Property management platform AppFolio has launched the AppFolio Performance Platform, which is built on artificial intelligence-native architecture.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.This platform secu ...

Core Insights - AppFolio has introduced Real Estate Performance Management, a new approach aimed at enhancing performance across the property management industry for all stakeholders, including residents, owners, and investors [4][8] - The traditional focus on task efficiency is no longer sufficient; the industry must shift towards delivering real performance outcomes [5][8] - The AppFolio Performance Platform is built on AI-native architecture, enabling seamless workflows and empowering teams to focus on higher-value tasks [7][9] Performance Platform Features - The platform captures data as a unified source of truth, ensuring all property, resident, and vendor information is securely stored and accessible [6] - It automates repetitive tasks through agentic tools, enhancing operational efficiency and effectiveness [6][9] - The system of growth unlocks future success opportunities by continually optimizing processes with intelligence from the data captured [7] Realm-X Performers - AppFolio has launched Realm-X Performers, which include Realm-X Leasing Performer and Realm-X Maintenance Performer, designed to automate workflows and improve service delivery [10][11] - The Realm-X Leasing Performer accelerates the lead-to-lease lifecycle, while the Maintenance Performer enhances service intake and triage, improving communication and issue resolution [10][11] Resident Onboarding Innovations - AppFolio introduced Resident Onboarding Lift to streamline the move-in process, enhancing resident satisfaction and retention [12][13] - The onboarding innovations provide property managers with greater visibility and create shared value for all stakeholders [12][13] - Insights from the 2025 AppFolio Renter Preferences Report indicate that 75% of residents face challenges during move-in, and satisfaction with the move-in process significantly impacts overall satisfaction with property management [17]

PITTSBURGH, Oct. 09, 2025 (GLOBE NEWSWIRE) -- AppFolio, Inc. (“AppFolio”), a real estate platform,1 recently announced a cybersecurity incident, which impacted the personal information of an unknown number of individuals. In the incident, an unauthorized person obtained records containing personally identifiable information (“PII”) including names, addresses, dates of birth, and Social Security numbers. Lynch Carpenter, LLP is investigating claims against AppFolio related to this data breach. If you receive ...

Core Insights - AppFolio, Inc. experienced a data breach due to a security incident involving its vendor Salesloft, leading to unauthorized access to sensitive personal information of tens of thousands of individuals [2][4]. Group 1: Data Breach Details - The breach was identified around August 22, 2025, when AppFolio became aware of the security incident affecting Salesloft [2]. - Cybercriminals infiltrated the inadequately secured network of Salesloft, gaining access to AppFolio's files [2]. - The investigation revealed that sensitive personal information, including names and Social Security numbers, was accessed and/or acquired [3][5]. Group 2: Legal Actions - Murphy Law Firm is investigating claims on behalf of individuals whose information was compromised and is evaluating legal options, including a potential class action lawsuit [1][4]. - The firm specializes in data breach class actions and has a track record of securing favorable recoveries for clients affected by such incidents [4].

Core Insights - AppFolio, Inc. experienced a data breach involving unauthorized access to its CRM system through a third-party vendor, Salesloft, between August 8 and August 18, 2025 [3][4]. Group 1: Incident Details - The data breach was discovered on or around August 22, 2025, prompting AppFolio to deactivate all Salesloft integrations and initiate an investigation [3]. - Investigators found that the unauthorized party targeted a specific location within the CRM that stored sensitive personal information, potentially including names and Social Security numbers [4]. Group 2: Company Overview - AppFolio, Inc. is a technology company based in Santa Barbara, specializing in cloud-based software solutions for property management [2].

Core Viewpoint - The average brokerage recommendation (ABR) for AppFolio (APPF) is 1.86, indicating a consensus between Strong Buy and Buy, based on recommendations from seven brokerage firms [2] Brokerage Recommendation Trends - The current ABR of 1.86 is derived from seven recommendations, with four classified as Strong Buy, accounting for 57.1% of the total recommendations [2] - Despite the positive ABR, caution is advised as studies indicate limited success of brokerage recommendations in predicting stock price increases [5][10] Zacks Rank vs. ABR - Zacks Rank categorizes stocks into five groups based on earnings estimate revisions, with a strong correlation to near-term stock price movements [8][11] - The Zacks Rank for AppFolio is 3 (Hold), indicating a more cautious outlook compared to the ABR [15] - The Zacks Consensus Estimate for AppFolio's current year earnings remains unchanged at $5.36, suggesting stable analyst views on the company's earnings prospects [14] Analyst Bias - Analysts from brokerage firms tend to exhibit a positive bias in their ratings due to vested interests, often issuing more favorable ratings than warranted [6][10] - This bias can mislead investors, making it essential to use brokerage recommendations as a validation tool rather than a sole decision-making factor [7][11]

