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Upturn AI SWOT - About
AVPT 
Avepoint Inc (AVPT)
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Upturn Advisory Summary
10/30/2025: 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 $21.02
1 Year Target Price $21.02
| 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 10/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.96B USD | Price to earnings Ratio - | 1Y Target Price 21.02 |
Price to earnings Ratio - | 1Y Target Price 21.02 | ||
Volume (30-day avg) 8 | Beta 1.41 | 52 Weeks Range 12.11 - 20.25 | Updated Date 10/30/2025 |
52 Weeks Range 12.11 - 20.25 | Updated Date 10/30/2025 | ||
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 2025-11-06 | When - | Estimate 0.0719 | 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 2730683366 | Price to Sales(TTM) 7.93 |
Enterprise Value 2730683366 | Price to Sales(TTM) 7.93 | ||
Enterprise Value to Revenue 7.32 | Enterprise Value to EBITDA 94.91 | Shares Outstanding 213245938 | Shares Floating 134052183 |
Shares Outstanding 213245938 | Shares Floating 134052183 | ||
Percent Insiders 33.88 | Percent Institutions 63.98 |
Upturn AI SWOT
Avepoint Inc
Company Overview
History and Background
AvePoint, Inc. was founded in 2001. It is a software company that provides data management solutions for cloud and hybrid environments. AvePoint went public in 2021 via a SPAC merger.
Core Business Areas
- Data Management Solutions: Provides solutions for data migration, backup and recovery, compliance, and governance for Microsoft 365, Salesforce, and other cloud platforms.
- SaaS Solutions: Offers software-as-a-service products for various data management needs in the cloud, focusing on automation and scalability.
Leadership and Structure
The CEO is Tianyi Jiang. The organizational structure is based on functional areas such as sales, marketing, product development, and customer support. The board of directors provides oversight.
Top Products and Market Share
Key Offerings
- Cloud Backup: Provides comprehensive backup and recovery solutions for Microsoft 365, Salesforce, and other cloud environments. Competitors include Druva, Veeam, and Commvault. Market share is estimated to be between 5-10% of the Microsoft 365 backup market.
- Cloud Management: Offers solutions for managing, governing, and optimizing cloud environments, including policy management and automation. Competitors include ShareGate, CoreView, and Quest Software.
- Migration Solutions: Facilitates the migration of data to and from cloud platforms. Competitors include Metalogix and ShareGate.
Market Dynamics
Industry Overview
The industry is characterized by rapid growth in cloud adoption and increasing demand for data management solutions. The trends towards data security, compliance, and governance are increasing the demand.
Positioning
AvePoint positions itself as a leader in data management solutions for Microsoft 365 and other cloud platforms, focusing on enterprise-grade capabilities. Key competitive advantage: Microsoft Partner status and specialization in Microsoft technologies.
Total Addressable Market (TAM)
The TAM for cloud data management is estimated to be above $30 billion. Avepoint Inc is well-positioned to address the Microsoft 365 portion of this TAM.
Upturn SWOT Analysis
Strengths
- Strong partnership with Microsoft
- Comprehensive suite of data management solutions
- Established customer base
- SaaS business model
Weaknesses
- Reliance on the Microsoft ecosystem
- Competition from larger, more diversified companies
- High customer acquisition costs
- Profitability not consistently demonstrated
Opportunities
- Expanding into new cloud platforms
- Developing new data management solutions for emerging technologies
- Acquiring smaller companies with complementary technologies
- Increase the global reach by expansion
Threats
- Increasing competition in the cloud data management market
- Changes in Microsoft's cloud strategy
- Economic downturn
- Data security and compliance risks
Competitors and Market Share
Key Competitors
- VEEV
- SNOW
- COMM
Competitive Landscape
AvePoint's strengths are its close ties with Microsoft and its comprehensive suite of data management solutions. Its weaknesses include competition from larger, more diversified companies. Avepoint excels at governance and compliance that most of it's competition don't focus on.
Major Acquisitions
Essential Technologies
- Year: 2022
- Acquisition Price (USD millions): 33
- Strategic Rationale: Extended AvePoint's data backup and recovery capabilities with focus on Azure.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is driven by the increasing adoption of cloud platforms and the demand for data management solutions.
Future Projections: Future growth projections depend on analyst estimates and market trends. Analysts are expecting continued growth in revenue as the cloud sector expands.
Recent Initiatives: Recent strategic initiatives have included product development, partnerships, and acquisitions.
Summary
AvePoint, Inc. is a data management solutions provider focused on the Microsoft ecosystem. Its strength lies in its Microsoft partnership and suite of products, but it faces challenges from larger competitors and relies on Microsoft's strategy. The company's growth depends on capturing a larger share of the TAM and navigating market changes. The company needs to consistently show profit and look to new markets and partnerships.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
- Industry Research
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share estimates are based on available data and may not be precise. Financial data may not be up-to-the-minute.
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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