Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

Market Overview - Recent market shocks indicate that stocks were overvalued and susceptible to correction upon negative news [1] Analyst Background - Gary Alexander has extensive experience in technology sectors, both on Wall Street and in Silicon Valley, and has advised seed-round startups [1] - He has been contributing to Seeking Alpha since 2017 and is frequently quoted in various web publications [1] Investment Insights - The article emphasizes the importance of monitoring market sentiment and valuation levels, particularly in the technology sector [1]

Shares of AppFolio (APPF -16.39%) are tumbling on Friday. The company's stock fell 15.7% as of noon today, but was down as much as 16.9% earlier in the day. The decline comes as the S&P 500 and Nasdaq Composite were mostly flat.The software-as-a-service (SaaS) company reported first-quarter results that narrowly missed expectations despite 16% year-over-year sales growth.Revenue is growing, but not quite as much as expectedAppFolio, which serves the real estate industry, reported first-quarter earnings per ...

Core Insights - AppFolio reported revenue of $217.7 million for Q1 2025, a year-over-year increase of 16.2% [1] - The company's EPS for the same period was $1.21, up from $1.05 a year ago [1] - Revenue fell short of the Zacks Consensus Estimate of $221.56 million, resulting in a surprise of -1.74% [1] - EPS also missed the consensus estimate of $1.22, with a surprise of -0.82% [1] Revenue Breakdown - Revenue from Other services was $3.48 million, exceeding the average estimate of $2.57 million by three analysts, representing a year-over-year change of +59.8% [4] - Revenue from Value Added Services was $164.71 million, slightly below the estimated $169.47 million, reflecting a year-over-year increase of +15.7% [4] - Revenue from Core Solutions was $49.51 million, marginally above the average estimate of $49.41 million, showing a year-over-year change of +15.4% [4] Stock Performance - AppFolio shares returned +0.1% over the past month, contrasting with the Zacks S&P 500 composite's -5.1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

AppFolio (APPF) came out with quarterly earnings of $1.21 per share, missing the Zacks Consensus Estimate of $1.22 per share. This compares to earnings of $1.05 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of -0.82%. A quarter ago, it was expected that this property management software maker would post earnings of $0.92 per share when it actually produced earnings of $0.92, delivering no surprise. Over the last four quarters ...

AppFolio, Inc. (NASDAQ:APPF) Q1 2025 Results Conference Call April 24, 2025 5:00 PM ET Company Participants Lori Barker - Investor Relations Shane Trigg - President & Chief Executive Officer Conference Call Participants Operator Good afternoon. Thank you for standing by and welcome to AppFolio, Inc.'s First Quarter 2025 Financial Results Conference Call. Please be advised today's conference is being recorded, and a replay will be available on AppFolio's Investor Relations website. I would now like to hand t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025. ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________. Commission File Number 001-37468 AppFolio, Inc. (Exact name of registrant as specified in its charter) N/A (Former name, former address an ...

Strong New Business in the First Quarter and Investment to Accelerate the Resident ExperienceSANTA BARBARA, Calif., April 24, 2025 (GLOBE NEWSWIRE) -- AppFolio, Inc. (NASDAQ: APPF) ("AppFolio" or the "Company"), a technology leader powering the future of the real estate industry, today announced its financial results for the first quarter ended March 31, 2025. “AppFolio’s first quarter results underscore that our ongoing commitment to delivering industry-leading innovation and exceptional service is driving ...

SANTA BARBARA, Calif., April 24, 2025 -- AppFolio, Inc. (NASDAQ: APPF) ("AppFolio" or the "Company"), a technology leader powering the future of the real estate industry, today announced its financial results for the first quarter ended March 31, 2025. "AppFolio's first quarter results underscore that our ongoing commitment to delivering industry-leading innovation and exceptional service is driving new customer adoption of our products and services," said Shane Trigg, President and CEO, AppFolio. "By conne ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about AppFolio (APPF) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.AppFolio currently has an average brokerage recommendation (ABR ...