Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>AppFolio, Inc. has reported its financial results for the third quarter of 2025, showcasing both advancements and challenges as it navigates the property management software industry.</li><li>The company achieved revenue of $249 million, marking a robust 21% increase year-over-year.</li><li>This growth underscores AppFolio's market strength, driven by their strategic initiatives in expanding new business and enhancing current service offerings, particularly in their Plus and Max premium tiers.</li></ul>

AppFolio, Inc. has reported its financial results for the third quarter of 2025, showcasing both advancements and challenges as it navigates the property management software industry.The company achieved revenue of $249 million, marking a robust 21% increase year-over-year.This growth underscores AppFolio's market strength, driven by their strategic initiatives in expanding new business and enhancing current service offerings, particularly in their Plus and Max premium tiers.

AppFolio’s Bold Market Strategy: Can AI and Realm-X Make It the Real Estate Software King?

Podcast on In-depth Business Talks, Speedwell Research

The Synopsis

Podcast on In-depth Business Talks

Speedwell Research

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.

<ul><li>AppFolio offers software for real estate managers to help run their businesses, including leasing, rent collection, accounting, and maintenance requests</li><li>The company reported a 19% growth in both core services and value-added services, with 8.9 million units under management</li><li>AppFolio's pricing model charges based on a unit basis, incentivizing all members of an organization to use the software and increasing customer retention. Total customers increased by 6% to 21,400.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AppFolio offers software for real estate managers to help run their businesses, including leasing, rent collection, accounting, and maintenance requestsThe company reported a 19% growth in both core services and value-added services, with 8.9 million units under managementAppFolio's pricing model charges based on a unit basis, incentivizing all members of an organization to use the software and increasing customer retention. Total customers increased by 6% to 21,400.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis

<ul>
<li>AppFolio Inc. reported significant growth in its second quarter of 2025, with a revenue increase of 19% year-overyear, totaling $236 million.</li>
<li>This growth reflects a strong market position, driven by new business wins, customer upgrades to premium tiers, and higher adoption of value-added services.</li>
<li>A key driver of AppFolio's success appears to be its focus on AI-enabled solutions.</li>
</ul>


AppFolio Inc. reported significant growth in its second quarter of 2025, with a revenue increase of 19% year-overyear, totaling $236 million.
This growth reflects a strong market position, driven by new business wins, customer upgrades to premium tiers, and higher adoption of value-added services.
A key driver of AppFolio's success appears to be its focus on AI-enabled solutions.


AppFolio Reveals How AI Integration Is Transforming Property Management!

<ul>
<li>AppFolio Inc. reported strong financial results for the fourth quarter and full year 2024, showcasing notable growth and strategic advancements.</li>
<li>Fourth quarter revenue increased by 19% year-over-year to $204 million, contributing to a 28% annual growth, resulting in total revenue of $794 million for the year.</li>
<li>The company's non-GAAP operating margin more than doubled from the previous year to 25%, attributed to strategic execution and operational efficiencies.</li>
</ul>


AppFolio Inc. reported strong financial results for the fourth quarter and full year 2024, showcasing notable growth and strategic advancements.
Fourth quarter revenue increased by 19% year-over-year to $204 million, contributing to a 28% annual growth, resulting in total revenue of $794 million for the year.
The company's non-GAAP operating margin more than doubled from the previous year to 25%, attributed to strategic execution and operational efficiencies.


AppFolio: Leveraging Advanced AI Integration to Help Alter The Playing Field!

Cross Asset Strategy

<ul><li>Webinar with former Prada board member discussing luxury landscape and investor trends</li><li>Nvidia's strong earnings initially sparked global rally, but tech stock sell-off signals market caution</li><li>Dior executive predicts return to growth in luxury market by 2026, emphasizes product innovation and pricing discipline for success</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Webinar with former Prada board member discussing luxury landscape and investor trendsNvidia's strong earnings initially sparked global rally, but tech stock sell-off signals market cautionDior executive predicts return to growth in luxury market by 2026, emphasizes product innovation and pricing discipline for successThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting

United States

AppFolio, Inc. provides cloud-based software solutions. The Company offers a cloud-based property management software that allows apartment and residential property managers to market, manage, and grow their business. AppFolio conducts business in the United States.

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AppFolio Inc A (APPF US)

AppFolio’s Bold Market Strategy: Can AI and Realm-X Make It the Real Estate Software King?

AppFolio, Inc. has reported its financial results for the third quarter of 2025, showcasing both advancements and challenges as it navigates the...

Baptista Research

Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis

AppFolio provides software for property managers to run their real estate businesses, with revenues growing 19% year over year in 2Q25 and a focus...

The Synopsis

AppFolio Reveals How AI Integration Is Transforming Property Management!

AppFolio Inc. reported significant growth in its second quarter of 2025, with a revenue increase of 19% year-overyear, totaling $236 million.

Baptista Research

AppFolio: Leveraging Advanced AI Integration to Help Alter The Playing Field!

AppFolio Inc. reported strong financial results for the fourth quarter and full year 2024, showcasing notable growth and strategic advancements.

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

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Dividend (Yield)

AppFolio’s Bold Market Strategy: Can AI and Realm-X Make It the Real Estate Software King?

AppFolio, Inc. has reported its financial results for the third quarter of 2025, showcasing both advancements and challenges as it navigates the...

Baptista Research

Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis

AppFolio provides software for property managers to run their real estate businesses, with revenues growing 19% year over year in 2Q25 and a focus...

The Synopsis

AppFolio Reveals How AI Integration Is Transforming Property Management!

AppFolio Inc. reported significant growth in its second quarter of 2025, with a revenue increase of 19% year-overyear, totaling $236 million.

Baptista Research

AppFolio: Leveraging Advanced AI Integration to Help Alter The Playing Field!

AppFolio Inc. reported strong financial results for the fourth quarter and full year 2024, showcasing notable growth and strategic advancements.

Baptista Research

Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting

Global markets experience volatility as luxury landscape evolves, Nasdaq sells off, Bitcoin drops, and US job market shows mixed results.

The Synopsis