AppFolio (NASDAQ:APPF) Azioni

AppFolio

AppFolio Inc provides cloud-based software solutions for the real estate industry. Its property management software offers property managers an end-to-end solution to their business needs. The group's products include cloud-based property management software (Appfolio Property Manager). Its solutions are AppFolio Property Manager Core, AppFolio Property Manager Plus, and AppFolio Property Manager Max. It also offers value-added services, such as screening, risk mitigation, and electronic payment services. Its markets are Single-Family, Multifamily, Student Housing, Affordable Housing, Community Associations, Commercial, and Investment Management. The business activity of the firm predominantly functions in the United States and it generates revenue in the form of subscription fees.

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AppFolio Inc

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NICE

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Shares of software ant IT stocks are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

A notable insider purchase on February 19, was reported by Alexander Wolf, Director at AppFolio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPF#NASDAQ">APPF</a>), based on the most recent SEC filing.
What Happened: In a recent Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001433195/000143319525000026//Archives/edgar/data/1433195/000143319525000026/0001433195-25-000026-index.htm">U.S. Securities and Exchange Commission</a> on Wednesday, Wolf increased their investment in AppFolio by purchasing 13,500 shares through open-market transactions, signaling confidence in the company's potential. The total transaction value is $2,903,482.
At Wednesday morning, AppFolio shares are up by 1.13%, trading at $215.0.
<h3>Unveiling the Story Behind AppFolio</h3>
AppFolio Inc is a provider of cloud-based software solutions for real estate industry. Its property management software provides property managers with an end-to-end solution to their business needs. Its products include cloud-based property management software (Appfolio Property Manager). It also offers value-added services, such as screening, risk mitigation and electronic payment services. The business activity of the firm predominantly functions through the United States and it generates revenue in the form of subscription fees.
<h3>AppFolio's Financial Performance</h3>
Revenue Growth: AppFolio's revenue growth over a period of 3 months has faced challenges. As of 31 December, 2024, the company experienced a revenue decline of approximately -1.01%. This indicates a decrease in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Information Technology sector.
Exploring Profitability:
<ul>
<li>
Gross Margin: The company shows a low gross margin of 62.59%, suggesting potential challenges in cost control and profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): AppFolio's EPS is significantly higher than the industry average. The company demonstrates a robust bottom-line performance with a current EPS of 2.82.
</li>
</ul>
Debt Management: AppFolio's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.07.
Analyzing Market Valuation:
<ul>
<li>
Price to Earnings (P/E) Ratio: The P/E ratio of 38.31 is lower than the industry average, implying a discounted valuation for AppFolio's stock.
</li>
<li>
Price to Sales (P/S) Ratio: A higher-than-average P/S ratio of 9.85 suggests overvaluation in the eyes of investors, considering sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): The company's EV/EBITDA ratio 48.26 is above the industry average, suggesting that the market values the company more highly for each unit of EBITDA. This could be attributed to factors such as strong growth prospects or superior operational efficiency.
</li>
</ul>
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
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<h3>Navigating the Impact of Insider Transactions on Investments</h3>
Insider transactions should be considered alongside other factors when making investment decisions, as they can offer important insights.
In the realm of legality, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities under Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are required to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
Notably, when a company insider makes a new purchase, it is considered an indicator of their positive expectations for the stock.
Conversely, insider sells may not necessarily signal a bearish stance on the stock and can be motivated by various factors.
<h3>Navigating the World of Insider Transaction Codes</h3>
Delving into transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> typically prioritize those unfolding in the open market, as precisely outlined in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001433195">Check Out The Full List Of AppFolio's Insider Trades.</a>
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

