APPF Earnings
Thursday, Apr 23 2026
EPS Estimate
$1.47
$1.40 – $1.55
Revenue Estimate
$258M
Current Price
$158.13
Our Position
neutral$150M Credit Line With Tight Covenants Locks In Growth
structured data
est. revisions falling
(-2.7pp / 30d)
The financing solves near-term liquidity needs but signals lenders view the company as higher-risk than before. Growth initiatives and shareholder returns will face regulatory friction going forward, potentially capping stock appreciation in the near term. The covenants are a warning flag — if AppFolio hits financial headwinds, default risk becomes material.
Watch: Watch quarterly earnings for covenant compliance metrics and any commentary on debt paydown progress. A miss on revenue or cash flow could trigger acceleration toward covenant violations and forced asset sales.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.1 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-0.3%
P/E Ratio
40.8
Est. Revisions (30d)
+0.0% 5up/0dn
Analyst Target (mean)
$264 $222–$300 +67%
Options P/C Ratio
0.13
Est. Dispersion
10% 7 analysts
Insider Cluster
strong buy
Fund Convergence
strong Citadel, Renaissance, Bridgewater, Two Sigma
Recent Activity
insider trades
110 transactions
Other
·
KERR JANET E (Director)
·798 shares
Award
·
RIGLER DON (Officer)
·1,980 shares
Sell
·
TRIGG WILLIAM SHANE (Chief Executive Officer)
·6,963 shares
·$1,181,858
Award
·
CASEY SAORI (Director)
·1,248 shares
Award
·
TRIGG WILLIAM SHANE (Chief Executive Officer)
·14,121 shares
·$2,658,984
105 more
Award
·
EATON TIMOTHY MATHIAS
·7,415 shr
·$1,396,244
Award
·
BARAT ELIZABETH ERIN
·7,062 shr
·$1,329,775
Award
·
PICKERING EVAN
·2,648 shr
·$498,618
Other
·
DUCA MAURICE J
·7,022 shr
Award
·
EATON TIMOTHY MATHIAS
·5,354 shr
Award
·
BARAT ELIZABETH ERIN
·4,462 shr
Award
·
PICKERING EVAN
·2,410 shr
Sell
·
EATON TIMOTHY MATHIAS
·517 shr
·$118,052
Other
·
SCHAUSER KLAUS PH.D.
·505,000 shr
Sell
·
TRIGG WILLIAM SHANE
·3,947 shr
·$949,052
Sell
·
PICKERING EVAN
·334 shr
·$81,386
Other
·
KERR JANET E
·300 shr
Other
·
DUCA MAURICE J
·163,334 shr
Sell
·
MAZZA MATTHEW S
·3,000 shr
·$836,110
Sell
·
TRIGG WILLIAM SHANE
·4,000 shr
·$1,107,786
Other
·
KERR JANET E
·545 shr
Sell
·
KERR JANET E
·2,500 shr
·$712,601
Sell
·
DUCA MAURICE J
·3,700 shr
·$1,019,782
Sell
·
DUCA MAURICE J
·12,900 shr
·$3,556,304
Sell
·
EATON TIMOTHY MATHIAS
·667 shr
·$184,479
Sell
·
TRIGG WILLIAM SHANE
·3,012 shr
·$798,120
Sell
·
DUCA MAURICE J
·4,824 shr
·$1,332,238
Sell
·
DUCA MAURICE J
·5,600 shr
·$1,581,404
Sell
·
DUCA MAURICE J
·5,600 shr
·$1,604,230
Sell
·
DUCA MAURICE J
·5,600 shr
·$1,709,767
Sell
·
DUCA MAURICE J
·5,600 shr
·$1,725,361
Sell
·
DUCA MAURICE J
·5,600 shr
·$1,759,000
Sell
·
DUCA MAURICE J
·5,600 shr
·$1,799,293
Sell
·
DUCA MAURICE J
·5,600 shr
·$1,670,975
Other
·
SCHAUSER KLAUS PH.D.
·300,000 shr
Sell
·
SCHAUSER KLAUS PH.D.
