AVPT Class A AvePoint, Inc. - Class A Common Stock
NASDAQ · Technology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$14.07
· of 52w range
· above low
· to high
$8.8452w low
$15.5852w high
Market Cap (MRQ)
$2.97B
P/E (TTM)
45.4
EPS (TTM)
$0.31
Revenue (TTM)
$466M
your badges
52W Range
$9–$16
Analyst Rating
BUY
Price Target
$17
P/E
45.4
ROE
16.2%
Net Profit Margin
15.3%
Your badge strip is empty — pin a metric anywhere on this page.
AVPT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$14.07
Market Cap (MRQ)
$2.97B
P/E (TTM)
45.4
EPS (TTM)
$0.31
Revenue (TTM)
$466M
ROE (TTM)
16.2%
52W Range
$9–$16
AVPT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
range
bars
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
About AvePoint, Inc. - Class A Common Stock Company overview from Wikipedia
AvePoint is a public company headquartered in Jersey City, New Jersey, United States. It develops software products intended to add features or security to other major platforms, like Microsoft 365, Google, or Salesforce. AvePoint was founded in 2001 and went public on NASDAQ in 2020.
## History
The company was backed by investors Goldman Sachs and Summit Partners, which acquired minority stakes in AvePoint in 2014 and 2007, respectively.
In January, 2020 the company announced a $200 million Series C investment led by TPG Sixth Street Partners, with additional participation from prior investor Goldman Sachs and other unnamed investors. The round brought the total raised to $294 million to date.
In November 2020, AvePoint reached a deal to go public through a merger with blank-check company Apex Technology Acquisition Corp.(APXT). The transaction valued AvePoint at $2 billion and kept AvePoint co-founders Tianyi Jiang and Kai Gong as CEO and Executive Chairman respectively.
== References ==
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorTechnology
industryTechnology
employees3,443
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$419M2019-12-31 → 2025-12-31
EPS$0.152019-12-31 → 2025-12-31
Free Cash Flow$82M2021-12-31 → 2025-12-31
Net margin15.3%2021-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | AVPT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 45.45Y avg ≈-23.0 | ≈-23.0 | 32.0 | Overvalued | |
| P/S (TTM) | 6.45Y avg ≈7.1 | ≈7.1 | 3.3 | Overvalued | |
| P/B (MRQ) | 6.85Y avg ≈5.9 | ≈5.9 | 5.4 | Fair value | |
| Price / FCF (TTM) | 29.55Y avg ≈141.4 | ≈141.4 | · | · | |
| Price / Cash Flow (TTM) | 28.45Y avg ≈85.5 | ≈85.5 | 18.7 | Overvalued | |
| Price / Tangible Book (MRQ) | 7.05Y avg ≈7.3 | ≈7.3 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | AVPT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 73.4%5Y avg ≈73.3% | ≈73.3% | 77.8% | Weak | |
| Operating Margin (TTM) | 9.8%5Y avg ≈-5.9% | ≈-5.9% | 3.4% | Top tier | |
| EBITDA Margin | 8.6%5Y avg ≈-5.1% | ≈-5.1% | 3.4% | Top tier | |
| Pretax Margin (TTM) | 12.3%5Y avg ≈-5.4% | ≈-5.4% | 4.8% | Top tier | |
| Net Profit Margin (TTM) | 15.3%5Y avg ≈-6.7% | ≈-6.7% | 3.3% | Top tier | |
| ROA (TTM) | 9.8%5Y avg ≈-4.6% | ≈-4.6% | 6.3% | Weak | |
| ROE (TTM) | 16.2%5Y avg ≈-5.7% | ