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5 stories mentioning APPNUpdated 45d ago

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Research

Research Alert: CFRA Maintains Hold Rating On Shares Of Appian Corporation.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price to $23 from $27 on an EV/S multiple of 1.9x our 2027 sales projection of $920M, below its three-year average. We increase our 2026 EPS estimate to $0.99 from $0.93 and our 2027 EPS forecast to $1.25 from $1.17. APPN delivered strong Q1 2026 results, with cloud subscription revenue of $124.5M up 25% Y/Y (20% constant currency), while total revenue of $202.2M rose 21% Y/Y (17% constant currency). Cloud net annual recurring revenue (ARR) expansion improved to 115% from 112% due to AI tier upgrades with nearly 40% of customers now purchasing AI-inclusive advanced tier licenses. Adjusted EBITDA of $26.6M exceeded the $19M-$22M guidance range, with full-year guidance raised to $97M-$105M (approximately 12% margin at midpoint). We believe the combination of AI-driven efficiency focus and APPN's improved sales productivity position the company favorably for continued growth, though we remain cautious on guidance implying 2H deceleration.

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Research

Research Alert: Appn: Q1 Results Beat On Stronger Cloud Subscriptions Momentum

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:APPN delivered strong Q1 2026 results with non-GAAP EPS of $0.27, beating consensus by $0.09, and total revenue of $202.2M (+21% Y/Y), exceeding Street projections by $10.4M. Cloud subscriptions revenue of $124.5M grew 25% Y/Y, accelerating from recent trajectory, while professional services revenue of $41.9M increased 31% Y/Y. The results reflect ongoing benefits from go-to-market transformation and improved sales productivity, with cloud net ARR expansion of 115% showing healthy customer dynamics. Management provided full-year 2026 guidance for total revenue of $819M-$831M (13%-14% growth), above consensus of $811M, with cloud subscriptions expected to grow 18%-19% Y/Y. We believe the quarter showcased significant operational leverage with non-GAAP operating margin expanding to 12.1% from 8.6% in Q1 2025, and GAAP operating income turning positive. In our view, the combination of accelerating growth and margin expansion positions APPN well for continued outperformance.

$APPN
Wire

Appian Shares Rise After Higher Non-GAAP Earnings, Revenue for Q1, 2026 Outlook Lifted

Appian (APPN) shares were up more than 3% in Thursday trading after the company posted higher non-GAAP earnings and revenue for Q1, and raised its outlook for the year.The company reported Q1 non-GAAP earnings Thursday of $0.27 per diluted share, compared with $0.13 a year earlier.Analysts polled by FactSet expected $0.18.Revenue for the quarter ended March 31 was $202.2 million, up from $166.4 million a year earlier.Analysts polled by FactSet expected $191.6 million.The company said it expects a range of non-GAAP loss of $0.02 per share to non-GAAP earnings of $0.02 per share for Q2. Analysts polled by FactSet expect earnings of $0.09. Revenue for Q2 is expected to be between $191 million and $195 million. Analysts polled by FactSet expect $191.6 million.For 2026, Appian said it now expects non-GAAP EPS of $0.94 to $1.05, up from its previous guidance of $0.82 to $0.96. Analysts polled by FactSet expect $0.89. Full-year revenue is expected to be between $819 million and $831 million, compared with $801 million to $817 million previously. Analysts polled by FactSet expect $810.6 million.Price: $24.02, Change: $+0.84, Percent Change: +3.60%

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Wire

Appian Facing Challenging Market Environment for Seat-Based Models, Morgan Stanley Says

Appian (APPN) is facing a demanding and challenging market environment for seat-based models amid artificial intelligence-related concerns, Morgan Stanley said in a note Thursday.The concerns center on AI potentially weighing on seat growth and AI-native competition, the investment firm said. Overcoming these could require the company to accelerate revenue, monetize AI capabilities through higher subscription tiers, and transition to a hybrid pricing model, Morgan Stanley said.In addition, the application software group continues to see a challenging investment setting as more investors prefer AI monetization rather than underwriting long-term growth, the investment firm added.Appian is positioned to deliver solid Q1 results, along with a "modest" outlook raise, but this is "unlikely to resolve the broader debate weighing on the stock," the firm said. Appian is set to report its Q1 financial results on May 7.Morgan Stanley downgraded Appian to equal-weight from overweight and lowered the price target to $25 from $41.Shares of Appian were down more than 5% in Thursday trading.Price: $20.57, Change: $-1.16, Percent Change: -5.32%

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Research

Morgan Stanley Downgrades Appian to Equalweight From Overweight, Cuts Price Target to $25 From $41

Appian (APPN) has an average rating of hold and mean price target of $27.20 according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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