Alexander Wolf Of AppFolio Shows Optimism, Buys $2.90M In Stock

On CNBC's &#8220;<a href="https://www.benzinga.com/topic/mad-money-lightning-round">Mad Money Lightning Round</a>,&#8221; Jim Cramer said Summit Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMMT#NASDAQ">SMMT</a>) has no revenues. He added, &#8220;It's obviously just a very big spec. I <a href="https://www.benzinga.com/quote/SMMT">can't go there.&#8221;</a>
However, HC Wainwright &amp; Co. analyst Mitchell Kapoor, on Jan. 21, reiterated Summit Therapeutics with a Buy and maintained a $44 price target.
<h3 class="wp-block-heading">This Financial Company Is &#8216;Good&#8217;</h3>
Cramer said HSBC Holdings plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HSBC#NYSE">HSBC</a>) is a &#8220;good&#8221; company, but added that he would recommend Banco Santander, S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAN#NYSE">SAN</a>) if he is going to buy one of those that's a foreign bank.
HSBC, meanwhile, on Jan.6, named Lisa McGeough as President and CEO for the United States.
<h3 class="wp-block-heading">Tech Stocks In Focus</h3>
When asked about Western Digital Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>), he said, &#8220;I have read so many upgrades of Western Digital that I have to believe the stock is way too cheap.&#8221;
On the earnings front, Western Digital, on Jan. 29, reported better-than-expected second-quarter revenue results.
AppFolio, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPF#NASDAQ">APPF</a>) is a &#8220;cheap&#8221; stock, and it's a &#8220;good one,&#8221; Cramer said. &#8220;That one rocks.&#8221;
AppFolio, on Jan. 30, also reported better-than-expected sales results for its fourth quarter.
The Mad Money host said he doesn't want to sell Adobe Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>) down here. He added, &#8220;I know that it seems like a tough stock to own. I can't sell at 21 times earnings.&#8221;
However, Deutsche Bank analyst Brad Zelnick, on Jan. 8, downgraded Adobe from Buy to Hold and lowered the price target from $600 to $475.
Price Action:
<ul>
<li>HSBC shares fell 0.5% to settle at $52.43 on Friday.</li>
<li>Summit Therapeutics shares fell 3.9% to close at $21.50 during the session.</li>
<li>Western Digital shares fell 1% to settle at $65.13.</li>
<li>AppFolio shares dipped 7.8% to close at $233.91 on Friday.</li>
<li>Adobe shares fell 1.9% to settle at $437.45.</li>
</ul>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/25/01/43390127/wall-streets-most-accurate-analysts-give-their-take-on-3-energy-stocks-delivering-high-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Energy Stocks Delivering High-Dividend Yields</a></li>
</ul>
Image: Shutterstock

Jim Cramer Says AppFolio Is A 'Good One,' But Summit Therapeutics? 'Can't Go There'

Across the recent three months, 4 analysts have shared their insights on AppFolio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPF#NASDAQ">APPF</a>), expressing a variety of opinions spanning from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $269.5, a high estimate of $295.00, and a low estimate of $253.00. This current average has decreased by 2.0% from the previous average price target of $275.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1738346450_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive AppFolio. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>John Campbell</td>
<td>Stephens &amp; Co.</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$295.00</td>
<td>$295.00</td>
</tr>
<tr>
<td>Brent Bracelin</td>
<td>Piper Sandler</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$265.00</td>
<td>$265.00</td>
</tr>
<tr>
<td>Jason Celino</td>
<td>Keybanc</td>
<td>Announces</td>
<td>Sector Weight</td>
<td>$253.00</td>
<td>-</td>
</tr>
<tr>
<td>Brent Bracelin</td>
<td>Piper Sandler</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$265.00</td>
<td>$265.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to AppFolio. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of AppFolio compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for AppFolio's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of AppFolio's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/APPF/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on AppFolio analyst ratings.</a>
<h2>Get to Know AppFolio Better</h2>
AppFolio Inc is a provider of cloud-based software solutions for real estate industry. Its property management software provides property managers with an end-to-end solution to their business needs. Its products include cloud-based property management software (Appfolio Property Manager). It also offers value-added services, such as screening, risk mitigation and electronic payment services. The business activity of the firm predominantly functions through the United States and it generates revenue in the form of subscription fees.
<h3>Financial Insights: AppFolio</h3>
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Revenue Growth: AppFolio's revenue growth over a period of 3 months has been noteworthy. As of 30 September, 2024, the company achieved a revenue growth rate of approximately 24.36%. This indicates a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: AppFolio's net margin is impressive, surpassing industry averages. With a net margin of 16.04%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): AppFolio's ROE excels beyond industry benchmarks, reaching 8.42%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): AppFolio's ROA stands out, surpassing industry averages. With an impressive ROA of 6.58%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: AppFolio's debt-to-equity ratio is below the industry average. With a ratio of 0.1, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>What Are Analyst Ratings?</h2>
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Breaking Down AppFolio: 4 Analysts Share Their Views

Stephens &amp; Co. analyst John Campbell reiterates AppFolio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPF#NASDAQ">APPF</a>) with a Overweight and maintains $295 price target.

