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KeyBanc升级为Overweight,AppFolio成为焦点
2025-10-17 20:30
- AppFolio (NASDAQ:APPF) was in the spotlight on Friday as KeyBanc Capital Markets upgraded the real estate software company to Overweight from Sector Weight.
- Shares were little changed in premarket trading.
- “This week we attended AppFolio's annual FUTURE user conference. Conversations with customers renew our confidence that the Company is seeing momentum in both net new and expansions on Plus and Max,” KeyBanc analyst Jason Celino wrote in a note to clients. “More importantly, we come away with a better understanding of the attractive and TAM-expansive opportunities in monetizing the resident experience. With renewed conviction in AppFolio's ARPU growth story, we are raising our 2026 growth estimates and upgrading APPF to OW (from SW). With shares currently trading at 7.2x 2026 EV/sales, we view the recent pullback as a buying opportunity.”
- Despite the upgrade, Celino kept his $285 price target on the stock.
More on AppFolio
- AppFolio: Trading Too Richly, Lock In Gains (Downgrade)
- AppFolio Q2 Review: Good Quarter, But I Am Worried About The Rest Of The Year
- AppFolio, Inc. (APPF) Q2 2025 Earnings Call Transcript
- AppFolio soars after Q2 results, upgrade at Piper Sandler
- AppFolio outlines 18% full-year revenue growth target amid strong AI adoption and new partnerships
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