AppFolio (APPF) to Release Quarterly Earnings on Thursday

Key Points

• AppFolio is set to release its Q3 2025 earnings on October 23rd, with analysts predicting earnings of $1.45 per share for the quarter.
• The company reported $1.38 earnings per share for its last quarter, exceeding expectations, and had year-over-year revenue growth of 19.4%.
• Recent analyst upgrades have set a new average price target for AppFolio stock at $311.80, with multiple firms recommending a "buy" rating.

AppFolio (NASDAQ:APPF - Get Free Report) is expected to release its Q3 2025 results before the market opens on Thursday, October 23rd. Analysts expect the company to announce earnings of $1.45 per share for the quarter. AppFolio has set its FY 2025 guidance at EPS.Individuals can find conference call details on the company's upcoming Q3 2025 earningreport page for the latest details on the call scheduled for Thursday, October 23, 2025 at 5:00 PM ET.

AppFolio (NASDAQ:APPF - Get Free Report) last issued its quarterly earnings data on Thursday, July 31st. The software maker reported $1.38 earnings per share for the quarter, beating analysts' consensus estimates of $1.27 by $0.11. AppFolio had a return on equity of 26.32% and a net margin of 23.54%.The firm had revenue of $235.58 million during the quarter, compared to analyst estimates of $230.10 million. During the same quarter last year, the firm earned $1.12 EPS. AppFolio's quarterly revenue was up 19.4% 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 0.5%

APPF stock opened at $228.55 on Thursday. The stock's 50 day moving average is $268.50 and its two-hundred day moving average is $243.01. AppFolio has a 52-week low of $189.01 and a 52-week high of $326.04. The company has a market capitalization of $8.19 billion, a PE ratio of 41.25 and a beta of 0.83.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Keefe, Bruyette & Woods upped their price target on shares of AppFolio from $295.00 to $311.00 and gave the company a "market perform" rating in a report on Wednesday, September 3rd. DA Davidson reissued a "buy" rating and issued a $350.00 target price on shares of AppFolio in a research report on Friday, August 1st. Weiss Ratings restated a "buy (b-)" rating on shares of AppFolio in a research note on Wednesday, October 8th. Finally, Piper Sandler upgraded AppFolio from a "neutral" rating to an "overweight" rating and lifted their price target for the stock from $240.00 to $350.00 in a research note on Friday, August 1st. Five equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $311.80.

Insider Activity

In other AppFolio news, major shareholder Klaus Schauser sold 3,000 shares of AppFolio stock in a transaction that occurred on Friday, August 1st. The stock was sold at an average price of $295.14, for a total value of $885,420.00. Following the completion of the transaction, the insider directly owned 300,000 shares in the company, valued at $88,542,000. The trade was a 0.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO William Shane Trigg sold 4,000 shares of the stock in a transaction that occurred on Wednesday, September 10th. The stock was sold at an average price of $276.95, for a total value of $1,107,800.00. Following the sale, the chief executive officer owned 59,556 shares in the company, valued at $16,494,034.20. The trade was a 6.29% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 58,803 shares of company stock valued at $16,938,949. Company insiders own 4.68% of the company's stock.

Institutional Investors Weigh In On AppFolio

A number of hedge funds have recently added to or reduced their stakes in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of AppFolio by 23.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 384 shares of the software maker's stock valued at $84,000 after acquiring an additional 73 shares during the period. Osaic Holdings Inc. boosted its stake in AppFolio by 266.2% during the 2nd quarter. Osaic Holdings Inc. now owns 553 shares of the software maker's stock valued at $124,000 after purchasing an additional 402 shares during the period. Smartleaf Asset Management LLC boosted its stake in AppFolio by 18.5% during the 2nd quarter. Smartleaf Asset Management LLC now owns 608 shares of the software maker's stock valued at $138,000 after purchasing an additional 95 shares during the period. Jones Financial Companies Lllp grew its position in AppFolio by 164.8% in the 1st quarter. Jones Financial Companies Lllp now owns 654 shares of the software maker's stock worth $144,000 after purchasing an additional 407 shares during the last quarter. Finally, Kensington Investment Counsel LLC acquired a new stake in shares of AppFolio in the second quarter valued at approximately $207,000. 85.19% of the stock is currently 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.

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