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Intelligence · Companies

AppFolio

Property management softwarewww.appfolio.comAPPF $236.16 +12.42 (+5.6%)
Track AppFolio

Latest AppFolio news

  • AppFolio (NASDAQ:APPF) Climbs Past A Key Line: More To Come?
    Kalkine Media · Oct 27, 2026
  • AppFolio (APPF) Reports Strong Q3 2026 Revenue Growth and Platform Footprint Expansion
    GuruFocus · Oct 23, 2026

    An analysis of AppFolio's Q3 2026 earnings highlights robust 19% revenue growth, strong SaaS demand for its real estate vertical platform, and engagement with thousands of operators at its annual FUTURE event.

  • AppFolio (APPF) Reports Strong Q3 2026 Revenue Growth and Platform Footprint
    GuruFocus · Oct 23, 2026

    An analysis of AppFolio's Q3 2026 financial performance, emphasizing robust recurring revenue streams from its cloud-based property management software and strong engagement across real estate operators at its annual FUTURE event.

  • AppFolio (APPF) Reports Strong Q3 2026 Revenue Growth and Platform Footprint Expansion
    GuruFocus · Oct 23, 2026

    A financial analysis detailing AppFolio's robust Q3 2026 performance, highlighting a 19% jump in quarterly revenue driven by strong adoption of its real estate SaaS offerings and property management software. The report notes healthy operating margins and ongoing expansion across its 9.8 million units under management.

  • AppFolio (APPF) Reports Strong Q3 2026 Revenue Growth and Platform Footprint Expansion
    GuruFocus · Oct 23, 2026

    An analysis of AppFolio's Q3 2026 financial metrics notes robust 19% year-over-year revenue growth and solid adoption of its cloud-based property management software. The report details key fundamental strengths, valuation metrics, and ongoing market penetration in the real estate tech sector.

  • AppFolio, Inc. Announces Third Quarter 2026 Financial Results | APPF Stock News
    Latest News | Stock Titan · Oct 22, 2026

    AppFolio announced its financial results for the third quarter of 2026. This report provides critical visibility into the company's financial health and software market performance.

  • AppFolio, Inc. (APPF) Stock forecasts
    Yahoo Finance UK · Oct 22, 2026
  • AppFolio, Inc. Announces Third Quarter 2026 Financial Results
    GlobeNewswire · Oct 22, 2026

    AppFolio announced its Q3 2026 financial results, posting a 19% year-over-year revenue increase to $296 million and raising its full-year revenue outlook. Total units under management on its cloud platform also grew to 9.8 million.

  • APPFOLIO INC — 10-Q — quarterly report
    SEC EDGAR · Oct 22, 2026

    10-Q — quarterly report filed with the SEC on 2026-10-22.

  • APPFOLIO INC — 8-K: Results of Operations; Financial Statements and Exhibits
    SEC EDGAR · Oct 22, 2026

    8-K filed with the SEC on 2026-10-22.

  • AppFolio, Inc. Announces Third Quarter 2026 Financial Results
    GlobeNewswire · Oct 22, 2026

    AppFolio announced its Q3 2026 financial results, reporting a 19% year-over-year revenue increase to $296 million and an expanding customer platform footprint of 9.8 million units. The cloud-based real estate software provider also raised its full-year 2026 revenue outlook.

  • AppFolio, Inc. Announces Third Quarter 2026 Financial Results
    GlobeNewswire · Oct 22, 2026

    AppFolio reported its Q3 2026 financial results, highlighting a 19% year-over-year revenue increase to $296 million and growth in total units under management to 9.8 million. The real estate SaaS provider also raised its full-year 2026 revenue outlook.

  • AppFolio anticipates $1.122B-$1.127B 2026 revenue while guiding 26.5%-27.5% non-GAAP operating margin
    Seeking Alpha · Oct 22, 2026

    Following its Q3 2026 earnings release, AppFolio management highlighted robust metrics, expanded entity accounting capabilities for multi-entity property operators, and new banking partnerships integrated into its cloud business platform.

  • AppFolio, Inc. Announces Third Quarter 2026 Financial Results
    GlobeNewswire · Oct 22, 2026

    AppFolio reported its third quarter 2026 financial results, highlighting a 19% year-over-year increase in revenue to $296 million and an expansion in total units under management to 9.8 million. The real estate SaaS provider also raised its full-year 2026 revenue outlook.

  • AppFolio anticipates $1.122B-$1.127B 2026 revenue while guiding 26.5%-27.5% non-GAAP operating margin
    Seeking Alpha · Oct 22, 2026

    Following its Q3 earnings release, AppFolio updated investors on its fiscal year guidance, anticipating revenue between $1.122 billion and $1.127 billion. The cloud business management software provider continues to exhibit strong profitability margins.