Price Target

Reiteration

Stephens & Co. Reiterates Overweight on AppFolio, Maintains $295 Price Target

Piper Sandler analyst Brent Bracelin maintains AppFolio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPF#NASDAQ">APPF</a>) with a Neutral and maintains $265 price target.

Piper Sandler Maintains Neutral on AppFolio, Maintains $265 Price Target

AppFolio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPF#NASDAQ">APPF</a>) released its Q4 earnings on Thursday, January 30, 2025 at 04:05 PM.
Here's what's important from the earnings announcement.
<h3>Earnings</h3>
AppFolio missed estimated earnings by -2.0%, reporting an EPS of $0.92 versus an estimate of $0.94.
Revenue was up $31.83 million from the same period last year.
<h3>Performance in Previous Earnings</h3>
The company beat on EPS by $0.26 in the last quarter, resulting in a 11.0% increase share price change the following day.
Here's a look at AppFolio's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.03</td>
<td>0.96</td>
<td>0.89</td>
<td>0.72</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.29</td>
<td>1.12</td>
<td>1.05</td>
<td>0.88</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>199.10M</td>
<td>190.57M</td>
<td>178.69M</td>
<td>162.71M</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>205.73M</td>
<td>197.38M</td>
<td>187.43M</td>
<td>171.83M</td>
</tr>
</tbody>
</table>

To track all earnings releases for AppFolio <a href="https://www.benzinga.com/quote/APPF/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings

Recap: AppFolio Q4 Earnings

AppFolio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPF#NASDAQ">APPF</a>) released its Q4 earnings on Thursday, January 30, 2025 at 04:05 PM.
Here's what's important from the earnings announcement.
<h3>Earnings</h3>
AppFolio missed estimated earnings by -2.0%, reporting an EPS of $0.92 versus an estimate of $0.94.
Revenue was up $31.83 million from the same period last year.
<h3>Historical Earnings Summary</h3>
In the previous quarter, the company beat on EPS by $0.26, resulting in a 11.0% increase change in the share price the following day.
Here's a look at AppFolio's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.03</td>
<td>0.96</td>
<td>0.89</td>
<td>0.72</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.29</td>
<td>1.12</td>
<td>1.05</td>
<td>0.88</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>199.10M</td>
<td>190.57M</td>
<td>178.69M</td>
<td>162.71M</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>205.73M</td>
<td>197.38M</td>
<td>187.43M</td>
<td>171.83M</td>
</tr>
</tbody>
</table>

To track all earnings releases for AppFolio <a href="https://www.benzinga.com/quote/APPF/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AppFolio Earnings Report: Q4 Overview

The Q4 earnings report for AppFolio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPF#NASDAQ">APPF</a>) was released on Thursday, January 30, 2025 at 04:05 PM.
Here's what investors need to know about the latest announcement.
<h3>Earnings</h3>
AppFolio missed estimated earnings by -2.0%, reporting an EPS of $0.92 versus an estimate of $0.94.
Revenue was up $31.83 million from the same period last year.
<h3>Overview of Past Earnings</h3>
During the previous quarter, the company beat on EPS by $0.26, leading to a 11.0% increase share price change the next day.
Here's a look at AppFolio's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.03</td>
<td>0.96</td>
<td>0.89</td>
<td>0.72</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.29</td>
<td>1.12</td>
<td>1.05</td>
<td>0.88</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>199.10M</td>
<td>190.57M</td>
<td>178.69M</td>
<td>162.71M</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>205.73M</td>
<td>197.38M</td>
<td>187.43M</td>
<td>171.83M</td>
</tr>
</tbody>
</table>

