The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Citizens JMP upgraded eBay (EBAY) to Outperform from Market Perform with a $115 price target. The firm believes the company's product initiatives are creating a "significantly better consumer experience" in its focus categories that can drive mid-single-digit merchandise volume growth in 2026. JPMorgan upgrade ...

SAN DIEGO, Oct. 20, 2025 (GLOBE NEWSWIRE) -- AppFolio (NASDAQ:APPF), the technology leader powering the future of real estate, announced the winners of its 2025 FUTUREist Awards at FUTURE: The Real Estate Conference by AppFolio. The awards program honors customers who are shaping a brighter future for their communities through visionary leadership, a commitment to equitable housing, and meaningful community impact. The FUTUREist Awards were inspired by AppFolio’s belief that creating thriving communities is ...

Core Insights - AppFolio Inc. has launched a significant strategic shift with its Real Estate Performance Management platform, which utilizes AI to enhance property management efficiency [1][2] - The new platform features three integrated layers: record, action, and growth, aimed at optimizing leasing, maintenance, and resident engagement [1] - The introduction of AI-powered modules, Realm-X Performers, automates leasing processes, manages maintenance requests, and improves communication related to leases and payments [2][3] Company Overview - AppFolio Inc. is a California-based SaaS company that provides cloud software solutions for the real estate industry, focusing on unifying leasing, accounting, communication, and maintenance workflows [3] - The company is increasingly integrating AI and adopting a mobile-first design to modernize real estate operations [3]

Core Viewpoint - AppFolio Inc. shares experienced a rise of over 5% following an upgrade from KeyBanc Capital Markets, which moved the stock rating from Sector Weight to Overweight with a price target set at $285 [1] Group 1: Growth Potential - KeyBanc analysts expressed renewed confidence in AppFolio's growth trajectory after attending the annual FUTURE user conference, highlighting accelerating momentum in new customer acquisitions and expansions within its Plus and Max offerings [1] - The firm identified attractive and expansive opportunities in monetizing resident experience tools, which could significantly enhance AppFolio's average revenue per user (ARPU) [2] - KeyBanc raised its growth estimates for 2026, indicating a positive outlook for the company's future performance [2] Group 2: Valuation and Market Position - Analysts characterized the recent share pullback as a "buying opportunity," noting that the stock's valuation at 7.2 times the 2026 enterprise value-to-sales is appealing compared to peers [2] - KeyBanc anticipates that AppFolio's ARPU growth and product innovation will drive meaningful top-line expansion over the next several years [3]

Core Insights - U.S. stocks experienced a mostly positive session, with the Dow Jones index increasing by over 150 points on Friday [1] Company Highlights - Revolution Medicines Inc (NASDAQ:RVMD) saw a significant share price increase of 11.2%, reaching $55.25, after the FDA granted a non-transferrable voucher for its drug daraxonrasib under the National Priority Voucher pilot program [1] - Disc Medicine Inc (NASDAQ:IRON) shares surged by 25.7% to $93.50 following the receipt of a Commissioner's National Priority Voucher from the FDA for bitopertin [4] - Liberty Energy Inc (NYSE:LBRT) reported a 23.4% increase in share price to $14.73 after announcing third-quarter results [4] - Solana Co (NASDAQ:HSDT) shares rose by 19.5% to $12.08 [4] - Sealsq Corp (NASDAQ:LAES) experienced a 14.4% increase, reaching $7.28 [4] - Rekor Systems Inc (NASDAQ:REKR) shares gained 13.3% to $2.94 [4] - Praxis Precision Medicines Inc (NASDAQ:PRAX) saw a 12.5% increase to $183.00 after announcing a $525 million public offering [4] - Sify Technologies Ltd (NYSE:SIFY) shares rose by 11.8% to $13.15 [4] - Kenvue Inc (NYSE:KVUE) increased by 8.4% to $15.30 [4] - Propetro Holding Corp (NYSE:PUMP) surged by 7.6% to $5.52 [4] - Owens & Minor Inc (NYSE:OMI) shares gained 6.7% to $4.90 [4] - American Express Co (NYSE:AXP) reported a 6% increase in share price to $342.57, surpassing analyst estimates for revenue and adjusted earnings per share [4] - AppFolio Inc (NASDAQ:APPF) shares increased by 4.7% to $233.90, with an upgrade from Keybanc analyst Jason Celino from Sector Weight to Overweight and a new price target of $285 [4]

