AVPT · NASDAQ · Software - Infrastructure

AvePoint (AVPT)

Protects and governs enterprise data across Microsoft, Google, Salesforce, and other cloud ecosystems.

$13.06
vs last close−0.04 (−0.34%)
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AvePoint, Inc.AVPT
Information Technology

Sells subscription software for data security, governance, backup, recovery, migration, and SaaS management across Microsoft, Google, Salesforce, AWS, and other cloud ecosystems. Serves enterprises directly and smaller customers through managed-service providers, while depending on third-party clouds and applications for interoperability.

Provides subscription software that protects, governs, and moves enterprise data across Microsoft, Google, Salesforce, AWS, and other cloud ecosystems. The Confidence Platform organizes capabilities into Control, Resilience, and Modernization suites spanning access and workspace governance, SaaS cost management, backup and ransomware recovery, records lifecycle, migration, and adoption analytics.

Sells worldwide through direct teams, managed-service providers, resellers, systems integrators, and cloud marketplaces. Enterprise accounts are primarily served directly, while partners extend distribution to smaller organizations through the multi-tenant Elements edition. Revenue comes mainly from SaaS and term-license subscriptions, supplemented by services and maintenance.

Connects to third-party clouds rather than replacing them, making functionality and customer satisfaction dependent on continued interoperability and relationships with major software and infrastructure providers.

Company facts

CEOTianyi Jiang
ListedJul 2, 2021
ExchangeNASDAQ
HeadquartersJersey City, NJ
CountryUnited States
Employees3,443
CIK0001777921
ISINUS0536041041

Market cap$2.78B
EPS (ttm)$0.3136
P/E (ttm)41.77
ROE15.7%
P/B6.36
P/S5.96
Dividend yieldDiv yield
Beta0.87vs XLK 0.09

Price target$15.00+14.5%Average of 13 analysts
ConsensusBuy10 of 13 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 21, 2026StephensReiterate
Rating: Target: $18
Rating: OverweightTarget: $17
Aug 7, 2026Evercore ISIReiterate
Rating: Target:
Rating: OutperformTarget: $16
May 13, 2026Goldman SachsTarget
Target: $7.50
Target: $14
May 8, 2026ScotiabankReiterate
Rating: Target:
Rating: Sector OutperformTarget: $12
Mar 23, 2026William BlairDowngrade
Rating: Outperform
Rating: Market Perform

Next report
Nov 5, 26
in 43 days
EPS estimate
$0.08
Revenue estimate
$129.3M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported−$0.04$0.06$0.06$0.10$0.10$0.10$0.15Pending
Estimate$0.05$0.05$0.06$0.07$0.09$0.08$0.08$0.08
Surprise−180.0%+20.0%0.0%+42.9%+11.1%+25.0%+82.3%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$89.2M$93.1M$102.0M$109.7M$114.7M$117.2M$124.5MPending
Estimate$88.0M$88.7M$96.3M$105.7M$111.0M$116.4M$121.4M$129.3M
Surprise+1.4%+4.9%+6.0%+3.8%+3.4%+0.7%+2.6%
Estimate$0.08
ReportedDue Nov 5, 2026
Estimate$129.3M
ReportedDue Nov 5, 2026
View details

Debt to equity3.70%
Current ratio199.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$88.8M$89.2M$93.1M$102.0M$109.7M$114.7M$117.2M$124.5M
Net income$2.6M−$17.2M$3.4M$2.7M$13.0M$15.6M$15.3M$27.6M
Net margin3.0%0.0%3.7%2.6%11.9%13.6%13.0%22.1%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$7.7M$4.9M$3.3M$7.1M$8.1M$14.5M$12.7M$10.2M
YoY growthTurned profit+452.7%Turned profitTurned profit+6.2%+199.3%+287.2%+44.1%

Balance sheet, Jun 30, 2026Cash & short-term investments $417.3M · Total debt $16.3M · Total assets $757.0M · Shareholders' equity $436.9M

Revenue
$124.5M
Operating income
$10.2M
Net income
$27.6M
View details

No dividends on record.

Institutions≈ 67.06%141.88M shares
264 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders28.39%60.07M shares
9 holders · as of Sep 15, 2026
Strategic holders14.63%30.95M shares
2 holders · as of Nov 13, 2025
Adds to110.08%

211.57M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 110.08%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Anchor @ 65 Pte. Ltd.Institution
9.41%19.91Mas of Jun 30, 2026
Anchor IV Pte. Ltd.Strategic
9.41%19.91Mfiled Nov 13, 2025
Tianyi JiangInsiderdirector, officer: Chief Executive Officer
8.33%17.63Mfiled Sep 15, 2026
Xunkai GongInsiderdirector, officer: Executive Chairman
7.93%16.78Mfiled Sep 15, 2026
BlackRock, Inc.Institution
6.83%14.45Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 27, 2026Brian Michael Browndirector, officer: Chief Legal Officer−60,000$14.20
Aug 24, 2026Brian Michael Browndirector, officer: Chief Legal Officer−10,000$13.30
Jul 29, 2026Brian Michael Browndirector, officer: Chief Legal Officer−5,176$13.06
Jul 28, 2026Brian Michael Browndirector, officer: Chief Legal Officer−4,824$13.08
Jul 15, 2026Brian Michael Browndirector, officer: Chief Legal Officer−31,631$13.18
View details

  • Microsoft

    Platform owner whose native M365 tools overlap nearly every AvePoint line

  • Commvault Systems

    Enterprise cyber-resilience and SaaS backup, direct deal overlap on M365

  • Rubrik

    Zero Trust data security platform growing fast in M365 backup

  • Varonis Systems

    Data security platform on M365 posture, access governance, threat detection

  • OpenText

    Global ECM and governance leader overlapping records mgmt and archiving

Compare

CompanyPriceChange
AvePoint$13.06−0.34%$2.78B41.831.36.0+22.0%
Microsoft$499.79+0.36%$3.70T27.725.511.1+17.8%
Commvault Systems$148.65+1.53%$6.07B93.327.15.0+11.4%
Rubrik$113.35+1.32%$23.03B229.014.9+37.9%
Varonis Systems$48.16+1.85%$5.43B214.67.9+18.3%
OpenText$23.09+0.43%$5.58B5.15.90.6+0.6%
Median27.727.17.9+17.8%