Brief: Appfolio Q2 Revenue USD 235.575 Million Vs. IBES Estimate USD 231.3 Million

AppFolio

31/07/2025 21:06

Overview

AppFolio Q2 revenue grows 19% yr/yr, beating analyst expectations

GAAP operating income rises to $41 mln, margin slightly decreases

Co's AI-native platform adoption boosts competitive advantage

Outlook

AppFolio expects 2025 revenue between $935 mln and $945 mln

Company projects 2025 non-GAAP operating margin of 24.5% to 26.5%

Result Drivers

AI PLATFORM ADOPTION - 96% of customers used AI-powered solutions, driving competitive advantage, per CEO Shane Trigg

REVENUE GROWTH - Revenue increased by 19% yr/yr to $236 mln, attributed to AI-native platform adoption

UNIT MANAGEMENT EXPANSION - Total units under management grew 6% yr/yr to 8.9 mln

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$235.58 mln
$231.30 mln (6 Analysts)
Q2 Net Income
$35.98 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Appfolio Inc is $253.50, about 2.2% below its July 30 closing price of $259.20

The stock recently traded at 47 times the next 12-month earnings vs. a P/E of 40 three months ago

Press Release: ID:nGNX499rX4

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)