AppFolio (APPF) Projected to Announce Earnings on Thursday

AppFolio (NASDAQ:APPF) is expected to be posting its Q2 2026 results after the market closes on Thursday, July 23rd. Analysts expect the company to announce earnings of $1.67 per share and revenue of $277.2580 million for the quarter. Investors can find conference call details on the company’s upcoming Q2 2026 earning report for the latest details on the call scheduled for Thursday, July 23, 2026 at 5:00 PM ET.

AppFolio (NASDAQ:APPF) last announced its quarterly earnings results on Thursday, April 23rd. The software maker reported $1.61 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.47 by $0.14. AppFolio had a net margin of 15.27% and a return on equity of 32.35%. The company had revenue of $262.21 million for the quarter, compared to analysts’ expectations of $258.13 million. During the same quarter in the previous year, the company earned $1.21 earnings per share. AppFolio’s quarterly revenue was up 20.7% on a year-over-year basis. On average, analysts expect AppFolio to post $5 EPS for the current fiscal year and $6 EPS for the next fiscal year.

AppFolio Price Performance

APPF stock opened at $167.84 on Wednesday. AppFolio has a 1 year low of $142.56 and a 1 year high of $326.04. The company has a market cap of $5.93 billion, a P/E ratio of 39.96 and a beta of 0.79. The firm has a 50-day moving average of $163.99 and a 200 day moving average of $174.94.

Insiders Place Their Bets

In other news, CFO Timothy Mathias Eaton sold 2,585 shares of AppFolio stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $160.07, for a total transaction of $413,780.95. Following the completion of the transaction, the chief financial officer directly owned 18,036 shares in the company, valued at approximately $2,887,022.52. This trade represents a 12.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Elizabeth Erin Barat sold 1,978 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $158.12, for a total value of $312,761.36. Following the completion of the sale, the insider directly owned 21,545 shares in the company, valued at approximately $3,406,695.40. This represents a 8.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 30,657 shares of company stock valued at $5,310,740. Insiders own 1.57% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the stock. Royal Bank of Canada boosted its holdings in AppFolio by 22.6% in the first quarter. Royal Bank of Canada now owns 45,452 shares of the software maker’s stock worth $9,993,000 after acquiring an additional 8,367 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of AppFolio by 23.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 384 shares of the software maker’s stock valued at $84,000 after acquiring an additional 73 shares in the last quarter. Millennium Management LLC raised its position in shares of AppFolio by 237.7% in the 1st quarter. Millennium Management LLC now owns 18,055 shares of the software maker’s stock worth $3,970,000 after purchasing an additional 12,709 shares during the last quarter. Jones Financial Companies Lllp raised its position in shares of AppFolio by 164.8% in the 1st quarter. Jones Financial Companies Lllp now owns 654 shares of the software maker’s stock worth $144,000 after purchasing an additional 407 shares during the last quarter. Finally, Goldman Sachs Group Inc. boosted its stake in AppFolio by 322.5% in the 1st quarter. Goldman Sachs Group Inc. now owns 66,777 shares of the software maker’s stock worth $14,684,000 after purchasing an additional 50,970 shares in the last quarter. Hedge funds and other institutional investors own 85.19% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on APPF. KeyCorp reiterated an “overweight” rating on shares of AppFolio in a report on Monday, July 6th. Weiss Ratings cut AppFolio from a “hold (c)” rating to a “hold (c-)” rating in a research note on Thursday, June 11th. Piper Sandler dropped their price target on AppFolio from $245.00 to $210.00 and set an “overweight” rating on the stock in a research report on Friday, April 24th. Benchmark upped their price target on AppFolio from $222.00 to $226.00 and gave the stock a “buy” rating in a research note on Friday, April 24th. Finally, UBS Group set a $210.00 price target on AppFolio in a research note on Friday, April 24th. Nine research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $252.29.

AppFolio Company Profile

AppFolio, Inc is a Santa Barbara–based provider of cloud-based software solutions for the property management and legal industries. Founded in 2006 by former software executives, the company went public on the NASDAQ under the symbol APPF in 2015. Its original offering, AppFolio Property Manager, automates accounting, marketing, leasing, and maintenance functions for residential, commercial, student housing, and community association managers.

In 2019, AppFolio expanded its portfolio with the acquisition of MyCase, a web-based legal practice management platform for small to mid-size law firms.