AVPT AvePoint Inc - Ordinary Shares - Class A

$AVPT I have been.saying this for.awhile. This is an under the radar name that deserves a much higher share price and I belove its coming.

Not that it matters (until it does) but here’s example of company trading 5x fwd rev growing 33% with positive 7% adjusted ebit margin. From note: “despite expanding software valuations $AVPT looks like an anomaly trading just 6.9x EV/S (stock was 10 then) compared to peers 22.7

$AVPT From yesterday's investor day with Piper Sandler. Progress on the Google front... "TJ, Executive, AvePoint: Yeah. We have parity now on what we cover for Office Cloud as now on Google Workspace. It is really the go-to-market. We recently now got elevated within Google to be their global ISV partner, so their product partner. That is a big change for us. That is very encouraging. We do have an 8-digit relationship with Google, while we have a 9-digit relationship with Microsoft."

$AVPT I'm sharing this here because there was a significant nugget in the recent investor day at the Citi 2026 Global TMT Conference. One of the points they explored is why it is that Msft isn't a threat to Avpt. Not a competitor to be feared but an essential symbiotic win/win relationship. The tldr is that Avepoint is seen by Microsoft as an essential layer of the software stack because they drive down the amount of compute large enterprise companies need to use in order to accomplish tasks. It's good for Microsoft because compute is scarce and they're losing customers because they don't have enough of it. It's good for the customer because they're saving money by being more efficient in their use of cloud compute. I highly suggest reading the whole transcript. I've more than doubled my position the last two days since I studied it. The post below just confirms how urgently Msft is viewing their compute resource.

$AVPT and $SSL are showing high-momentum setups. AVPT reclaimed its 50-day moving average with rising RSI, while SSL maintains an early bull trend near 52-week highs

$AVPT AvePoint’s 8/10 growth outlook reflects a large and expanding opportunity rather than a short-lived demand spike. The serviceable addressable market is estimated at approximately $36 billion, supported by projected 29% CAGR growth in global data-management software spending, cloud migration, data-sovereignty regulation, and enterprise demand for AI governance. Q2 SaaS revenue grew 27.4% to $98.5 million, total ARR grew 27.2% to $465.1 million, and the company targets $1 billion of ARR by fiscal 2029. AgentPulse and Kinetic Classification position AvePoint as a trust layer for shadow AI and agentic workflows; AgentPulse bundles have increased contract sizes by 2x to 3x. The 6,000-MSP network, Elements platform, and expansion in EMEA and APAC provide additional runway. The opportunity is tempered by Microsoft concentration, possible bundling, FX pressure, and the need to sustain at least roughly 20% growth over several years.

$AVPT Inbound Funnel Acceleration: A rising baseline indicates that more enterprise buyers are actively searching for data governance, multi-cloud backup, and permission management software.

$AVPT The news is reporting that Avepoint insider Brian Michael Brown plans to sell 28,000 shares of Avepoint stock Avepoint insiders don't give a darn about Avepoint investors For the past year Avepoint insiders have been selling stock None of them have been buying Avepoint stock What message does that send to investors

$AVPT This has been another disappointing year for us long term Avepoint investors. I bought Avepoint stock six years ago at 10 dollars a share, and now six years later Avepoint stock is only 13 dollars a share. That's what I have to show for a six year investment in Avepoint.