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Appfolio Inc

AppFolio, Inc., together with its subsidiaries, provides a cloud-based platform for the real estate industry in the United States. The platform supports accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication services. Its offerings include AppFolio Property Manager Core, Plus, and Max, which provide accounting, affordable and student housing support, advanced data analysis, API access, and customer relationship management tools. The company also offers value-added services such as electronic payment, tenant screening, maintenance, business optimization, resident, and risk mitigation services, serving property managers, property investors, potential residents, residents, and vendors. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.

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AppFolio Shares Rise 1.32% as Analysts Forecast $1.78 EPS

AppFolio closed the most recent trading day at $208.48, up 1.32% and outpacing the S&P 500's 0.86% gain. Ahead of its upcoming earnings release, the property management software maker is forecast to report quarterly EPS of $1.78, a 35.88% increase from the year-ago quarter, on revenue of $294.05 million, up 17.92%. For the full year, the Zacks Consensus Estimates anticipate earnings of $6.91 per share and revenue of $1.12 billion, representing shifts of +30.62% and +18.32%, respectively. The Zacks Consensus EPS estimate has moved 0.21% higher over the past month, and AppFolio currently carries a Zacks Rank of #2 (Buy). The stock trades at a Forward P/E of 29.78, a premium to its industry average of 19.87.
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AppFolio Names AWS Preferred Cloud Provider for AI Platform

AppFolio has named Amazon Web Services as its preferred cloud provider, with its AI-native Performance Platform and Realm suite of AI capabilities now running on AWS infrastructure including Express Brokers for Amazon MSK and Amazon Bedrock. The deepened collaboration gives AppFolio access to a range of foundation models via Bedrock and underpins features like Realm-X, aiming to strengthen reliability, security, and responsible AI deployment for nearly 23,000 real estate customers. The announcement supports the near-term catalyst of deeper AI adoption but does not fundamentally change the biggest current risk that competitors using similar AI tools could compress pricing power and erode product differentiation. AppFolio's narrative projects $1.6 billion revenue and $275.8 million earnings by 2029, requiring 16.3% yearly revenue growth and about a $123.8 million earnings increase from $152.0 million today.
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AppFolio raises 2026 revenue guidance to $1.117B-$1.127B and non-GAAP operating margin to 26.5%-28.0%

AppFolio raised its full-year 2026 revenue guidance to a range of $1.117 billion to $1.127 billion and lifted its non-GAAP operating margin outlook to 26.5% to 28.0%. The company reported second-quarter revenue of $281 million, a 19% year-over-year increase, and crossed $1 billion in trailing 12-month revenue for the first time. Units on platform grew to 9.6 million, and customers increased to 22,751. Non-GAAP operating income rose 24% to $76 million, while operating cash flow reached $88 million. The outlook assumes a more moderate pace of unit expansion among existing customers, with growth fueled by premium tier adoption, new business units, and increasing adoption of products including agentic AI performers.
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Carillon Eagle Small Cap Growth Fund Says AppFolio’s Low-Cost Offering Can Defend Against AI Fears

Carillon Eagle Small Cap Growth Fund highlighted AppFolio in its first-quarter 2026 investor letter, arguing that the company’s deep industry expertise and relatively low-cost offering can dissuade customers from switching to rudimentary AI-based tools. The fund noted that AppFolio has been gaining share against legacy suppliers while delivering strong margins and cash flow, even as investor concerns have emerged around AI potentially replacing proprietary solutions. AppFolio closed at $148.81 per share on June 24, 2026, with a one-month return of -6.51% and a 52-week decline of 35.10%, giving it a market capitalization of $5.26 billion. The company reported first-quarter 2026 revenue of $262 million, up 20% year-over-year, and hedge fund ownership rose to 43 portfolios from 33 in the prior quarter.
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AppFolio Expands Performance Platform with Anthropic-Powered Agentic AI Integration

AppFolio has expanded its Performance Platform by integrating advanced agentic AI across leasing, accounting, and resident operations. The company added a secure connector to Anthropic's Claude, enabling operators to trigger complex workflows while maintaining strict data governance. New AI Performers now handle automated invoice coding, book closing, and 24/7 multilingual leasing support, while a Resident Concierge streamlines move-ins with complimentary utility setup. These tools are built directly into the platform to reduce manual intervention and improve compliance, particularly for affordable housing portfolios. Early adopters are using the capabilities to capture more after-hours leads, increase showing bookings, and resolve resident inquiries faster.
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