NASDAQ: APPF

AppFolio (APPF) Stock Analysis & Forecast

Sep 28 close

$197.91−6.31 (−3.1%)

Gekko Brief

AI summary

AppFolio shares fell 3.1% to $197.91 this week, extending a decline also noted after a 2.66% drop to $204.43 in the prior session, as the stock continues to pull back from its 52-week range. Coverage during the week also highlighted a strategic partnership between AppFolio and Column, bringing Column's banking capabilities into the AppFolio Performance Platform for property managers, alongside comparison pieces weighing AppFolio against peers and continued attention to Wall Street's optimistic analyst stance on the stock.

The stock trades between its 50-day average of $203.86 and 200-day average of $186.31, with a one-month return of -14.7% against a six-month return of 27.1%. The GekkoIndex reads 63.8, placing APPF in the Accumulation zone, up 4.4 over five sessions. Price sits 6.2% below Gekko Fair Value of $211.09.

The next earnings report is set for 29 October 2026 after the close, 30 days out and beyond a typical 20-trading-day hold; the last report showed a 1.8% reaction versus an average absolute move of 10.2% across recent quarters. Nine analysts covering the stock rate it a consensus buy, with a target of $234.16 implying 18.3% upside from current levels. Seasonality over the next 20 trading days has averaged -3% across 5 years, rising in 2 of them, a headwind worth noting given no insider, Congress, or unusual options activity is recorded in the current windows.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

AppFolio price vs fair value

$211.09$197.91Sep ’25Mar ’26Sep ’26
Close $197.91200-day averageGekko Fair Value $211.09

AppFolio quick facts

Market cap
$7.07B
P/E ratio
46.5
Forward P/E
128.2
EPS, TTM
$4.39
Revenue, TTM
$1.04B
Profit margin
15.1%
Dividend yield
—
Beta
0.85
Volume
293,457 avg 295,108
1-year return
−28.3%
Typical daily move
±3.8%
Typical 20-day move
±7%
50-day average
$203.86
200-day average
$186.31
Next earnings
Oct 29 after close
Shares outstanding
24.09M
52-week range
$142.56$283.14

AppFolio swing-trade checklist

AppFolio scores 3 supportive, 1 mixed and 1 headwind across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive1 mixed1 headwind

  • Trendmixed

    Averages disagree

    Close $197.91 sits between the 50-day ($203.86) and 200-day ($186.31) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    63.8, Accumulation

    Reading 63.8 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    6.2% below

    Price is 6.2% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 30 days

    Next report Oct 29, 2026, 30 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalityheadwind

    −3.0% on average

    From this point in the calendar, the next 20 trading days averaged −3% over 5 years, rising in 2 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

AppFolio stock chart and price history

AppFolio closed at $197.91 on Sep 28, 2026, −28.3% over the past year, inside a 52-week range of $142.56 to $283.14.

Close50-day average200-day averageVolume
AppFolio share price, past year, with 50-day and 200-day moving averages and volume$150$250NovDecJan 2026FebMarAprMayJunJulAugSep197.91

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−14.7%
3 months
+26.4%
6 months
+27.1%
1 year
−28.3%
The full APPF chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open APPF in Gekko

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About AppFolio

AppFolio builds internet-delivered software aimed at people who work in property management across the United States. The platform helps with tasks like bookkeeping, generating reports, advertising vacancies, handling leases, tracking maintenance requests, automating routine tasks, and keeping communication flowing between the parties involved in running rental properties.

Its product lineup is arranged in tiers to fit different sizes and needs of property management operations. A base offering handles standard bookkeeping needs and functions as the main record-keeping tool for smaller firms. A mid-level version adds support for affordable and student housing along with more advanced analytics and a limited, view-only connection for outside data access. The top tier adds relationship-management features for tracking tenants and clients, plus a fuller data connection that allows both reading and writing information externally. Alongside these core packages, AppFolio sells extra services covering online rent payments, background checks on prospective tenants, upkeep coordination, operational improvements, resident support, and tools to reduce risk. Those who rely on its offerings include people who manage properties, those who own or invest in them, current and prospective tenants, and outside vendors.

