TD Cowen Has Lowered Expectations for AvePoint (NASDAQ:AVPT) Stock Price

AvePoint (NASDAQ:AVPT) had its price objective decreased by equities researchers at TD Cowen from $17.00 to $16.00 in a report issued on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. TD Cowen’s target price would suggest a potential upside of 49.60% from the company’s current price.

AVPT has been the topic of a number of other research reports. Weiss Ratings reiterated a “hold (c-)” rating on shares of AvePoint in a research note on Monday, December 29th. Stephens started coverage on shares of AvePoint in a report on Monday, December 29th. They set an “overweight” rating and a $18.00 price objective for the company. Citigroup lowered their price objective on shares of AvePoint from $16.00 to $15.00 and set a “neutral” rating for the company in a research report on Tuesday, January 13th. Zacks Research lowered shares of AvePoint from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 9th. Finally, Evercore decreased their price target on shares of AvePoint from $22.00 to $18.00 and set an “outperform” rating for the company in a research note on Friday, November 7th. Eleven analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, AvePoint currently has a consensus rating of “Moderate Buy” and a consensus price target of $17.28.

AvePoint Stock Performance

Shares of AvePoint stock traded up $0.32 during trading hours on Friday, reaching $10.70. The company’s stock had a trading volume of 1,488,669 shares, compared to its average volume of 2,074,559. The firm has a 50 day moving average price of $12.19 and a 200-day moving average price of $13.70. AvePoint has a one year low of $9.85 and a one year high of $20.25.

AvePoint (NASDAQ:AVPT) last issued its quarterly earnings results on Thursday, February 26th. The company reported $0.07 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.09 by ($0.02). AvePoint had a return on equity of 0.66% and a net margin of 0.55%.The company had revenue of $114.69 million during the quarter, compared to the consensus estimate of $110.94 million. On average, equities research analysts forecast that AvePoint will post -0.03 EPS for the current fiscal year.

Insider Activity

In related news, Chairman Xunkai Gong sold 32,002 shares of the business’s stock in a transaction that occurred on Monday, January 12th. The shares were sold at an average price of $13.66, for a total value of $437,147.32. Following the completion of the transaction, the chairman owned 14,948,666 shares of the company’s stock, valued at $204,198,777.56. The trade was a 0.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Corporate insiders own 26.19% of the company’s stock.

Institutional Trading of AvePoint

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. raised its position in shares of AvePoint by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 17,404,543 shares of the company’s stock worth $241,749,000 after acquiring an additional 195,404 shares in the last quarter. Parsifal Capital Management LP grew its stake in AvePoint by 61.2% in the third quarter. Parsifal Capital Management LP now owns 8,522,740 shares of the company’s stock valued at $127,926,000 after purchasing an additional 3,235,384 shares during the last quarter. Morgan Stanley raised its holdings in AvePoint by 372.6% in the fourth quarter. Morgan Stanley now owns 7,871,282 shares of the company’s stock worth $109,332,000 after purchasing an additional 6,205,829 shares in the last quarter. Invesco Ltd. lifted its position in shares of AvePoint by 218.0% during the second quarter. Invesco Ltd. now owns 5,335,882 shares of the company’s stock valued at $103,036,000 after buying an additional 3,657,692 shares during the last quarter. Finally, Jennison Associates LLC boosted its holdings in shares of AvePoint by 11.1% in the 4th quarter. Jennison Associates LLC now owns 4,173,280 shares of the company’s stock valued at $57,967,000 after buying an additional 417,625 shares in the last quarter. Institutional investors own 44.49% of the company’s stock.

Key Stories Impacting AvePoint

Here are the key news stories impacting AvePoint this week:

• Positive Sentiment: AvePoint raised guidance materially: Q1 revenue was guided to $115.0M–$117.0M (above consensus ~$111M) and FY‑2026 revenue was guided to $509.4M–$517.4M (well above consensus ~$461M) — this upward guidance is the main driver of the stock rise because it signals stronger-than-expected topline growth. GlobeNewswire – Financial Results
• Positive Sentiment: Company reported strong full-year metrics: Total ARR $416.8M (up 27% YoY) and full‑year SaaS revenue of $319.2M (+38% YoY) — these growth rates, together with management highlighting AI-driven demand, support upside to recurring revenue and valuation. GlobeNewswire – ARR & SaaS Growth
• Positive Sentiment: Management is targeting ~27% ARR growth for 2026 and flagged accelerating AI-driven demand — investors typically reward clear secular growth narratives tied to AI tailwinds. Seeking Alpha – ARR Growth
• Neutral Sentiment: Earnings call/transcripts are available for deeper color on margins, churn and product cadence — useful for modeling but not an immediate price mover on their own. Yahoo Finance – Earnings Transcript
• Neutral Sentiment: Some outlets report an EPS beat (Zacks shows $0.10 vs $0.09 est.), while company/aggregators reported a smaller EPS figure — the mixed EPS reporting increases short-term volatility until reconciled in filings/transcript. Zacks – Earnings Recap
• Neutral Sentiment: Reported short-interest data in the newsfeed appears inconsistent/erroneous (values show zero/NaN) and should be treated with caution — no clear short squeeze signal.
• Negative Sentiment: Some aggregated reports cite an EPS miss for the quarter (reported $0.07 vs. consensus $0.09), which could concern investors focused on near-term profitability and margin trends. Quarterly Press Release / Slides
• Negative Sentiment: Cantor Fitzgerald trimmed its price target from $18 to $15 (still Overweight) — the cut removes some upside expectations and could cap near-term momentum despite the maintained positive rating. Benzinga – Price Target Cut

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.