<div id="readability-page-1"><div><ul> <li>At the FUTURE: The Real Estate Conference earlier this month, AppFolio unveiled its AI-native Real Estate Performance Management platform, introducing enhanced features like Resident Onboarding Lift through a partnership with Second Nature, designed to streamline property management and resident move-in experiences.</li> <li>This significant upgrade targets industry-wide operational pain points and seeks to create added value and new revenue streams for property managers, residents, and investors by transforming traditional workflows with data-driven insight and automation.</li> <li>We’ll explore how AppFolio’s launch of an AI-powered performance platform may influence its investment narrative and long-term revenue outlook.</li> </ul><p>AI is about to change healthcare. These 33 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</p><h2>AppFolio Investment Narrative Recap</h2><p> To own AppFolio, you need to believe the company’s AI-powered innovations can differentiate it in a crowded market, drive meaningful customer growth, and defend margins from commoditization. The latest launch of Real Estate Performance Management and Resident Onboarding Lift is well aligned with the key short-term catalyst, increased adoption of AI-powered workflow automation, but does not materially change the highest current risk: intensifying competition around similar SaaS solutions. The most relevant recent announcement is the unveiling of AppFolio Realm-X Performers, tying directly into the automation story by integrating AI-driven tools into leasing and maintenance tasks, further reinforcing automation as the main demand driver. However, investors should also keep a close eye on the risk that as competitors add their own automation, AppFolio’s pricing power and differentiation could face... </p> <p>Read the full narrative on AppFolio (it's free!)</p><p>AppFolio's narrative projects $1.4 billion in revenue and $192.0 million in earnings by 2028. This requires 17.7% yearly revenue growth and a $11.1 million decrease in earnings from the current $203.1 million.</p><p>Uncover how AppFolio's forecasts yield a $341.50 fair value, a 49% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/a1ca884f-1dff-41ae-be9f-0f57037401ed/chart/community-fair-value?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/a1ca884f-1dff-41ae-be9f-0f57037401ed/chart/community-fair-value"/><figcaption>APPF Community Fair Values as at Oct 2025</figcaption></figure> <p> Four recent fair value estimates from the Simply Wall St Community range between US$192.61 and US$341.50 per share. With many anticipating accelerating automation to fuel growth, contrasting opinions reflect the mixed outlook for margin resilience as this critical trend plays out. </p><p>Explore 4 other fair value estimates on AppFolio - why the stock might be worth as much as 49% more than the current price!</p><h2>Build Your Own AppFolio Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your AppFolio research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.</li><li>Our free AppFolio research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate AppFolio's overall financial health at a glance.</li></ul><h2>Want Some Alternatives?</h2><p>The market won't wait. These fast-moving stocks are hot now. Grab the list before they run:</p><ul><li>We've found 18 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.</li><li>This technology could replace computers: discover 26 stocks that are working to make quantum computing a reality.</li><li>The end of cancer? These 28 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

APPF

<p>At the FUTURE: The Real Estate Conference, AppFolio launched its AI-native Real Estate Performance Management platform, enhancing property management through automation and data-driven insights. This innovation aims to address operational challenges and create new revenue streams. While the platform aligns with the growing trend of AI adoption, competition in the SaaS market poses risks to AppFolio's pricing power. Projections indicate $1.4 billion in revenue by 2028, with a fair value estimate of $341.50 per share, suggesting a potential 49% upside from its current price.</p>

How Investors May Respond To AppFolio (APPF) Launching Its AI-Powered Real Estate Performance Platform