Appian Corp. (APPN)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
QuarterlyIQ Insights · APPN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 43.5% |
| Our one-year growth estimate | diamond | 15.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 27.7 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 21 industry peers · Company calendar date is not available
APPN — CEO transition
Dated 2026-01-21
Director — David Link: David Link was appointed to the Board of Directors and will also serve on the Audit Committee.
Why it matters: Appian's full-year target calls for 20% to 21% cloud growth. A lower target would weaken that growth case.
Worry ifAppian lowers its 2026 cloud revenue range below $525 million, or lowers its growth target below 20%.
Less concerning ifAppian keeps or raises its $525 million to $529 million range and 20% to 21% growth target.
Why it matters: The report will test the full-year revenue target. A result within guidance would back the recent growth trend.
Supportive ifQ3 total revenue is at least $214 million, within or above the guided range.
Worry ifQ3 total revenue is below $214 million, the low end of guidance.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$268 on $10,000 · ±2.7% | How much price usually moves either way. |
| Bad day | $617 loss on $10,000 · 6.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,898 loss on $10,000 · 59.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.