Avepoint Inc logo

Avepoint Inc(AVPT)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
4-STAR RATING
PASS
LAST CLOSE
$13.19
09/18/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close

Advisory Performance History (Simulated)Advisory Performance History info

Upturn Advisory & Investor View for AVPT

09/18/2026: AVPT (4-star) is currently NOT-A-BUY. Pass it for now.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Price Behavior

Steady Uptrend
PRICE PATH

Steady Uptrend

The stock demonstrates consistent and steady upward price momentum.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit 90.26%
Avg. Invested days 59
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
Stock Returns Performance Upturn Returns Performance icon 4.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/18/2026

Upturn Scorecard

Upturn Star Rating

AVPT receives a 4-star rating, supported by solid unit economics, solid company fundamentals, and solid analyst coverage. The rating is constrained by weak price momentum.

Company Fundamentals

AVPT has solid overall fundamentals (4 stars), with solid financial health, solid growth momentum, and solid ownership. In FY2025 versus FY2024, strong earnings growth (+220.7%) and strong cash generation (FCF margin 19.4%) are partially offset by soft profitability (net margin 8.4%).

Financial Health Rating

AVPT's financial health is supported by solid liquidity, including working-capital and asset support (WC/assets 44.6%). Profitability is moderate (3 stars), which helps explain the 4-star overall score.

Growth Momentum Score

Earnings growth is AVPT's strongest growth driver at +220.7% FY2025 versus FY2024 (strong, 5 stars). By comparison, revenue growth (+26.9%, solid) is also solid, while free-cash-flow growth (-5.0%, slightly negative) holds the profile back, so recent growth is not broad-based across the business.

Ownership

Institutional ownership is 69.6% and approximately 66.8% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 19.09% supports management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 5.97%
Vanguard Portfolio Management, LLC 5.35%
Morgan Stanley - Brokerage Accounts 3.77%
Vanguard Capital Management, LLC 3.28%
D. E. Shaw & Co LP 2.12%

Unit Economics (Per $1K Revenue)

AVPT generates approximately $741 of gross profit, $79 of operating income, and $194 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong margins, cash conversion, and capital efficiency support the rating.

Economic Dimensions

Effective Tax Rate: 13.29%

Quantitative Style Profile

AVPT has a liquid profile. Weak momentum is the primary drawback, while valuation that is moderately attractive rather than deeply discounted.

Style Classification

Quality Focused

Small / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 2.79B USD
Price to earnings Ratio 42.55
1Y Target Price 16.71
Price to earnings Ratio 42.55
1Y Target Price 16.71
Volume (30-day avg) 1.8M shares
Beta 1.19
52 Weeks Range 8.84 - 15.89
Updated Date 09/19/2026
52 Weeks Range 8.84 - 15.89
Updated Date 09/19/2026
Dividends yield (FY) -
Basic EPS (TTM) 0.31

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE 42.55
Forward PE -
Enterprise Value 2.39B
Price to Sales(TTM) 5.99
Enterprise Value 2.39B
Price to Sales(TTM) 5.99
Enterprise Value to Revenue 5.28
Enterprise Value to EBITDA 47.24
Shares Outstanding 211.57M
Shares Floating 141.23M
Shares Outstanding 211.57M
Shares Floating 141.23M
Percent Insiders 19.09
Percent Institutions 69.64

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Avepoint Inc

Exchange NASDAQ
Headquarters Jersey City, NJ, United States
IPO Launch date 2021-07-02
CEO -
Sector Technology
Industry Software - Infrastructure
Full time employees 3443
Full time employees 3443

AvePoint, Inc. provides cloud-native data management software platform in North America, Europe, the Middle East, Africa, and the Asia Pacific. It also provides platform-as-a-service architecture to address critical operational challenges and the management of data to organizations that leverage third-party cloud vendors, including Microsoft, Salesforce, Google, AWS, Box, DropBox, and others; license and support; and maintenance services. Further, it provides AvePoint confidence platform including control suite, automates data governance, enforces policies, and optimizes SaaS investments, enables expense management and reduction, and provides insight into access, risk, and entitlements across collaborative platforms; resilience suite, that supports business continuity and compliance through Backup-as-a-Service, ransomware recovery, lifecycle management, and classification-driven protection; and modernization suite, that modernizes legacy systems and processes into AI-ready, SaaS-based experiences to accelerate employee engagement, digital transformation, and productivity. AvePoint, Inc. was incorporated in 2001 and is headquartered in Jersey City, New Jersey.