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AppFolio, Inc.AppFolio, Inc.AppFolio, Inc.

AppFolio, Inc.

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APPF trade ideas

4/25/24 - $appf print skews -ve - vrockstar4/25/24 - vrockstar - great growth, nothing fundamentally wrong here which is suicide to short in an everprintmonetaryjokeworld, but i'm defn not buying this print and could consider a short on an outsize pop here. 10x revenue is not the right multiple for sub 30-40% 2y cagr growth and with these semi-but-let's-be-real non-software mgns (I get it, they'll scale, but just not in the immediate term which is how the market pays for a well-bid name here). any collapse or bad guide here sends this down 20%. hard to even buy that - i'm sure you could scalp a 5% if timed right. but i'm not buying a beat, and i'm not trying to scalp here... so while i'd say sidelines, it's realistically a stay away and probably -ve result all else equal.
NASDAQ:APPFShort
by VROCKSTAR
2
AppFolio Rockets to New Heights: What Lies AheadAppFolio, Inc. (NASDAQ: NASDAQ:APPF ) has sent shockwaves through the market with a staggering 28% surge in its stock price following a fourth-quarter earnings report that defied expectations. The real-estate management technology company's stellar performance in Q4 2023 has not only exceeded analyst estimates but has also catapulted its stock to an all-time high. Let's unravel the key factors behind this meteoric rise and explore what lies ahead for AppFolio. Unprecedented Q4 Performance: AppFolio's ( NASDAQ:APPF ) Q4 earnings report revealed a net income of $30.3 million, or $0.83 per share, a remarkable turnaround from the previous year's loss of $19.2 million. On an adjusted basis, the company reported an income of $32.3 million, or $0.88 per share, compared to a loss of $1.8 million in the same period the prior year. The figures not only beat Street estimates but showcased a growth rate that hasn't been witnessed in almost a decade. Impressive Revenue Growth: One of the standout aspects of AppFolio's performance is the exceptional revenue growth, which surged by 39% year over year to reach $172 million in Q4. This surge was fueled by a 13% increase in rental units under management, highlighting the success of the company's software solutions in the real estate sector. Profitable Growth Strategy: CEO Shane Trigg's emphasis on prioritizing profitable growth in 2023 appears to have paid off handsomely. The company's operating margin in Q4 was an impressive 16.4%, a stark contrast to the operating loss reported in the same period the previous year. Furthermore, AppFolio's ( NASDAQ:APPF ) free-cash-flow margin expanded to nearly 20%, a significant leap from the meager 1% margin in Q4 of the previous year. Guidance for Fiscal Year 2024: Looking forward, AppFolio has set ambitious yet achievable targets for fiscal year 2024. The company anticipates revenues to range between $755 million and $765 million, representing a growth rate of 22% to 23%. While this projection is a step back from the remarkable 31% growth witnessed in 2023, it still positions AppFolio as a growth-oriented company. Balancing Valuation with Growth: With a current market capitalization of approximately $8 billion, some investors might raise an eyebrow at the seemingly high valuation of AppFolio's stock. However, the company's commitment to unlocking better growth and profits cannot be ignored. As management guides for an adjusted operating margin expansion to at least 21% in 2024, and an adjusted free-cash-flow margin to reach at least 17%, it becomes evident that the market's enthusiasm is rooted in the tangible results and future potential. Conclusion: In conclusion, AppFolio's ( NASDAQ:APPF ) exceptional Q4 performance and optimistic guidance for 2024 have positioned it as a standout player in the real estate management technology sector. The company's strategic focus on profitable growth, coupled with impressive financial metrics, has not only justified the recent surge in its stock price but has also instilled confidence in investors regarding its future prospects. As AppFolio ( NASDAQ:APPF ) continues to redefine industry standards, the market's enthusiasm for this tech innovator appears to be well-founded.
NASDAQ:APPFLong
by DEXWireNews
