AvePoint (NASDAQ:AVPT) Posts Earnings Results, Beats Estimates By $0.04 EPS

AvePoint (NASDAQ:AVPT) announced its quarterly earnings data on Thursday. The company reported $0.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.08 by $0.04, FiscalAI reports. AvePoint had a return on equity of 15.76% and a net margin of 15.33%.The company had revenue of $124.50 million during the quarter, compared to the consensus estimate of $121.38 million.

Here are the key takeaways from AvePoint’s conference call:

• Q2 results exceeded guidance, with revenue of $124.5 million, up 22% year over year, ARR of $465.1 million, up 27%, and record net new ARR of $29.9 million. SaaS revenue grew 27%, while GAAP operating profitability continued for the eighth consecutive quarter.
• AgentPulse is generating strong customer interest as enterprises seek to control AI-agent sprawl, security risks, compliance, and costs. Control package customers roughly doubled sequentially, and AgentPulse-related deals were reportedly two to three times larger on average, although much of the pipeline has not yet converted to bookings.
• Enterprise expansion and channel momentum remained strong, with 911 customers above $100,000 of ARR, larger customer cohorts growing at least 30%, and 59% of ARR coming through partners. Management also cited a seven-figure bank upsell and record additions of SMB and mid-market customers.
• AvePoint raised its full-year ARR outlook by $1 million and expects constant-currency revenue growth of 21% at the midpoint, but increased technology and go-to-market spending to pursue the opportunity. These investments are expected to weigh modestly on near-term operating income while supporting longer-term growth and efficiency.
• Foreign-exchange headwinds more than offset the ARR increase in the reported outlook, including a $5.6 million incremental full-year revenue impact. Net retention remained at 110%, below the company’s long-term 115% target, and services-related gross-margin pressure continued.

AvePoint Price Performance

AVPT stock opened at $12.79 on Friday. AvePoint has a 1-year low of $8.84 and a 1-year high of $16.77. The business has a 50 day simple moving average of $11.81 and a two-hundred day simple moving average of $10.94. The company has a market capitalization of $2.71 billion, a price-to-earnings ratio of 39.97 and a beta of 1.16.

Key Stories Impacting AvePoint

Here are the key news stories impacting AvePoint this week:

• Positive Sentiment: AvePoint reported second-quarter adjusted earnings of approximately $0.12–$0.15 per share, exceeding the $0.08 consensus estimate, while revenue of $124.5 million surpassed expectations of $121.4 million. Earnings also improved from $0.06 per share a year earlier. AvePoint Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management highlighted record annual recurring revenue growth and continued demand for AvePoint’s cloud data-management and artificial-intelligence offerings. Executives described AI-related products and customer adoption as important growth drivers going forward. AvePoint Q2 2026 Earnings Call Highlights
• Neutral Sentiment: The quarterly results reinforce AvePoint’s improving profitability and operating momentum, with reported net margin and return on equity remaining positive. The earnings presentation and call also offered additional detail on the company’s growth strategy and product pipeline. AvePoint 2026 Q2 Results Presentation
• Negative Sentiment: Third-quarter revenue guidance of $128.2 million to $130.2 million is below the $133.7 million analyst consensus, signaling potential near-term pressure on growth expectations.
• Negative Sentiment: Full-year 2026 revenue guidance of $508.5 million to $512.5 million is also slightly below the $512.9 million consensus estimate. This cautious outlook could offset some of the positive impact from the earnings beat. AvePoint Announces Second Quarter 2026 Financial Results

Insider Activity

In other news, insider Brian Michael Brown sold 5,176 shares of AvePoint stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $13.06, for a total transaction of $67,598.56. Following the sale, the insider owned 809,664 shares in the company, valued at $10,574,211.84. This trade represents a 0.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 22.66% of the stock is currently owned by insiders.

Institutional Trading of AvePoint

A number of institutional investors and hedge funds have recently bought and sold shares of AVPT. Kestra Advisory Services LLC bought a new position in shares of AvePoint during the 4th quarter valued at about $28,000. Vestcor Inc bought a new stake in shares of AvePoint in the third quarter worth about $45,000. Kemnay Advisory Services Inc. bought a new stake in shares of AvePoint in the fourth quarter worth about $47,000. EverSource Wealth Advisors LLC lifted its position in shares of AvePoint by 6,111.6% in the second quarter. EverSource Wealth Advisors LLC now owns 5,342 shares of the company’s stock worth $103,000 after buying an additional 5,256 shares in the last quarter. Finally, US Bancorp DE lifted its position in shares of AvePoint by 11.2% in the third quarter. US Bancorp DE now owns 7,962 shares of the company’s stock worth $120,000 after buying an additional 800 shares in the last quarter. 44.49% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

AVPT has been the topic of several analyst reports. Zacks Research raised shares of AvePoint from a “hold” rating to a “strong-buy” rating in a report on Friday, July 10th. Evercore restated an “outperform” rating and set a $16.00 price objective on shares of AvePoint in a research report on Friday. Scotiabank lowered their target price on shares of AvePoint from $13.00 to $12.00 and set a “sector outperform” rating on the stock in a research note on Friday, May 8th. DA Davidson reaffirmed a “buy” rating and issued a $18.00 target price on shares of AvePoint in a report on Monday, July 6th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of AvePoint in a research note on Wednesday, June 24th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $16.19.

AvePoint Company Profile

AvePoint, Inc (NASDAQ:AVPT) is a leading software provider specializing in data management, governance, and compliance solutions for Microsoft 365 and related cloud platforms. Founded in 2001 and headquartered in Jersey City, New Jersey, the company offers a comprehensive suite of cloud-based and on-premises tools designed to help organizations migrate, manage, and protect their collaboration data. AvePoint’s flagship Cloud Platform delivers backup, governance, reporting, and migration services for SharePoint, Teams, Exchange, OneDrive, and Salesforce environments.

With a customer base spanning thousands of organizations across more than 100 countries, AvePoint serves enterprises, government agencies, and educational institutions seeking to ensure data security, regulatory compliance, and operational resilience.