Update shared on04 Sep 2025
Analysts remain optimistic on AvePoint’s market share gains and expanding cloud-native offerings in a favorable SaaS environment, viewing recent price weakness as a buying opportunity, with the consensus price target unchanged at $21.89.
Analyst Commentary
- AvePoint is capturing increased market share in the data backup sector.
- Offers a growing suite of cloud-native data management services, including backup, security, and governance.
- Bullish analysts see the recent decline in share price as a favorable entry point.
- Market trends are supportive for SaaS-based data management providers.
- Analysts expect continued growth momentum driven by demand for secure, scalable cloud solutions.
What's in the News
- AvePoint launched a modernized Global Partner Program emphasizing partner engagement and expertise over revenue, with tiered benefits, expanded enablement resources, and new points-based rewards to accelerate channel growth and support partners in the managed IT and data security markets.
- The company raised full-year 2025 revenue guidance to $406.6–$410.6 million (23–24% YoY growth), and provided Q3 guidance of $104.6–$106.6 million (18–20% YoY growth).
- AvePoint repurchased 414,328 shares for $7.05 million, completing a total buyback of 15,242,606 shares (8.21%) for $110.91 million since March 2022.
- AvePoint was dropped from both the Russell 2000 Defensive Index and the Russell 2000 Growth-Defensive Index.
- The company announced major platform enhancements, including new command centers for cost optimization and data resilience, expanded AI governance features with Microsoft Copilot, and capabilities for managed service providers to offer advanced security, license, and storage optimization services at scale.
Valuation Changes
Summary of Valuation Changes for AvePoint
- The Consensus Analyst Price Target remained effectively unchanged, at $21.89.
- The Discount Rate for AvePoint remained effectively unchanged, at 8.41%.
- The Future P/E for AvePoint remained effectively unchanged, moving only marginally from 94.51x to 94.52x.
Disclaimer
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