AppFolio Guides FY26 Revenue to $1.117B-$1.127B, Above Consensus
APPF is trading near its 52-week low of $142.56 (13% above the low) on elevated volume (2.4× avg).
Summary
AppFolio issued FY26 revenue guidance of $1.117B-$1.127B, a range that likely exceeds current analyst expectations. This is the first forward-looking annual outlook from the company, providing a concrete growth trajectory. The guidance follows a strong Q1 2026 where revenue grew 20% and the company repurchased $125M in shares. With a market cap near $5.8B, the implied revenue multiple suggests confidence in sustained demand for its property management software. The board refresh in early July and CEO compensation changes in April signal an aligned leadership team. Watch for analyst revisions and the next earnings call for margin and cash flow details.
At the time of this announcement, APPF was trading at $161.60 on NASDAQ in the Technology sector, with a market capitalization of approximately $5.8B. The 52-week trading range was $142.56 to $326.04. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Dow Jones Newswires.