Zacks Investment Research·4d ago
AppFolio (APPF) Stock Drops Despite Market Gains: Important Facts to NoteIn the latest trading session, AppFolio (APPF) closed at $214.85, marking a -2.22% move from the previous day.
AppFolio's transition from hyper-growth to a more mature phase is evident, with revenue growth decelerating from 37.7% in 2024Q1 to 19.3% in 2026Q2. However, the company has demonstrated robust operating leverage, expanding operating margins from 11.3% in 2024...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated from 37.7% in 2024Q1 to 19.3% in 2026Q2, while operating margin expanded from 11.3% in 2024Q4 to 18.8% in 2026Q2, indicating emerging operating leverage despite a stable gross margin around 63.5%.
AppFolio's 2026 revenue outlook of $1.10 billion and adjusted operating margin near 26.5% indicates strong future financial performance.
The company's guidance suggests improved operating leverage and deeper monetization across payments, screening, and resident services.
Monitoring product attachment and upsell trends is a key metric for evaluating AppFolio's growth potential.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 23, 2026 | $1.71+1.2% vs $1.69 | $281M+1.4% vs $277M |
Q2 2026 Apr 23, 2026 | $1.61+11.8% vs $1.44 | $262M+1.6% vs $258M |
Q1 2026 Jan 29, 2026 | $1.39+13.9% vs $1.22 | $248M+0.7% vs $247M |
Q4 2025 Oct 30, 2025 | $1.31-9.7% vs $1.45 | $249M+1.1% vs $247M |
In the latest trading session, AppFolio (APPF) closed at $214.85, marking a -2.22% move from the previous day.
AppFolio (APPF) is well positioned to outperform the market, as it exhibits above-average growth in financials.
After reaching an important support level, AppFolio (APPF) could be a good stock pick from a technical perspective. APPF surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.
AppFolio (APPF) closed the most recent trading day at $208.48, moving +1.32% from the previous trading session.
Benchmark APPF against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for AppFolio Inc. (APPF)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $206.27 | $7.37B | 53.16 | 19.72% | 14.82% | 26.54% | — | |
| $363.93 | $36.73B | 25.63 | 12.26% | 30.24% | 12.94% | — | |
| $145.71 | $7.8B | 29.62 | 11.04% | 15.23% | 23.44% | — | |
| $224.61 | $12.26B | 27.80 | 8.95% | 22.78% | 40.43% | — | |
| $331.05 | $13.56B | 45.98 | 9.1% | 13.36% | 9.34% | — | |
| $9.90 | $1.19B | -14.14 | 15.38% | -10.82% | — | — |
AppFolio Inc. (APPF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
AppFolio Inc. (APPF) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 23, 2026·SEC
Jul 1, 2026·SEC
Jun 15, 2026·SEC
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AppFolio Inc. (APPF) stock FAQ — growth, dividends, profitability & financials explained
AppFolio Inc. (APPF) reported $1.04B in revenue for fiscal year 2025. This represents a 3822% increase from $26.5M in 2013.
AppFolio Inc. (APPF) grew revenue by 19.7% over the past year. This is strong growth.
Yes, AppFolio Inc. (APPF) is profitable, generating $157.5M in net income for fiscal year 2025 (14.8% net margin).
AppFolio Inc. (APPF) has a return on equity (ROE) of 26.5%. This is excellent, indicating efficient use of shareholder capital.
AppFolio Inc. (APPF) generated $269.1M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
