Key Takeaways AVPT expects Q4 2025 revenues of $110M-$112M, up 23-26% year over year.AvePoint's SaaS revenues rose 38% in Q3, making up 77% of total revenues.AVPT maintained ARR guidance amid U.S. shutdown risks and deal timing uncertainty.AvePoint (AVPT) is scheduled to report fourth-quarter 2025 results on Feb. 26.AVPT expects fourth-quarter 2025 total revenues between $110 million and $112 million, representing year-over-year growth of 23-26%. On a constant currency basis, the company anticipates growth ...

Brown Capital Management, an investment management company, released its fourth quarter 2025 investor letter for “The Brown Capital Management Small Company Fund”. A copy of the letter can be downloaded here. In the fourth quarter of 2025, the Small Company Fund (Investor shares) fell 1.50%, behind the Russell 2000® Growth index's 1.22% gain. Real estate and telecommunications businesses led the benchmark's performance for the quarter. The Fund was down 11.46% in 2025, significantly lagging the Index’s 13.0 ...

On February 17, 2026, Parsifal Capital Management disclosed it sold 4,770,561 shares of AvePoint (NASDAQ:AVPT), an estimated $65.90 million trade based on quarterly average pricing. What happened According to a February 17, 2026, SEC filing, Parsifal Capital Management sold 4,770,561 shares of AvePoint (NASDAQ:AVPT), with the estimated transaction value at $65.90 million based on the average closing price for the fourth quarter of 2025. The AvePoint position's value at quarter’s end was $52.12 million, d ...

Core Insights - AvePoint is a global leader in AI data protection, focusing on unifying data security, governance, and resilience [2] - The company announced participation in several upcoming investor conferences, showcasing its commitment to engaging with the investment community [1] Company Overview - AvePoint provides a trusted foundation for AI through its Confidence Platform, which is utilized by over 25,000 customers to secure, govern, and recover data across various cloud environments including Microsoft, Google, and Salesforce [2] - The platform offers lifecycle control, multicloud governance, and rapid recovery, aiming to prevent data overexposure and loss while modernizing legacy data systems [2] - AvePoint has a global partner ecosystem comprising 5,000 managed service providers (MSPs), value-added resellers (VARs), and system integrators (SIs), with solutions available in over 100 cloud marketplaces [2] Upcoming Events - AvePoint will present at the following investor conferences: - Morgan Stanley TMT Conference on March 3, 2026, at 4:00 PM PT [5] - UBS OneASEAN Summit on March 5, 2026 [5] - Cantor Global Technology & Industrial Growth Conference on March 10, 2026, at 11:20 AM ET [5] - Jefferies Asia Forum on March 17, 2026 [5] - SGX Jewels of Singapore Technology Conference on March 26, 2026 [5]

Core Insights - AvePoint, Inc. launched its AgentPulse Command Center to address companies' Agentic AI needs, highlighting its commitment to innovation in data protection and cyber sectors [1] - The company is recognized as a global leader in data protection, providing a unified platform for data security, governance, and resilience [3] Company Overview - AvePoint serves over 25,000 customers, offering the AvePoint Confidence Platform to secure and govern data across various cloud environments including Microsoft, Google, and Salesforce [3] - The company has a global partner ecosystem comprising 5,000 managed service providers (MSPs), value-added resellers (VARs), and system integrators (SIs), with solutions available in over 100 cloud marketplaces [3] Leadership Profile - Mario Carvajal, as Chief Strategy and Marketing Officer, oversees the AvePoint brand and marketing strategy, while also focusing on growth initiatives including corporate development and strategic partnerships [4] - With over 17 years at AvePoint, Mario has held multiple executive roles, showcasing his extensive experience in strategic vision and business development [5]

Core Insights - AvePoint has announced new agentic AI governance and data protection features for its Confidence Platform, aimed at enhancing data security and resilience in the AI era [1][2] - The company emphasizes the importance of addressing data quality concerns, as 95% of agentic AI projects are predicted to fail to meet their goals, and its new frameworks are designed to help organizations manage these risks effectively [2] Group 1: Product Features and Enhancements - The new features include a risk definition for AI agents and expanded support for multi-SaaS backup, IaaS, and PaaS sources, allowing organizations to build resilient data protection solutions [1][3] - The Confidence Platform now supports additional multi-SaaS backup sources such as Okta, Confluence, Jira, DocuSign, Monday.com, GitHub, and Smartsheet, along with new IaaS and PaaS sources like Google Cloud Storage, Microsoft SQL Server, and Azure VMware [3] Group 2: Company Strategy and Market Position - AvePoint aims to provide comprehensive data protection across various cloud environments, including Microsoft, Google, and Salesforce, ensuring that organizations can protect their data wherever it resides [4] - The company has a strong commitment to data protection, offering solutions like AvePoint Cloud Backup Express, which provides rapid backup and recovery performance, enabling organizations to safeguard their data from day one [4][6] Group 3: Customer Engagement and Support - AvePoint is actively engaging with customers through initiatives like the AvePoint Innovates Webinar, scheduled for February 5, to discuss these updates and enhance customer understanding of their products [5] - The company has a robust partner ecosystem, with over 25,000 customers relying on the AvePoint Confidence Platform for data security and governance across multiple cloud environments [6]