  • AppFolio, Inc. (APPF) Stock Forecasts
    Yahoo! Finance Canada · Oct 15, 2026
  • AppFolio, Inc. Announces Date of Third Quarter 2026 Financial Results Conference Call
    GlobeNewswire · Oct 8, 2026

    AppFolio officially scheduled its third-quarter 2026 financial results release and investor conference call for October 22, 2026. Management will discuss the cloud software provider's business outlook and quarterly performance following the market close.

  • AppFolio, Inc. Announces Date of Third Quarter 2026 Financial Results Conference Call
    GlobeNewswire · Oct 8, 2026

    AppFolio scheduled its third quarter 2026 financial results conference call for October 22, 2026, where leadership will discuss the company's real estate SaaS performance and business outlook.

  • UBS downgrades AppFolio stock rating to neutral on valuation
    All News · Oct 7, 2026

    UBS downgraded AppFolio's stock rating to neutral following recent valuation run-ups. This could impact investor sentiment and near-term share price performance.

  • AppFolio downgraded to Neutral due to slower unit growth: UBS
    Seeking Alpha · Oct 7, 2026

    UBS downgraded AppFolio to Neutral from Buy due to expectations of moderating unit growth and slower average revenue per user growth in the real estate software sector. Despite the downgrade, UBS raised its price target following a strong stock rally earlier in the year.

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Competitors

  • Buildium
  • Entrata
  • MRI Software
  • RealPage
  • Yardi
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Markets

Updated 10/9/2026
$236.16+12.42 (+5.6%)APPF · NasdaqGM
Day $227.66 – $240.9252-wk $142.56 – $263.40

AppFolio provides cloud-based business management software and value-added services tailored for the real estate industry. The investment narrative focuses on steady revenue expansion driven by core subscription growth and transaction-based services, though recent concerns around moderating unit growth have drawn closer scrutiny from analysts.

Market cap
$7.0B
P/E
44.9
Div yield
None
Next earnings
Oct 22, 2026
Analyst rating
Strong Buy
Price target
$235.13 avg
View detailed analytics →

Business

Updated 10/9/2026
Overview
AppFolio provides cloud-based business management software and data analytics specifically designed for the real estate industry. The company serves property managers and real estate operators by streamlining operations, accounting, and leasing workflows. It generates revenue through software subscription tiers, electronic payment processing fees, and value-added services.
Website
www.appfolio.com
Industry
Property management software
Founded
2006

Key People

Updated 10/9/2026
  • Shane TriggCEO & Chairman
    Edu: University of Notre Dame
    Prior: President & GM, Real Estate @ AppFolio · SVP, Commerce Cloud & Marketing Cloud @ Salesforce · VP, Global Sales and Marketing @ MRI Software
  • Tim EatonChief Financial Officer
    Edu: University of Pennsylvania
    Prior: Interim Chief Financial Officer @ AppFolio · Chief of Staff to the CEO @ AppFolio
  • Matthew BairdChief Technology Officer
  • Jon WalkerCo-founder
    Edu: Westmont College
    Prior: CTO & Co-founder @ AppFolio · CTO @ Versora · CTO @ Miramar Systems
  • Klaus SchauserCo-founder
    Prior: Co-founder @ AppFolio · CTO @ Expertcity
  • Winifred WebbLead Independent Director
    Edu: Harvard University
    Prior: Managing Director @ Tennenbaum Capital Partners · Senior Vice President @ The Walt Disney Company

Funding

Updated 10/9/2026

Total raised: $86M

  • $86MIPO· Jun 2015
    Investors: Morgan Stanley, Credit Suisse
    Reported — from announcements

SEC Filings

Updated 19h ago

Insider activity (Form 4)

  • DUCA MAURICE Jsold178 sh@ $215.37= $38K· holds 9,646 (≈ $2.1M)· Aug 20, 2026
  • DUCA MAURICE Jsold198 sh@ $216.44= $43K· holds 9,448 (≈ $2.0M)· Aug 20, 2026
  • DUCA MAURICE Jsold452 sh@ $217.68= $98K· holds 8,996 (≈ $2.0M)· Aug 20, 2026
  • DUCA MAURICE Jsold551 sh@ $218.46= $120K· holds 8,445 (≈ $1.8M)· Aug 20, 2026
  • DUCA MAURICE Jsold199 sh@ $219.35= $44K· holds 8,246 (≈ $1.8M)· Aug 20, 2026
View all Form 4 filings →View all SEC filings →