To track all earnings releases for AppFolio <a href="https://www.benzinga.com/quote/APPF/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insights into AppFolio Q4 Earnings

AppFolio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPF#NASDAQ">APPF</a>) just disclosed its Q4 earnings on Thursday, January 30, 2025 at 04:05 PM.
Here's a brief overview of the earnings report.
<h3>Earnings</h3>
AppFolio missed estimated earnings by -2.0%, reporting an EPS of $0.92 versus an estimate of $0.94.
Revenue was up $31.83 million from the same period last year.
<h3>Earnings History Overview</h3>
During the previous quarter, the company beat on EPS by $0.26, leading to a 11.0% increase share price change the next day.
Here's a look at AppFolio's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.03</td>
<td>0.96</td>
<td>0.89</td>
<td>0.72</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.29</td>
<td>1.12</td>
<td>1.05</td>
<td>0.88</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>199.10M</td>
<td>190.57M</td>
<td>178.69M</td>
<td>162.71M</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>205.73M</td>
<td>197.38M</td>
<td>187.43M</td>
<td>171.83M</td>
</tr>
</tbody>
</table>

To track all earnings releases for AppFolio <a href="https://www.benzinga.com/quote/APPF/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AppFolio: Q4 Earnings Insights

AppFolio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPF#NASDAQ">APPF</a>) reported its Q4 earnings results on Thursday, January 30, 2025 at 04:05 PM.
Here's what investors need to know about the announcement.
<h3>Earnings</h3>
AppFolio missed estimated earnings by -2.0%, reporting an EPS of $0.92 versus an estimate of $0.94.
Revenue was up $31.83 million from the same period last year.
<h3>Past Earnings Performance</h3>
During the previous quarter, the company beat on EPS by $0.26, leading to a 11.0% increase share price change the next day.
Here's a look at AppFolio's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.03</td>
<td>0.96</td>
<td>0.89</td>
<td>0.72</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.29</td>
<td>1.12</td>
<td>1.05</td>
<td>0.88</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>199.10M</td>
<td>190.57M</td>
<td>178.69M</td>
<td>162.71M</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>205.73M</td>
<td>197.38M</td>
<td>187.43M</td>
<td>171.83M</td>
</tr>
</tbody>
</table>

To track all earnings releases for AppFolio <a href="https://www.benzinga.com/quote/APPF/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AppFolio Earnings Review: Q4 Summary

AppFolio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPF#NASDAQ">APPF</a>) sees FY2025 sales of $920.000 million-940.000 million vs $927.31 million estimate.

Guidance

AppFolio Sees FY2025 Sales $920.000M-940.000M vs $927.31M Est

AppFolio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPF#NASDAQ">APPF</a>) reported quarterly earnings of $0.92 per share which missed the analyst consensus estimate of $0.94 by 2.13 percent. This is a 4.55 percent increase over earnings of $0.88 per share from the same period last year. The company reported quarterly sales of $203.66 million which beat the analyst consensus estimate of $200.00 million by 1.83 percent. This is a 18.53 percent increase over sales of $171.83 million the same period last year.

Earnings Beats

Earnings Misses

AppFolio Q4 Adj $0.92 Misses $0.94 Estimate, Sales $203.66M Beat $200.00M Estimate

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Adtalem Global Education Inc. Common Stock

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Earnings Scheduled For January 30, 2025

Keybanc analyst Jason Celino downgrades AppFolio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPF#NASDAQ">APPF</a>) from Overweight to Sector Weight and announces $253 price target.

Downgrades

Keybanc Downgrades AppFolio to Sector Weight, Announces $253 Price Target

Piper Sandler analyst Brent Bracelin downgrades AppFolio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPF#NASDAQ">APPF</a>) from Overweight to Neutral and maintains the price target from $265 to $265.