·3,000 shr
·$885,410
Award
·
CASEY ROBERT DONALD III
·39 shr
Award
·
EATON TIMOTHY MATHIAS
·5,010 shr
Award
·
VON BLOTTNITZ ANDREAS
·672 shr
Award
·
KERR JANET E
·672 shr
Award
·
BUNDY SCANLAN AGNES
·672 shr
Award
·
WEBB WINIFRED MARKUS
·672 shr
Award
·
NOTTEBOHM OLIVIA
·672 shr
Award
·
CASEY ROBERT DONALD III
·504 shr
Sell
·
BARAT ELIZABETH ERIN
·4,682 shr
·$1,066,513
Buy
·
BLISS TIMOTHY K
·22,000 shr
·$4,778,054
Buy
·
CASEY ROBERT DONALD III
·4,000 shr
·$870,920
Sell
·
TRIGG WILLIAM SHANE
·5,900 shr
·$1,247,555
Sell
·
EATON TIMOTHY MATHIAS
·1,057 shr
·$233,734
Award
·
CASEY ROBERT DONALD III
·45 shr
Award
·
APPFOLIO INC
·45 shr
Award
·
CASEY ROBERT DONALD III
·1,141 shr
Award
·
EATON TIMOTHY MATHIAS
·3,913 shr
Other
·
DUCA MAURICE J
·181,683 shr
Sell
·
TRIGG WILLIAM SHANE
·3,501 shr
·$760,662
Buy
·
WOLF ALEXANDER
·13,500 shr
·$2,903,482
Award
·
TRIGG WILLIAM SHANE
·12,709 shr
Award
·
MAZZA MATTHEW S
·6,778 shr
Award
·
BARAT ELIZABETH ERIN
·6,355 shr
Award
·
TRIGG WILLIAM SHANE
·6,361 shr
Award
·
MAZZA MATTHEW S
·2,863 shr
Sell
·
MAZZA MATTHEW S
·838 shr
·$213,941
Sell
·
MAZZA MATTHEW S
·4,727 shr
·$1,214,959
Sell
·
TRIGG WILLIAM SHANE
·4,145 shr
·$1,091,459
Sell
·
VON BLOTTNITZ ANDREAS
·20,000 shr
·$5,213,897
Other
·
VON BLOTTNITZ ANDREAS
·20,000 shr
Sell
·
BUNDY SCANLAN AGNES
·500 shr
·$127,710
Sell
·
DUCA MAURICE J
·2,870 shr
·$726,334
Sell
·
DUCA MAURICE J
·6,513 shr
·$1,586,094
Sell
·
DUCA MAURICE J
·4,969 shr
·$1,137,793
Sell
·
TRIGG WILLIAM SHANE
·3,500 shr
·$804,475
Sell
·
MAZZA MATTHEW S
·5,090 shr
·$1,202,482
Sell
·
MAZZA MATTHEW S
·926 shr
·$212,091
Sell
·
DUCA MAURICE J
·5,333 shr
·$1,263,077
Sell
·
DUCA MAURICE J
·4,406 shr
·$1,029,955
Other
·
DUCA MAURICE J
·2,572 shr
Sell
·
DUCA MAURICE J
·3,875 shr
·$903,261
Sell
·
DUCA MAURICE J
·4,471 shr
·$1,046,408
Sell
·
TRIGG WILLIAM SHANE
·3,501 shr
·$766,649
Sell
·
MAZZA MATTHEW S
·2,371 shr
·$524,518
Sell
·
DUCA MAURICE J
·100 shr
·$23,360
Sell
·
DUCA MAURICE J
·11,827 shr
·$2,837,919
Sell
·
DUCA MAURICE J
·10,389 shr
·$2,713,010
Sell
·
DUCA MAURICE J
·9,599 shr
·$2,556,901
Other
·
DUCA MAURICE J
·944 shr
Other
·
SCHAUSER KLAUS PH.D.
·100,000 shr
Sell
·
SCHAUSER KLAUS PH.D.
·1,000 shr
·$270,000
Sell
·
SCHAUSER KLAUS PH.D.
·1,000 shr
·$260,000
Sell
·
DUCA MAURICE J
·5,891 shr
·$1,475,441
Sell
·
DUCA MAURICE J
·12,700 shr
·$3,110,704
Sell
·
DUCA MAURICE J
·12,213 shr
·$2,957,664
Sell
·
VON BLOTTNITZ ANDREAS
·8,500 shr
·$2,046,816
Award
·
VON BLOTTNITZ ANDREAS
·643 shr
Award
·
KERR JANET E
·643 shr
Award
·
BUNDY SCANLAN AGNES
·643 shr
Award
·
WEBB WINIFRED MARKUS
·643 shr
Award
·
NOTTEBOHM OLIVIA
·643 shr
Sell
·
NOTTEBOHM OLIVIA
·460 shr
·$110,625
Other
·
VON BLOTTNITZ ANDREAS
·8,500 shr
Sell
·
DUCA MAURICE J
·11,746 shr
·$2,719,375
Sell
·
DUCA MAURICE J
·7,450 shr
·$1,720,528
Sell
·
KERR JANET E
·2,500 shr
·$580,818
Sell
·
BLISS TIMOTHY K
·38,270 shr
·$9,028,779
Sell
·
BLISS TIMOTHY K
·61,730 shr
·$14,311,717
Other
·
BLISS TIMOTHY K
·100,000 shr
Sell
·
BLISS TIMOTHY K
·50,409 shr
·$12,182,692
Sell
·
TRIGG WILLIAM SHANE
·8,210 shr
·$2,050,495
Sell
·
WOLF ALEXANDER
·10,000 shr
·$2,502,600
Sell
·
MAZZA MATTHEW S
·2,131 shr
·$531,600
Award
·
TRIGG WILLIAM SHANE
·30,930 shr
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