AvePoint inc.

AvePoint reports strong double-digit net-new ARR growth at the Oppenheimer conference for the 13th consecutive quarter and cites the second quarter as a record for newly closed recurring revenue. The company positions itself as an “AI Trust Layer” with new products such as AgentPulse, Kinetic Classification and Rapid Intelligence Recovery, and expands support for multi-cloud environments (Microsoft 365, Google, Salesforce, Atlassian). About 87% of revenue comes from subscriptions; AvePoint is increasing go-to-market investments while improving efficiency, and emphasizes compliance certifications as well as a focus on AI risks, AI drift and security. Management sees a large addressable market opportunity and plans a revised TAM model at the next investor day. » Más en de.investing.com

At the Technology Leadership Forum 2026, AvePoint reported sustained double‑digit Net New ARR growth (13 consecutive quarters) and beat expectations for the 14th time. Free cash flow for the last 12 months was $100 million, GAAP profitability and software margins remained stable in the mid‑80% range; the company targets $1 billion ARR by 2029. Growth is being driven by the product AgentPulse, which significantly increases deal sizes, and AvePoint is expanding its platform beyond Microsoft to Google Workspace, Salesforce, Atlassian, Jira and Okta. Management sees opportunities in AI risk management and the SMB segment, is exploring M&A to accelerate growth, and is keeping the share buyback program as a capital allocation priority. » Más en de.investing.com

AvePoint's share hit a 52-week low of $9.23, about 35.5% below last year's price; market capitalization is approximately $2.01 billion. Despite strong revenue growth of 26.93% over the past twelve months, the stock has fallen roughly 35.44% in the past six months. For Q4 2025 AvePoint reported revenue of $114.7 million (above expectations) and EPS of $0.07 (below expectations); analyst opinions range from buy with a $18.00 price target to downgrades and target cuts. InvestingPro currently views the stock as undervalued and highlights the positive balance sheet with more cash than debt. » Más en de.investing.com