The market expects AppFolio (APPF) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...

Core Viewpoint - Growth investors are increasingly focused on stocks with above-average financial growth, but identifying such stocks can be challenging due to inherent risks and volatility [1] Group 1: AppFolio's Growth Potential - AppFolio (APPF) is currently recommended as a cutting-edge growth stock by the Zacks Growth Style Score system, which evaluates a company's real growth prospects beyond traditional metrics [2] - The stock has a favorable Growth Score and a top Zacks Rank, indicating strong potential for growth investors [2][11] Group 2: Earnings Growth - AppFolio has a historical EPS growth rate of 15%, with projected EPS growth of 17.9% this year, surpassing the industry average of 17.6% [5] - Double-digit earnings growth is preferred by growth investors as it signals strong future prospects [4] Group 3: Cash Flow Growth - AppFolio's year-over-year cash flow growth stands at an impressive 170.5%, significantly higher than the industry average of -18% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 16.5%, compared to the industry average of 15% [7] Group 4: Earnings Estimate Revisions - The current-year earnings estimates for AppFolio have been revised upward, with the Zacks Consensus Estimate increasing by 0.3% over the past month [9] - Positive trends in earnings estimate revisions are correlated with near-term stock price movements, further validating AppFolio's growth potential [8] Group 5: Overall Assessment - AppFolio has achieved a Zacks Rank of 2 (Buy) and a Growth Score of B, indicating it is a solid choice for growth investors [11]

SANTA BARBARA, Calif., July 17, 2025 (GLOBE NEWSWIRE) -- AppFolio, Inc. (NASDAQ: APPF) today announced that it will report its second quarter 2025 financial results after the close of the U.S. financial markets on Thursday, July 31, 2025. In conjunction with this announcement, AppFolio will host a conference call on Thursday, July 31, 2025, at 5:00 p.m. (Eastern Time), to discuss the company’s financial results and business outlook. A live webcast of the call will be available at https://edge.media-server.c ...

Leading firm leverages AppFolio Property Manager Max to create value for its residents, investors, and business Northpoint X AppFolio Northpoint is on AppFolio Max SANTA BARBARA, Calif., July 16, 2025 (GLOBE NEWSWIRE) -- AppFolio (NASDAQ:APPF), the technology leader powering the future of the real estate industry, announced that it has been selected by Northpoint Asset Management to power its operations. Headquartered in Salt Lake City, UT, Northpoint is a full-service property management company for lon ...

Company Performance - AppFolio (APPF) closed at $220.45, reflecting a -3.13% change from the previous day, underperforming compared to the S&P 500's loss of 0.84% [1] - Over the past month, AppFolio's shares have increased by 3.96%, while the Computer and Technology sector remained flat and the S&P 500 gained 1.44% [1] Upcoming Earnings - AppFolio's upcoming earnings per share (EPS) are projected to be $1.28, indicating a 14.29% increase from the same quarter last year [2] - The consensus estimate for quarterly revenue is $230.3 million, which represents a 16.68% increase from the previous year [2] Annual Forecast - For the entire year, Zacks Consensus Estimates forecast earnings of $5.14 per share and revenue of $930.84 million, reflecting increases of +17.62% and +17.2% respectively compared to the previous year [3] - Recent adjustments to analyst estimates suggest a positive outlook for AppFolio's business performance and profit potential [3] Valuation Metrics - AppFolio has a Forward P/E ratio of 60.85, which is higher than the industry average Forward P/E of 45.44 [6] - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 47, placing it in the top 20% of over 250 industries [6] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a strong historical performance, with 1 rated stocks averaging an annual return of +25% since 1988 [5] - Currently, AppFolio holds a Zacks Rank of 3 (Hold), with a recent 1.84% decrease in the consensus EPS estimate over the last 30 days [5]

Core Insights - AppFolio has introduced Realm-X Performers, an embedded generative AI designed to automate complex workflows in property management, enhancing experiences for residents, property managers, owners, and investors [1][5] - The 2025 AppFolio Property Management Benchmark Report highlights that maintaining high occupancy rates is the primary concern for property managers, indicating a need for improved performance solutions [2] - Realm-X Performers aim to close the performance gap in traditional property management systems, which focus on task management rather than delivering outcomes [2][5] Product Innovations - Realm-X Performers will be integrated into Realm-X Flows, AppFolio's workflow automation engine, to standardize processes and enhance operational speed, effectiveness, and consistency [4] - The Realm-X Leasing Performer automates the leasing process by managing inquiries, scheduling showings, and providing essential details to property managers [6] - The Realm-X Maintenance Performer autonomously diagnoses and prioritizes maintenance requests, creating work orders and logging summaries [6] Performance Outcomes - Since its launch, Realm-X has delivered tangible performance outcomes for AppFolio customers, with users reporting an average savings of 10 hours weekly on tasks [7][11] - Realm-X Messages have improved resident communications, saving users an average of 26 seconds per message [11] - Realm-X Flows has achieved a 73% higher lead-to-showing conversion rate compared to non-users [11] Future Outlook - The launch of Realm-X Performers signifies a transformative shift in the property management industry, enabling a focus on delivering real performance and value for all stakeholders [5][8] - AppFolio continues to innovate, with upcoming events like FUTURE: The Real Estate Conference, where further advancements will be unveiled [9]

