AVPT

AvePoint, Inc.

AvePoint, Inc.AVPT

Technology · Software - Infrastructure

13.10USD

-1.95%

Sep 23, 2026

AVPT overview ready

AvePoint is a direct software enabler of SaaS data resilience and governance, with a particular concentration in Microsoft 365 and expanding coverage across major collaboration and cloud applications.

Strong narrative exposure

Exposed to the Enterprise Cybersecurity Modernization narrative through Data Security and Cyber Recovery — enabling supplier.

Constructive pullback in an uptrend

Longer-term context reads early trend, with a near-term setup of constructive pullback.

The setup is constructive, but the underlying structure is still poor.

Fair valuation

The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

Unremarkable fundamentals

Primary risk

Dependence on third-party cloud vendors.

Market Sep 22Price action Sep 22Research Sep 11

Conviction Level

Price

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Price Action

Constructive pullback in an uptrend

Longer-term context reads early trend, with a near-term setup of constructive pullback.

The setup is constructive, but the underlying structure is still poor.

EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap: $2.8B
Avg Volume (60D): 1.9M
Revenue Growth YoY: +24.9%
Gross Margin: +73.4%
Operating Margin: +9.8%
Free Cash Flow Yield: +2.9%
Distance from 200DMA: +11.9%
Next Earnings: 2026-11-05
P/E: 41.2x
EV / EBITDA: 45.6x
EV / Sales: 5.1x

Market metrics as of Sep 22, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is fair.

AvePoint, Inc. has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

Company Research

Thesis

Opportunity

Moderate opportunity

Enterprise spending on protecting SaaS and cloud data, enforcing governance and compliance controls, and maintaining independently recoverable data after ransomware, deletion, misconfiguration, or service disruption.

Key risk

Dependence on third-party cloud vendors.

Narrative & Theme

Enterprise Cybersecurity Modernization

Part of Data Security and Cyber Recovery, with strong fit.

AVPT has a genuine, direct fit with the active Enterprise Cybersecurity Modernization narrative through cloud-data protection, governance, compliance, and recovery.

Narrative HeatHeating up8.0 / 10

Theme HeatNeutral6.6 / 10

This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Software - Infrastructure

What they do

AvePoint provides a cloud-native data management software platform and platform-as-a-service architecture to help organizations manage and govern data across third-party cloud vendors globally.

How it earns

The company generates revenue primarily through subscription licenses, support, and maintenance services.

Products & services

AvePoint cloud-native data management platform

AvePoint Confidence platform including control suite for data governance

Customers & end markets

Enterprises using third-party cloud vendors

Organizations in North America, Europe, Middle East, Africa, and Asia Pacific

Market position

Niche player focused on cloud data management and governance within the broader software infrastructure market.

Demand drivers

Low cyclicality

Demand for cloud data management is driven by ongoing digital transformation and regulatory compliance rather than economic cycles.