APPN · Appian Corp
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Appian reported strong Q2 2026 results with cloud subscriptions revenue up 23% to $131.7M and total revenue up 19% to $203.3M, prompting the company to raise full-year guidance to 20% cloud growth and ~13% EBITDA margin. Adjusted EBITDA of $16.2M exceeded guidance, and the company cited accelerating AI-driven demand as a tailwind.
- + Cloud subscriptions revenue grew 23% YoY to $131.7M, with constant currency growth accelerating for a second consecutive quarter over 20%
- + Raised full-year 2026 guidance to 20% cloud growth at midpoint and EBITDA margin of ~13% (up ~2 percentage points)
- + Adjusted EBITDA of $16.2M beat guidance range of $5–8M and grew vs. $8.1M YoY
- + Customer AI usage is 20x last year's Q2 and 85% of Q2 new logos purchased AI
- + Refinanced credit facility on more favorable terms, lowering annual interest expense by ~$4M
- − FX shifted from tailwind to a modest headwind to reported revenue growth in the back half of 2026
- − GAAP net loss widened to $(11.8)M from $(0.3)M YoY
- − Subscription gross margin declined to 84% from 85% YoY and 86% prior quarter
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $16.2M | Q2 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP net loss -11.82M
+827K Other expense (income), net
+3.78M Interest expense
+1.77M Income tax expense
+2.51M Depreciation expense and amortization of intangible assets
+10.56M Stock-based compensation expense
+6.29M Litigation Expense
+1.96M JPI Amortization
+279K Lease Impairment and Lease-Related Charges
= Adjusted EBITDA 16.16M
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| Cloud net annualized recurring revenue (ARR) expansion | 115% | Q2 FY2026 | — |
| Cloud subscriptions revenue | $131.67M | the three months ended June 30, 2026 filing | +23.2% |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
APPN
this stock
Appian Corp
|
$2.51B | +3.6% | +28.3% | — | 5.3% |
|
MSFT
Microsoft Corp
|
$3.83T | +7.0% | +6.9% | 28.8 | 0.9% |
|
PLTR
Palantir Technologies Inc.
|
$455.79B | +6.2% | +56.2% | 162.1 | 2.5% |
|
ORCL
Oracle Corp
|
$414.55B | -27.0% | +17.3% | 21.5 | 1.7% |
|
PANW
Palo Alto Networks Inc
|
$306.54B | +118.9% | +29.0% | — | 2.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| APPN | +1.9% | -10.1% | +73.0% | +4.0% | +3.6% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +2.1% | -9.7% | +60.8% | +3.1% | -9.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.