Update shared on 06 Nov 2025
Fair value Decreased 1.71%AvePoint's analyst price target has been slightly reduced from $21.39 to $21.02. Analysts maintain a positive outlook based on consistent Buy ratings and expectations for strong performance in the data protection market.
Analyst Commentary
Recent Street research on AvePoint has been largely positive, with multiple firms initiating coverage and highlighting the company's strengths in the data protection sector. The consensus maintains a Buy rating and underscores AvePoint's differentiated positioning and opportunities for continued growth.
Bullish Takeaways- Analysts see AvePoint as well positioned in the fast-growing data protection market, with expectations for continued market share gains.
- The company's platform is noted for its breadth, extending beyond traditional backup and recovery into data management and governance solutions. This supports ongoing value creation.
- Strong top-line growth is anticipated, with projections of recurring revenue growing at a 20% annual rate. There is also potential for further margin expansion.
- Recent share price pullbacks are viewed as attractive entry points for long-term investors. This indicates confidence in future performance and potential valuation upside.
What's in the News
- AvePoint announced a global partnership with the International Association of Microsoft Channel Partners (IAMCP) to empower over 2,000 organizations in more than 40 countries through expanded service offerings and enablement programs. (Key Developments)
- New multi-SaaS data protection solutions and an Operational Efficiency Command Center have been launched on the AvePoint Confidence Platform. These solutions enable automated backup for applications such as Monday.com, Docusign, Smartsheet, Okta, Confluence, and Google GCP Virtual Machines. (Key Developments)
- AvePoint modernized its Global Partner Program with a points-based system that rewards engagement and provides enhanced enablement and business development support for partners. This initiative aims to accelerate partner growth and profitability. (Key Developments)
- AvePoint completed a follow-on equity offering of 13,290,360 common stock shares worth SGD 259.16 million, featuring a new market listing. (Key Developments)
- Certain stock, options, and warrants for AvePoint will be under a lock-up period from September 16, 2025 to December 16, 2025, restricting sales during this timeframe. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has decreased slightly from $21.39 to $21.02, reflecting a minor adjustment in fair value estimates.
- Discount Rate has fallen modestly from 8.42% to 8.28%, indicating a slight reduction in perceived risk or cost of capital.
- Revenue Growth projection remains unchanged at approximately 21.12% annually, which suggests continued confidence in top-line expansion.
- Net Profit Margin forecast has declined from 13.00% to 12.63%, indicating a minor adjustment downward in profitability expectations.
- Future P/E ratio has increased slightly from 81.93x to 82.58x, which suggests a modest uplift in valuation relative to earnings expectations.
Disclaimer
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