DA Davidson Estimates AppFolio’s Q2 Earnings (NASDAQ:APPF)

AppFolio, Inc. (NASDAQ:APPF) – Investment analysts at DA Davidson issued their Q2 2025 EPS estimates for shares of AppFolio in a research report issued to clients and investors on Friday, April 25th. DA Davidson analyst G. Luria anticipates that the software maker will post earnings per share of $0.95 for the quarter. DA Davidson currently has a “Buy” rating and a $275.00 price target on the stock. The consensus estimate for AppFolio’s current full-year earnings is $3.96 per share. DA Davidson also issued estimates for AppFolio’s FY2026 earnings at $4.34 EPS.

A number of other research firms have also recently issued reports on APPF. Keefe, Bruyette & Woods decreased their price objective on shares of AppFolio from $210.00 to $205.00 and set an “underweight” rating on the stock in a research report on Friday, April 25th. Piper Sandler reaffirmed a “neutral” rating and set a $265.00 price target on shares of AppFolio in a research report on Wednesday, April 23rd. Stephens reiterated an “overweight” rating and issued a $295.00 price objective on shares of AppFolio in a research report on Friday, January 31st. William Blair restated an “outperform” rating on shares of AppFolio in a report on Friday, January 31st. Finally, KeyCorp downgraded shares of AppFolio from an “overweight” rating to a “sector weight” rating and set a $253.00 price objective on the stock. in a research report on Friday, January 10th. One analyst has rated the stock with a sell rating, three have issued a hold rating and five have assigned a buy rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $274.43.

AppFolio Stock Performance

Shares of AppFolio stock opened at $203.72 on Monday. The company’s 50 day moving average price is $217.54 and its 200-day moving average price is $230.61. AppFolio has a 52-week low of $189.01 and a 52-week high of $274.56. The stock has a market capitalization of $7.42 billion, a price-to-earnings ratio of 36.71 and a beta of 0.86.

AppFolio (NASDAQ:APPF) last released its earnings results on Thursday, April 24th. The software maker reported $1.21 earnings per share for the quarter, missing analysts’ consensus estimates of $1.23 by ($0.02). AppFolio had a net margin of 25.69% and a return on equity of 26.21%. The company had revenue of $217.70 million during the quarter, compared to the consensus estimate of $220.95 million. During the same period last year, the firm posted $1.05 EPS. The company’s revenue was up 15.9% on a year-over-year basis.

Insider Activity at AppFolio

In related news, CEO William Shane Trigg sold 3,501 shares of the business’s stock in a transaction that occurred on Tuesday, February 18th. The shares were sold at an average price of $217.27, for a total value of $760,662.27. Following the completion of the transaction, the chief executive officer now directly owns 83,824 shares in the company, valued at $18,212,440.48. The trade was a 4.01 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Alexander Wolf bought 9,678 shares of the business’s stock in a transaction on Thursday, February 13th. The shares were acquired at an average price of $214.81 per share, for a total transaction of $2,078,931.18. Following the completion of the purchase, the director now owns 3,226 shares in the company, valued at approximately $692,977.06. The trade was a -150.00 % increase in their position. The disclosure for this purchase can be found here. 5.24% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of APPF. FMR LLC lifted its stake in AppFolio by 881.2% during the 4th quarter. FMR LLC now owns 597,485 shares of the software maker’s stock valued at $147,411,000 after acquiring an additional 536,591 shares during the period. Kayne Anderson Rudnick Investment Management LLC bought a new position in AppFolio during the fourth quarter valued at approximately $103,503,000. Norges Bank purchased a new stake in AppFolio in the fourth quarter worth approximately $68,037,000. Principal Financial Group Inc. grew its position in AppFolio by 121.2% in the 1st quarter. Principal Financial Group Inc. now owns 401,888 shares of the software maker’s stock worth $88,375,000 after purchasing an additional 220,239 shares during the period. Finally, Lord Abbett & CO. LLC raised its stake in AppFolio by 82.2% during the 3rd quarter. Lord Abbett & CO. LLC now owns 459,285 shares of the software maker’s stock valued at $108,116,000 after buying an additional 207,204 shares during the last quarter. 85.19% of the stock is owned by institutional investors.

AppFolio Company Profile

AppFolio, Inc, together with its subsidiaries, provides cloud business management solutions for the real estate industry in the United States. The company provides a cloud-based platform that enables users to automate and optimize common workflows; tools that assist with leasing, maintenance, and accounting; and other technology and services offered by third parties.