Added to YB: 2025-12-12
Pitch date: 2025-10-20
APPN [bullish]
Appian Corporation
+29.55%
current return
Author Info
No bio for this author
Company Info
Appian Corporation operates as a software company in the United States, Australia, Canada, France, Germany, India, Italy, Japan, Mexico, the Netherlands, Portugal, Singapore, Spain, Sweden, Switzerland, the United Kingdom, and internationally.
Market Cap
$3.2B
Pitch Price
$29.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
87.95
P/E
-407.71
EV/Sales
4.77
Sector
Software
Category
special_situation
Appian Corporation - $APPN
APPN: Mid-teens+ growth in process automation SW w/ AI agent integration in >50% new deals. 1300bps LTM op margin expansion to ~8-10%, targeting ~20%. Strong defensibility (98% gross retention). Street undermodeling margin potential at ~10% vs clear path higher. $500M guaranteed legal settlement (10%+ current mcap) w/ upside to $2B+ award. AI orchestration positioned as solution to enterprise deployment failures.
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