Equity Profile

AVPT

AvePoint, Inc.

Information TechnologyApplication Software$2.3B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

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)

EPS is a key indicator of the company's profitability and how well it is managing its expenses relative to its revenue.

$0.07

Revenue Growth

Revenue growth will provide insight into the company's ability to expand its customer base and increase sales in a competitive market.

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 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 crucial role in the growing demand for cloud solutions and data governance, particularly as businesses increasingly rely on digital platforms.

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 exceeding expectations by 159%. The stock reacted positively, gaining 0.58% the following day.

Management Promises & Guidance

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

Expectations

Wall Street Expectations

Overall, expectations for AvePoint's upcoming earnings are cautiously optimistic, given its recent strong performance and ability to beat EPS estimates.

Bull Case

If AvePoint can maintain its momentum and report strong revenue growth alongside solid EPS, it could further boost investor confidence and drive the stock price higher.

Bear Case

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

Key Metrics to Watch

EPS (Earnings Per Share)

$0.07

EPS is a key indicator of the company's profitability and how well it is managing its expenses relative to its revenue.

Revenue Growth

N/A

Revenue growth will provide insight into the company's ability to expand its customer base and increase sales in a competitive market.

Customer Retention Rate

N/A

A high customer retention rate indicates strong product satisfaction and can lead to recurring revenue, which is vital for software companies.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

EPS performance is crucial for investor sentiment and can significantly impact stock price, especially after recent strong surprises.

What is the revenue growth rate for the quarter?

Revenue growth will indicate the company's ability to expand in a competitive market and is vital for assessing future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate AvePoint's ability to leverage its recent product innovations, which could drive higher-than-expected revenue growth this quarter.

Supporting Evidence

AvePoint's recent strong EPS surprises indicate a trend of exceeding expectations.

The options market is pricing in a significant move, suggesting that investors anticipate volatility based on upcoming results.

Key Risk

If revenue growth comes in below 10%, it could challenge the optimistic outlook currently held by the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis this quarter revolves around whether AvePoint can sustain its recent growth trajectory and maintain profitability.

Bull Confirmed If

Reporting an EPS of $0.08 or higher with revenue growth exceeding 15% would confirm the bull case.

Bear Confirmed If

An EPS below $0.05 or negative revenue growth 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, indicating that investors expect volatility around the earnings announcement.

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

If AvePoint beats expectations, history suggests the stock could rise by around 0.58%, confirming the positive growth narrative.

In-Line / Cautious

If results are in line but management expresses caution, the stock may experience a muted reaction as investors weigh future growth prospects.

Miss

Should the company miss expectations, history suggests a potential decline of about 1.12%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on customer acquisition and retention strategies.
2Updates on new product launches and their market reception.
3Insights into competitive pressures in the application software space.
4Any changes in guidance for future quarters.
5Management's outlook on the overall cloud market and its impact on AvePoint.

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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)

EPS is a key indicator of the company's profitability and how well it is managing its expenses relative to its revenue.

$0.07

Revenue Growth

Revenue growth will provide insight into the company's ability to expand its customer base and increase sales in a competitive market.

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 exceeding expectations by 159%. The stock reacted positively, gaining 0.58% the following day.

Management Promises & Guidance

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

Expectations

Wall Street Expectations

Overall, expectations for AvePoint's upcoming earnings are cautiously optimistic, given its recent strong performance and ability to beat EPS estimates.

Bull Case

If AvePoint can maintain its momentum and report strong revenue growth alongside solid EPS, it could further boost investor confidence and drive the stock price higher.

Bear Case

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

Key Metrics to Watch

EPS (Earnings Per Share)

$0.07

EPS is a key indicator of the company's profitability and how well it is managing its expenses relative to its revenue.

Revenue Growth

N/A

Revenue growth will provide insight into the company's ability to expand its customer base and increase sales in a competitive market.

Customer Retention Rate

N/A

A high customer retention rate indicates strong product satisfaction and can lead to recurring revenue, which is vital for software companies.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

EPS performance is crucial for investor sentiment and can significantly impact stock price, especially after recent strong surprises.

What is the revenue growth rate for the quarter?

Revenue growth will indicate the company's ability to expand in a competitive market and is vital for assessing future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate AvePoint's ability to leverage its recent product innovations, which could drive higher-than-expected revenue growth this quarter.

Supporting Evidence

AvePoint's recent strong EPS surprises indicate a trend of exceeding expectations.

The options market is pricing in a significant move, suggesting that investors anticipate volatility based on upcoming results.

Key Risk

If revenue growth comes in below 10%, it could challenge the optimistic outlook currently held by the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis this quarter revolves around whether AvePoint can sustain its recent growth trajectory and maintain profitability.

Bull Confirmed If

Reporting an EPS of $0.08 or higher with revenue growth exceeding 15% would confirm the bull case.

Bear Confirmed If

An EPS below $0.05 or negative revenue growth 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, indicating that investors expect volatility around the earnings announcement.

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

If AvePoint beats expectations, history suggests the stock could rise by around 0.58%, confirming the positive growth narrative.

In-Line / Cautious

If results are in line but management expresses caution, the stock may experience a muted reaction as investors weigh future growth prospects.

Miss

Should the company miss expectations, history suggests a potential decline of about 1.12%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on customer acquisition and retention strategies.
2Updates on new product launches and their market reception.
3Insights into competitive pressures in the application software space.
4Any changes in guidance for future quarters.
5Management's outlook on the overall cloud market and its impact on AvePoint.