Upgrades - Baird upgraded Zions Bancorp (ZION) to Outperform from Neutral with an unchanged price target of $65, advising investors to take advantage of the selloff in shares [2] - Stifel upgraded International Paper (IP) to Buy from Hold with an unchanged price target of $57.80, noting that initial exuberance following the CEO's appointment has been replaced by more realistic expectations [2] - HSBC upgraded Freeport-McMoRan (FCX) to Buy from Hold with a price target of $50, up from $43, citing record-high precious metal prices and copper's outperformance due to supply disruptions [2] - KeyBanc upgraded AppFolio (APPF) to Overweight from Sector Weight with a $285 price target, indicating renewed confidence in the company's momentum following customer conversations at its annual conference [3] - UBS upgraded Deere (DE) to Buy from Neutral with a price target of $535, down from $545, expecting 2026 to be the last year of earnings downturn before recovery in 2027 [4] Downgrades - TD Cowen downgraded Booz Allen (BAH) to Hold from Buy with a price target of $105, down from $125, anticipating a reduction in fiscal 2026 guidance [5] - Barclays double downgraded AST SpaceMobile (ASTS) to Underweight from Overweight with an unchanged price target of $60, citing excessive stock valuation despite attractive opportunities [5] - Raymond James downgraded Bank OZK (OZK) to Market Perform from Outperform without a price target, reducing next year's EPS forecast by roughly 12% due to softer loan growth expectations and higher expenses [5] - Raymond James downgraded Graphic Packaging (GPK) to Market Perform from Outperform without a price target, indicating that recent share weakness limits differentiation [5] - Raymond James downgraded Silgan Holdings (SLGN) to Outperform from Strong Buy with a price target of $53, down from $60, while still constructive on the company, taking a more conservative approach due to caution from Q2 items [5]

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying APPF stock? Here’s what analysts think: Read This Next: Photo via ShutterstockLoading...Loading... ...

AppFolio (APPF) closed the most recent trading day at $223.31, moving -2.29% from the previous trading session. This change lagged the S&P 500's daily loss of 0.63%. Meanwhile, the Dow experienced a drop of 0.65%, and the technology-dominated Nasdaq saw a decrease of 0.47%. Heading into today, shares of the property management software maker had lost 17.42% over the past month, lagging the Computer and Technology sector's gain of 1.9% and the S&P 500's gain of 0.92%.Market participants will be closely follo ...

Core Viewpoint - AppFolio, Inc. is set to report its third quarter 2025 financial results on October 30, 2025, after the U.S. financial markets close [1] Group 1: Financial Results Announcement - The financial results will be disclosed after the market closes on October 30, 2025 [1] - A conference call will be held on the same day at 5:00 p.m. Eastern Time to discuss the results and business outlook [2] - A live webcast of the conference call will be available, and a replay will be accessible for a limited time on the Investor Relations website [2] Group 2: Disclosure Practices - AppFolio utilizes its Investor Relations website to disclose material nonpublic information and comply with Regulation FD [3] - Investors are encouraged to monitor the Investor Relations website along with SEC filings and public communications for updates [3] Group 3: Company Overview - AppFolio is recognized as a technology leader in the real estate industry, providing innovative solutions to enhance operational efficiency and business growth [4] - The company focuses on connecting communities through its performance platform [4]

Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty ImagesSOPA Images/LightRocket via Getty ImagesAppFolio (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? It appears that the stock may decline further. The ongoing correction, when viewed in light of the stock's Very High valuation, indicates the potential for additional downside. A price of $160 is plausible, especially since the stock has reached th ...