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, particularly for data management and collaboration in cloud environments....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well AvePoint is expanding its business and capturing market share in a competitive landscape.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and will help investors 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 for data management and collaboration in cloud environments. As businesses increasingly rely on cloud solutions, AvePoint's offerings are crucial for ensuring data security and compliance, making it a significant player in the Information Technology sector.

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 beating estimates by over 159%. The stock reacted positively, gaining 0.58% the following day.

Management Promises & Guidance

Focus on enhancing cloud solutions.
Commitment to improving customer support.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about AvePoint's upcoming earnings. The company has a history of beating EPS estimates, which may lead to positive sentiment.

Bull Case

If AvePoint continues its trend of strong earnings surprises, it could indicate robust demand for its products, leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could lead to a sharp decline in stock value.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

EPS is a critical measure of profitability and will directly influence investor sentiment and stock performance.

How is customer retention trending?

Understanding customer retention will provide insights into the company's ability to maintain its revenue stream and grow its business.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate AvePoint's ability to capitalize on the growing demand for cloud solutions, particularly in data management.

Supporting Evidence

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

The options market is pricing in a high volatility move, suggesting that investors anticipate significant news.

Recent trends in cloud adoption may not be fully reflected in current estimates.

Key Risk

If customer retention rates show significant improvement, it could challenge current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

Investors are particularly focused on profitability and customer retention this quarter, as these factors will heavily influence future growth prospects.

Bull Confirmed If

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

Bear Confirmed If

An EPS below $0.03 would raise concerns about the company's growth trajectory.

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 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

If AvePoint beats expectations, history suggests a potential stock increase of around 2.21%, confirming a positive growth outlook.

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 approximately 1.12%, reflecting disappointment in growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or enhancements.
2Details on customer acquisition and retention strategies.
3Insights into market expansion plans.
4Management's outlook on industry trends and competition.
5Any commentary on operational efficiencies and cost management.

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Company Snapshot

AvePoint, Inc. is a technology company that specializes in application software, particularly for data management and collaboration in cloud environments....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well AvePoint is expanding its business and capturing market share in a competitive landscape.

N/A

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and will help investors 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

In the last quarter, 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

Focus on enhancing cloud solutions.
Commitment to improving customer support.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about AvePoint's upcoming earnings. The company has a history of beating EPS estimates, which may lead to positive sentiment.

Bull Case

If AvePoint continues its trend of strong earnings surprises, it could indicate robust demand for its products, leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could lead to a sharp decline in stock value.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

EPS is a critical measure of profitability and will directly influence investor sentiment and stock performance.

How is customer retention trending?

Understanding customer retention will provide insights into the company's ability to maintain its revenue stream and grow its business.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate AvePoint's ability to capitalize on the growing demand for cloud solutions, particularly in data management.

Supporting Evidence

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

The options market is pricing in a high volatility move, suggesting that investors anticipate significant news.

Recent trends in cloud adoption may not be fully reflected in current estimates.

Key Risk

If customer retention rates show significant improvement, it could challenge current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

Investors are particularly focused on profitability and customer retention this quarter, as these factors will heavily influence future growth prospects.

Bull Confirmed If

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

Bear Confirmed If

An EPS below $0.03 would raise concerns about the company's growth trajectory.

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 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

If AvePoint beats expectations, history suggests a potential stock increase of around 2.21%, confirming a positive growth outlook.

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 approximately 1.12%, reflecting disappointment in growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or enhancements.
2Details on customer acquisition and retention strategies.
3Insights into market expansion plans.
4Management's outlook on industry trends and competition.
5Any commentary on operational efficiencies and cost management.