Core Insights - Appian (APPN) stock has experienced a decline of 13.9% over the last 21 trading days, raising concerns about slowing cloud revenue growth and ongoing profitability challenges [2] - The company has a market capitalization of $2.8 billion, with revenue of $691 million, and is currently trading at $38.07 [2] - Appian's revenue growth over the last 12 months stands at 16.0%, with an operating margin of 0.9% [2] - The stock is characterized by a high valuation, trading at a P/E multiple of -309.5 and a P/EBIT multiple of 123.3, which makes it unattractive for investors [3] Downturn Resilience - Historical data indicates that APPN stock has underperformed the S&P 500 during major economic downturns, both in terms of the depth of decline and recovery speed [4] - In the event of a further decline of 20-30% to $27, investor confidence in holding the stock may be tested [4] - The stock has shown a median return of -29.2% within a year following previous sharp declines since 2010 [3] Historical Performance - APPN stock fell 86.8% from a high of $235.24 on January 27, 2021, to $31.12 on January 10, 2023, while the S&P 500 experienced a peak-to-trough drop of 25.4% during the same period [8] - The highest level for APPN since its decline was $53.90 on June 13, 2023, and it currently trades at $38.07 [8] - The stock also dropped 50.5% from a high of $63.30 on February 18, 2020, to $31.36 on April 3, 2020, compared to a 33.9% decline for the S&P 500 [8] - In 2018, APPN stock fell 46.6% from a high of $43.06 on June 18 to $22.99 on October 24, while the S&P 500 declined by 19.8% during the same period [9]

PresentationOkay. Perfect. Thanks for coming to our next session. I'm really happy to have Serge here from Appian. I need to remember that. Maybe let's start actually kind of with that kind of topic a little bit. So Serge, when you got to Appian kind of what was the excitement for you?Srdjan TanjgaChief Financial Officer Yes. Thank you. First of all, thank you for having me. Thank you all for being here. When I got the call about the Appian CFO job, a few things were appealing. Number 1 was just even if you ...

Summary of Appian FY Conference Call (December 10, 2025) Company Overview - **Company**: Appian (NasdaqGM: APPN) - **Industry**: Enterprise Software, focusing on AI and process automation Key Points and Arguments Financial Performance - Appian has high retention rates and gross margins, indicating a strong business model [1][6] - EBITDA margin improved from negative 12% in 2023 to approximately 10% in the latest guidance [15] AI Integration and Value Proposition - Appian is positioned to facilitate enterprise adoption of AI, addressing the need for guardrails, security, and data access [4][6] - Approximately 25% of customers are already paying for AI services, indicating strong initial adoption [49] - AI is integrated into existing processes, enhancing efficiency and accuracy, particularly in document processing [82][83] Go-to-Market Strategy - The company has shifted focus to high-value use cases, targeting complex, mission-critical applications [7][36] - A reduction in the sales organization has led to increased productivity and cost savings [39][41] - Appian aims to align with C-suite priorities to drive larger deal sizes [7][36] Market Dynamics - Despite market volatility, Appian has not seen hesitance from customers in pursuing IT objectives [48] - The federal sector has shown growth, with Appian's federal business outpacing overall company growth [58] Capital Discipline and Profitability - Appian has implemented capital discipline, focusing on profitability and scrutinizing headcount growth [14][115] - The company aims to balance moderate growth with profitability improvements [116] Cloud vs. Self-Managed Business - Approximately 80%-90% of new business is in the cloud, but self-managed deployments continue to grow, especially in regulated industries [97][100] - The self-managed business model presents cash flow challenges due to upfront payments [101] Future Outlook and Capital Allocation - Appian is generating meaningful cash flow and approaching a net debt zero position [128] - The company has conducted share buybacks to return capital to shareholders, indicating a commitment to shareholder value [132] - While open to M&A opportunities, Appian remains cautious about large acquisitions in the rapidly evolving AI landscape [134][138] Additional Insights - The company culture is noted for its focus on efficiency and internal use of AI [9] - Appian's AI offerings are expected to evolve, with a focus on customer engagement and proof points [85] - The emphasis on automation in government processes presents a long-term growth opportunity for Appian [60][63]

MCLEAN, Va., Dec. 04, 2025 (GLOBE NEWSWIRE) -- Appian (NASDAQ: APPN), today announced that Serge Tanjga, Chief Financial Officer, will present at the Barclays 23rd Annual Global Technology Conference in San Francisco, CA. The fireside chat is scheduled for Wednesday, December 10, 2025 at 8:40am Pacific Time and will be webcast live at the following link: https://event.webcasts.com/ Replays of the fireside chat will be available for a limited time under the “News and Events” section of the Company’s investor ...

Core Insights - Appian announced the winners of the 2025 Appian Government Partner Impact and Excellence Awards, recognizing partners for their contributions to public sector innovation and process automation [1][2]. Group 1: Award Winners - **Transformation Award**: Groundswell Consulting Group modernized supervisory processes for a federal financial regulatory agency, re-engineering over 200 business processes across 18 systems with the Supervision360 program, which reduced the initial release timeline from 15 to 8 months [2]. - **Delivery Award**: Deloitte has collaborated with public sector clients for over a decade, delivering hundreds of production applications that support millions of user logins and tens of thousands of workflows, enhancing operational continuity and efficiency [3]. - **Innovation Award**: Accenture Federal Services introduced the Appian Agility Layer, which integrates workflows across legacy ERP systems for defense organizations, and developed solutions for contested logistics, improving decision-making and operational efficiency [4]. - **Growth Award**: Ignyte Group achieved a 1,600% year-over-year increase in sourced net-new software annual contract value (ACV) in 2025, supported by a 450% surge in approved deal registrations [5]. Group 2: Strategic Importance - Appian emphasizes the role of its partners in advancing secure, AI-powered modernization across government, highlighting their commitment to improving data unification and process efficiency [6][7]. - The focus on embedding intelligence in workflows and ensuring system interoperability is seen as crucial for driving meaningful transformation in government institutions [6][7].

