positive outlooks for both companies in the Technology sector.
Resona Asset Management Co. Ltd. Invests $968,000 in AppFolio, Inc. $APPF
Resona Asset Management Co. Ltd. recently invested $968,000 in AppFolio, Inc. (NASDAQ:APPF) by acquiring 4,203 shares, making institutional investors own approximately 85.19% of the stock. While company insiders sold shares worth $7.03 million, analysts maintain a "Buy" rating with an average target price of $310.20, despite a recent EPS miss.
AppFolio to Host Investor Meeting on November 18, 2025, Highlighting Future Growth Strategy
AppFolio will host an investor meeting on November 18, 2025, featuring presentations from CEO Shane Trigg and CFO Tim Eaton to discuss the company's growth strategy and its impact on the real estate sector. The event will include a live Q&A session and a webcast replay will be available. AppFolio also encourages investors to monitor its Investor Relations website for updates on material nonpublic information.
AppFolio Data Breach Exposes Personal Information: Murphy Law Firm Investigates Legal Claims
Murphy Law Firm is investigating claims on behalf of individuals affected by a data breach involving AppFolio, Inc., which exposed personal information. The breach originated from a security incident with AppFolio's vendor, Salesloft, on or around August 22, 2025. The firm is considering a class-action lawsuit to recover damages for those whose sensitive data, including names and Social Security numbers, was compromised.
AppFolio Announces Winners of 2025 FUTUREist Awards, Recognizing Businesses and Leaders Shaping a Brighter Future for Their Teams, Communities, and the Broader Industry
AppFolio announced the winners of its 2025 FUTUREist Awards, recognizing customers who are making a significant impact on their communities through visionary leadership, equitable housing, and community engagement. The awards program highlighted Fairlawn, Atlas Real Estate, and Enclave Companies for their contributions, with AppFolio donating $75,000 to the recipients' chosen charities. This initiative underscores AppFolio's commitment to empowering customers beyond business achievements to foster thriving, resident-centered communities.
Oct 30: AppFolio to Report Q3 2025 Results After Close — Conference Call 5:00 PM ET, Webcast Replay Available
AppFolio (NASDAQ: APPF) announced it will report its third-quarter 2025 financial results after the U.S. market closes on Thursday, October 30, 2025. The company will host a conference call at 5:00 p.m. ET on the same day to discuss the results and business outlook. A live webcast and phone registration details are provided, with a replay available on AppFolio's Investor Relations website for a limited time.
PRIVACY ALERT: AppFolio, Inc. Under Investigation for Data Breach of Records
Schubert Jonckheer & Kolbe LLP is investigating a data breach affecting AppFolio, Inc., a cloud-based property management software provider. The breach, which originated from a security incident concerning Salesloft (AppFolio's CRM portal operator), exposed sensitive information like names, addresses, dates of birth, and Social Security numbers for over 5,000 Texans. AppFolio's delayed notification to affected individuals, starting on October 6, 2025, after discovering the breach in August 2025, may constitute violations of state and federal laws.
PRIVACY ALERT: AppFolio, Inc. Under Investigation for Data Breach of Records
Schubert Jonckheer & Kolbe LLP is investigating AppFolio, Inc. following a data breach that allowed unauthorized access to sensitive information, such as names, addresses, dates of birth, and Social Security numbers. The breach, which occurred on August 22, 2025, through AppFolio's CRM portal operated by Salesloft, affected numerous organizations and led to the compromise of records for 5,056 Texans. Individuals whose personal information was impacted may be entitled to damages and injunctions requiring changes to AppFolio's cybersecurity practices.
Lynch Carpenter Investigates Claims in AppFolio Data Breach
Lynch Carpenter, LLP is investigating claims against AppFolio, Inc. following a cybersecurity incident that exposed the personal information of an unknown number of individuals. The breach allowed an unauthorized person to obtain PII including names, addresses, dates of birth, and Social Security numbers. Individuals who received a data breach notification from AppFolio may be entitled to compensation.
AppFolio, Inc. Under Investigation for Data Breach of Records
Schubert Jonckheer & Kolbe LLP is investigating AppFolio, Inc. following a data breach that allowed unauthorized access to sensitive personal information through a security incident affecting Salesloft, AppFolio’s CRM portal. The breach, which occurred in August 2025 but was not fully disclosed to affected individuals until October 2025, potentially compromised names, addresses, dates of birth, and Social Security numbers. The law firm is seeking to represent individuals whose information was impacted to pursue potential money damages and changes to AppFolio's cybersecurity practices.
DATA BREACH ALERT: Edelson Lechtzin LLP is Investigating Claims on Behalf of AppFolio, Inc. Customers Whose Data May Have Been Compromised
Edelson Lechtzin LLP is investigating potential data privacy claims on behalf of AppFolio, Inc. customers following a data breach that occurred around August 22, 2025. The breach involved unauthorized access to AppFolio's CRM system through a third-party vendor, Salesloft, potentially compromising names and Social Security numbers. Individuals affected are encouraged to review their accounts and consider legal consultation.
AppFolio director Timothy Bliss acquires $4.78 million in stock By Investing.com
AppFolio Inc. director Timothy K. Bliss recently acquired 22,000 shares of the company's Class A Common Stock, totaling approximately $4.78 million. This purchase, with prices ranging from $215.28 to $218.73 per share, indicates confidence in AppFolio's future, as the company, valued at $7.9 billion, maintains strong financial health and has reported 23% revenue growth. The investment comes shortly after AppFolio reported its Q1 2025 earnings, which saw a slight miss on EPS and revenue but demonstrated 16% year-over-year revenue growth and strategic partnerships.
