Abstract
AvePoint Inc. will release its fourth-quarter and full-year 2025 results on February 26, 2026 Post Market; this preview consolidates revenue, margins, EPS trajectories, segment mix, and prevailing analyst sentiment to frame expectations for the print and key considerations likely to influence near-term trading.
Market Forecast
For the current quarter, AvePoint Inc.’s forecast points to revenue of 110.95 million, up 26.02% year over year, EBIT of 21.52 million, up 61.82% year over year, and adjusted EPS of 0.09, up 82.45% year over year. Forecast data for gross margin and net margin has not been provided and is therefore omitted.
The software services subscription business is expected to lead top-line expansion, aided by renewals and seat growth across existing deployments, which together should align with the company’s projected year-over-year revenue increase. The term licenses and support portfolio is positioned to complement subscription growth, with last quarter revenue of 11.14 million contributing incremental leverage to near-term EBIT performance as larger enterprise contracts renew or expand.
Last Quarter Review
AvePoint Inc. reported revenue of 109.73 million, gross margin of 74.35%, GAAP net profit attributable to the parent company of 13.02 million with an 11.86% net profit margin, and adjusted EPS of 0.13, up 108.33% year over year.
A key highlight was profitability momentum: GAAP net profit rose sharply quarter on quarter by 382.47%, reflecting disciplined expense management and higher operational efficiency into year-end. On the business mix, software services generated 83.98 million and represented 76.54% of total revenue, while company-wide revenue increased 23.56% year over year.
Current Quarter Outlook (with major analytical insights)
Software Services (Main Business)
The software services subscription line remains the core revenue engine, anchored by recurring contracts that provide visibility into quarterly billings and revenue flow. With last quarter’s contribution at 83.98 million, the segment’s scale offers inherent operating leverage, and this leverage should be observable in EBIT and EPS given the forecast for 21.52 million EBIT and 0.09 EPS. The year-over-year revenue growth projection of 26.02% is consistent with continued renewals and incremental seat expansion, particularly where the company’s data protection, governance, and resilience capabilities are embedded across large customer deployments. Execution in renewals and upsells is a central variable; if renewal rates hold and expansions track management’s pipelines, subscription growth can support the forecasted EPS increase of 82.45%, even without explicit margin guidance. The quarter’s outcome will likely reflect the interplay between recurring subscription inflows, pricing discipline, and sales productivity in late-quarter closings.
Term Licenses and Support (Most Promising Business)
Term licenses and support delivered 11.14 million last quarter, representing the third-largest revenue contributor by segment. This portfolio typically reflects enterprise licensing arrangements that may show lumpiness by deal timing but can add incremental top-line and EBIT upside when executed alongside subscription renewals. In a quarter where total revenue is forecast to rise 26.02% year over year, a healthy cadence of term licensing could provide an extra buffer to both revenue and operating income, particularly if enterprise renewals integrate additional modules or extended support coverage. The momentum here most often depends on sales-cycle velocity and customer readiness to consolidate contracts; when those align, even modest term-license uplifts can be meaningful to quarterly EBIT given fixed-cost absorption. With that dynamic in mind, this segment stands out as a tactical contributor to hitting or modestly exceeding the quarter’s EBIT forecast, provided deal closures materialize before period-end.
Key Stock Price Drivers This Quarter
Near-term stock performance will hinge on deliverability versus the forecasted revenue of 110.95 million and adjusted EPS of 0.09, as well as commentary on sustainability of these trends into the next fiscal year. Investors will be attentive to billings trajectories and net revenue retention, since these indicators provide read-through to subscription durability and suggest whether the year-over-year growth implied by the current forecast is recurring or tied to one-time items. Cost discipline remains a focal point; the prior quarter’s 74.35% gross margin and 11.86% net margin set a marker, and whether operating cost scaling can preserve EPS growth without similar margin erosion will be scrutinized in management’s discussion. Sequential demand signals within the core subscription base may influence how the market interprets the EBIT forecast of 21.52 million; robust pipeline conversion would align with upside scenarios, while any delays could bias sentiment toward caution despite positive year-over-year comps. Guidance for the next quarter and full-year outlook will be crucial — reaffirming or raising expectations could reinforce the bullish stance observable in recent analyst commentary, whereas a more reserved outlook might temper enthusiasm even if the current quarter meets numerical targets.
Analyst Opinions
Bullish opinions dominate among the most recent institutional previews collected between January 01, 2026 and February 19, 2026, with a bullish-to-bearish ratio of 100% to 0%. B. Riley maintained a Buy rating while reducing its price target to $22.00 from $25.00, and indicated the stock carries an average Buy rating with a mean price target of $18.98 among polled analysts. In the context of the quarter’s forecast — revenue at 110.95 million (+26.02% year over year), EBIT at 21.52 million (+61.82%), and adjusted EPS at 0.09 (+82.45%) — the majority view anticipates that recurring software services revenue coupled with efficient cost execution can support the projected EPS trajectory. The bullish stance rests on consistency: if renewal dynamics and subscription seat expansion translate into steady billings, the company’s model should align with expectations for both top-line and EPS growth without requiring outsized incremental margin gains. Analysts also note the importance of management’s commentary on the sustainability of growth into the new fiscal year; clear articulation on demand visibility, retention, and upsell motions would serve as validation for current targets and could underpin price target frameworks even after modest revisions. With sentiment firmly on the supportive side of the ledger, the quarter’s print and guidance color are positioned to be the primary catalysts for near-term equity performance, particularly if reported EPS and revenue are close to or above the highlighted forecast and if forward-looking remarks indicate continuity in subscriptions and disciplined expense management.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments