Equity Profile

AVPT

AvePoint, Inc.

Information TechnologyApplication Software$2.7B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

AvePoint, Inc. is a technology company that specializes in application software, focusing on solutions for data management and collaboration....

Key Metrics to Watch

Revenue Growth

Investors will be looking for signs of increasing demand for AvePoint's software solutions, especially in a competitive market.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge the company's financial health this quarter.

N/A

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

AVPT Q2-2026 Earnings Preview

Context

Company Snapshot

AvePoint, Inc. is a technology company that specializes in application software, focusing on solutions for data management and collaboration. As businesses increasingly rely on cloud services and digital collaboration tools, AvePoint's offerings are becoming more relevant in today's information technology landscape.

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 Q1-2026, AvePoint reported an EPS of $0.07, significantly beating estimates by over 159%. The stock reacted positively, gaining 0.58% the following day.

Management Promises & Guidance

Continued focus on enhancing product offerings.
Commitment to improving customer service and support.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Overall, expectations for AvePoint are mixed as the market anticipates continued growth but is cautious about potential challenges in the software sector.

Bull Case

If AvePoint can demonstrate strong revenue growth and maintain or improve its EPS, it could signal robust demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of customer attrition, it could lead to a negative reaction from investors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth rate for the upcoming quarter?

This will indicate how well AvePoint is capturing market demand and whether it can sustain its growth trajectory.

How is the customer retention rate trending?

A stable or improving retention rate is critical for long-term success and will provide insight into customer satisfaction.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate AvePoint's ability to innovate and expand its customer base, especially given its recent strong EPS performance.

Supporting Evidence

AvePoint has consistently beaten EPS estimates, indicating stronger-than-expected profitability.

The options market is pricing in a significant move, suggesting traders anticipate volatility that may not align with consensus views.

Historical trends show that AvePoint has a solid track record of recovering from initial sell-offs.

Key Risk

If the revenue growth exceeds 15%, it could challenge the cautious outlook currently held by analysts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether AvePoint can maintain its growth momentum in a competitive software market.

Bull Confirmed If

Revenue growth of at least 15% year-over-year would confirm the bull case.

Bear Confirmed If

Any decline in customer retention rate below 80% would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±30.37%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a significant potential move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±30.4% while AVPT has averaged ±2.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

56.4%

Calls (1K)P/C Ratio: 0.03Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

History suggests that a strong earnings beat could lead to a positive reaction, with an average one-day move of around 2.21%.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may see muted movement.

Miss

Should AvePoint miss expectations, history indicates an average one-day move of +1.12%, suggesting a potential sell-off.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on new product launches and their expected impact on revenue.
2Any changes in customer acquisition strategies.
3Insights into competitive pressures in the application software market.
4Management's outlook on future market conditions.
5Details on any strategic partnerships or collaborations.

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Company Snapshot

AvePoint, Inc. is a technology company that specializes in application software, focusing on solutions for data management and collaboration....

Key Metrics to Watch

Revenue Growth

Investors will be looking for signs of increasing demand for AvePoint's software solutions, especially in a competitive market.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge the company's financial health this quarter.

N/A

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

AVPT Q2-2026 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 Q1-2026, AvePoint reported an EPS of $0.07, significantly beating estimates by over 159%. The stock reacted positively, gaining 0.58% the following day.

Management Promises & Guidance

Continued focus on enhancing product offerings.
Commitment to improving customer service and support.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Overall, expectations for AvePoint are mixed as the market anticipates continued growth but is cautious about potential challenges in the software sector.

Bull Case

If AvePoint can demonstrate strong revenue growth and maintain or improve its EPS, it could signal robust demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of customer attrition, it could lead to a negative reaction from investors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth rate for the upcoming quarter?

This will indicate how well AvePoint is capturing market demand and whether it can sustain its growth trajectory.

How is the customer retention rate trending?

A stable or improving retention rate is critical for long-term success and will provide insight into customer satisfaction.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate AvePoint's ability to innovate and expand its customer base, especially given its recent strong EPS performance.

Supporting Evidence

AvePoint has consistently beaten EPS estimates, indicating stronger-than-expected profitability.

The options market is pricing in a significant move, suggesting traders anticipate volatility that may not align with consensus views.

Historical trends show that AvePoint has a solid track record of recovering from initial sell-offs.

Key Risk

If the revenue growth exceeds 15%, it could challenge the cautious outlook currently held by analysts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether AvePoint can maintain its growth momentum in a competitive software market.

Bull Confirmed If

Revenue growth of at least 15% year-over-year would confirm the bull case.

Bear Confirmed If

Any decline in customer retention rate below 80% would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±30.37%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a significant potential move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±30.4% while AVPT has averaged ±2.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

56.4%

Calls (1K)P/C Ratio: 0.03Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

History suggests that a strong earnings beat could lead to a positive reaction, with an average one-day move of around 2.21%.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may see muted movement.

Miss

Should AvePoint miss expectations, history indicates an average one-day move of +1.12%, suggesting a potential sell-off.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on new product launches and their expected impact on revenue.
2Any changes in customer acquisition strategies.
3Insights into competitive pressures in the application software market.
4Management's outlook on future market conditions.
5Details on any strategic partnerships or collaborations.