Core Viewpoint - AvePoint, a leader in AI data protection, will announce its Q4 and full year 2025 financial results on February 26, 2026, after market close [1] Group 1: Financial Results Announcement - The financial results will be reported after the US financial markets close on February 26, 2026 [1] - A conference call will be held at 4:30 PM ET on the same day, featuring CEO Dr. Tianyi Jiang and CFO Jim Caci [2] - The call will cover an overview of the financial results, current business trends, and include a Q&A session [2] Group 2: Company Overview - AvePoint is recognized as a global leader in data protection, focusing on data security, governance, and resilience [4] - The AvePoint Confidence Platform is utilized by over 25,000 customers to secure and manage data across various cloud environments, including Microsoft, Google, and Salesforce [4] - The company has a global partner ecosystem comprising 5,000 managed service providers (MSPs), value-added resellers (VARs), and system integrators (SIs) [4]

Core Viewpoint - Anchor @ 65 Pte. Ltd. has significantly increased its investment in AvePoint, Inc., indicating confidence in the company's growth potential despite recent stock price declines [4][5]. Company Overview - AvePoint, Inc. specializes in cloud data management and protection solutions for enterprise collaboration platforms, leveraging integration with Microsoft 365 and other major SaaS ecosystems [2][3]. - The company provides SaaS-based data management, protection, and governance software for platforms like Microsoft 365, Dynamics 365, Salesforce, and Google Workspace, focusing on cloud-hosted collaboration solutions [3]. Investment Details - As of September 30, 2025, Anchor @ 65 holds 19,910,510 shares of AvePoint, valued at $298.86 million, representing 11.27% of the fund's reportable U.S. equity assets under management (AUM) [4][5]. - The fund's stake in AvePoint decreased from 65.12% to 61.85% of its reportable U.S. equity assets following the recent purchase of 3,243,910 shares, despite the total position value decreasing by $22.98 million [3][5]. Stock Performance - AvePoint shares were priced at $13.21 as of November 12, 2025, reflecting a 16.66% decline over the past year, underperforming the S&P 500 by 30.02 percentage points [3]. - The stock has shown volatility since Anchor @ 65's initial investment, but recent profitability may present a buying opportunity, with a price-to-sales (P/S) ratio of 7 indicating potential for future growth [6][7].

Group 1 - AvePoint, Inc. (AVPT) shares have increased by 5.2% over the past four weeks, closing at $13.62, with a mean price target of $20 indicating a potential upside of 46.8% [1] - The mean estimate consists of 12 short-term price targets with a standard deviation of $4.07, where the lowest estimate is $16.00 (17.5% increase) and the highest is $28.00 (105.6% increase) [2] - Analysts show strong agreement on AVPT's ability to report better earnings, with a positive trend in earnings estimate revisions correlating with potential stock upside [4][11] Group 2 - The Zacks Consensus Estimate for the current year has risen by 12% over the past month, with one estimate increasing and no negative revisions [12] - AVPT holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates [13] - While consensus price targets may not be reliable for predicting exact gains, they can indicate the direction of price movement, which is useful for further research [14]

Core Insights - AvePoint, Inc. (AVPT) is well positioned in the data security industry, showing significant progress in its transition to Software as a Service (SaaS) and improved margins compared to previous years [1] - The company's revenue growth is primarily driven by increased usage [1] Company Overview - AvePoint is focusing on enhancing its SaaS offerings, which is a strategic move to adapt to market demands and improve profitability [1] - The company has demonstrated improved margins, indicating better cost management and operational efficiency [1] Industry Context - The data security industry is experiencing a shift towards SaaS solutions, which aligns with AvePoint's strategic direction [1] - Increased usage in data security solutions reflects a growing demand for robust security measures in the digital landscape [1]