AvePoint’s Upgraded Partner Program and Guidance Hike Could Be a Game Changer for AVPT

• Earlier this month, AvePoint reported second-quarter revenue of US$102.02 million, up from US$77.96 million a year ago, swinging to a net profit and raising its full-year financial guidance to US$406.6 million–US$410.6 million, representing 23%–24% annual growth expectations.
• Alongside these results, AvePoint launched a modernized Global Partner Program featuring engagement-based rewards and expanded technical resources, aiming to accelerate partner growth and deepen market reach in the rapidly expanding managed IT services sector.
• We'll examine how AvePoint's upgraded partner program could meaningfully impact its investment narrative and channel-driven revenue outlook.

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AvePoint Investment Narrative Recap

To believe in AvePoint as a shareholder, you must have conviction in the accelerating need for data security and governance as enterprises adopt more cloud and AI tools, making AvePoint’s platform essential for compliance and risk management. The recent upgrade to the Global Partner Program could meaningfully increase channel-driven revenue, but the primary short-term catalyst remains AvePoint’s ability to enhance customer expansions and managed service provider penetration, while the biggest risk continues to be its dependency on the Microsoft ecosystem, which exposes it to platform-driven changes. Among AvePoint’s many recent announcements, the launch of its modernized Global Partner Program stands out for its relevance to current catalysts. By broadening engagement incentives and expanding technical resources for partners, AvePoint positions itself to deepen market reach in managed IT services, directly supporting its efforts to drive multi-cloud governance growth and reduce overreliance on Microsoft-based revenue streams. But while program enhancements aim to diversify revenue, the risk tied to heavy Microsoft integration remains a factor investors should be aware of if...

Read the full narrative on AvePoint (it's free!)

AvePoint's outlook anticipates $659.5 million in revenue and $76.4 million in earnings by 2028. Achieving this would require 20.9% annual revenue growth and a $84.8 million increase in earnings from the current -$8.4 million level.

Uncover how AvePoint's forecasts yield a $21.62 fair value, a 44% upside to its current price.

Exploring Other Perspectives

Fair value estimates by the Simply Wall St Community range widely from US$4.27 to US$21.63, based on three independent perspectives. These diverse views highlight how differently investors assess AvePoint’s long-term growth opportunities, especially as the company works to expand beyond its Microsoft-centric customer base.

Explore 3 other fair value estimates on AvePoint - why the stock might be worth less than half the current price!

Build Your Own AvePoint Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• 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.
• Our free AvePoint research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate AvePoint's overall financial health at a glance.

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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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