AvePoint (NASDAQ:AVPT) Announces Quarterly Earnings Results

AvePoint (NASDAQ:AVPT) released its quarterly earnings results on Thursday. The company reported $0.07 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.08 by ($0.01), FiscalAI reports. AvePoint had a net margin of 10.55% and a return on equity of 10.38%. The firm had revenue of $117.24 million for the quarter, compared to the consensus estimate of $116.12 million.

Here are the key takeaways from AvePoint’s conference call:

• Q1 results beat guidance with $117.2M revenue (26% YoY), $93.4M SaaS (35% YoY), ARR of $435.2M (+26% YoY), strong margin expansion and $444M cash, while management accelerated share repurchases (~$78.5M year-to-date).
• AvePoint is positioning itself as the enterprise “trust layer” for AI — highlighting product wins like Agent Pulse, a new AI-agent risk definition, expanded Google Cloud and multi‑SaaS protection, and a Gartner validation that bolsters its competitive differentiation.
• A higher-than-expected SaaS mix (ratable revenue) and continued FX headwinds reduced near-term reported revenue growth, which is why revenue guidance wasn’t raised despite an ARR increase.
• Channel-led land-and-expand momentum is strong: 863 customers with >$100k ARR (+25% YoY), 88% recurring revenue, ~58% ARR through the channel, and management says Control Suite now represents a large share of pipeline.
• Retention and product-mix risks persist — Q1 gross retention was ~89% (adjusted) with migration products acting as a ~2-point headwind to GRR, and FX/currency fluctuations remain an ongoing headwind.

AvePoint Stock Up 10.5%

AVPT stock traded up $1.08 during trading on Friday, reaching $11.40. The company’s stock had a trading volume of 6,561,718 shares, compared to its average volume of 1,586,560. AvePoint has a 1 year low of $8.84 and a 1 year high of $20.25. The company has a market capitalization of $2.46 billion, a P/E ratio of 54.29 and a beta of 1.16. The company’s fifty day moving average is $10.12 and its 200-day moving average is $11.90.

Institutional Trading of AvePoint

Several institutional investors have recently made changes to their positions in the business. Kestra Advisory Services LLC purchased a new stake in AvePoint during the 4th quarter valued at approximately $28,000. Vestcor Inc purchased a new position in AvePoint during the third quarter valued at $45,000. Kemnay Advisory Services Inc. bought a new stake in AvePoint in the 4th quarter valued at $47,000. EverSource Wealth Advisors LLC lifted its stake in AvePoint by 6,111.6% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,342 shares of the company’s stock worth $103,000 after purchasing an additional 5,256 shares in the last quarter. Finally, US Bancorp DE boosted its holdings in shares of AvePoint by 11.2% during the 3rd quarter. US Bancorp DE now owns 7,962 shares of the company’s stock valued at $120,000 after purchasing an additional 800 shares during the last quarter. Hedge funds and other institutional investors own 44.49% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have commented on AVPT shares. William Blair reaffirmed a “market perform” rating on shares of AvePoint in a report on Monday, March 23rd. Zacks Research lowered AvePoint from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 9th. TD Cowen lowered their target price on AvePoint from $17.00 to $16.00 and set a “buy” rating on the stock in a research report on Friday, February 27th. Jefferies Financial Group cut their price target on AvePoint from $20.00 to $16.00 and set a “buy” rating for the company in a report on Tuesday, February 24th. Finally, Citigroup decreased their price objective on AvePoint from $15.00 to $13.00 and set a “neutral” rating on the stock in a research note on Monday, March 2nd. Ten research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, AvePoint presently has a consensus rating of “Moderate Buy” and a consensus target price of $16.69.

AvePoint Company Profile

AvePoint, Inc (NASDAQ:AVPT) is a leading software provider specializing in data management, governance, and compliance solutions for Microsoft 365 and related cloud platforms. Founded in 2001 and headquartered in Jersey City, New Jersey, the company offers a comprehensive suite of cloud-based and on-premises tools designed to help organizations migrate, manage, and protect their collaboration data. AvePoint’s flagship Cloud Platform delivers backup, governance, reporting, and migration services for SharePoint, Teams, Exchange, OneDrive, and Salesforce environments.

With a customer base spanning thousands of organizations across more than 100 countries, AvePoint serves enterprises, government agencies, and educational institutions seeking to ensure data security, regulatory compliance, and operational resilience.