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Upturn AI SWOT - About
AVPT 
Avepoint Inc (AVPT)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
09/17/2025: AVPT (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $21.89
1 Year Target Price $21.89
| 5 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 149.87% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.27B USD | Price to earnings Ratio - | 1Y Target Price 21.89 |
Price to earnings Ratio - | 1Y Target Price 21.89 | ||
Volume (30-day avg) 8 | Beta 1.4 | 52 Weeks Range 11.43 - 20.25 | Updated Date 09/17/2025 |
52 Weeks Range 11.43 - 20.25 | Updated Date 09/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.05 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -2.26% | Operating Margin (TTM) 6.95% |
Management Effectiveness
Return on Assets (TTM) 2.59% | Return on Equity (TTM) -2.4% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 2855720183 | Price to Sales(TTM) 8.78 |
Enterprise Value 2855720183 | Price to Sales(TTM) 8.78 | ||
Enterprise Value to Revenue 7.65 | Enterprise Value to EBITDA 99.26 | Shares Outstanding 211927008 | Shares Floating 124977477 |
Shares Outstanding 211927008 | Shares Floating 124977477 | ||
Percent Insiders 33.13 | Percent Institutions 64.01 |
Upturn AI SWOT
Avepoint Inc
Company Overview
History and Background
AvePoint, Inc. was founded in 2001. It provides software and cloud solutions for data management, governance, and compliance for Microsoft 365. Over the years, AvePoint has evolved from focusing on SharePoint solutions to a broader portfolio encompassing data protection and compliance across various Microsoft platforms.
Core Business Areas
- Data Management: Offers solutions for data migration, backup, recovery, and archiving within Microsoft 365 and other cloud environments.
- Governance: Provides tools for managing access controls, policies, and compliance regulations within collaborative platforms.
- Compliance: Aids organizations in adhering to industry-specific regulations and internal compliance requirements related to data privacy and security.
Leadership and Structure
AvePoint is led by Co-Founder and CEO Tianyi (TJ) Jiang. The company has a typical hierarchical structure with various departments including sales, marketing, engineering, and customer support.
Top Products and Market Share
Key Offerings
- Elements: A comprehensive platform that provides integrated data protection, governance, and compliance solutions for Microsoft 365. AvePoint is a leader in the Microsoft 365 data management space; precise market share data is fragmented. Competitors include Commvault, Veritas, and Metalogix.
- Cloud Backup: Offers automated and secure backup and recovery of Microsoft 365 data. AvePoint holds a significant share within the Microsoft 365 backup market. Competitors include Druva, Veeam, and Barracuda.
- Policies and Insights: Enables organizations to automate and enforce consistent policies across their Microsoft 365 environment. Avepoint holds a high level of market share for compliance solutions in the Microsoft space. Competitors include Microsoft, Proofpoint, and Netskope.
Market Dynamics
Industry Overview
The industry focuses on cloud-based data management, governance, and compliance solutions, driven by the increasing adoption of cloud services and the need for robust data protection measures.
Positioning
AvePoint is positioned as a leading provider of solutions specifically designed for Microsoft 365 environments, offering a comprehensive suite of tools to manage, protect, and govern data. AvePoint has a competitive advantage in that it is one of the top go-to companies within the Microsoft ecosystem.
Total Addressable Market (TAM)
The total addressable market is estimated in the billions of dollars, encompassing data protection, governance, and compliance in cloud environments. AvePoint is well-positioned to capture a significant portion of this TAM, focusing on Microsoft 365 users.
Upturn SWOT Analysis
Strengths
- Strong focus on Microsoft 365 ecosystem
- Comprehensive suite of data management solutions
- Established customer base
- Strong Partnerships within the Microsoft ecosystem
Weaknesses
- Reliance on the Microsoft ecosystem makes them vulnerable to Microsoft's native product offerings
- Competition from larger, more diversified companies
- Potential for high customer acquisition costs
Opportunities
- Expanding cloud adoption and data growth
- Increasing demand for compliance solutions
- Partnerships with other technology providers
- Expansion into new geographies and markets
Threats
- Increasing competition in the cloud data management market
- Changes in Microsoft's product strategy
- Evolving data privacy regulations
- Economic downturn affecting IT spending
Competitors and Market Share
Key Competitors
- COMM
- VRT
- MSFT
Competitive Landscape
AvePoint's advantage lies in its specialization and focus on the Microsoft ecosystem. Its disadvantages include competition from larger, more diversified players.
Major Acquisitions
Essential Computing
- Year: 2021
- Acquisition Price (USD millions): 25.2
- Strategic Rationale: The acquisition of Essential Computing was intended to enhance AvePoint's FedRAMP-authorized government cloud offerings and accelerate its expansion into the public sector.
Growth Trajectory and Initiatives
Historical Growth: AvePoint has experienced growth driven by the increasing adoption of Microsoft 365 and the growing need for data protection and compliance solutions.
Future Projections: Future growth projections depend on analyst estimates and market conditions. Expanding their global presence and penetrating new markets should help.
Recent Initiatives: Recent initiatives include product enhancements, strategic partnerships, and expansion into new markets.
Summary
AvePoint is a leading provider of data management and compliance solutions for Microsoft 365, showing solid growth driven by cloud adoption. Their strength lies in specializing within the Microsoft ecosystem. However, competition from larger firms and Microsoft's own offerings remain key risks. They must continue to innovate and diversify to maintain market share.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is estimated and may vary based on different sources and methodologies.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Avepoint Inc
Exchange NASDAQ | Headquaters Jersey City, NJ, United States | ||
IPO Launch date 2021-07-02 | Co-Founder, CEO & Director Dr. Tianyi Jiang | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 2934 | Website https://www.avepoint.com |
Full time employees 2934 | Website https://www.avepoint.com | ||
AvePoint, Inc. provides cloud-native data management software platform in North America, Europe, the Middle East, Africa, and the Asia Pacific. It also offers 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. AvePoint, Inc. was incorporated in 2001 and is headquartered in Jersey City, New Jersey.
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