AppFolio (APPF) to Release Earnings on Thursday

Key Points

• AppFolio will report Q1 2026 results after the market close on Thursday, April 23; analysts expect EPS of $1.47 and revenue of $258.13 million, with a conference call scheduled for 5:00 PM ET.
• The company beat the prior quarter (reported $1.39 EPS vs. $1.22 consensus) with revenue up 21.7% year-over-year; analysts expect about $4 EPS for the current fiscal year and $5 for the next, with a consensus price target of $263.86 and an average "Buy" rating.
• Shares opened near $154.86 (market cap ~$5.57B, P/E ~39.9); CEO William Shane Trigg sold 6,963 shares reducing his stake by 11.63%, insiders own 4.68% while institutional investors hold ~85.19% of the stock.

AppFolio (NASDAQ:APPF - Get Free Report) is expected to be issuing its Q1 2026 results after the market closes on Thursday, April 23rd. Analysts expect the company to announce earnings of $1.47 per share and revenue of $258.1290 million for the quarter. Parties can find conference call details on the company's upcoming Q1 2026 earning report page for the latest details on the call scheduled for Thursday, April 23, 2026 at 5:00 PM ET.

AppFolio (NASDAQ:APPF - Get Free Report) last announced its quarterly earnings data on Thursday, January 29th. The software maker reported $1.39 EPS for the quarter, topping analysts' consensus estimates of $1.22 by $0.17. AppFolio had a return on equity of 29.79% and a net margin of 14.82%.The business had revenue of $248.19 million during the quarter, compared to the consensus estimate of $246.56 million. During the same period in the previous year, the company posted $0.92 earnings per share. The business's revenue for the quarter was up 21.7% on a year-over-year basis. On average, analysts expect AppFolio to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

AppFolio Stock Up 4.0%

Shares of AppFolio stock opened at $154.86 on Thursday. AppFolio has a 52-week low of $142.73 and a 52-week high of $326.04. The company has a 50 day moving average of $169.27 and a 200 day moving average of $210.51. The company has a market capitalization of $5.57 billion, a P/E ratio of 39.91 and a beta of 0.84.

Insider Buying and Selling

In other AppFolio news, CEO William Shane Trigg sold 6,963 shares of the firm's stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $169.73, for a total transaction of $1,181,829.99. Following the transaction, the chief executive officer owned 52,920 shares of the company's stock, valued at approximately $8,982,111.60. This trade represents a 11.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 4.68% of the stock is owned by corporate insiders.

Institutional Trading of AppFolio

Large investors have recently made changes to their positions in the company. Pacer Advisors Inc. grew its position in shares of AppFolio by 17.7% during the fourth quarter. Pacer Advisors Inc. now owns 3,566 shares of the software maker's stock worth $830,000 after acquiring an additional 536 shares during the last quarter. Invesco Ltd. boosted its stake in AppFolio by 5.2% during the 4th quarter. Invesco Ltd. now owns 416,260 shares of the software maker's stock worth $96,843,000 after purchasing an additional 20,609 shares during the period. Mercer Global Advisors Inc. ADV grew its position in AppFolio by 66.7% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 2,105 shares of the software maker's stock worth $490,000 after purchasing an additional 842 shares during the last quarter. Caitlin John LLC purchased a new position in AppFolio during the 4th quarter worth $499,000. Finally, Vident Advisory LLC increased its stake in AppFolio by 1.3% in the fourth quarter. Vident Advisory LLC now owns 8,681 shares of the software maker's stock valued at $2,020,000 after purchasing an additional 110 shares during the period. 85.19% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on APPF shares. Wells Fargo & Company restated a "buy" rating on shares of AppFolio in a report on Thursday, January 15th. DA Davidson lowered their target price on shares of AppFolio from $325.00 to $275.00 and set a "buy" rating for the company in a research note on Friday, January 30th. UBS Group set a $260.00 target price on AppFolio and gave the company a "buy" rating in a report on Friday, January 30th. KeyCorp restated an "overweight" rating on shares of AppFolio in a research note on Monday, February 2nd. Finally, Keefe, Bruyette & Woods decreased their price target on AppFolio from $311.00 to $290.00 and set an "outperform" rating for the company in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Buy" and a consensus price target of $263.86.

AppFolio Company Profile

AppFolio, Inc is a Santa Barbara–based provider of cloud-based software solutions for the property management and legal industries. Founded in 2006 by former software executives, the company went public on the NASDAQ under the symbol APPF in 2015. Its original offering, AppFolio Property Manager, automates accounting, marketing, leasing, and maintenance functions for residential, commercial, student housing, and community association managers.

In 2019, AppFolio expanded its portfolio with the acquisition of MyCase, a web-based legal practice management platform for small to mid-size law firms.

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