Equity Profile

AVPT

AvePoint, Inc.

Information TechnologyApplication Software$2.9B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

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

Key Metrics to Watch

Revenue Growth

Revenue growth is crucial for assessing how well AvePoint is expanding its market presence and attracting new customers.

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.

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, particularly focused on data management and collaboration solutions for businesses. As organizations 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 the last quarter (Q1-2026), AvePoint reported an EPS of $0.07, significantly beating expectations of $0.03, marking a 159.26% surprise. However, revenue figures were not disclosed, making it difficult to assess overall performance.

Management Promises & Guidance

Focus on enhancing product offerings and customer service.
Commitment to expanding market reach, particularly in cloud solutions.
Plans to invest in research and development to drive innovation.

Expectations

Wall Street Expectations

Overall, expectations for AvePoint's upcoming earnings report are mixed, given the lack of analyst estimates and management guidance. Investors are keen to see if the company can maintain its recent momentum.

Bull Case

If AvePoint continues to show strong EPS growth and reveals positive revenue figures, it could signal robust demand for its services, leading to a surge in stock price.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it may lead to a decline in investor confidence and a drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS figure be this quarter, and how does it compare to previous quarters?

Given AvePoint's recent strong EPS surprises, the market will be closely watching this metric to gauge ongoing profitability.

What is the revenue growth rate, particularly in cloud solutions?

As cloud services are a key growth area, understanding revenue growth in this segment will be critical for assessing future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating AvePoint's growth potential in cloud solutions, which could lead to stronger-than-expected revenue figures this quarter.

Supporting Evidence

AvePoint has consistently beaten EPS estimates in recent quarters, suggesting strong operational performance.

The options market is pricing in a significant move, indicating that investors are anticipating volatility and potential surprises.

Key Risk

If the revenue growth in cloud solutions exceeds expectations, it could lead to a reevaluation of the company's growth trajectory.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether AvePoint can sustain its recent earnings growth and capitalize on expanding cloud service demand.

Bull Confirmed If

An EPS of $0.10 or higher would confirm strong profitability and growth.

Bear Confirmed If

An EPS below $0.03 would raise concerns about the company's financial health.

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 of over 30%, indicating that investors are anticipating 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 a potential stock increase of around 0.58%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may remain relatively stable, but cautious commentary could lead to a muted reaction.

Miss

A miss could result in a decline, with historical patterns indicating an average drop of around 1.12% following earnings misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention strategies.
2Details on revenue growth in cloud solutions compared to previous quarters.
3Management's outlook on market trends and competitive landscape.
4Insights into product development and innovation plans.
5Any commentary on operational challenges or cost management.

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Company Snapshot

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

Key Metrics to Watch

Revenue Growth

Revenue growth is crucial for assessing how well AvePoint is expanding its market presence and attracting new customers.

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.

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

Management Promises & Guidance

Focus on enhancing product offerings and customer service.
Commitment to expanding market reach, particularly in cloud solutions.
Plans to invest in research and development to drive innovation.

Expectations

Wall Street Expectations

Bull Case

If AvePoint continues to show strong EPS growth and reveals positive revenue figures, it could signal robust demand for its services, leading to a surge in stock price.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it may lead to a decline in investor confidence and a drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS figure be this quarter, and how does it compare to previous quarters?

Given AvePoint's recent strong EPS surprises, the market will be closely watching this metric to gauge ongoing profitability.

What is the revenue growth rate, particularly in cloud solutions?

As cloud services are a key growth area, understanding revenue growth in this segment will be critical for assessing future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating AvePoint's growth potential in cloud solutions, which could lead to stronger-than-expected revenue figures this quarter.

Supporting Evidence

AvePoint has consistently beaten EPS estimates in recent quarters, suggesting strong operational performance.

The options market is pricing in a significant move, indicating that investors are anticipating volatility and potential surprises.

Key Risk

If the revenue growth in cloud solutions exceeds expectations, it could lead to a reevaluation of the company's growth trajectory.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether AvePoint can sustain its recent earnings growth and capitalize on expanding cloud service demand.

Bull Confirmed If

An EPS of $0.10 or higher would confirm strong profitability and growth.

Bear Confirmed If

An EPS below $0.03 would raise concerns about the company's financial health.

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 of over 30%, indicating that investors are anticipating 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 a potential stock increase of around 0.58%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may remain relatively stable, but cautious commentary could lead to a muted reaction.

Miss

A miss could result in a decline, with historical patterns indicating an average drop of around 1.12% following earnings misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention strategies.
2Details on revenue growth in cloud solutions compared to previous quarters.
3Management's outlook on market trends and competitive landscape.
4Insights into product development and innovation plans.
5Any commentary on operational challenges or cost management.