AP
APPF.O
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Software
Appf.O
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
—
P/E
—
EV / Rev
—
Div yield
—
Op margin
16,1 %
ROE
26,0 %
Net margin
14,8 %
Debt / equity
0,00
Beta
—
52w range
—
Volume
—
Day range
—
Prev close
$163,77
Open
—
Next earnings
2026-07-28
Ex-dividend
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TR 1Y
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About
Appsflyer (APPF.O) provides mobile attribution and marketing analytics software to help app developers and marketers measure and optimize their user acquisition and engagement strategies.
Business. Appsflyer (APPF.O) provides mobile attribution and marketing analytics software to help app developers and marketers measure and optimize their user acquisition and engagement strategies.
Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustrySoftware
Generated · model-assisted
Sell-side consensus
BUY10 analysts
10 buy0 hold0 sell
Avg 12m price target225,15
Analyst recommendations
10 analysts · consensus BuyBuy10
Hold0
Sell0
12-month price target
225,15
Consensus of sell-side coverage.
At a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
— missing data
News & coverage
0Sector rotation
Sector1D1Mvs mkt
Materials+2,2 %+1,6 %+2,4 %
Energy+1,2 %+5,3 %+1,4 %
Real Estate+0,7 %+4,1 %+0,8 %
Health Care+0,6 %−0,5 %+0,8 %
Consumer Discretionary+0,3 %+8,7 %+0,5 %
Information Technology · THIS SECTOR−0,3 %+6,5 %−0,1 %
Financials−0,3 %−4,5 %−0,1 %
Consumer Staples−1,0 %+3,0 %−0,8 %
Utilities−1,5 %−21,2 %−1,3 %
Industrials−1,7 %−2,3 %−1,6 %
Communication Services———
Developing storylines
No tracked sagas currently linked to APPF.O. Browse all sagas →
Analysis
AI analysis
Generated · analysis pipeline · tier hybrid · as of 2026-07-07
↑ At a glance
Opportunity
— missing data
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
- Peers
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated · ServiceNow (NOW)
- EarningsQ2 2026 earnings (expected)2026-08-28 · estimated · Salesforce (CRM)
- Macro
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
- Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
- Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressLisa McClain — AppFolio, Inc. - Class A Common2025-10-31 · Republican · MI · Sale · $1,001 - $15,000
- CongressLisa McClain — AppFolio, Inc. - Class A Common2025-10-30 · Republican · MI · Purchase · $1,001 - $15,000
- CongressLisa McClain — AppFolio, Inc. - Class A Common2025-10-30 · Republican · MI · Sale · $1,001 - $15,000
- CongressLisa McClain — AppFolio, Inc. - Class A Common2025-08-13 · Republican · MI · Purchase · $1,001 - $15,000
- CongressJosh Gottheimer — AppFolio, Inc. - Class A Common2025-04-09 · Democrat · NJ · Sale · $1,001 - $15,000
- CongressRob Bresnahan — AppFolio, Inc. - Class A Common2025-01-13 · Republican · PA · Sale · $1,001 - $15,000
Pre-earnings brief
— missing data
Signals & dispatch
peak dispatch · —
Composite-score breakdown
Composite score65 / 100
Composite score 0-100 · Data quality 0,59
Data quality0,59 / 1.00
Synthesis
Business
Appsflyer (APPF.O) provides mobile attribution and marketing analytics software to help app developers and marketers measure and optimize their user acquisition and engagement strategies.
Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustrySoftware
AI synthesis
GENERATEDAppsflyer maintains a strong liquidity position with $106.97 million in cash and equivalents, representing 15.5% of total assets, and no long-term debt, resulting in a debt-to-equity ratio of 0.0. The company's current ratio of 3.31 indicates a robust ability to cover short-term liabilities with current assets, suggesting low liquidity risk.
Profitability metrics show a return on equity (ROE) of 25.97% and a return on assets (ROA) of 20.45%, both significantly above the median for the Software industry. Gross profit margin stands at 63.7%, with operating margin at 16.1%, indicating efficient cost management and strong pricing power.
The company operates as a single business segment, with all revenue derived from its mobile attribution and analytics platform. Geographic exposure is not disclosed in the provided data, but the nature of the business suggests global reach through digital distribution channels.
