AppFolio (APPF) ended the recent trading session at $224.12, demonstrating a +1.52% swing from the preceding day's closing price. The stock's change was more than the S&P 500's daily gain of 1.07%. Meanwhile, the Dow gained 0.31%, and the Nasdaq, a tech-heavy index, added 2.17%.Prior to today's trading, shares of the property management software maker had gained 1.66% over the past month. This has outpaced the Computer and Technology sector's loss of 0.16% and lagged the S&P 500's gain of 2.92% in that time ...

文章核心观点 - 华尔街分析师的股票评级建议对投资者选股决策影响有限 [1][2][5] - 分析师评级存在积极偏差,不能完全反映股票未来价格走势 [2][5] - 使用Zacks Rank评级可以更好地预测股票价格走势,是更可靠的投资决策依据 [3][5][6] 公司概况 - AppFolio目前的平均券商评级(ABR)为1.25,介于强烈买入和买入之间 [1] - 8家券商中有7家给予强烈买入评级,占87.5% [1] 券商评级局限性 - 券商分析师倾向于给予积极偏高的评级,与投资者利益并不完全一致 [2][5] - 券商评级很难准确预测股价未来走势 [2][5] - 使用Zacks Rank评级可以更好地验证自身研究结果,是更可靠的投资决策依据 [3][5][6] AppFolio投资价值分析 - AppFolio当前年度盈利预测没有发生变化,表明公司业绩前景相对稳定 [7] - 基于盈利预测未变等因素,AppFolio目前被评为Zacks Rank 3(中性) [7] - 因此对于AppFolio的买入评级需要谨慎对待 [7]

In the latest market close, AppFolio (APPF) reached $228.28, with a +0.75% movement compared to the previous day. This change outpaced the S&P 500's 0.3% loss on the day. Meanwhile, the Dow experienced a drop of 0.54%, and the technology-dominated Nasdaq saw an increase of 0.25%.Shares of the property management software maker have appreciated by 7.03% over the course of the past month, outperforming the Computer and Technology sector's gain of 1.22% and the S&P 500's gain of 3.42%.Market participants will ...

AppFolio (APPF) closed the latest trading day at $231.99, indicating a -0.06% change from the previous session's end. The stock trailed the S&P 500, which registered a daily gain of 1.01%. Elsewhere, the Dow gained 0.55%, while the tech-heavy Nasdaq added 1.13%.Coming into today, shares of the property management software maker had gained 7.63% in the past month. In that same time, the Computer and Technology sector gained 1.48%, while the S&P 500 gained 2.5%.Analysts and investors alike will be keeping a c ...

SANTA BARBARA, Calif., Aug. 22, 2024 (GLOBE NEWSWIRE) -- AppFolio (NASDAQ: APPF), the technology leader powering the future of the real estate industry, today released its 2024 AppFolio Property Manager Renter Preferences Report. For property managers looking to gain an edge in a competitive rental market, this report of more than 2,000 U.S. renters uncovers key insights into their shifting motivations and behaviors, emphasizing the critical role of technology in the resident experience. Nearly one million ...

SANTA BARBARA, Calif., Aug. 12, 2024 (GLOBE NEWSWIRE) -- AppFolio (NASDAQ: APPF), the technology leader powering the future of the real estate industry, announced that Marcy Campbell has joined the company as Chief Revenue Officer, effective today. In this newly created role, Ms. Campbell will lead the Sales and Client Services organizations, connecting the entire customer journey by accelerating customer acquisition, delivering exceptional customer value, and maximizing adoption of AppFolio’s products and ...

Wall Street market participants have turned optimistic about interest rate cuts by the Fed following the recently released soft economic readings. The CME FedWatch tool currently shows a 100% probability of a Fed fund rate cut by 25 basis points in September. This probability was around 68% in early July. Moreover, the interest rate derivative tool also shows a 48.5% probability of a 50 basis-point rate cut in September. The central bank has currently kept the benchmark lending rate at its 23-year high in t ...

Безгодов/iStock via Getty Images Increased market volatility is a great chance for patient, long-term investors to shine. Instead of backing away from investing in growth at this time, we have a great opportunity to buy shares of high-quality tech stars at a discounted price, especially when recent market trends have become disconnected from underlying fundamental performance. Such is the case for AppFolio (NASDAQ:APPF), a real estate management software platform that delivered a strong beat-and-raise q ...

