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AppFolio (DE:4P0)
FRANKFURT:4P0

AppFolio (4P0) Price & Analysis

1 Followers

4P0 Stock Chart & Stats

€147.35
€0.10(0.07%)
At close: 4:00 PM EDT
€147.35
€0.10(0.07%)

Bulls Say, Bears Say

Bulls Say
Revenue ScaleThe multi-year revenue expansion shows sustained customer and platform adoption. Although growth has moderated, the larger recurring-revenue base and embedded transaction services provide a durable foundation for continued expansion.
Cash GenerationFree cash flow nearly matching operating cash flow indicates limited cash leakage and strong earnings conversion. This supports reinvestment, product development and balance-sheet resilience without depending heavily on external financing.
Balance Sheet StrengthLow leverage gives AppFolio financial flexibility while strong returns on equity demonstrate improved operating economics. The combination reduces funding risk and leaves capacity to invest in platform capabilities and customer growth.
Bears Say
Growth DecelerationSlowing revenue growth can signal a maturing customer base, tougher comparisons or reduced expansion efficiency. If sustained, deceleration could limit operating leverage and make future profit growth more dependent on monetization.
Margin ConsistencyThe discrepancy makes it harder to assess the durability of reported profitability and the economics of the platform. Clarification or normalization is needed before assuming recent margins will persist across future periods.
Governance ConcentrationCombining the CEO and chairman roles can reduce independent oversight, while ten-vote Class B shares concentrate voting control. This may limit shareholder influence over strategic decisions and leadership accountability over time.

AppFolio News

4P0 FAQ

What was AppFolio’s price range in the past 12 months?
AppFolio lowest stock price was €121.40 and its highest was €242.00 in the past 12 months.
    What is AppFolio’s market cap?
    AppFolio’s market cap is €6.83B.
      When is AppFolio’s upcoming earnings report date?
      AppFolio’s upcoming earnings report date is Oct 22, 2026 which is in 57 days.
        How were AppFolio’s earnings last quarter?
        AppFolio released its earnings results on Jul 23, 2026. The company reported €1.463 earnings per share for the quarter, beating the consensus estimate of €1.446 by €0.016.
          Is AppFolio overvalued?
          According to Wall Street analysts AppFolio’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does AppFolio pay dividends?
            AppFolio does not currently pay dividends.
            What is AppFolio’s EPS estimate?
            AppFolio’s EPS estimate is 1.53.
              How many shares outstanding does AppFolio have?
              AppFolio has 24,087,366 shares outstanding.
                What happened to AppFolio’s price movement after its last earnings report?
                AppFolio reported an EPS of €1.463 in its last earnings report, beating expectations of €1.446. Following the earnings report the stock price went up 1.667%.
                  Which hedge fund is a major shareholder of AppFolio?
                  Currently, no hedge funds are holding shares in DE:4P0
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    AppFolio

                    AppFolio, Inc., together with its subsidiaries, provides cloud-based platform for the real estate industry in the United States. The company provides a cloud-based platform that assist with accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication services. It offers AppFolio Property Manager Core, a platform that provides the accounting functionalities for small property management companies, as well as serves as a system of record; AppFolio Property Manager Plus, which offers affordable housing and student housing, advanced accounting, advanced data analysis, and read-only API access services; and AppFolio Property Manager Max that provides customer relationship management tools and full database access through a read and write application programming interface services. The company also provides value-added services, such as electronic payment, tenant screening, maintenance, business optimization, resident, and risk mitigation services. It serves property managers, property investors, potential residents, residents, and vendors. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.

                    AppFolio (4P0) Earnings & Revenues

                    4P0 Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presents strong top-line growth, accelerating profitability, robust AI adoption, and raised full-year guidance — indicating solid operational and financial momentum. Key challenges include cost pressures related to payments mix and increased data center spend to support AI, and reliance on value-added services and premium-tier adoption to sustain revenue and margin expansion. Overall, the positives (revenue growth, margin improvement, high AI/product adoption, and raised guidance) materially outweigh the risks described.View all DE:4P0 earnings summaries

                    4P0 Revenue Breakdown

                    73.19%73.19%25.25%1.56%
                    73.19% Value Added services
                    25.25% Core solutions
                    1.56% Other
                    tipranks

                    4P0 Stock 12 Month Forecast

                    Average Price Target

                    €196.85
                    ▲(33.59% Upside)
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