The company traces its incorporation to 2006 and runs its operations from Santa Barbara, California. Its stock trades on the NASDAQ exchange under the symbol APPF.

Listed
NASDAQ
Sector
Technology services
Industry
Information technology services
Website
appfolio.com

AppFolio GekkoIndex: the smart money zone

AppFolio’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 63.8, in the Accumulation zone, up 4.4 points over five sessions.

010063.8Accumulation

Up 4.4 points over five sessions, from the Neutral zone.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying40+0.5%+1.8%+8.0%+3.2%
Accumulation (current zone)211+0.8%+2.1%+0.6%+0.2%
Neutral3860.0%−0.3%0.0%+1.2%
Distribution320.0%−0.9%−0.1%−7.5%
Selling3Too few readings yet

Average APPF share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the APPF price, zone by zone.Track APPF in Gekko

Is AppFolio stock overvalued? Gekko Fair Value

AppFolio trades 6.2% below Gekko Fair Value of $211.09, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what AppFolio shares are worth, recalculated every trading day.

$211.09

Gekko Fair Value, Sep 29, 2026

6.2% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open APPF in Gekko

AppFolio insider and Congress trading

No open-market insider purchases were filed for AppFolio, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for APPF in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every APPF insider filing, plotted on the chart in Gekko.Open APPF in Gekko

Congress trades last 90 days

No trades in APPF were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for APPF, plotted on the chart in Gekko.Open APPF in Gekko

Buybacks

AppFolio has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$13.50M
As a share of market cap
0.19%

From company filings.

Hedge funds and billionaires quarter ended Jun 30

2of the funds Gekko tracks hold APPF.

1added0opened1trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko

AppFolio earnings: next date and track record

AppFolio reports on Oct 29, 2026, after the close (30 days away), and beat the EPS estimate in 4 of its last 8 reports.

4 of 8reports beat the EPS estimate
±10.2%average move across the report
5 of 8reports followed by a gain

Share-price move across each report

+8.6%Oct ’24−6.4%Jan ’25−14.9%Apr ’25+23.1%Jul ’25+6.6%Oct ’25−12.9%Jan ’26+6.9%Apr ’26+1.8%Jul ’26

Last earnings call, Jul 23, 2026 AI summary

What they said
AppFolio reported Q2 2026 revenue of $281 million, up 19% year-over-year, crossing $1 billion in trailing 12-month revenue for the first time. Non-GAAP operating margin reached 27.1% and GAAP operating margin was 18.8%. Units on platform grew to 9.6 million. The company is positioning its 'Real Performance Management' (RPM) strategy around AI-native architecture and technology consolidation, with major customer PURE HomeRiver committing to expand from 40,000 to 60,000 units on the platform.
Guidance
No explicit forward-looking financial guidance or specific revenue/earnings targets were provided in this excerpt. Management signaled continued growth momentum driven by platform consolidation trends, with 45% of property managers planning to streamline software solutions.
ReportedEPSSurpriseRevenueSurpriseMove
Jul 23, 2026$1.23
est $1.24
−0.8%$281.1M
est $277.4M
+1.4%+1.8%
Apr 23, 2026$1.61
est $1.44
+11.8%$262.2M
est $258.1M
+1.6%+6.9%
Jan 29, 2026$1.39
est $1.24
+12.1%$248.2M
est $246.6M
+0.7%−12.9%
Oct 30, 2025$1.31
est $1.45
−9.7%$249.4M
est $246.6M
+1.1%+6.6%
Jul 31, 2025$1.38
est $1.27
+8.7%$235.6M
est $230.1M
+2.4%+23.1%
Apr 24, 2025$1.21
est $1.22
−0.8%$217.7M
est $220.4M
−1.2%−14.9%
Jan 30, 2025$0.92
est $0.92
0.0%$203.7M
est $200.0M
+1.8%−6.4%
Oct 24, 2024$1.30
est $1.02
+27.5%$205.7M
est $199.1M
+3.3%+8.6%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

AppFolio stock forecast and analyst price targets

Analysts’ average 12-month price target for AppFolio is $234.16, +18.3% from the last close, from 9 firms rating the stock in the last 90 days.

