AppFolio 3Q26 Business Recap: AI Agents Support Growth
AppFolio grew third-quarter revenue 19% as Realm-X AI agents gained adoption, lifting guidance to $1.122 billion to $1.127 billion.
Tuesday, October 27, 2026
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Timyan Bank Alert on X
Independent Bank, Simmons address credit quality; South Plains $SPFI interested in M&A | S&P Global Market Intelligence https://t.co/TWGUKwHaIL
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Citi on SocGen: The Bank Within A Bank: Sizing The BoursoBank Opportunity We reiterate our Buy rating, new TP €90 $GLE https://t.co/chB2cIfOFI https://t.co/r4fP8B5HYe
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$SWIM. Stock has barely budged over the last 2 weeks despite: 1) $PNR pre-announcing pool pump sales -17% and 2) $LESL filing for BK citing slowing new pool demand. Expectation of HSD growth this year are disconnected from reality. Earnings miss and guidance cut likely coming.
DOMO Capital Management, LLC on X
Might be one of those days again.... $ALTO $GPRE https://t.co/JDe6p8IL4U
mavix on X
Evolution $EVO announced the termination of the merger agreement between Evolution & Galaxy Gaming. Evolution is required to pay Galaxy Gaming a termination fee of USD 5,234,678, but they expect to continue working with Galaxy Gaming. https://t.co/rdhNO86tEL
catechwilliams on X
@SILVERGOLDBTC28 @GalianoTiramani @Xectron You guys will probably be eating at Golden Corral when $BXBL is below $5 in a few weeks.
Adam D. Wyden on X
WEB liked the holdcos too… @Mark_Penn @jayleveton @ballan11 $STGW https://t.co/f4VUXbleGp
JabroniCoin.USD on X
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Investor Letters
All letters- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3.3B
- Polaris Capital Management Third Quarter 2026 G $6.8BLKQ $5.1B
- Langdon Equity Partners Q3 2026 LOECF $726MATS $1.6B
- Halvio Capital Q3 2026 CZBS $126MMCCK $468M
- Bretton Fund 3rd Quarter 2026 MBGL $5.8B
- GreensKeeper Asset Management Q3 2026 ABANF $234MMBGL $5.8B
- Miller Value Partners third quarter 2026 CNXC $1.9BFOSL $451M
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Sectors
Ordered by how often our editor reaches for them.
