
AppFolio (APPF) Stock Forecast & Price Target
AppFolio (APPF) Analyst Ratings
Bulls say
AppFolio Inc is experiencing substantial financial growth prospects, with an anticipated total revenue increase of $9 million for 2025 and a revised estimate for 2026 reaching $1,116 million, indicating approximately 18% year-over-year growth. Strong momentum in its Plus and Max offerings, alongside robust spending by property managers in a favorable rental market, positions the company to potentially achieve revenue growth acceleration towards 20%+ in 2025 and 2026. Additionally, the company has improved its operating income as it scales, and there is increasing confidence in sustaining high-teens revenue growth, underpinned by rising average revenue per user (ARPU) and a solid trajectory for value-added services revenue.
Bears say
AppFolio Inc. has faced disappointing financial metrics, with margins reported at 23.5%, significantly below the company's FY guidance and consensus estimates, primarily due to weaker Non-GAAP gross margins and increased operational costs. Following a lowered FY25 profitability outlook and difficulties in achieving faster acceptance of premium products and value-added services, the company's shares experienced a decline, reflecting concerns over slower unit growth and heightened competition within its market. Additionally, economic uncertainties pose risks to consumer behavior and rental demand, further complicating AppFolio's ability to sustain its revenue and profitability in the near term.
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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