Equity Profile

AVPT

AvePoint, Inc.

Information TechnologyApplication Software$2.7B

May7Thu

Post-Earnings Recap

ReportedQ1-2026After Close4:05 PM EDT

AvePoint Beats on EPS, Stock Up 0.58%

Metric	Actual	Expected	Surprise
EPS	$0.07	$0.08	+159.26%
Revenue	—	$116M	—

management commentary, guidance changes, and full analysis available with Pro.

AvePoint Beats on EPS, Stock Up 0.58%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.07	$0.08	+159.26%
Revenue	—	$116M	—

Management Commentary

Tone: Unknown

No transcript is on record, so the analysis is based on numerical results only.

What It Means

AvePoint reported an EPS of $0.07, which was below the consensus estimate of $0.08, resulting in a significant surprise percentage. Despite this, the stock reacted positively, increasing by 0.58%. The lack of revenue data and management commentary leaves some uncertainty about the company's performance and future outlook.

Company Snapshot

AvePoint, Inc. is a technology company specializing in application software that helps organizations manage and protect their data in cloud environments....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

$0.08

Revenue

Revenue reflects the overall sales performance and growth trajectory of the company, which is crucial for assessing its market position.

$116M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

AvePoint, Inc. is a technology company specializing in application software that helps organizations manage and protect their data in cloud environments. With a market cap of $2 billion, AvePoint plays a significant role in the growing demand for cloud solutions and data governance.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

-110.93%

Avg Stock Reaction

+0.41%

Last Quarter Recap

In the last quarter, AvePoint reported an EPS of $0.07, significantly exceeding expectations of $0.03, marking a 133.33% surprise. The stock reacted positively, gaining 1.47% the following day.

Management Promises & Guidance

Continued focus on expanding cloud solutions.
Commitment to enhancing customer support and service offerings.
Plans to invest in product development to stay competitive.

Expectations

Wall Street Expectations

Analysts expect AvePoint to report a solid quarter with an EPS of $0.08 and revenue around $116 million. The company has a history of beating earnings expectations, which could influence market sentiment.

Bull Case

If AvePoint exceeds the EPS and revenue estimates, it could signal strong demand for its services and lead to a positive stock reaction, continuing its trend of outperforming expectations.

Bear Case

On the other hand, if the company fails to meet these estimates, it may raise concerns about its growth prospects and lead to a negative market reaction, especially given the competitive landscape.

Key Metrics to Watch

EPS

$0.08

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

$116M

Revenue reflects the overall sales performance and growth trajectory of the company, which is crucial for assessing its market position.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will AvePoint's EPS exceed the consensus estimate of $0.08?

A beat on EPS could reinforce investor confidence and indicate strong operational performance.

How does AvePoint plan to address competitive pressures in the cloud software market?

Understanding their strategy could provide insights into future growth potential and market positioning.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating AvePoint's ability to capitalize on the growing demand for cloud solutions, which could lead to stronger-than-expected revenue growth.

Supporting Evidence

AvePoint's recent performance has shown a consistent ability to beat EPS estimates, suggesting operational strength.

The options market is pricing a larger move than historical averages, indicating heightened investor interest.

AvePoint's strategic investments in product development may not be fully reflected in current consensus estimates.

Key Risk

If revenue comes in below $116 million, it could challenge the positive growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing AvePoint's ability to sustain its growth trajectory amid increasing competition and evolving customer needs.

Bull Confirmed If

An EPS of $0.09 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $0.07 could indicate potential challenges in maintaining growth.

Pre-Earnings Positioning

Options Market

Implied Move

±10.47%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±10.5% while AVPT has averaged ±2.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

43.8%

Calls (3K)P/C Ratio: 0.01Puts (100)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: X of Y (Z%)

This setup has occurred 30 times across Information Technology in the last 2 years. The average absolute 1-day move is 4.4%, with a raw directional average of +1.3% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If AvePoint beats expectations, history suggests a potential stock increase of around 1.3%, confirming the company's strong growth narrative.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline of about 1.12%, reflecting concerns over the company's growth outlook.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Insights into the competitive landscape and how AvePoint plans to differentiate itself.
3Details on new product launches and their expected impact on revenue.
4Management's outlook on market trends in cloud software.
5Any commentary on operational efficiencies and cost management strategies.

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Company Snapshot

AvePoint, Inc. is a technology company specializing in application software that helps organizations manage and protect their data in cloud environments....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

$0.08

Revenue

Revenue reflects the overall sales performance and growth trajectory of the company, which is crucial for assessing its market position.

$116M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

-110.93%

Avg Stock Reaction

+0.41%

Last Quarter Recap

In the last quarter, AvePoint reported an EPS of $0.07, significantly exceeding expectations of $0.03, marking a 133.33% surprise. The stock reacted positively, gaining 1.47% the following day.

Management Promises & Guidance

Continued focus on expanding cloud solutions.
Commitment to enhancing customer support and service offerings.
Plans to invest in product development to stay competitive.

Expectations

Wall Street Expectations

Bull Case

If AvePoint exceeds the EPS and revenue estimates, it could signal strong demand for its services and lead to a positive stock reaction, continuing its trend of outperforming expectations.

Bear Case

On the other hand, if the company fails to meet these estimates, it may raise concerns about its growth prospects and lead to a negative market reaction, especially given the competitive landscape.

Key Metrics to Watch

EPS

$0.08

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

$116M

Revenue reflects the overall sales performance and growth trajectory of the company, which is crucial for assessing its market position.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will AvePoint's EPS exceed the consensus estimate of $0.08?

A beat on EPS could reinforce investor confidence and indicate strong operational performance.

How does AvePoint plan to address competitive pressures in the cloud software market?

Understanding their strategy could provide insights into future growth potential and market positioning.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating AvePoint's ability to capitalize on the growing demand for cloud solutions, which could lead to stronger-than-expected revenue growth.

Supporting Evidence

AvePoint's recent performance has shown a consistent ability to beat EPS estimates, suggesting operational strength.

The options market is pricing a larger move than historical averages, indicating heightened investor interest.

AvePoint's strategic investments in product development may not be fully reflected in current consensus estimates.

Key Risk

If revenue comes in below $116 million, it could challenge the positive growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing AvePoint's ability to sustain its growth trajectory amid increasing competition and evolving customer needs.

Bull Confirmed If

An EPS of $0.09 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $0.07 could indicate potential challenges in maintaining growth.

Pre-Earnings Positioning

Options Market

Implied Move

±10.47%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±10.5% while AVPT has averaged ±2.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

43.8%

Calls (3K)P/C Ratio: 0.01Puts (100)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: X of Y (Z%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If AvePoint beats expectations, history suggests a potential stock increase of around 1.3%, confirming the company's strong growth narrative.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline of about 1.12%, reflecting concerns over the company's growth outlook.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Insights into the competitive landscape and how AvePoint plans to differentiate itself.
3Details on new product launches and their expected impact on revenue.
4Management's outlook on market trends in cloud software.
5Any commentary on operational efficiencies and cost management strategies.