Why AppFolio Stock Soared TodayShares hit an all-time high after the company posted record revenue results. Shares of AppFolio (APPF 6.32%) jumped Friday after the real-estate software company reported a substantial surge in revenue growth and a meaningful improvement in profitability in the third quarter. The stock touched a new all-time high early in the session, and as of 12:45 p.m. ET, it was up by 7.7%. AppFolio shrugs off the market slump AppFolio, which offers cloud-based software for managing rental properties, reported its results for the third quarter after the close Thursday. Revenue was up 32% year over year to $165.4 million, its highest quarterly growth rate since 2019. This was ahead of expectations, bolstered by the sequential addition of roughly 100,000 net new rental units managed by its software. Moreover, AppFolio's operating income improved from a $7.8 million loss last year to a loss of only $100,000 this year -- essentially breakeven. A couple of analysts raised their price targets for AppFolio stock in light of the Q3 results. For example, DA Davidson analyst Peter Heckmann has a buy recommendation on AppFolio, and according to StreetInsider, he just raised his price target on it from $230 per share to $240 per share. AppFolio expects a strong finish in 2023 In light of that strong quarterly performance, AppFolio's management raised its full-year revenue guidance. Before, it had been predicting revenue in the range of $592 million to $598 million. Now, it expects revenue of between $608 million and $612 million. The midpoint of that new guidance range assumes fourth-quarter revenue of $161.4 million, which would be about a 30% year-over-year jump. That's solid growth in a challenging market, and it could keep AppFolio stock flirting with its highs.
NASDAQ:APPFLong
by DEXWireNews
APPF, MACD Histogram just turned positiveThis is a Bullish indicator signaling APPF's price could rise from here. Traders may explore going long the stock or buying call options. Tickeron's A.I. dvisor identified 47 similar cases where APPF's MACD histogram became positive, and 41 of them led to successful outcomes. Odds of Success: 87%. Current price $159.87 crossed the support line at $157.52 and is trading between $162.71 support and $157.52 support lines. Throughout the month of 12/31/20 - 02/03/21, the price experienced a -12% Downtrend. During the week of 01 /27/21 - 02/03/21, the stock fell -3%. Bullish Trend Analysis The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where APPF's RSI Indicator exited the oversold zone, 16 of 18 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 89%. The Moving Average Convergence Divergence ( MACD ) for APPF just turned positive on February 03, 2021. Looking at past instances where APPF's MACD turned positive, the stock continued to rise. Tickeron A.I. shows that in 41 of 47 cases over the following month. The odds of a continued upward trend are 87%. Following a +3.99% 3-day Advance, the price is estimated to grow further. Considering data from situations where APPF advanced for three days, in 307 of 361 cases, the price rose further within the following month. The odds of a continued upward trend are 85%. APPF may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
NASDAQ:APPFLong
by AlTorress
Rectangle TopAPPF has broken upper trendline, but throwbacks are possible and there is not a clear uptrend in place. If you look at the pattern, this stock has been in this rectangle for quite a while and momentum will be needed to get out of the pattern it has been dwelling in for quite a while.. Broke up from a C&H pattern at 161.41 and has been in this rectangle ever since. Throwbacks back in to a rectangle are common as price is comfy there.. some swing trade inside and this is a tall rectangle for sure. The prior 2 "waves" or impulses were a partial rise and did not touch the top trendline. Rectangles are periods of consolidation Price came from below to start the rectangle top pattern. As a rule it is a continuation pattern but can not be taken for granted until a break of a trendline, be it the top (R) or bottom (S) is broken in a clear trend in that direction. A lot of volume noted at 172ish. NV and OBV is very high. Short interest ha salways been on the higher side for this stock so hard to judge, but is 5.78% Posted targets are placed at 50% and 100% of rectabgle width, but a variety of fib levels can be used as a target up or down. Just an observation
NASDAQ:APPF
by lauralea
APPF (log chart) another bull flag From 2017-now APPF has been a profitable trade using either of 2 strategies: -Accumulating a position while within a bull flag -Buying the retest of the prior peak Currently the stock offers both simultaneously, with a flag forming on top of the prior peak. This price trend is very similar to the flag that broke out in November 2019 which offered a chance for a 30% profit. In both prior flag breakouts, the range of the flag added to the peak of the flag was a conservative price target, so for this current situation I am targeting the 220-225 level, which is a 30% gain from the prior price.
NASDAQ:APPFLong
by ETrades1