Appsflyer's revenue of $950.82 million reflects a growth trajectory, though specific year-over-year growth rates are not provided. Analysts project a mean price target of $225.15, with a median of $225.50, and all 10 recommendations are either "buy" or "strong buy," indicating strong near-term confidence.
Risk assessment indicates low liquidity and dilution risk, with no immediate filing-based flags detected. The company has no dilution potential in the basic shares outstanding, and no adjustments were applied to valuation metrics, suggesting a clean capital structure.
Recent events include strong analyst sentiment, with 9 "buy" and 1 "strong buy" ratings, and no "hold" or negative recommendations. No specific filings or transcripts are cited in the provided data, but the absence of dilution or liquidity flags suggests operational stability.
Key takeaways
- Appsflyer has a strong liquidity position with no long-term debt and a current ratio of 3.31.
- The company's ROE of 25.97% and ROA of 20.45% indicate high profitability relative to industry norms.
- Analysts are overwhelmingly positive, with 10 "buy" or "strong buy" ratings and no "hold" or negative recommendations.
- The absence of dilution or liquidity flags suggests a stable capital structure and low near-term risk.
Bull / Bear case
analysis pipeline— missing data
In focus — financials by report
Valuation
Market price
$176,06
Market cap
—
Enterprise valueⓘ
—
P/Eⓘ
—
Non-GAAP P/Eⓘ
—
EV / Revenueⓘ
—
EV / Op incomeⓘ
—
EV / OCFⓘ
—
P / Bⓘ
—
P / Tangible bookⓘ
—
Tangible book
$542.6M
Net cashⓘ
$107.0M
Current ratioⓘ
3.3
Debt / equityⓘ
0.0
ROAⓘ
20.4%
ROEⓘ
26.0%
Cash conversionⓘ
172.0%
CapEx / revenueⓘ
-0.7%
SBC / revenueⓘ
—
Dilution ratioⓘ
0.0%
Revenue by segment
Property Accounting Software—
low · business_description · 2026-07-03
Property Maintenance Software—
low · business_description · 2026-07-03
Real Estate Leasing Software—
low · business_description · 2026-07-03
Resident Communication Software—
low · business_description · 2026-07-03
Tenant Screening Services—
low · business_description · 2026-07-03
Business relationships
Business relationships5 disclosed relationships · 1 type · extracted from filings & disclosures
Subsidiaries5
EX21:07bda1caec41EX21:07bda1caec41Subsidiarie97%
EX21:47fb1b3fb54cEX21:47fb1b3fb54cSubsidiarie97%
EX21:5060c631fce1EX21:5060c631fce1Subsidiarie97%
EX21:72e60029bf78EX21:72e60029bf78Subsidiarie97%
EX21:7af96bbdc0faEX21:7af96bbdc0faSubsidiarie97%
Supply chain
— missing data
Peer comparison
Peer comparison8 peers · vs APPF · multiples and returns
MS
MSFT—
MICROSOFT CORPORATION
$388,45
2,90T USDP/E
32,3x
— vs self
Div yield
0,9 %
— vs self
ROE
23,6 %
-2,3 vs self
OR
ORCL—
ORACLE CORPORATION
$188,91
543,3B USDP/E
180,2x
— vs self
Div yield
1,2 %
— vs self
ROE
36,1 %
+10,2 vs self
AD
ADBE—
ADOBE INC.
$219,66
89,3B USDP/E
27,1x
— vs self
Div yield
—
— vs self
ROE
31,3 %
+5,3 vs self
SE
SE—
Sea Ltd
—
—P/E
—
— vs self
Div yield
—
— vs self
ROE
—
— vs self
NO
NOW—
Servicenow Inc
$100,03
104,0B USDP/E
271,7x
— vs self
Div yield
—
— vs self
ROE
4,0 %
-22,0 vs self
WD
WDAY—
WORKDAY, INC.
