On February 17, 2026, Abdiel Capital Advisors disclosed in an SEC filing that it sold 1,075,738 shares of Appian (NASDAQ:APPN), an estimated $38.32 million trade based on quarterly average pricing. What happened According to an SEC filing dated February 17, 2026, Abdiel Capital Advisors sold 1,075,738 shares of Appian during the fourth quarter of 2025. The estimated transaction value was $38.32 million, calculated using the average closing price for the quarter. Meanwhile, the quarter-end value of the Ap ...

MCLEAN, Va., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Appian (NASDAQ: APPN), today announced that Serge Tanjga, Chief Financial Officer, will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, CA. The fireside chat is scheduled for Monday, March 2, 2026 at 12:20pm Pacific Time and will be webcast live at the following link: https://cc.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 rela ...

Appian (APPN) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individual invest ...

Core Viewpoint - Appian Corporation (NASDAQ:APPN) is recognized as a small-cap software infrastructure stock with significant upside potential, with analysts projecting substantial price increases based on strong performance and growth prospects in the federal segment [1][2]. Group 1: Analyst Ratings and Price Targets - Citi analyst Steve Enders maintained a Buy rating on Appian Corporation, forecasting a target price of $48, indicating an upside potential of over 108% [1]. - Morgan Stanley analyst Sanjit Singh upgraded Appian from Equal Weight to Overweight, with a price target of $45, suggesting an upside potential of more than 95% [2]. Group 2: Company Performance and Growth Prospects - Appian's fourth quarter results and guidance for 2026 reflect continued strength, particularly in the federal segment, presenting a compelling risk/reward opportunity for investors [1]. - Singh anticipates mid-teens growth driven by customer adoption of AI-linked subscription tiers and improved sales productivity [2]. Group 3: Company Overview - Appian Corporation is a global cloud-based platform-as-a-service (PaaS) provider, enabling enterprises to design and automate business processes through an integrated automation platform that includes features like AI, data fabric, and process automation & mining [3].

Key Takeaways Appian beats Q4 estimates with 15-cent EPS and 22% revenue growth to $202.9M.APPN's subscription revenues rose 19%, while services revenues jumped 36% Y/Y.Appian guides for up to 21% Q1 cloud growth and up to $817M in 2026 revenues.Appian (APPN) reported fourth-quarter 2025 non-GAAP earnings of 15 cents per share, surpassing the Zacks Consensus Estimate by 59.57% and decreasing 16.7% year over year.Revenues of $202.9 million increased 22% year over year and beat the consensus mark by 7.28%.  A ...

Appian (APPN) reported $202.87 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 21.7%. EPS of $0.15 for the same period compares to $0 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $189.1 million, representing a surprise of +7.28%. The company delivered an EPS surprise of +59.57%, with the consensus EPS estimate being $0.09.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...

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Financial Performance - The number of customers paying over $1 million in annual recurring revenue increased from 115 at the end of 2024 to 140 at the end of 2025[34] - As of December 31, 2025, the company had cash and cash equivalents of $135.8 million and held $51.4 million in fixed income securities[285][286] - Outstanding principal debt as of December 31, 2025, was $240.8 million, with a potential increase in interest expense of approximately $2.4 million annually for a 1% rise in interest rates[287] - The company recognizes revenue from cloud subscriptions ratably over the term of the subscription agreement, affecting near-term sales visibility[48] Intellectual Property - The company has 28 granted patents and 21 patents pending, with none expiring before 2034[39] - The company emphasizes the importance of maintaining and enhancing its intellectual property rights to protect its core technology[38] Market Strategy - The company targets organizations with over 2,000 employees and $2 billion in annual revenue, refining its customer definition in 2025[33] - The company faces competition from custom software providers, development platforms, and automation technology vendors[35] Operational Risks - The company relies on AWS for its cloud offering, and any disruption could adversely affect its business[49] - The company is exposed to inflation risks related to personnel costs and third-party services, which may impact future profitability[288] - Future inflation may adversely affect the company's ability to maintain operating costs and gross profit margin[290] Foreign Currency Risks - The company faces foreign currency exchange risks due to international operations, primarily with the British pound, Euro, Australian dollar, and Swiss franc[291] - A 10% change in foreign currency exchange rates could impact total revenue by approximately $25.0 million and net income by approximately $3.7 million for the year ended December 31, 2025[291] - The company has experienced fluctuations in net income due to transaction gains or losses from remeasuring certain asset and liability balances in foreign currencies[292] - The company has not engaged in hedging foreign currency transactions to date but may consider it in the future[292]

Calkins said 2025 reflected execution on a strategy focused on “big deals” with large organizations. He noted the number of customers purchasing more than $1 million of software grew 50% during the year, and management said the value of seven-figure transactions nearly doubled.UiPath: Has the Bar Been Set Too Low for This AI Robotic Leader?Chief Executive Officer Matt Calkins emphasized operational improvements, noting Appian generated an 11% adjusted EBITDA margin for 2025, compared with negative 8% two ye ...

Financial Data and Key Metrics Changes - In Q4 2025, Appian's cloud subscriptions revenue grew 18% to $117.0 million, while total revenue increased 22% to $202.9 million [3][24] - For the full year 2025, cloud subscriptions revenue grew 19% to $437.4 million, and total revenue grew 18% to $726.9 million [3][24] - Adjusted EBITDA for Q4 was $19.7 million, exceeding guidance, and for the full year, it was $76.8 million [3][24] Business Line Data and Key Metrics Changes - Professional services revenue in Q4 was $40.6 million, up 36% year-over-year [22] - The number of customers purchasing over $1 million of software grew 50% in 2025, indicating strong demand for large deals [4] - Cloud Net ARR Expansion was 114% in Q4, reflecting strong upsells to existing customers [23] Market Data and Key Metrics Changes - The commercial North America theater showed the fastest new business growth in over three years, with cloud net new ACV bookings at approximately 76% of total net new software bookings in Q4 [21] - AI use on the platform grew 14 times year-over-year, indicating significant traction in the market [10] Company Strategy and Development Direction - Appian's strategy focuses on leveraging AI within its process framework, emphasizing the synergy between AI and process management [8][9] - The company aims to capitalize on its strong position in the U.S. public sector, highlighted by a significant enterprise agreement with the U.S. Army [6][55] - Appian is committed to returning capital to shareholders, announcing a $50 million stock buyback program [7][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory for 2026, expecting cloud subscription revenue to grow by 20% in Q1 and 16% for the full year [26][27] - The company noted that AI has positively impacted customer relationships, leading to higher-level conversations and improved win rates [48] Other Important Information - Changes in financial reporting include the introduction of Cloud Net ARR Expansion as a new metric and reclassification of certain expenses for better comparability with industry standards [18][19] - The company is investing in sales capacity and engineering resources to support growth while maintaining a focus on operational efficiency [29][76] Q&A Session Summary Question: Insights on Q1 guidance acceleration - Management indicated that Q1 guidance benefits from strong new business in Q4 and a favorable FX tailwind [34][35] Question: Appian's position in AI governance - Management highlighted that Appian has been a leader in embedding AI within processes for over a decade, providing a strong governance layer for AI applications [39][40] Question: AI's impact on customer budgets - Management noted that AI has opened higher-level conversations with customers, positively affecting their total addressable market and win rates [48] Question: Future of professional services growth - Management expects continued growth in professional services, driven by demand for AI implementation and federal contracts [66] Question: Cloud growth guidance concerns - Management clarified that the cloud growth guidance reflects a strong underlying business, with FX contributing to the Q1 boost [81]