
AppFolio (APPF) Stock Forecast & Price Target
AppFolio (APPF) Analyst Ratings
Bulls say
AppFolio Inc. demonstrated robust financial performance, with revenue rising to $279 million, reflecting a 32% year-over-year increase, alongside a debt-free balance sheet. The company experienced a notable 15% growth in core subscriptions, bolstered by an increasing proportion of larger customers and premium tier services, which now represent approximately 20% of total subscription units. Looking ahead, AppFolio's 2025 top-line guidance signals a 17.1% year-over-year growth expectation, indicative of strong market demand and a strategic focus on long-term growth despite potential competitive pressures.
Bears say
AppFolio Inc has exhibited a decline in Q4 operating margins, which fell to 20% while EBITDA dropped by approximately 7%, reflecting challenges associated with the recent LiveEasy acquisition and a decrease in gross margins to 63.2%. The company's top-line growth has dipped below 20%, with customer growth rising only 5% year-over-year and unit growth at 6%, both figures indicating weaker-than-expected performance under current macroeconomic conditions. Additionally, despite significant investments in research and development and sales to target upmarket customers, any unsuccessful strategic shifts could further impede growth and pressure profit margins, potentially impacting overall financial stability.
This aggregate rating is based on analysts' research of AppFolio and is not a guaranteed prediction by Public.com or investment advice.
AppFolio (APPF) Analyst Forecast & Price Prediction
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