AppFolio Named to Fortune’s Future 50 and Best Workplaces in Technology Lists
AppFolio has been recognized by Fortune magazine, earning spots on both the 2025 Future 50 and Best Workplaces in Technology lists. These prestigious rankings highlight the company's commitment to innovation, positive customer impact, and foster a great workplace culture. The accolades further cement AppFolio's position as a leader in real estate technology, following other significant recognitions in 2025 like being named among America’s Best Midsize Employers by Forbes.
Appfolio chief trust officer Mazza sells $836k in stock
Matthew S. Mazza, Chief Trust Officer at Appfolio Inc, sold a total of 3,000 shares of Class A Common Stock in two separate transactions for a total of $836,109. These sales occurred on September 11 and September 15, 2025, leaving him with 25,015 shares directly owned. The sales come amidst strong stock performance for Appfolio, which has seen a 27% gain over the past six months and received upgraded price targets from analysts following strong Q2 2025 earnings.
AppFolio Executives Sell Shares
AppFolio's Chief Executive Officer and Chief Trust Officer recently sold significant amounts of company stock. CEO William Shane Trigg sold shares totaling over $1.1 million, reducing his direct ownership to 59,556 shares. Chief Trust Officer Matthew S Mazza sold shares for over $836,000, leaving him with 25,015 shares directly owned.
AppFolio Recognized in Fortune's 2025 Future 50 and Best Workplaces in Technology Lists
AppFolio has been acknowledged by Fortune in its 2025 Future 50 and Best Workplaces in Technology lists, underscoring its commitment to innovation and fostering a positive company culture within the real estate technology sector. This recognition highlights AppFolio's growth potential and employee satisfaction, building on numerous other accolades received in 2025. The company's CEO, Shane Trigg, attributes this success to its focus on innovation and its dedicated team.
Duca of Appfolio sells $1.75 million in class A common stock
Maurice J. Duca, a ten percent owner of Appfolio Inc (NASDAQ: APPF), sold 5,300 shares of Class A Common Stock for $1.75 million on August 5, 2025. This transaction, executed under a pre-arranged trading plan, occurred as Appfolio traded near its 52-week high, following robust second-quarter results and positive analyst upgrades.
AppFolio Appoints Tim Eaton as Chief Financial Officer | APPF Stock News
AppFolio, a real estate technology leader, has appointed Tim Eaton as its Chief Financial Officer, effective July 30, 2025. Eaton has been with AppFolio since 2020, previously serving as Interim CFO and Chief of Staff to the CEO, and brings experience from Visa, Google, and Goldman Sachs. CEO Shane Trigg expressed confidence in Eaton's leadership to drive AppFolio's future growth and innovation.
AppFolio, Inc. Announces Date of Second Quarter 2025 Financial Results Conference Call
AppFolio, Inc. announced it would report its second quarter 2025 financial results on Thursday, July 31, 2025, after market close. The company will host a conference call at 5:00 p.m. Eastern Time on the same day to discuss these results and its business outlook. A live webcast and replay will be available through the company's investor relations website.
AppFolio director Timothy Bliss acquires $4.78 million in stock
AppFolio director Timothy Bliss recently acquired Class A Common Stock totaling approximately $4.78 million, demonstrating confidence in the company's future. The purchase involved 22,000 shares at prices ranging from $215.28 to $218.73. This investment comes as AppFolio maintains a "GREAT" financial health score and projects continued revenue growth for 2025 despite slight misses in Q1 2025 earnings.
Los Angeles Daily News - AppFolio, Inc. Announces First Quarter 2025 Financial Results
AppFolio, Inc. announced its financial results for the first quarter ended March 31, 2025, reporting a 16% year-over-year revenue growth to $218 million. The company also announced a new $300.0 million share repurchase program and provided a fiscal year 2025 revenue outlook between $920 million and $940 million. AppFolio attributes its strong performance to ongoing innovation and strategic partnerships, bolstering its position in the real estate technology industry.
AppFolio Inc. (APPF) reports earnings
AppFolio Inc. (APPF) reported a significant increase in total revenue to $794.2 million for the fiscal year ended December 31, 2024, up 28% from the previous year, driven by growth in electronic payments and related services. The company's net income soared to $204.1 million, largely due to the release of a valuation allowance on deferred tax assets, and it completed the acquisition of Move EZ, Inc. The Board of Directors has authorized a $100.0 million share repurchase program.
Appfolio's Maurice Duca sells $1.59 million in stock
Maurice J. Duca, a significant shareholder of Appfolio Inc. (NASDAQ: APPF), sold approximately $1.59 million worth of Class A Common Stock across several transactions in late November. Despite this insider selling, AppFolio has shown strong financial performance, with Q3 2024 revenue increasing by 24% and a raised full-year guidance, bolstered by the acquisition of LiveEasy and new AI tools. InvestingPro insights indicate strong revenue growth and a healthy gross profit margin, with net income expected to grow this year, though the stock's RSI suggests it may be in overbought territory.
Appfolio Facing Claims Its Background Checks Are Inaccurate
Attorneys are investigating a potential class action lawsuit against Appfolio regarding allegedly inaccurate background checks used for tenant screening. The Federal Trade Commission (FTC) previously fined Appfolio $4.25 million for failing to ensure the accuracy of its reports, which included errors like misidentified individuals and outdated records. This class action aims to provide compensation to consumers who were denied housing or otherwise harmed by these inaccuracies, as the FTC settlement did not offer consumer remedies.