$138,46
35,2B USDP/E
168,2x
— vs self
Div yield
—
— vs self
ROE
3,3 %
-22,6 vs self
PA
PANW—
Palo Alto Networks Inc
$359,50
291,6B USDP/E
727,5x
— vs self
Div yield
—
— vs self
ROE
6,2 %
-19,7 vs self
RO
ROP—
Roper Technologies Inc
$360,11
36,9B USDP/E
96,6x
— vs self
Div yield
1,0 %
— vs self
ROE
1,9 %
-24,1 vs self
Market position
Stress test
— missing data
Predictor forecast
Next quarternear-term
Earnings · next quarterconf 33 %
EPS
Consensus EPS
6,85
Predicted surprise
-0,03
Beat probability
33 %
Analysts
10
Other metrics
Revenue
—
no estimate
Segment revenue
—
no estimate
Margin
—
no estimate
Segment margin
—
no estimate
as of 2026-05-06 · Earnings Surprise V1
Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
Full fiscal year~1 year ahead
Full fiscal year · our forecast vs guidance vs consensus
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 6,85 |
| Revenue | —no estimate | —no estimate | 1,1B USD |
| Operating income | —no estimate | —no estimate | 304,9M USD |
Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
Probabilistic model output — not investment advice. · generated 2026-07-07
Options
— missing data
Short squeeze
— missing data
Earnings-call key lines
— missing data
Consensus distribution
sell-side coverageRecommendation distribution10 analysts
Strong buy1
Buy9
Hold0
Sell0
Strong sell0
12-month price target$225,15 · Median $225,50
Low $177,91High $274,30
Operating income · consensus304,9M USD
EPS surprise
−22,8 %
reported vs consensus · miss
Revenue surprise
−15,1 %
reported vs consensus · miss
Estimate revisions
consensus EPS · 26-week trend— missing data
Sell-side observations
Low$177,91
Mean$225,15
Median$225,50
High$274,30
Spot$176,06
+27.9 %implied to mean12-month sell-side price targets · ▲ spot
Themes
— missing data
ESG
— missing data
Risk factors
Dilution riskLow
Liquidity riskLow
Filing-based flags
- No immediate filing-based liquidity or dilution flags were detected.
Benchmarks vs cohort
Op Margin16,1 %Above P75
Net Margin14,8 %Above P75
ROE26,0 %Best in class
Capex / Rev-0,7 %Above median
D/E0,00Above median
Cash Conv1,72Above median
Corporate actions / M&A
— missing data
FX exposure
— missing data
Comparable transactions
— missing data
Derivatives & instruments
Derivative transactions
Net disposed 7 022 sh1 transactions1 insiders
- 10% owner · Class B Common Stock → Class A Common StockDisposed 7 022conversion · 2026-02-02
Actions
Ask Handelsavisen
— missing data
Data sources
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
How metrics are computed
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Capex To Revenuecapital_expenditure / revenue
- Return On Equitynet_income / total_equity
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Cash Conversion Ratiooperating_cash_flow / net_income
Source documents
- APPF.O Market data — financials · 2026-05-27
- Appfolio Inc Market data — analyst estimates · 2026-05-27
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,13 %$238M
- Investment Managers · as of 2026-03-310,03 %$61M
- Investment Managers · as of 2026-03-310,01 %$19M
- Investment Managers · as of 2024-06-300,01 %$528M
- Investment Managers · as of 2024-12-310,01 %$35M
- Investment Managers · as of 2026-03-310,01 %$47M
- Investment Managers · as of 2026-03-310,01 %$0M
- Investment Managers · as of 2025-12-310,01 %$596M
- Investment Managers · as of 2026-03-310,01 %$12M
- Investment Managers · as of 2026-03-310,01 %$42M
- Brokerage Firms · as of 2026-03-310,01 %$16M
- Investment Managers · as of 2026-03-310,00 %$80M
- Institutional Investor · as of 2026-03-310,00 %$21M
- Institutional Investor · as of 2026-03-310,00 %$25M
- Investment Managers · as of 2026-03-310,00 %$26M
- Investment Managers · as of 2026-03-310,00 %$114M
- Brokerage Firms · as of 2026-03-310,00 %$15M
- Investment Managers · as of 2026-03-310,00 %$48M
- Investment Managers · as of 2026-03-310,00 %$16M
- Funds · as of 2026-03-310,00 %$17M
- Institutional Investor · as of 2026-03-310,00 %$5M
- Investment Managers · as of 2026-03-310,00 %$18M
- Investment Managers · as of 2026-03-310,00 %$4M
- Investment Managers · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$7M
- Institutional Investor · as of 2026-03-310,00 %$20M
- Investment Managers · as of 2026-03-310,00 %$2M
- Institutional Investor · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
Leadership
