APPFTechnology · Software - ApplicationThe 9 Wall Street analysts covering AppFolio, Inc. hold a median 12-month price target of $229 — +6.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 60 of 100 as at 7 Sept 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 (100): The business earns solid, repeatable profits on what it owns.
Accruals (17): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen 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 +6.9% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 July 2026 | Guggenheim | Initiates | Buy | $232 |
| 23 July 2026 | Guggenheim | Initiates | Buy | — |
| 24 Apr 2026 | Benchmark | Maintains | Buy | — |
| 24 Apr 2026 | Benchmark | Maintains | Buy | $222 → $226 |
| 24 Apr 2026 | Piper Sandler | Maintains | Overweight | — |
| 24 Apr 2026 | Piper Sandler | Maintains | Overweight | $245 → $210 |
| 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 | — |
| 19 Nov 2025 | DA Davidson | Maintains | Buy | — |
| 31 Oct 2025 | DA Davidson | Maintains | Buy | — |
| 31 Oct 2025 | Keybanc | Maintains | Overweight | — |
| 24 Oct 2025 | Keefe, Bruyette & Woods | Upgrade | Outperform | — |
| 17 Oct 2025 | Keybanc | Upgrade | Overweight | — |
| 3 Sept 2025 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 6 Aug 2025 | DA Davidson | Maintains | Buy | — |
| 1 Aug 2025 | DA Davidson | Assumes | Buy | $350 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. APPF appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Sept 2026, AppFolio, Inc. returned −23.3% against +20.0% 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 15% of US stocks
Cheaper than 18% of US stocks
Cheaper than 7% of US stocks
Cheaper than 7% of US stocks
Higher than 68% of US stocks
Higher than 53% of US stocks
Higher than 77% of US stocks
Higher than 78% of US stocks
Higher than 78% of US stocks
Higher than 89% of US stocks
Higher than 98% of US stocks
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 $7.6B and an enterprise value of $7.4B.
Revenue in the twelve months to 30 June 2026: $1.0B. The latest quarter grew 19.3% 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: 48.8×; forward P/E: 25.4× — the forward figure prices analyst consensus estimates, not reported 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 CEO William Trigg sold 2,057 shares in a transaction valued at approximately $421,685. The sale represents a 3% reduction in the insider's total direct equity holdings.
Why it matters — A reduction in the CEO's direct equity holdings may draw the attention of investors monitoring insider activity at AppFolio.
AppFolio (APPF) closed at $214.28 in the recent trading day, a -4.16% decline from the preceding session. The stock saw a more significant drop than the broader market during that period.
Why it matters — AppFolio watchers would note that the stock declined more sharply than the broader market, potentially signaling company-specific selling pressure beyond general market conditions.
This article discusses how Wall Street analysts' recommendations and rating changes often influence investors' buy, sell, or hold decisions, and can affect a stock's price. It presents the topic in the context of AppFolio (APPF), noting that media reports of brokerage-firm analysts changing their ratings can impact the stock.
Why it matters — AppFolio watchers should pay attention because sell-side analyst rating changes and the media coverage of them can influence investor sentiment and AppFolio's stock price.
AppFolio insider Maurice Duca sold 15,800 shares, with the combined transactions valued at approximately $3.2 million. The sale reduced his total equity holdings in the company by 14%.
Why it matters — An insider reducing a significant portion of their stake may be noteworthy for investors tracking insider activity in AppFolio.
AppFolio's 50-day simple moving average has risen above its 200-day simple moving average, triggering a bullish "golden cross" technical signal after the stock reached an important support level.
Why it matters — A golden cross is widely viewed by technical analysts as a bullish indicator, so AppFolio watchers would take note of this potential momentum shift in the stock's trend.
The 9 Wall Street analysts covering AppFolio, Inc. have a median 12-month price target of $229, with estimates ranging from $200 to $260. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 9 analysts covering AppFolio, Inc., 8 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks AppFolio, Inc. 60 out of 100 across roughly 4,600 US stocks as at 7 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 7 Sept 2026, AppFolio, Inc. ranks 60 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 (100 of 100).
No one can know that. What the data says: the median 12-month target from 9 analysts implies +6.9% from the last close, and Ticker Nerd's factor model ranks AppFolio, Inc. 60 out of 100 as at 7 Sept 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: $200 to $260 over the next 12 months.
AppFolio, Inc. returned -23.3% over the 12 months to 4 Sept 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 (The Motley Fool, 5 Sept 2026): "AppFolio CEO William Trigg Sells 2,057 Shares". AppFolio CEO William Trigg sold 2,057 shares in a transaction valued at approximately $421,685. The sale represents a 3% reduction in the insider's total direct equity holdings.
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
