AppFolio, Inc. (APPF) Discusses Vision, Strategy, Product Differentiation, and Financial Overview at Investor Meeting Transcript
AppFolio, Inc. ( APPF ) Discusses Vision, Strategy, Product Differentiation, and Financial Overview at Investor Meeting November 18, 2025 12:00 PM EST Company Participants Bill Schroeder Shane Trigg - President, CEO & Director Kyle Triplett - Senior Vice President of Product Lisa Horner - Chief Marketing Officer Stacy Holden Timothy Eaton - CFO & Interim Principal Accounting Officer Bill Schroeder - Vice President of Finance Conference Call Participants Rob Gale Tony Juliano Josh Winch Stacy Winship Lori Barker - The Blueshirt Group, LLC Jason Celino - KeyBanc Capital Markets Inc., Research Division Stephen Sheldon - William Blair & Company L.L.C., Research Division Alexei Gogolev - JPMorgan Chase & Co, Research Division J.R.
AppFolio: Further Multiples Compression Is Likely, Though Accelerating Growth Is A Plus (Upgrade)
AppFolio is upgraded to a neutral rating as strong Q3 growth is balanced by high valuation and market risk aversion. APPF benefits from secular rental housing demand and successful upselling of premium, AI-driven subscriptions, driving revenue growth above expectations. Competitive threats, potential AI disruption, and lack of significant margin progress raise concerns about the company's ability to justify premium multiples.
Is AppFolio (APPF) a Buy as Wall Street Analysts Look Optimistic?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
AppFolio (APPF) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for AppFolio (APPF) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
AppFolio (APPF) Misses Q3 Earnings Estimates
AppFolio (APPF) came out with quarterly earnings of $1.31 per share, missing the Zacks Consensus Estimate of $1.45 per share. This compares to earnings of $1.3 per share a year ago.
AppFolio, Inc. (APPF) Q3 2025 Earnings Call Prepared Remarks Transcript
AppFolio, Inc. ( APPF ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Shane Trigg - President, CEO & Director Timothy Eaton - CFO & Interim Principal Accounting Officer Conference Call Participants Lori Barker - The Blueshirt Group, LLC Presentation Operator Good afternoon. Thank you for standing by, and welcome to AppFolio's Third Quarter 2025 Financial Results Conference Call.
AppFolio (APPF) Exceeds Market Returns: Some Facts to Consider
AppFolio (APPF) reached $242.68 at the closing of the latest trading day, reflecting a +1.31% change compared to its last close.
AppFolio (APPF) Registers a Bigger Fall Than the Market: Important Facts to Note
In the most recent trading session, AppFolio (APPF) closed at $223.31, indicating a -2.29% shift from the previous trading day.
Could AppFolio Stock Reach $160?
AppFolio (APPF) shares have dropped by 20.2% in under a month, decreasing from $285.18 on 9/22/2025 to a current price of $227.50. What lies ahead?
3 Reasons Why Growth Investors Shouldn't Overlook AppFolio (APPF)
AppFolio (APPF) is well positioned to outperform the market, as it exhibits above-average growth in financials.
APPF Soars on 2Q Beat, A.I. Growth
AppFolio (APPF) shares hit an all-time high after crushing 2Q earnings estimates. The real estate and property management software company saw an increase in new units in its latest quarter.
AppFolio, Inc. (APPF) Q2 2025 Earnings Call Transcript
AppFolio, Inc. (NASDAQ:APPF ) Q2 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Shane Trigg - President, CEO & Director Conference Call Participants Lori Barker - The Blueshirt Group, LLC Operator Good afternoon, and thank you for standing by. Welcome to AppFolio's Second Quarter 2025 Earnings Conference Call.
