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Avepoint Inc(AVPT)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AVPT
10/19/2026: AVPT (5-star) is currently NOT-A-BUY. Pass it for now.
AvePoint is a growing provider of software-as-a-service (SaaS) solutions designed to secure and manage enterprise data within collaboration platforms like Microsoft 365. The company has a leading position in data governance and backup, supported by a strong partner ecosystem and a recurring revenue model. Its primary opportunity lies in expanding its AI-driven security features and diversifying its platform coverage beyond Microsoft. However, investors must monitor competition from native platform features and the risks associated with dependency on external cloud providers. The stock is best suited for growth-oriented investors who can tolerate price volatility while the company balances aggressive expansion with its long-term path to scale.
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.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company is successfully scaling its subscription-based business model in a critical enterprise IT segment. |
| Momentum investor | Strong fit while signal remains positive | Strong revenue growth and cloud-market tailwinds often draw momentum interest when the stock is trending upward. |
| Value investor | Weak fit | The company trades primarily on growth potential rather than current earnings multiples. |
| Dividend investor | Weak fit | AvePoint does not pay dividends and prioritizes capital allocation for product development. |
| Low-risk investor | Weak fit | As a growth-stage software stock, it is subject to higher price volatility and market sentiment swings. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Growth stocks in the software sector often experience significant price swings based on quarterly results. |
| Valuation risk | Medium / high | Premium valuations can be compressed if growth rates decelerate or market sentiment shifts. |
| Competition risk (Microsoft/Platform) | High | Dependency on Microsoft makes the company vulnerable to feature changes in the underlying ecosystem. |
| Business quality | Medium | The company has strong, predictable recurring revenue but is still maturing in terms of bottom-line profitability. |
| Dividend income | Low / none | Income-focused investors will not find cash returns from this equity. |
| Execution risk | Medium | Scaling global operations and maintaining competitive differentiation in AI-governance requires flawless execution. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 117.81% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/19/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.03B USD | Price to earnings Ratio 44.78 | 1Y Target Price 16.81 |
Price to earnings Ratio 44.78 | 1Y Target Price 16.81 | ||
Volume (30-day avg) 2.3M shares | Beta 1.17 | 52 Weeks Range 8.84 - 15.43 | Updated Date 10/18/2026 |
52 Weeks Range 8.84 - 15.43 | Updated Date 10/18/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.32 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| SaaS Subscriptions | Recurring revenue from the AvePoint Confidence Platform and associated cloud services. | This is the core of the business and provides high-visibility recurring revenue as customers pay to keep their data secure. |
| Services | Professional services, implementation support, and strategic consulting. | These services help lock in enterprise customers and ensure high adoption rates of the software platform. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 44.78 | Forward PE - | Enterprise Value 2.37B | Price to Sales(TTM) 6.5 |
Enterprise Value 2.37B | Price to Sales(TTM) 6.5 | ||
Enterprise Value to Revenue 5.09 | Enterprise Value to EBITDA 45.6 | Shares Outstanding 211.57M | Shares Floating 141.22M |
Shares Outstanding 211.57M | Shares Floating 141.22M | ||
Percent Insiders 19.08 | Percent Institutions 68.93 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
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)
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)
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)
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)
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)
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)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
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)
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)
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)
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)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
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)
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)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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