- Shane TriggPresident, Chief Executive Officer, Director
Insider activity
Net selling0 buys · 26 sellsnet -$2,7M8 insiders · last 365d
- Chief Financial Officer · Class A Common StockSold 200 @ $154,66$31K · 2026-06-12
- Chief Financial Officer · Class A Common StockSold 200 @ $156,35$31K · 2026-06-12
- Chief Financial Officer · Class A Common StockSold 200 @ $157,41$31K · 2026-06-12
- Chief Financial Officer · Class A Common StockSold 1 685 @ $161,16$272K · 2026-06-12
- Principal Accounting Officer · Class A Common StockSold 150 @ $159,56$24K · 2026-06-12
- General Counsel · Class A Common StockSold 199 @ $154,76$31K · 2026-06-12
- General Counsel · Class A Common StockSold 101 @ $155,94$16K · 2026-06-12
- General Counsel · Class A Common StockSold 200 @ $156,87$31K · 2026-06-12
- Chief Financial Officer · Class A Common StockSold 300 @ $161,83$49K · 2026-06-12
- General Counsel · Class A Common StockSold 160 @ $153,38$25K · 2026-06-12
- Director, Chief Executive Officer · Class A Common StockSold 662 @ $153,85$102K · 2026-05-15
- Director, Chief Executive Officer · Class A Common StockSold 1 436 @ $151,68$218K · 2026-05-15
- Director, Chief Executive Officer · Class A Common StockSold 1 486 @ $152,70$227K · 2026-05-15
- Chief People Officer · Class A Common StockSold 1 978 @ $158,12$313K · 2026-05-12
- Principal Accounting Officer · Class A Common StockOther 45 @ $166,59$7K · 2026-05-10
- Principal Accounting Officer · Class A Common StockOther 247 @ $166,59$41K · 2026-05-10
- Director, Chief Executive Officer · Class A Common StockOther 599 @ $166,59$100K · 2026-05-10
- Director, Chief Executive Officer · Class A Common StockOther 538 @ $166,59$90K · 2026-05-10
- Director, Chief Executive Officer · Class A Common StockOther 985 @ $166,59$164K · 2026-05-10
- Director, Chief Executive Officer · Class A Common StockOther 203 @ $166,59$34K · 2026-05-10
- Director, Chief Executive Officer · Class A Common StockOther 220 @ $166,59$37K · 2026-05-10
- Director, Chief Executive Officer · Class A Common StockOther 378 @ $166,59$63K · 2026-05-10
- Director, Chief Executive Officer · Class A Common StockOther 796 @ $166,59$133K · 2026-05-10
- Chief Financial Officer · Class A Common StockOther 315 @ $166,59$52K · 2026-05-10
- Chief Financial Officer · Class A Common StockOther 171 @ $166,59$28K · 2026-05-10
Short positioning
2.6Mshares short-4.5% vs prior
6.93days to cover
77.1%short of daily vol
96fails-to-deliver
as of 2026-06-15 · short-interest report (free)
Geographic breakdown
— missing data
Listings · one canonical issuer
all listings resolve to the canonical
APPF.OCanonical
— · USD
Intel & risk
peak dispatch · —
OSINT findings
Dilution riskLow
Liquidity riskLow
No immediate filing-based liquidity or dilution flags were detected.
Relationship graph
This companyPeerSectorSubsidiaries
Evidence & claims
From filings & derived data- Total assets (YoY) (2025-12-31 vs 2024-12-31): 9.9%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 36.3%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 28.7%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): 12.7%Derived (calculated)
- R&D expense (YoY) (2025-12-31 vs 2024-12-31): 18.7%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 19.7%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 4.5%Derived (calculated)
- Net margin (FY 2025-12-31): 14.8%Derived (calculated)
- Return on equity (FY 2025-12-31): 26.0%Derived (calculated)
- Return on assets (FY 2025-12-31): 20.5%Derived (calculated)
- Current ratio (FY 2025-12-31): 3.31xDerived (calculated)
- Debt-to-equity (FY 2025-12-31): 0.27xDerived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): 56.5%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 151.7%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): -30.6%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): -30.1%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): -30.9%Derived (calculated)
- Cash & equivalents (annual): USD 106.97MSEC XBRL filing
- Current liabilities (annual): USD 106.85MSEC XBRL filing
- Shareholders' equity (annual): USD 542.58MSEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES 4SEC XBRL filing
- Pre-tax income (annual): USD 161.11MSEC XBRL filing
- Operating income (annual): USD 152.92MSEC XBRL filing
- Revenue (annual): USD 950.82MSEC XBRL filing
Showing 24 of 52 surfaced claims.
Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.
The Thread
Everything we know, in order2026-07-28EVENTUpcomingQ2 2026 earnings (expected) estimated date
2026-06-30 03:38 UTCEARNINGSUpcomingForecast: insider_flow_signal (90d)
2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
2026-06-12 00:00 UTCINSIDER10 insider transactions — 2026-06 · net sell $540k
2026-06-12INSIDEREaton Timothy Mathias sold 200 sh Class A Common Stock — Chief Financial Officer ~$31k
2026-06-12INSIDEREaton Timothy Mathias sold 1.7k sh Class A Common Stock — Chief Financial Officer ~$272k
2026-06-12INSIDERRigler Don sold 150 sh Class A Common Stock — Principal Accounting Officer ~$24k
2026-06-12INSIDERPickering Evan sold 199 sh Class A Common Stock — General Counsel ~$31k
2026-06-12INSIDERPickering Evan sold 101 sh Class A Common Stock — General Counsel ~$16k
2026-06-12INSIDERPickering Evan sold 200 sh Class A Common Stock — General Counsel ~$31k
2026-06-12INSIDEREaton Timothy Mathias sold 300 sh Class A Common Stock — Chief Financial Officer ~$49k
2026-06-12INSIDERPickering Evan sold 160 sh Class A Common Stock — General Counsel ~$25k
2026-05-15 00:00 UTCINSIDER34 insider transactions — 2026-05 · net sell $1.9M
2026-05-15INSIDERTrigg William Shane sold 662 sh Class A Common Stock — Director, Chief Executive Officer ~$102k
2026-05-15INSIDERTrigg William Shane sold 1.4k sh Class A Common Stock — Director, Chief Executive Officer ~$218k
2026-05-15INSIDERTrigg William Shane sold 1.5k sh Class A Common Stock — Director, Chief Executive Officer ~$227k
2026-05-12INSIDERBarat Elizabeth Erin sold 2.0k sh Class A Common Stock — Chief People Officer ~$313k
2026-05-10INSIDERRigler Don transacted 45 sh Class A Common Stock — Principal Accounting Officer ~$7k
2026-05-10INSIDERRigler Don transacted 247 sh Class A Common Stock — Principal Accounting Officer ~$41k
2026-05-10INSIDERTrigg William Shane transacted 599 sh Class A Common Stock — Director, Chief Executive Officer ~$100k
2026-05-10INSIDERTrigg William Shane transacted 538 sh Class A Common Stock — Director, Chief Executive Officer ~$90k
2026-05-10INSIDERTrigg William Shane transacted 985 sh Class A Common Stock — Director, Chief Executive Officer ~$164k
2026-05-10INSIDERTrigg William Shane transacted 203 sh Class A Common Stock — Director, Chief Executive Officer ~$34k
2026-05-10INSIDERTrigg William Shane transacted 220 sh Class A Common Stock — Director, Chief Executive Officer ~$37k
2026-05-10INSIDERTrigg William Shane transacted 378 sh Class A Common Stock — Director, Chief Executive Officer ~$63k
2026-05-10INSIDERTrigg William Shane transacted 796 sh Class A Common Stock — Director, Chief Executive Officer ~$133k
2026-05-10INSIDEREaton Timothy Mathias transacted 315 sh Class A Common Stock — Chief Financial Officer ~$52k
2026-05-10INSIDEREaton Timothy Mathias transacted 171 sh Class A Common Stock — Chief Financial Officer ~$28k
2026-04-09 00:00 UTCINSIDER1 insider transaction — 2026-04
2026-03-10 00:00 UTCINSIDER1 insider transaction — 2026-03
2026-02-20 00:00 UTCINSIDER49 insider transactions — 2026-02 · net buy $3.0M 1 derivative
2026-02-02INSIDERDUCA MAURICE J disposed of 7.0k sh Class B Common Stock — 10% owner
2026-01-27 00:00 UTCINSIDER3 insider transactions — 2026-01
Showing the 40 most recent of 59 entries.
The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07
Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data
Premium coverage