Core Insights - AppFolio has been recognized in Fortune magazine's 2025 Future 50 and Best Workplaces in Technology lists, highlighting its industry-leading innovation and positive workplace culture [1][2] - The Fortune Future 50 list evaluates companies based on future growth potential, considering market-based growth prospects and the ability to deliver on that potential through strategic orientation and technology [2] - AppFolio's CEO emphasized the company's commitment to improving lives through innovation and the belief that great people contribute to a great company [3] Company Recognition - In addition to the recent accolades, AppFolio has received multiple recognitions in 2025, including being named among America's Best Midsize Employers and Most Trusted Companies [5] - Leadership recognition includes SVP of Product Kyle Triplett being named one of Inman's Future Leaders of Real Estate and CMO Lisa Horner honored as one of Ragan's Top Women in Marketing [5] - AppFolio also won a 2025 Artificial Intelligence Excellence Award for its Realm-X product in the Natural Language Processing category [5] Company Overview - AppFolio is positioned as a technology leader in the real estate industry, focusing on connecting communities and enhancing operational efficiency for its customers [4]

Core Insights - AppFolio is hosting FUTURE 2025, a real estate conference aimed at addressing the industry's current challenges and innovations [3][4] - The event will feature prominent speakers from various sectors, including technology and real estate, to discuss transformative strategies and frameworks [5][6] - Attendees will have access to nearly 60 sessions led by 125 industry experts, focusing on critical topics such as AI, business intelligence, and customer experience [6][7] Industry Context - The real estate industry is at a critical juncture, facing economic pressures and heightened expectations from residents and property owners [4] - Property managers are encouraged to move beyond routine tasks to create lasting value and enhance business performance [4] Event Highlights - Keynote speakers include Edward Norton and Robin Arzón, alongside AppFolio executives [5] - The conference will also feature the second annual FUTUREist Awards, recognizing outstanding contributions to the real estate sector [8] Learning Opportunities - Attendees will learn about new business strategies and the implementation of agentic AI in operations [10] - The event will provide hands-on training and certification sessions for AppFolio customers to enhance their product expertise [10] Sponsorship and Participation - The conference will have various sponsorship levels, including Diamond, Platinum, Gold, and Silver sponsors, showcasing a wide range of industry partners [11]

Company Performance - AppFolio's stock closed at $273.54, reflecting a -1.38% change from the previous day, which is less than the S&P 500's daily loss of 0.69% [1] - Over the past month, AppFolio shares have decreased by 13.66%, while the Computer and Technology sector and the S&P 500 have gained 3.71% and 3.79%, respectively [1] Upcoming Earnings - The upcoming earnings release is expected to show an EPS of $1.45, representing an 11.54% increase compared to the same quarter last year [2] - Quarterly revenue is anticipated to be $246.08 million, which is a 19.61% increase from the year-ago period [2] Annual Estimates - For the annual period, earnings are projected at $5.36 per share and revenue at $943.55 million, indicating increases of +22.65% and +18.8% from the previous year [3] - Recent adjustments to analyst estimates for AppFolio are noted, with positive revisions suggesting optimism about the business outlook [3] Valuation Metrics - AppFolio currently has a Forward P/E ratio of 51.75, which is a premium compared to its industry's Forward P/E of 31.39 [5] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 68, placing it in the top 28% of over 250 industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Core Viewpoint - Growth stocks are appealing due to their above-average financial growth, but identifying strong growth stocks can be challenging due to inherent volatility and risks [1] Group 1: Company Overview - AppFolio (APPF) is highlighted as a recommended growth stock based on the Zacks Growth Style Score, which evaluates a company's real growth potential beyond traditional metrics [2] - The company has a favorable Growth Score and a top Zacks Rank, indicating strong investment potential [2] Group 2: Earnings Growth - AppFolio has a historical EPS growth rate of 17.5%, with projected EPS growth of 18.8% this year, surpassing the industry average of 18.6% [4] - Earnings growth is crucial for investors, particularly double-digit growth, which signals strong future prospects [3] Group 3: Cash Flow Growth - The year-over-year cash flow growth for AppFolio is 170.5%, significantly higher than the industry average of -17.8% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 16.5%, compared to the industry average of 14.7% [6] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements, and AppFolio's current-year earnings estimates have been revised upward by 1.4% over the past month [7][8] Group 5: Investment Conclusion - AppFolio has achieved a Growth Score of A and a Zacks Rank of 2, indicating it is a solid choice for growth investors and a potential outperformer [9][10]