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

Revenue Growth

This metric indicates how well AvePoint is expanding its business and capturing market share in the competitive software industry.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and is closely watched by investors to gauge financial health.

$0.07

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 significant role in the growing sectors of cloud computing and data management, which are increasingly important as businesses shift to digital operations.

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 expectations of $0.03, indicating strong performance. However, revenue figures were not disclosed, leaving some uncertainty about overall growth.

Management Promises & Guidance

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

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about AvePoint's upcoming earnings, especially given the strong EPS surprise in the last quarter. However, the lack of revenue guidance raises some concerns about sustainable growth.

Bull Case

If AvePoint can demonstrate robust revenue growth alongside its strong EPS, it could signal a solid market position and attract more investors.

Bear Case

Conversely, if the company fails to provide clear revenue figures or shows signs of slowing growth, it could lead to a negative reaction from the market.

Key Metrics to Watch

Revenue Growth

N/A

This metric indicates how well AvePoint is expanding its business and capturing market share in the competitive software industry.

Earnings Per Share (EPS)

$0.07

EPS is a key indicator of the company's profitability and is closely watched by investors to gauge financial health.

Customer Retention Rate

N/A

A high retention rate suggests that customers are satisfied with AvePoint's products, which is crucial for long-term growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

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

Revenue growth will be crucial to assess AvePoint's ability to sustain its recent EPS surprises and overall market competitiveness.

What is the customer retention rate for the last quarter?

Understanding customer retention will provide insight into the company's product satisfaction and long-term viability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating AvePoint's ability to maintain strong EPS growth without corresponding revenue guidance, which could lead to a mispricing of risk.

Supporting Evidence

AvePoint has consistently surprised on EPS, indicating operational efficiency.

The options market is pricing in a larger move than historical averages suggest, hinting at potential overreactions.

Recent trends in cloud adoption could drive unexpected revenue growth.

Key Risk

If revenue growth comes in below expectations, it could challenge the narrative of sustained profitability.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's focus is on balancing strong EPS performance with sustainable revenue growth and customer satisfaction.

Bull Confirmed If

Revenue growth of 15% year-over-year or better would confirm the bull case.

Bear Confirmed If

Any indication of revenue declining or stagnating 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 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 and raises guidance, history suggests a positive market reaction, potentially leading to a 2.21% increase in stock price.

In-Line / Cautious

If results are in line but management expresses caution, the stock may experience a muted response, reflecting uncertainty.

Miss

In the event of a miss, history suggests a potential decline of around 1.12%, as investors reassess growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or enhancements.
2Details on customer acquisition strategies and success rates.
3Insights into competitive positioning within the cloud software market.
4Clarification on revenue guidance for the upcoming quarters.
5Management's outlook on market demand for cloud solutions.

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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

Revenue Growth

This metric indicates how well AvePoint is expanding its business and capturing market share in the competitive software industry.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and is closely watched by investors to gauge financial health.

$0.07

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

Management Promises & Guidance

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

Expectations

Wall Street Expectations

Bull Case

If AvePoint can demonstrate robust revenue growth alongside its strong EPS, it could signal a solid market position and attract more investors.

Bear Case

Conversely, if the company fails to provide clear revenue figures or shows signs of slowing growth, it could lead to a negative reaction from the market.

Key Metrics to Watch

Revenue Growth

N/A

This metric indicates how well AvePoint is expanding its business and capturing market share in the competitive software industry.

Earnings Per Share (EPS)

$0.07

EPS is a key indicator of the company's profitability and is closely watched by investors to gauge financial health.

Customer Retention Rate

N/A

A high retention rate suggests that customers are satisfied with AvePoint's products, which is crucial for long-term growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

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

Revenue growth will be crucial to assess AvePoint's ability to sustain its recent EPS surprises and overall market competitiveness.

What is the customer retention rate for the last quarter?

Understanding customer retention will provide insight into the company's product satisfaction and long-term viability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating AvePoint's ability to maintain strong EPS growth without corresponding revenue guidance, which could lead to a mispricing of risk.

Supporting Evidence

AvePoint has consistently surprised on EPS, indicating operational efficiency.

The options market is pricing in a larger move than historical averages suggest, hinting at potential overreactions.

Recent trends in cloud adoption could drive unexpected revenue growth.

Key Risk

If revenue growth comes in below expectations, it could challenge the narrative of sustained profitability.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's focus is on balancing strong EPS performance with sustainable revenue growth and customer satisfaction.

Bull Confirmed If

Revenue growth of 15% year-over-year or better would confirm the bull case.

Bear Confirmed If

Any indication of revenue declining or stagnating 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 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 and raises guidance, history suggests a positive market reaction, potentially leading to a 2.21% increase in stock price.

In-Line / Cautious

If results are in line but management expresses caution, the stock may experience a muted response, reflecting uncertainty.

Miss

In the event of a miss, history suggests a potential decline of around 1.12%, as investors reassess growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or enhancements.
2Details on customer acquisition strategies and success rates.
3Insights into competitive positioning within the cloud software market.
4Clarification on revenue guidance for the upcoming quarters.
5Management's outlook on market demand for cloud solutions.