AvePoint (AVPT): Reassessing Valuation After Launch of Next-Gen Global Partner Program and Platform Upgrades

If you have been tracking AvePoint (AVPT) lately, then the company’s newly revamped Global Partner Program might have caught your eye. Instead of simply rewarding top-line resellers, AvePoint’s modernized, points-based system puts partner engagement and expertise at the center. The program offers expanded resources, technical enablement, and access to exclusive benefits. As managed IT services continue to outpace the broader IT market, AvePoint is positioning itself and its ecosystem of partners to tap directly into soaring demand for data security, AI readiness, and cloud compliance solutions. All of these developments may help explain why AvePoint’s stock, while volatile in recent months, is still up 45% over the past year. The company has rolled out multiple strategic changes in 2025, including the Ydentic acquisition and the launch of its next-gen Elements platform, signaling attention to long-term growth. After some turbulence in the past quarter, momentum is again building with the market seemingly warming up to AvePoint’s new direction. So, after such a strong year, is there more room for AvePoint to grow, or are investors already pricing in these future gains?

Most Popular Narrative: 27.8% Undervalued

According to community narrative, AvePoint is considered significantly undervalued compared to its estimated fair value. Bulls see strong future upside, driven by industry tailwinds and the company’s ambitious growth strategy.

"The accelerating enterprise adoption of AI tools like Microsoft Copilot, alongside increasing security and data governance challenges, is positioning AvePoint's data management and governance solutions as mission-critical. This is driving robust customer expansions and higher spending per customer, serving as a catalyst for sustained revenue growth and stronger net retention rates."

Curious why analysts are so bullish on AvePoint’s outlook? The narrative hints at bold assumptions, including explosive growth, sharp margin improvements, and lofty profit targets, all combined into one ambitious projection. The financial blueprints behind this price target might surprise you.

Result: Fair Value of $21.62 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, continued reliance on Microsoft and slower expansion beyond its ecosystem could undermine AvePoint’s growth story if the multi-cloud push loses momentum.

Find out about the key risks to this AvePoint narrative.

Another View: Testing the Numbers with the SWS DCF Model

Looking beyond multiples, our DCF model approaches AvePoint’s value from projected cash flows rather than current market ratios. It also points to the stock being undervalued. But do future growth forecasts really stack up?

Look into how the SWS DCF model arrives at its fair value.

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out AvePoint for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

Build Your Own AvePoint Narrative

If you have different perspectives or want to test your own thesis, our tools let you build your own narrative in just minutes. do it your way.

A great starting point for your AvePoint research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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