文章核心观点 - 互联网软件和服务行业正在获得动力,主要得益于企业对支持混合运营环境的解决方案的强劲IT支出 [1] - 行业增长也得益于移动设备的广泛普及,使企业有必要大量投资基于网络的基础设施、应用程序和安全软件 [1] - 软件即服务(SaaS)的快速采用为行业带来了吸引人的增长前景,因为它提供了灵活和具有成本效益的应用程序交付 [3][4] - 云安全软件需求的增长,以及企业将内部工作负载迁移到云环境的需求,推动了基于网络的性能管理监控工具的需求 [5] - 基于订阅的商业模式为行业参与者带来了经常性收入 [6] 行业和公司研究总结 行业概况 - 互联网软件行业目前位于所有行业的前29%,年初至今的回报率为12.8%,过去一年回报率为29.3% [2] - 行业预计未来3-6个月内将跑赢大盘 [2] - 行业受益于全球数字化转型的持续需求 [3] 公司研究 Datadog Inc. (DDOG) - 受益于客户对现代可观察性、云安全、软件交付和云服务管理的需求 [9] - 客户数量和使用量持续增长,云合作伙伴也是关键的增长驱动力 [10] - 预计当前年度收入和利润将分别增长22.1%和16.7% [11] monday.com Ltd. (MNDY) - 提供云端可视化工作操作系统,满足工作管理、销售CRM等多个垂直领域的需求 [12][13] - 预计当前年度收入和利润将分别增长29.5%和23.8% [14] AppFolio Inc. (APPF) - 为房地产行业提供云端业务管理解决方案,包括自动化工作流程和增值服务 [15][16] - 预计当前年度收入和利润将分别增长24.5%和超过100% [17] Toast Inc. (TOST) - 为餐饮行业提供云端数字技术平台,包括POS、支付、订单管理等功能 [18][19] - 预计当前年度收入和利润将分别增长25.9%和70.2% [20] Snap Inc. (SNAP) - 受益于用户增长和参与度提升,尤其是增强现实(AR)镜头、Discover内容、Shows和Snap Map的强劲采用 [21] - 订阅服务用户数超过900万,正在努力多元化收入来源 [22] - 预计当前年度收入和利润将分别增长16.3%和超过100% [23]

SANTA BARBARA, Calif., June 18, 2024 (GLOBE NEWSWIRE) -- AppFolio (NASDAQ: APPF), the technology leader powering the future of the real estate industry, today announced a series of innovations to advance its product vision of creating a world where choosing, investing in, owning, living in, and managing communities feels magical and effortless. The company announced new capabilities in AppFolio Realm-X, its embedded generative AI that provides intelligent, real-time assistance by combining the latest founda ...

SANTA BARBARA, Calif., June 18, 2024 (GLOBE NEWSWIRE) -- AppFolio (NASDAQ: APPF), the technology leader powering the future of the real estate industry, today announced a series of innovations to advance its product vision of creating a world where choosing, investing in, owning, living in, and managing communities feels magical and effortless. The company announced new capabilities in AppFolio Realm-X, its embedded generative AI that provides intelligent, real-time assistance by combining the latest founda ...

AppFolio (APPF) is constantly striving to retain its leading position in the U.S. property management software market and is leveraging AI to streamline the customer onboarding process. APPF aims to capture customers through the launch of innovative products, and its growth strategy involves migrating customers that use similar products in the market. AppFolio has gained 33.5% in the year-to-date period, outperforming the Zacks Internet-Software Industry, which has returned 11.6% in the same timeframe. This ...

If you’re looking for the best growth stocks to buy and hold through 2030, you should look into the many solid businesses other than the top tech mega-caps. I believe expanding your core growth holdings into some of these quality businesses is a good idea, as they have sticky revenues and solid growth over the coming years. Growth stocks have been driving the market recently, and that is unlikely to change anytime soon. These companies have solid growth that should allow them to beat the market over the lon ...

文章核心观点 - 美国股市5月份出现反弹,三大股指年初至今分别上涨3.4%、11.9%和14.6% [1][2] - 中型股也有不错的表现,年初至今上涨7.4% [2] - 部分中型股有望在2024年成为大型股 [3] 中型股投资价值 - 中型股兼具大型股和小型股的优势,有较高的盈利能力、生产力和市场份额增长潜力 [4] - 如果经济增长放缓,中型股相比大型股损失较小,因为国际业务占比较低 [5] - 如果经济持续繁荣,中型股的涨幅会超过小型股,因为有成熟的管理团队、广泛的分销网络、品牌知名度和良好的资本市场准入 [6] 重点中型股推荐 Levi Strauss & Co. (LEVI) - 预计2024财年收入和利润增长率分别为2.9%和15.5% [10] - 过去60天内,2024财年盈利预测值上调4.1% [10] Paylocity Holding Corp. (PCTY) - 预计2024财年收入和利润增长率分别为18.8%和21.4% [13] - 过去30天内,2024财年盈利预测值上调3% [13] - 正在利用生成式人工智能,推出高级排班和市场薪酬等高端产品 [12] AppFolio Inc. (APPF) - 预计2024财年收入和利润增长率分别为24.7%和超过100% [16] - 过去30天内,2024财年盈利预测值上调4.2% [16] Sprouts Farmers Market Inc. (SFM) - 预计2024财年收入和利润增长率分别为7.7%和9.5% [19] - 过去30天内,2024财年盈利预测值上调5.4% [19] - 正在优化产品创新、电商、私有品牌和营销策略 [17][18] MakeMyTrip Ltd. (MMYT) - 预计2025财年收入和利润增长率分别为18.4%和31.2% [23] - 过去30天内,2025财年盈利预测值上调9.6% [23] - 提供航空票务、酒店、套餐、汽车租赁等全方位旅游服务 [20][21][22]

Many investors buy and hold tech stocks for growth. And why not? Companies in the sector have been outperforming the S&P 500 for as long as I can remember. Some top names are even doing the heavy lifting for the broad market, as evidenced by the tech bull run of 2023. Smart investors jump in when familiar names experience a correction, hoping to join the ride to recovery. However, most investors tend to focus on big names, ignoring the growing tech stocks hidden on the sidelines. Today, we’ll look at three ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Eve ...

公司业绩 - AppFolio在第一季度的业绩表现远超投资者预期，股价上涨超过11%[1] - 公司的营收和盈利均超过分析师的预期，销售额同比增长38%，盈利也从去年同期的每股亏损1美分转为每股盈利1.05美元[2] - 公司对2024年全年营收预期在7.66亿至7.74亿美元之间，营收和自由现金流边际预计将继续改善[3]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024. ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________. Commission File Number 001-37468 AppFolio, Inc. (Exact name of registrant as specified in its charter) Delaware 26-03598 ...