Core Insights - The AI boom continues to be a defining theme in the market as 2025 approaches, with a focus on undervalued high-tech assets, particularly in the AI sector [2] - Appian Corporation has emerged as a significant player in enterprise AI, with a recent quarterly report that exceeded expectations and led to a substantial increase in stock price [3][6] Company Performance - Appian's stock surged over 50% following a strong quarterly report, marking its highest level since 2023 after being down approximately 90% from its 2021 peak [3][5] - The company's revenue and earnings per share (EPS) surpassed expectations, and forward guidance for Q4 sales was also positive, indicating improved market performance and deal execution [6] Market Sentiment - Despite the positive earnings report and stock surge, skepticism remains among analysts regarding the sustainability of this turnaround, with some cautioning against over-optimism [4][7] - Appian's latest AI platform launch has generated renewed interest, positioning the company as a serious contender in the enterprise AI market [7][9] Product Development - Appian has integrated AI into its low-code automation platform, distinguishing itself from competitors who are merely adding AI to existing systems, as evidenced by the launch of its Agent Studio product [9]

Core Insights - Appian Corp. is emerging as a competitor to Microsoft Corp.'s Power Apps with its low/no-code, AI-powered business process management solution [1] - The stock has seen a significant increase in its Momentum score, indicating strong market performance [2] Company Performance - Appian's Momentum score surged from 15.52 to 75.33 within a week, driven by a 47.52% rally over the past two weeks following its third-quarter results [4] - The company reported better-than-expected earnings, turning profitable earlier this year due to rising prices and an expanding product pipeline, resulting in year-to-date gains of 30.37% [4] Market Position - Despite the recent momentum, Appian continues to score poorly on Growth and Value metrics in Benzinga's Edge Stock Rankings [5] - The stock exhibits a favorable price trend across short, medium, and long-term timeframes [5]

Core Viewpoint - Appen's stock has surged over 50% following a strong earnings report and the announcement of new AI capabilities, reaching over two-year highs [1][2]. Company Overview - Appen is a small application software company with a market cap of approximately $3 billion, focusing on automating processes such as data mining and business analytics [3]. - The company offers user-friendly application design software that allows for easier deployment and maintenance compared to competitors [4]. Financial Performance - Appen reported an adjusted EPS of 32 cents for the quarter, significantly exceeding the estimated 5 cents, and doubling the adjusted EPS from 15 cents in the previous year [5]. - Sales reached $187 million, surpassing estimates by $12 million and reflecting a 20% increase year-over-year [6]. - The company anticipates a 19% increase in cloud subscription revenue and has adjusted total revenue guidance from $698 million to $715 million, with full-year adjusted EPS revised from 33 cents to 52 cents [6][7]. Market Reaction - Analysts have reacted positively, with Morgan Stanley raising its target price from $29 to $45, while Barclays set a lower target at $37 [8]. - The stock had been trading sideways prior to this significant move in November, indicating a shift in market sentiment [8][9]. Industry Context - The broader software application space has faced challenges, with major players like Salesforce and Adobe underperforming, which may have contributed to Appen's recent gains as it capitalizes on its unique offerings [10][11]. - Appen's gross margins are at 76%, comparable to larger competitors, but it previously reported a negative net income margin of 1% last year [12]. - The recent earnings surprise and adjustments in EPS guidance have shifted market expectations for Appen, highlighting its potential for profitability [13].

Core Insights - Appian has announced enhancements to its platform that integrate powerful AI agents into enterprise processes, aiming to provide measurable value beyond traditional AI assistance [2][3] - The new features are designed to modernize legacy applications and improve operational efficiency for business users [2][4] Group 1: AI Agent Integration - The new Agent Studio allows organizations to deploy advanced AI agents that can reason, handle unexpected conditions, and automate complex tasks using enterprise data [3][4] - These AI agents inherit critical platform properties such as complete data access and process context, enabling smarter decision-making and real-time adjustments [3][4] - Early users of Agent Studio reported it as intuitive, with 100% of beta participants validating its ease of use [4] Group 2: Application Modernization - Appian Composer is now available, enabling over 130 organizations to create more than 1,300 applications quickly, transforming the application modernization process [4] - Composer facilitates collaboration among business, IT, and AI teams, allowing users to turn ideas into working applications rapidly [4] Group 3: Data Fabric Enhancements - Appian's data fabric can now manage up to 50 million rows with five times faster write throughput, enhancing information security compliance through transparent data encryption [5] Group 4: Market Positioning - Appian differentiates itself by embedding AI agents directly into workflows, addressing the high failure rate of standalone AI chatbots in back-office operations [6] - The integration of AI into workflows allows enterprises to scale their AI initiatives effectively, moving beyond isolated pilot projects [6]

Group 1 - Appian (APPN) has shown strong year-to-date performance, returning approximately 28.3%, outperforming the average return of 27.5% for the Computer and Technology sector [4] - The Zacks Rank for Appian is currently 1 (Strong Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] - The Zacks Consensus Estimate for Appian's full-year earnings has increased by 48.5% in the past quarter, reflecting improved analyst sentiment [4] Group 2 - Appian is part of the Internet - Software industry, which consists of 168 companies and currently ranks 61 in the Zacks Industry Rank [6] - The Internet - Software industry has gained an average of 10.4% this year, indicating that Appian is performing better than its industry peers [6] - Another notable stock in the Computer and Technology sector is JFrog Ltd. (FROG), which has returned 118.7% year-to-date and has a Zacks Rank of 2 (Buy) [5]