TD Cowen Has Lowered Expectations for AvePoint (NASDAQ:AVPT) Stock Price

AvePoint (NASDAQ:AVPT) had its price objective lowered by research analysts at TD Cowen from $17.00 to $16.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. TD Cowen’s price objective indicates a potential upside of 48.42% from the company’s current price.

Other analysts have also issued reports about the company. Weiss Ratings reissued a “hold (c-)” rating on shares of AvePoint in a report on Monday, December 29th. B. Riley Financial reduced their price objective on shares of AvePoint from $25.00 to $22.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. Scotiabank decreased their target price on shares of AvePoint from $22.00 to $17.00 and set a “sector outperform” rating on the stock in a report on Friday, November 7th. Evercore dropped their target price on shares of AvePoint from $22.00 to $18.00 and set an “outperform” rating for the company in a research report on Friday, November 7th. Finally, Citigroup cut their price target on shares of AvePoint from $16.00 to $15.00 and set a “neutral” rating for the company in a report on Tuesday, January 13th. Eleven investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $17.28.

AvePoint Trading Up 3.9%

Shares of AVPT opened at $10.78 on Friday. AvePoint has a 12 month low of $9.85 and a 12 month high of $20.25. The firm’s 50 day moving average is $12.13 and its 200-day moving average is $13.66. The stock has a market capitalization of $2.33 billion, a PE ratio of 67.38 and a beta of 1.09.

AvePoint (NASDAQ:AVPT) last issued its quarterly earnings results 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 net margin of 8.34% and a return on equity of 8.46%. The company had revenue of $114.69 million during the quarter, compared to the consensus estimate of $110.94 million. Equities research analysts predict that AvePoint will post -0.03 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Chairman Xunkai Gong sold 32,002 shares of the stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $13.66, for a total value of $437,147.32. Following the completion of the transaction, the chairman owned 14,948,666 shares of the company’s stock, valued at approximately $204,198,777.56. This represents a 0.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 26.19% of the company’s stock.

Institutional Investors Weigh In On AvePoint

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Global Retirement Partners LLC bought a new position in AvePoint in the 3rd quarter valued at approximately $26,000. Kestra Advisory Services LLC acquired a new position in shares of AvePoint during the fourth quarter worth $28,000. Aster Capital Management DIFC Ltd increased its holdings in shares of AvePoint by 698.8% during the third quarter. Aster Capital Management DIFC Ltd now owns 2,069 shares of the company’s stock worth $31,000 after buying an additional 1,810 shares in the last quarter. Advisors Asset Management Inc. lifted its stake in shares of AvePoint by 68.4% in the 2nd quarter. Advisors Asset Management Inc. now owns 2,263 shares of the company’s stock valued at $44,000 after acquiring an additional 919 shares during the last quarter. Finally, Vestcor Inc acquired a new stake in shares of AvePoint during the 3rd quarter valued at $45,000. 44.49% of the stock is owned by institutional investors.

Key Stories Impacting AvePoint

Here are the key news stories impacting AvePoint this week:

• Positive Sentiment: Q4 / full‑year results showed solid top‑line momentum (29% Y/Y revenue growth for the quarter; full‑year ARR of $416.8M, +27% Y/Y) and strong SaaS revenue gains — supports the view of durable subscription growth. AvePoint Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Company issued stronger FY‑2026 revenue guidance (~$509.4M–$517.4M) and Q1 revenue guidance above consensus (≈$115M–$117M vs. ~$111M consensus), a catalyst for upward re‑rating if execution continues. AvePoint Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Management is guiding toward ~27% ARR growth for 2026 and cites accelerating AI‑driven demand for its data protection/governance products — a narrative investors favor in the current market. AvePoint targets 27% ARR growth for 2026 as AI-driven demand accelerates
• Neutral Sentiment: Two sell‑side firms trimmed price targets (TD Cowen to $16; Cantor Fitzgerald to $15) but kept constructive ratings (Buy/Overweight), leaving analyst tone positive overall though less aggressive on valuation. TD Cowen lowers price target to $16 Cantor Fitzgerald lowers price target to $15
• Neutral Sentiment: Full earnings call transcript and slides are available for investors to parse details on margin cadence, churn and AI product traction; market will watch execution versus the stronger guide. AvePoint Q4 2025 Earnings Call Transcript
• Negative Sentiment: Some outlets reported the quarter’s EPS as $0.07 (missing consensus ~$0.09), which creates mixed headlines vs. other reports that emphasize an EPS beat — this reporting discrepancy can pressure sentiment until figures are reconciled. MarketBeat: AVPT earnings summary

About AvePoint

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.