AvePoint, Inc. (AVPT)
Vertical SaaSSaaS Metrics & Investor Data — Q1 2026
analyticsEditorial Financial Analysis
Financial Performance & Trajectory
AvePoint demonstrates strong, accelerating top-line momentum. Trailing revenue reached $0.42B in Q1 2026, with year-over-year growth improving from 19.1% in Q3 2025 to 27.7% in Q1 2026. This sequential acceleration signals successful market penetration and product adoption within its vertical SaaS niche. Gross margins remain robust, albeit with a slight compression from a peak of 78.9% in Q3 2025 to 73.8% in Q1 2026—likely reflecting a mix shift toward lower-margin services or cloud infrastructure. Free cash flow (FCF) generation is a key strength. While the FCF margin contracted from 20.7% in Q3 2025 to 7.2% in Q1 2026, the absolute cash flow trajectory remains positive. The business is scaling efficiently, transitioning from high-growth to profitable growth without sacrificing market share.
Operational & Go-to-Market (GTM) Efficiency
The Rule of 40 score, which combines revenue growth and FCF margin, has improved markedly from 39.8 in Q3 2025 to 46.4 in Q4 2025, before settling at 34.9 in Q1 2026. This volatility is typical during periods of accelerated investment but remains above the critical 30% threshold, indicating balanced efficiency between growth and profitability. Net Revenue Retention (NRR) and CAC Payback data are unavailable, limiting direct GTM efficiency assessment. However, the consistent revenue acceleration suggests that reinvestments in R&D and sales are yielding positive returns. The slight gross margin dip in Q1 2026 may indicate higher cloud infrastructure costs or strategic pricing adjustments, which should be monitored for impact on unit economics.
Market Valuation & Sentiment
At an EV/Revenue multiple of 4.8x, AvePoint trades at a premium to many vertical SaaS peers, reflecting its accelerating growth profile. This multiple has expanded from 4.2x in Q3 2025, signaling increased investor confidence. Insider activity is notably neutral, with zero buys and zero sells over the last 10 filings, implying management sees fair value at current levels. Wall Street sentiment is bullish, with a consensus Buy rating from 9 analysts and an average price target of $15.60. This target implies meaningful upside from current levels, supported by the company's improving growth and cash generation. The combination of accelerating revenue, strong FCF, and favorable analyst consensus positions AvePoint as a compelling growth-at-a-reasonable-price (GARP) opportunity in vertical SaaS.
Disclaimer: The editorial financial analysis above is generated using data sourced from SEC EDGAR filings and Wall Street consensus ratings. This analysis is provided for informational and educational purposes only and does not constitute financial, investment, or professional advice. Readers should conduct their own research or consult with a registered financial advisor before making any investment decisions.
AvePoint, Inc. (AVPT) is a Vertical SaaS SaaS company with a market cap of N/A as of Q1 2026. The company trades at N/A EV/Revenue and has delivered +27.7% revenue growth year-over-year. With a gross margin of 74% and FCF margin of 7.2%, AvePoint, Inc. scores 35 on the Rule of 40 — placing it in the upper half of public SaaS companies tracked by SaaSDB.
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Latest company metrics compared to the Vertical SaaS sector medians
Rule of 40 is 34.9% (sector median: 30.2%) — outperforming peers by 4.6%.
Revenue Growth is 27.7% (sector median: 15.5%) — outperforming peers by 12.2%.
Gross Margin is 73.8% (sector median: 74.1%) — in-line with peers.
FCF Margin is 7.2% (sector median: 11.9%) — underperforming peers by 4.7%.
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