AvePoint (NASDAQ:AVPT) Shares Gap Up – Here’s Why

Shares of AvePoint, Inc. (NASDAQ:AVPT) gapped up prior to trading on Friday . The stock had previously closed at $10.38, but opened at $11.08. AvePoint shares last traded at $10.6680, with a volume of 598,110 shares trading hands.

Key Headlines Impacting AvePoint

Here are the key news stories impacting AvePoint this week:

• Positive Sentiment: AvePoint raised FY‑2026 revenue guidance well above Street expectations and provided a stronger-than-expected Q1 revenue outlook, signaling confidence in demand and giving investors better forward revenue visibility. AvePoint FY2026 guidance / press materials
• Positive Sentiment: The company is targeting 27% ARR growth for 2026 and cited accelerating AI-driven demand for its data protection and governance products — a strategic growth narrative that supports premium multiple expansion if execution continues. AvePoint targets 27% ARR growth for 2026 as AI-driven demand accelerates
• Positive Sentiment: Full‑year results showed strong SaaS and ARR growth (SaaS revenue +38% Y/Y; total ARR +27% Y/Y), underscoring recurring revenue expansion that supports the higher guidance. AvePoint Announces Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Management commentary and the Q4 earnings call are available; the transcripts provide color on AI product traction and go‑to‑market execution but contain typical quarter‑end cadence details without new transformational disclosures. AvePoint Q4 2025 Earnings Call Transcript (Seeking Alpha) AVPT Q4 transcript (Yahoo)
• Neutral Sentiment: Some reports show slightly different EPS numbers for Q4 (one outlet notes a $0.10 adjusted EPS beat while others report $0.07 that missed consensus), creating short‑term noise; investors are focusing more on revenue and guidance than on the EPS reporting variance. AvePoint Tops Q4 Estimates (Zacks)
• Negative Sentiment: Some outlets reported that GAAP EPS missed consensus (reported ~$0.07 vs. ~$0.09 consensus), and margins/ROE remain modest, which can temper sentiment if investors look for near‑term profitability improvement. AvePoint Q4 results summary (MarketBeat)
• Negative Sentiment: Analyst models remain mixed — consensus estimates show limited near‑term EPS upside (street group forecasting negative EPS for the current year), so valuation re-rating depends heavily on execution against the aggressive ARR/revenue targets. AvePoint stock page (MarketBeat)

Wall Street Analyst Weigh In

AVPT has been the subject of several analyst reports. Evercore decreased their target price on shares of AvePoint from $22.00 to $18.00 and set an “outperform” rating for the company in a research note on Friday, November 7th. Scotiabank decreased their price objective on shares of AvePoint from $22.00 to $17.00 and set a “sector outperform” rating for the company in a research report on Friday, November 7th. DA Davidson lowered their price objective on shares of AvePoint from $20.00 to $18.00 and set a “buy” rating on the stock in a research note on Thursday, February 19th. Jefferies Financial Group cut their target price on shares of AvePoint from $20.00 to $16.00 and set a “buy” rating for the company in a research note on Tuesday. Finally, Citigroup reduced their price target on AvePoint from $16.00 to $15.00 and set a “neutral” rating for the company in a report on Tuesday, January 13th. Ten analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $17.39.

AvePoint Stock Performance

The firm’s fifty day moving average is $12.19 and its 200 day moving average is $13.70.

AvePoint (NASDAQ:AVPT) last issued its quarterly earnings data on Thursday, February 26th. The company reported $0.07 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.09 by ($0.02). AvePoint had a return on equity of 0.66% and a net margin of 0.55%.The company had revenue of $114.69 million for the quarter, compared to analyst estimates of $110.94 million. On average, analysts forecast that AvePoint, Inc. will post -0.03 earnings per share for the current fiscal year.

Insider Transactions at AvePoint

In other AvePoint news, Chairman Xunkai Gong sold 27,998 shares of the company’s stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $13.39, for a total value of $374,893.22. Following the transaction, the chairman directly owned 14,920,668 shares of the company’s stock, valued at $199,787,744.52. This represents a 0.19% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. 26.19% of the stock is owned by company insiders.

Institutional Investors Weigh In On AvePoint

A number of institutional investors have recently modified their holdings of AVPT. Global Retirement Partners LLC bought a new stake in AvePoint in the 3rd quarter valued at about $26,000. Kestra Advisory Services LLC bought a new stake in shares of AvePoint in the fourth quarter valued at approximately $28,000. Aster Capital Management DIFC Ltd boosted its stake in shares of AvePoint by 698.8% in the third quarter. Aster Capital Management DIFC Ltd now owns 2,069 shares of the company’s stock valued at $31,000 after buying an additional 1,810 shares during the period. Advisors Asset Management Inc. grew its position in AvePoint by 68.4% during the second quarter. Advisors Asset Management Inc. now owns 2,263 shares of the company’s stock worth $44,000 after buying an additional 919 shares in the last quarter. Finally, Vestcor Inc bought a new position in AvePoint during the 3rd quarter worth $45,000. Institutional investors own 44.49% of the company’s stock.

AvePoint Company Profile

AvePoint, Inc (NASDAQ:AVPT) is a leading software provider specializing in data management, governance, and compliance solutions for Microsoft 365 and related cloud platforms. Founded in 2001 and headquartered in Jersey City, New Jersey, the company offers a comprehensive suite of cloud-based and on-premises tools designed to help organizations migrate, manage, and protect their collaboration data. AvePoint’s flagship Cloud Platform delivers backup, governance, reporting, and migration services for SharePoint, Teams, Exchange, OneDrive, and Salesforce environments.

With a customer base spanning thousands of organizations across more than 100 countries, AvePoint serves enterprises, government agencies, and educational institutions seeking to ensure data security, regulatory compliance, and operational resilience.