Core Insights - AppFolio's shares rose nearly 5% due to insider stock purchases by board members [1][2] - The S&P 500 index increased by 0.6% on the same day, indicating a stronger performance for AppFolio [1] Insider Buying Activity - Timothy Bliss purchased 22,000 shares between last Thursday and Monday, with prices ranging from $215.28 to $218.73 per share [2] - Casey Donald made a single purchase of 4,000 shares at an average price of $217.73 [4] Company Performance - AppFolio, a SaaS company focused on the real estate market, has experienced a recent upswing following a sell-off after its first-quarter earnings report [5] - The company reported solid revenue growth but a decline in net income, missing analyst expectations for both revenue and earnings [5] Market Expectations - Investor expectations for the SaaS sector are notably high, with demands for strong growth and significant earnings beats [6] - Despite the recent dip in net income, AppFolio remains profitable and is performing well within its niche [6]

Group 1: Stock Performance - AppFolio's stock closed at $215.80, reflecting a -1.01% change from the previous day, underperforming the S&P 500's loss of 0.53% [1] - Over the past month, AppFolio shares have appreciated by 1.63%, lagging behind the Computer and Technology sector's gain of 8.67% and the S&P 500's gain of 5.17% [1] Group 2: Earnings Forecast - AppFolio is expected to report an EPS of $1.28, indicating a 14.29% growth compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projecting net sales of $230.3 million, up 16.68% from the year-ago period [2] Group 3: Full Year Estimates - For the full year, analysts expect earnings of $5.21 per share and revenue of $930.84 million, representing changes of +19.22% and +17.2% respectively from last year [3] Group 4: Analyst Forecast Revisions - Recent revisions to analyst forecasts for AppFolio should be monitored, as positive estimate revisions are interpreted as a good sign for the company's business outlook [4] Group 5: Zacks Rank and Valuation - AppFolio currently holds a Zacks Rank of 4 (Sell), with the Zacks Consensus EPS estimate remaining unchanged over the last 30 days [6] - The company is trading with a Forward P/E ratio of 41.88, which is higher than the industry average Forward P/E of 29.65, indicating a premium valuation [7] Group 6: Industry Context - The Internet - Software industry, to which AppFolio belongs, is part of the Computer and Technology sector, which has a Zacks Industry Rank of 55, placing it in the top 23% of all industries [7][8]

Core Viewpoint - The article discusses the reliability of brokerage recommendations, particularly focusing on AppFolio (APPF), and highlights the potential misalignment of interests between brokerage analysts and retail investors [1][10]. Group 1: Brokerage Recommendations - AppFolio has an average brokerage recommendation (ABR) of 2.00, indicating a Buy, based on recommendations from seven brokerage firms, with four of them (57.1%) rating it as Strong Buy [2][5]. - Despite the positive ABR, studies suggest that brokerage recommendations often do not effectively guide investors towards stocks with high potential for price appreciation [5][10]. - Analysts from brokerage firms tend to exhibit a strong positive bias in their ratings, issuing five "Strong Buy" recommendations for every "Strong Sell" [6][10]. Group 2: Zacks Rank Comparison - Zacks Rank categorizes stocks into five groups, from Strong Buy (Rank 1) to Strong Sell (Rank 5), and is based on earnings estimate revisions, which correlate strongly with near-term stock price movements [8][11]. - The Zacks Rank is distinct from the ABR, as it is a quantitative model that reflects timely earnings estimate revisions, while the ABR may not always be up-to-date [9][12]. - AppFolio currently holds a Zacks Rank of 4 (Sell), with a consensus estimate for the current year declining by 1.7% to $5.21, indicating growing pessimism among analysts regarding the company's earnings prospects [13][14].

Core Insights - The 2025 AppFolio Renter Preferences Report highlights the increasing demand for convenience-oriented services among renters, emphasizing the need for property managers to enhance the resident experience to remain competitive in a challenging market [1][2]. Group 1: Resident Expectations - Today's renters expect property managers to provide a digital, consumer-friendly experience akin to retail and on-demand services, yet many essential services remain limited, indicating a significant opportunity for property managers [2][5]. - Satisfaction with property management correlates strongly with lease renewal intentions, with 73% of satisfied residents planning to renew their lease, and 71% of those satisfied with maintenance also indicating similar intentions [5]. Group 2: Moving Experience - The moving process is identified as a major stressor for renters, with digital move-in services underutilized despite their perceived benefits; 80% of users found these tools helpful [3][5]. - Challenges during the move-in process are common, with three-fourths of renters reporting difficulties, particularly in setting up utilities [5]. Group 3: Generational Insights - Gen Z is projected to become the largest renter demographic by 2030, with a strong preference for technology-enhanced living environments; 71% of Gen Z renters consider digital move-in services important [4][5]. - Interest in smart home technology is notably high among Gen Z, with 69% expressing interest compared to lower percentages among older generations [5]. Group 4: Financial Services Preferences - Renters prioritize various financial services, with 86% valuing online rent payment, 72% for rent reporting, and 69% for flexible rent options [5]. - Despite the growing trend of online payments, 39% of renters still use traditional payment methods, highlighting a gap in service availability [5].