TD Cowen Cuts AvePoint (NASDAQ:AVPT) Price Target to $16.00

AvePoint (NASDAQ:AVPT) had its price target trimmed by TD Cowen from $17.00 to $16.00 in a report published on Friday,Benzinga reports. The brokerage currently has a buy rating on the stock.

Several other research firms have also weighed in on AVPT. Scotiabank reduced their price objective on AvePoint from $22.00 to $17.00 and set a “sector outperform” rating for the company in a research note on Friday, November 7th. Jefferies Financial Group decreased their price target on AvePoint from $20.00 to $16.00 and set a “buy” rating for the company in a research report on Tuesday, February 24th. Stephens initiated coverage on AvePoint in a research note on Monday, December 29th. They issued an “overweight” rating and a $18.00 price target on the stock. DA Davidson reduced their price objective on shares of AvePoint from $20.00 to $18.00 and set a “buy” rating for the company in a research note on Thursday, February 19th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of AvePoint in a report on Monday, December 29th. Eleven research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $17.28.

AvePoint Price Performance

Shares of AVPT opened at $10.78 on Friday. The firm’s 50 day moving average is $12.13 and its 200-day moving average is $13.65. The stock has a market capitalization of $2.33 billion, a P/E ratio of 67.38 and a beta of 1.12. AvePoint has a 12-month low of $9.85 and a 12-month high of $20.25.

AvePoint (NASDAQ:AVPT) last released its earnings results on Thursday, February 26th. The company reported $0.07 EPS for the quarter, missing the consensus estimate of $0.09 by ($0.02). The business had revenue of $114.69 million for the quarter, compared to analyst estimates of $110.94 million. AvePoint had a net margin of 8.34% and a return on equity of 8.19%. As a group, equities research analysts forecast that AvePoint will post -0.03 EPS for the current fiscal year.

Insider Activity

In other news, Chairman Xunkai Gong sold 27,998 shares of the stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $13.39, for a total value of $374,893.22. Following the completion of the sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 26.19% of the stock is owned by company insiders.

Institutional Investors Weigh In On AvePoint

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Pacer Advisors Inc. boosted its position in AvePoint by 81.2% during the fourth quarter. Pacer Advisors Inc. now owns 21,381 shares of the company’s stock valued at $297,000 after purchasing an additional 9,580 shares during the last quarter. Vident Advisory LLC raised its position in AvePoint by 17.6% during the fourth quarter. Vident Advisory LLC now owns 25,690 shares of the company’s stock valued at $357,000 after acquiring an additional 3,843 shares in the last quarter. XTX Topco Ltd acquired a new stake in AvePoint in the fourth quarter valued at approximately $515,000. Zacks Investment Management acquired a new stake in AvePoint in the fourth quarter valued at approximately $506,000. Finally, nVerses Capital LLC bought a new stake in AvePoint in the fourth quarter worth approximately $189,000. Hedge funds and other institutional investors own 44.49% of the company’s stock.

Key AvePoint News

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

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.