Piper Sandler Downgrades AppFolio to Neutral, Maintains Price Target to $265

It was reported on December 10, that William Shane Trigg, Chief Executive Officer at AppFolio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPF#NASDAQ">APPF</a>) executed a significant insider sell, according to an SEC filing.
What Happened: Trigg opted to sell 4,145 shares of AppFolio, according to a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001433195/000143319524000153//Archives/edgar/data/1433195/000143319524000153/0001433195-24-000153-index.htm">U.S. Securities and Exchange Commission</a> on Tuesday. The transaction's total worth stands at $1,091,458.
The latest update on Wednesday morning shows AppFolio shares down by 0.45%, trading at $255.45.
<h3>Discovering AppFolio: A Closer Look</h3>
AppFolio Inc is a provider of cloud-based software solutions for real estate industry. Its property management software provides property managers with an end-to-end solution to their business needs. Its products include cloud-based property management software (Appfolio Property Manager). It also offers value-added services, such as screening, risk mitigation and electronic payment services. The business activity of the firm predominantly functions through the United States and it generates revenue in the form of subscription fees.
<h3>Unraveling the Financial Story of AppFolio</h3>
Revenue Growth: Over the 3 months period, AppFolio showcased positive performance, achieving a revenue growth rate of 24.36% as of 30 September, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Information Technology sector.
Insights into Profitability:
<ul>
<li>
Gross Margin: With a high gross margin of 65.18%, the company demonstrates effective cost control and strong profitability relative to its peers.
</li>
<li>
Earnings per Share (EPS): The company excels with an EPS that surpasses the industry average. With a current EPS of 0.91, AppFolio showcases strong earnings per share.
</li>
</ul>
Debt Management: AppFolio's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.1.
Valuation Metrics: A Closer Look
<ul>
<li>
Price to Earnings (P/E) Ratio: With a lower-than-average P/E ratio of 71.08, the stock indicates an attractive valuation, potentially presenting a buying opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: A higher-than-average P/S ratio of 12.56 suggests overvaluation in the eyes of investors, considering sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): With a below-average EV/EBITDA ratio of 55.71, AppFolio presents an opportunity for value investors. This lower valuation may attract investors seeking undervalued opportunities.
</li>
</ul>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
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<h3>Delving Into the Significance of Insider Transactions</h3>
While insider transactions provide valuable information, they should be part of a broader analysis in making investment decisions.
When discussing legal matters, the term "insider" refers to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as stipulated in Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are required to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
A new purchase by a company insider is a indication that they anticipate the stock will rise.
On the other hand, insider sells may not necessarily indicate a bearish view and can be motivated by various factors.
<h3>Navigating the World of Insider Transaction Codes</h3>
When it comes to transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> tend to focus on those in the open market, detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S indicates a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001433195">Check Out The Full List Of AppFolio's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Decision: William Shane Trigg Offloads $1.09M Worth Of AppFolio Stock

Contracts

Reedy & Company Signs Five-year Contract And Is Fully Integrated With AppFolio's Suite Of Products To Support Its Entire Portfolio

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Shares of software companies are trading higher in sympathy with overall market strength after Donald Trump was elected president of the United States.

Realm-X Assistant, Messages, And Flows Help Property Managers Automate Tasks, Boost Efficiency, And Enhance Resident Experience, Saving Up To 10 Hours Weekly

AppFolio Unveils Realm-X AI Capabilities, FolioSpace Preview, And New Property Management Solutions At FUTURE 2024

Press Releases

Real Estate

AppFolio to Unveil Powerful New Real Estate Industry Insights and Innovations at 2024 FUTURE Conference

AppFolio, Inc. Announces Date of Third Quarter 2024 Financial Results Conference Call

General

AppFolio Unveils FolioSpace™ to Transform the Resident Experience and Help Customers Build Thriving Communities, Acquires LiveEasy to Accelerate its Vision

AppFolio, Inc. Announces Third Quarter 2024 Financial Results

AppFolio Unleashes Realm-X AI Capabilities, Previews FolioSpace, and Unveils Cutting-Edge Property Management Solutions at FUTURE 2024

Reedy & Company Selects AppFolio to Drive Ongoing Performance

AppFolio, Inc. Announces Date of Fourth Quarter and Year End 2024 Financial Results Conference Call

AppFolio, Inc. Announces Fourth Quarter and Fiscal Year 2024 Financial Results

AppFolio, Inc. Announces Date of First Quarter 2025 Financial Results Conference Call

AppFolio and Second Nature Announce Partnership to Enhance the Resident Experience

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