AvePoint to Report Q4 Earnings: What's in the Cards for the Stock?

Core Insights - AvePoint (AVPT) is set to report its fourth-quarter 2025 results on February 26, with expected revenues between $110 million and $112 million, indicating a year-over-year growth of 23-26% [1][9] - The Zacks Consensus Estimate for fourth-quarter 2025 revenues is $111.11 million, suggesting a growth of 24.59% compared to the previous year [2] - For the full year 2025, AvePoint anticipates total revenues between $414.8 million and $416.8 million, representing a year-over-year growth of 25.5-26.1% [3] Revenue and Earnings Expectations - The company expects non-GAAP operating income for Q4 2025 to be between $21 million and $22 million [1] - The consensus estimate for fourth-quarter 2025 earnings is 9 cents per share, reflecting a significant year-over-year growth of 325% [2][4] - For the full year 2025, the consensus estimate for earnings is 33 cents per share, indicating a 22.22% growth year-over-year [4] SaaS Growth and Customer Acquisition - AvePoint's SaaS segment is expected to have continued its strong performance, with a reported growth of 38% year-over-year in Q3, making up 77% of total revenues [5][9] - The company added a record 41 new customers with annual recurring revenue (ARR) exceeding $100K, bringing the total to 762 customers by the end of Q3 [7] Retention Rates and Market Conditions - AvePoint reported a gross retention rate of 88% and a net retention rate of 110% for Q3 2025, with management aiming for long-term targets of 90% and 115% respectively [8] - The ongoing U.S. federal government shutdown may have impacted deal closures in Q4, contributing to uncertainty in revenue expectations [10] Earnings Prediction Model - Current analysis indicates that AvePoint does not have a conclusive prediction for an earnings beat, with an Earnings ESP of 0.00% and a Zacks Rank of 4 (Sell) [11]