APPF 8-K SEC Filing Analysis

Latest settled — T+20d ⚠ clustered

APPF ▼ -4.09% at T+20d

NEUTRAL call ✗ call lost -4.09% · α vs SPY -8.11% · entry $169.29 → $162.37

Next anchor: T+60d in 5w

Currently $161.21 · -4.77% from $169.29 entry

Entry anchored
Apr 23, 03:59 PM ET
via Databento tick

T+1d

+0.27%

call +0.27% · α +0.11%

$169.75

settled 7w ago

T+5d

-1.30%

call -1.30% · α -2.21%

$167.09

settled 6w ago

T+20d

-4.09%

call -4.09% · α -8.11%

$162.37

settled 23d ago

T+60d

—

call — · α —

—

in 5w

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Executive Summary

AppFolio reported strong Q1 2026 results with $262.2M revenue (20% YoY growth) and GAAP EPS of $1.18, missing consensus of $1.47. Despite the EPS miss, the company raised full-year revenue guidance to $1.110-$1.125B and non-GAAP operating margin to 26.0%-28.0%, signaling continued momentum in its AI-driven platform.

Key Financial Metrics

Guidance

$1.110-$1.125B

raised

Gross Margin

63.8%

Actionable Insight

Monitor management commentary on the EPS miss despite revenue beat and margin expansion—potential drivers could be higher SBC or R&D investment. The raised guidance supports long-term confidence, but near-term profitability concerns may weigh on sentiment.

Key Facts

Q1 2026 revenue: $262.2M (20% YoY growth), beating consensus of $258.1M
GAAP EPS: $1.18, missing consensus of $1.47 by -5.7%
GAAP operating margin: 19.4% (up from 15.5% YoY), Non-GAAP: 27.3%
Raised full-year 2026 revenue guidance to $1.110-$1.125B (from $1.100-$1.120B)
Raised full-year non-GAAP operating margin guidance to 26.0%-28.0% (from 25.5%-27.5%)
Repurchased 703K shares for $125M

Financial Impact

Revenue beat by $4.1M and raised guidance suggest strong top-line momentum, but EPS miss by $0.29 indicates margin pressure or higher-than-expected costs

revenueepsoperating_marginguidanceshare_count

Risk Factors

EPS miss despite revenue beat and margin expansion could signal increasing operating costs or aggressive reinvestment
Reliance on AI-driven growth may face execution or adoption risks
Share count reduction from buybacks may be offset by stock-based compensation

Market Snapshot

Exchange

Nasdaq

Sector

Services-Prepackaged Software

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001433195-26-000021
Document: appf-20260423.htm	0001433195-26-000021
Document: 0001433195-26-000021-index-headers.html	0001433195-26-000021
Document: 0001433195-26-000021-index.html	0001433195-26-000021
Document: 0001433195-26-000021.txt	0001433195-26-000021
8-K Data (Synthetic)	0001433195-26-000021

4 reports for APPF

T+1T+5T+20T+60

Filters

Reports for APPF — sortable, filterable
	Type				Now
Jun 11, 2026 1d ago	Institutional Cluster MIXED ★ 4/10	$168.19 awaiting T+5	awaiting T+5	—	$161.21 (−4.15%)
May 19, 2026 24d ago	Insider Cluster NEUTRAL ★ 2/10	$163.39 $159.18	▼ −2.58%	▼ −4.38%	$161.21 (−1.33%)
Apr 23, 2026 7w ago	8-K MIXED ★ 6/10	$169.29 $167.09	▼ −1.30%	▼ −2.21%	$161.21 (−4.77%)
Apr 23, 2026 7w ago	Press Release MIXED ★ 6/10	$169.29 $167.09	▼ −1.30%	▼ −2.21%	$161.21 (−4.77%)

US Market Status

Market Closed — Opens Mon (48h 46m)

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