APPFTechnology · Software - ApplicationThe 9 Wall Street analysts covering AppFolio, Inc. hold a median 12-month price target of $245 — +14.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 59 of 100 as at 30 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores AppFolio, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (99): The business earns solid, repeatable profits on what it owns.
Accruals (19): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (18): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on APPF, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +14.8% from it.
Of the 20 most recent actions, 7 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Oct 2026 | DA Davidson | Maintains | Buy | $240 → $250 |
| 23 Oct 2026 | Guggenheim | Maintains | Buy | $232 → $239 |
| 23 Oct 2026 | UBS | Maintains | Neutral | $220 → $240 |
| 21 Oct 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | $233 → $255 |
| 7 Oct 2026 | UBS | Downgrade | Neutral | — |
| 7 Oct 2026 | UBS | Downgrade | Neutral | $200 → $220 |
| 17 Sept 2026 | Keybanc | Maintains | Overweight | $255 → $280 |
| 17 Sept 2026 | Keybanc | Maintains | Overweight | — |
| 23 July 2026 | Guggenheim | Initiates | Buy | $232 |
| 23 July 2026 | Guggenheim | Initiates | Buy | — |
| 24 Apr 2026 | Benchmark | Maintains | Buy | $222 → $226 |
| 24 Apr 2026 | Benchmark | Maintains | Buy | — |
| 24 Apr 2026 | Piper Sandler | Maintains | Overweight | $245 → $210 |
| 24 Apr 2026 | Piper Sandler | Maintains | Overweight | — |
| 26 Mar 2026 | Benchmark | Initiates | Buy | — |
| 30 Jan 2026 | DA Davidson | Maintains | Buy | — |
| 30 Jan 2026 | JP Morgan | Maintains | Overweight | — |
| 30 Jan 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 30 Jan 2026 | Piper Sandler | Maintains | Overweight | — |
| 12 Dec 2025 | UBS | Initiates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
APPF appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, AppFolio, Inc. returned −9.4% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 17% of US stocks
Cheaper than 18% of US stocks
Cheaper than 7% of US stocks
Cheaper than 8% of US stocks
Higher than 67% of US stocks
Higher than 70% of US stocks
Higher than 77% of US stocks
Higher than 79% of US stocks
Higher than 78% of US stocks
Higher than 88% of US stocks
Higher than 98% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
AppFolio, Inc. has a market value of $7.3B and an enterprise value of $7.1B.
Revenue in the twelve months to 30 June 2026: $1.0B. The latest quarter grew 18.6% year on year.
Net income over the same four quarters: $157.5M, a 15.1% net margin.
Diluted earnings per share, trailing twelve months: $4.38.
Free cash flow in the twelve months to 30 June 2026: $265.5M, after $4.5M of capital spending.
AppFolio, Inc. spent $125.0M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 43.6×; forward P/E: 24.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
AppFolio, Inc. employs 1,702 people — $612K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own AppFolio, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
AppFolio (APPF) moved above its 50-day moving average after reaching a support level, according to Zacks Investment Research. The article says this technical move suggests a short-term bullish trend.
Why it matters — APPF watchers may note the move as a technical signal about the stock's short-term trend.
Zacks Investment Research says AppFolio has solid growth attributes that could help it outperform the market.
Why it matters — The item highlights growth characteristics that may be relevant to investors following APPF.
Seeking Alpha says AppFolio has rebounded sharply and is now at what the author considers fair value, prompting a downgrade to neutral. The article also cites 19% revenue growth, 27% pro forma margins, minimal dilution, and Rule of 40 compliance.
Why it matters — APPF watchers may note the article’s view that the recent rebound has priced in the company’s tailwinds, despite its cited SaaS fundamentals.
Seeking Alpha published the prepared remarks transcript for AppFolio, Inc.’s Q3 2026 earnings call. The excerpt provides no details about the remarks or results.
Why it matters — APPF watchers can use the transcript as a source for management’s prepared commentary, though this excerpt does not include its contents.
AppFolio reported third-quarter 2026 revenue of $296 million, up 19% from $249 million a year earlier. The company attributed growth to adding customers and units to its platform and expanding adoption of value-added services.
Why it matters — APPF watchers may note the reported revenue growth and the customer, unit, and service-adoption factors cited in the excerpt.
The 9 Wall Street analysts covering AppFolio, Inc. have a median 12-month price target of $245, with estimates ranging from $217 to $280. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 9 analysts covering AppFolio, Inc., 7 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks AppFolio, Inc. 59 out of 100 across roughly 4,600 US stocks as at 30 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 30 Oct 2026, AppFolio, Inc. ranks 59 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (99 of 100).
No one can know that. What the data says: the median 12-month target from 9 analysts implies +14.8% from the last close, and Ticker Nerd's factor model ranks AppFolio, Inc. 59 out of 100 as at 30 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering AppFolio, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for APPF are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $217 to $280 over the next 12 months.
AppFolio, Inc. returned -9.4% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
AppFolio Inc Class A Common Stock represents AppFolio, Inc., a software company that provides cloud-based platforms for the real estate industry. AppFolio’s products are designed to help property managers and real estate investment firms handle accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication within a single operating system.
The most recent item we track (Zacks Investment Research, 27 Oct 2026): "AppFolio (APPF) Just Overtook the 50-Day Moving Average". AppFolio (APPF) moved above its 50-day moving average after reaching a support level, according to Zacks Investment Research. The article says this technical move suggests a short-term bullish trend.
AppFolio Inc Class A Common Stock represents AppFolio, Inc., a software company that provides cloud-based platforms for the real estate industry. AppFolio’s products are designed to help property managers and real estate investment firms handle accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication within a single operating system. The company’s core offerings include AppFolio Property Manager Core, Plus, and Max, which support a range of property types such as single-family, multifamily, student housing, affordable housing, community associations, and commercial properties. AppFolio also provides value-added services including electronic payments, tenant screening, maintenance support, and risk mitigation tools. In addition, the company serves legal professionals through its MyCase platform, extending its software presence beyond property management. Headquartered in Santa Barbara, California, AppFolio plays a significant role in digitizing operational workflows for real estate and related service markets.
CEO Mr. Shane Trigg · 1,702 employees · United States · https://www.appfolio.com
