Overview
AI data protection firm's Q4 revenue rose 29% yr/yr
SaaS revenue for Q4 increased 37% yr/yr
Company achieved double-digit GAAP operating margins in Q4
Outlook
AvePoint expects Q1 2026 revenue between $115 mln and $117 mln
Company forecasts full-year 2026 revenue between $509.4 mln and $517.4 mln
AvePoint projects 2026 ARR between $525.1 mln and $531.1 mln
Result Drivers
SAAS REVENUE GROWTH - SaaS revenue increased by 37% in Q4, contributing significantly to overall revenue growth
Company press release: ID:nGNXM1JmP
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Income
$15.64 mln
Q4 Adjusted Gross Margin
74.20%
Q4 Adjusted Gross Profit
$85.10 mln
Q4 ARR
$416.80 mln
Q4 Gross Profit
$84.41 mln
Q4 Operating Expenses
$69.88 mln
Q4 Operating Income
$14.53 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy"
Wall Street's median 12-month price target for AvePoint Inc is $18.00, about 76% above its February 25 closing price of $10.23
The stock recently traded at 79 times the next 12-month earnings vs. a P/E of 41 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