财务业绩 - 公司2024年第二季度总收入为1.97375亿美元，同比增长34.1%[11] - 公司2024年上半年总收入为3.84805亿美元，同比增长35.9%[11] - 公司2024年第二季度净利润为2.9665亿美元，同比增长157.1%[13] - 公司2024年上半年净利润为6.8328亿美元，同比增长226.5%[13] - 公司在2024年第二季度实现净利润2.97亿美元[23] - 公司在2024年上半年实现净利润6.83亿美元[25] 费用情况 - 公司2024年第二季度研发投入为3.9522亿美元，占收入的20.0%[13] - 公司2024年上半年研发投入为7.7417亿美元，占收入的20.1%[13] - 公司2024年第二季度销售及营销费用为2.73亿美元，占收入的13.8%[13] - 公司2024年上半年销售及营销费用为5.1755亿美元，占收入的13.5%[13] - 公司2024年第二季度股票激励费用为1.4794亿美元[15] - 公司2024年上半年股票激励费用为2.8268亿美元[15] 业务概况 - 公司提供云端业务管理解决方案,帮助房地产行业客户实现数字化转型[27] - 公司的解决方案旨在使客户能够更好地管理关键业务运营并提供更好的客户体验[27] 股本情况 - 公司在2024年3月31日的普通股股数为22,999股A类和13,273股B类[23] - 公司在2024年6月30日的普通股股数为22,999股A类和13,273股B类[23] 现金流情况 - 公司在2024年上半年经营活动产生的现金流为9.38亿美元[25] - 公司在2024年上半年投资活动使用现金6.11亿美元[25] - 公司在2024年上半年筹资活动使用现金2.26亿美元[25] - 公司在2024年6月30日的现金及现金等价物为5.96亿美元[25] 会计政策和估计 - 公司财务报表的编制需要做出估计和假设，影响资产负债、收入费用和所得税等的报告金额[30] - 公司基本每股收益和稀释每股收益的计算[31][32] - 公司持有的可供出售投资证券的公允价值变动情况[33][34][35][36][37][38][39][40][41][42] - 公司金融资产和负债的公允价值计量[43][44][45][46][47][48] - 公司资本化的软件开发成本及其摊销情况[49][50][51] 租赁情况 - 公司租赁费用总计为235.9万美元，其中包括经营租赁费用143.0万美元和可变租赁费用92.9万美元[57] - 公司于2023年6月30日的经营租赁使用权资产为1928.5万美元[58] - 公司于2023年6月30日的租赁负债总计为4332.3万美元，其中包括其他流动负债387.5万美元和经营租赁负债3944.7万美元[59] - 公司于2024年6月30日的未来最低租赁付款总额为5297.3万美元，扣除未确认利息9650万美元后的租赁负债总额为4332.3万美元[61] 其他事项 - 公司设立全资子公司Terra Mar Insurance Company, Inc.为客户提供房东责任保险服务，并计提4.4万美元的预计负债[62] - 公司股票期权于2024年6月30日的未确认股份支付费用为580万美元，预计在未来3.5年内确认[67] - 公司受限制股票单位于2024年6月30日的未确认股份支付费用为1138万美元，预计在未来2.3年内确认[71] - 公司2024年上半年的有效税率为10.8%，主要由于股票期权产生的税收优惠[72] - 公司2024年上半年的总收入为38.48亿美元，其中核心解决方案收入为8.69亿美元，增值服务收入为29.40亿美元[73] - 公司投资组合中的固定收益证券公允价值将因利率变动而波动，假设利率上升100个基点将使公允价值下降约90万美元[118]

Value-added services, including AI-related services, accounted for $151.6 million of the total revenue in Q2.Key PointsRevenue for Q2 2024 was $197.4 million, growing 34% year over year.AppFolio reported a GAAP operating income of $36 million, reversing an operating loss position from the previous year.Strong free cash flow generation reached $50.9 million for the quarter.AppFolio (APPF 0.96%), a provider of cloud-based business management solutions for the real estate industry, announced its earnings for Q ...