$234.16consensus 12-month target, +18.3% from the last close
Low $200High $280
Buy9
Hold0
Sell0

Each firm’s latest rating in the last 90 days: 9 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 28D.A. DavidsonBuy, maintained$240+21.3%
Sep 17KeyBancBuy, maintained$280+41.5%
Sep 10William BlairBuy, maintained——
Jul 27D.A. DavidsonBuy, reiterated$225+13.7%
Jul 27KBWBuy, maintained$233+17.7%
+0.6%average 20-day move after past Accumulation readings
−3.0%average move over the next 20 trading days in the last 5 years
±3.8%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

AppFolio seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, AppFolio averaged −3.0% across the last 5 years, rising in 2 of them.

Next 20 trading days, by year

+7.6%2021−2.8%2022+2.9%2023−10.6%2024−13.2%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days−0.4%3 of 5
Next 10 trading days−4.6%1 of 5
Next 15 trading days−6.1%1 of 5
Next 20 trading days−3.0%2 of 5
Next 30 trading days+3.5%3 of 5

For scale, APPF’s typical 20-trading-day move in either direction is about 7%.

AppFolio market cap and key statistics

AppFolio’s market cap is $7.07B, with a P/E ratio of 46.5 and revenue of $1.04B over the last twelve months.

Valuation

Market cap
$7.07B
P/E ratio
46.5
Forward P/E
128.2
EPS, TTM
$4.39
Gekko Fair Value
$211.09

Trading

Volume
293,457
Avg volume, 20 days
295,108
52-week high
$283.14
52-week low
$142.56
Shares outstanding
24.09M

Financials

Revenue, TTM
$1.04B
Profit margin
15.1%
Return on equity
32.1%
Quarterly earnings growth, YoY
+18.2%

Risk and income

Beta
0.85
Typical daily move
±3.8%
Typical 20-day move
±7%

AppFolio stock news this week

5 headlines about AppFolio from the past week, newest first, each linking to the publisher.

AppFolio peers

AppFolio’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
IBMInternational Business Machines−0.8%Accumulation16.1% below
FTNTFortinet+3.3%Neutral32.5% above
NETCloudflare+4.3%Neutral22.9% above
ACNAccenture+0.6%Neutral9.7% below
WDAYWorkday+2.3%Neutral13.2% above
CRDOCredo Technology−6.5%Neutral19.0% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

AppFolio stock FAQ

What is AppFolio’s market cap?

AppFolio’s market cap is $7.07B at the Sep 28, 2026 close of $197.91, with 24.09M shares outstanding. The shares trade on a P/E ratio of 46.5.

What is the AppFolio stock forecast?

The consensus analyst 12-month price target for AppFolio is $234.16, +18.3% from the last close. Of the 9 firms that rated the stock in the last 90 days, 9 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is AppFolio stock overvalued or undervalued?

On Gekko’s estimate AppFolio is undervalued: the Sep 28, 2026 close of $197.91 is 6.2% below Gekko Fair Value of $211.09. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does AppFolio report earnings next?

AppFolio is expected to report on Oct 29, 2026, after the market closes (30 days away). Analysts expect earnings of $1.78 per share on revenue of $294.3M. AppFolio beat the earnings estimate in 4 of its last 8 reports, moving 10.2% on average across the report.

What is AppFolio’s 52-week high and low?

AppFolio’s 52-week high is $283.14 and its 52-week low is $142.56; it closed at $197.91 on Sep 28, 2026, −28.3% over the past year. Over the last five years the shares peaked at $326.04 on Aug 4, 2025.

Is AppFolio stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, fair value and earnings risk), 1 as mixed (trend) and 1 as a headwind (seasonality). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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