AvePoint's analyst price target has been modestly reduced from $21.89 to $21.39. Analysts cite ongoing market share gains, improved profit margins, and sustained high revenue growth in a competitive data protection landscape.
Analyst Commentary
Recent analyst coverage of AvePoint has largely focused on its growth prospects and positioning in the evolving data protection market. Below is a summary of key takeaways from current Street research.
Bullish Takeaways
- Bullish analysts emphasize AvePoint’s competitive advantage and capacity to continue gaining market share in the high-growth data protection sector.
- There is a consensus that AvePoint’s platform extends beyond traditional backup, offering a broad suite of cloud-native data management solutions. This is seen as positioning the company for sustained expansion.
- Expectations of continued 20% annual recurring revenue growth and margin improvement support confidence in management’s execution and ability to scale.
- Some analysts perceive the recent share price pullback as a buying opportunity. They point to the potential for upside as the company benefits from industry tailwinds and operational efficiency.
Bearish Takeaways
- Bearish analysts remain cautious about valuation and highlight that ambitious revenue and margin targets may be challenging to achieve amid fierce market competition.
- The company’s premium positioning and recent strong run-up could limit near-term share appreciation if projected growth moderates.
- Ongoing gains in market share will require continued investment in technology and go-to-market strategies, which could pressure profitability if execution falters.
What's in the News
- AvePoint announced new multi-SaaS data protection solutions and expanded Copilot Studio Agent visibility within its Confidence Platform. This provides automated backup for platforms such as Monday.com, Docusign, Smartsheet, Okta, Confluence, and Google GCP Virtual Machines. The new Operational Efficiency Command Center supports organizations in enhancing data governance, security, and compliance (Key Developments).
- The company unveiled a modernized Global Partner Program. This program introduces a points-based system that rewards active partner engagement and offers expanded access to technical resources, certifications, and business development support to promote growth in data security and governance services (Key Developments).
- AvePoint completed a follow-on equity offering and raised approximately SGD 259 million through the issuance of over 13 million shares, with a new market listing (Key Developments).
- The company repurchased 414,328 shares for $7.05 million in Q2 2025, completing a total buyback of 15.24 million shares for $110.91 million since 2022 (Key Developments).
- AvePoint raised its 2025 earnings guidance and now expects total revenues of $406.6 million to $410.6 million, reflecting year-over-year growth of 23% to 24% (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Reduced modestly from $21.89 to $21.39.
- Discount Rate: Increased slightly from 8.41% to 8.42%.
- Revenue Growth: Rose slightly from 20.87% to 21.12%.
- Net Profit Margin: Improved from 11.60% to 13.00%.
- Future P/E: Decreased significantly from 94.52x to 81.93x.
Disclaimer
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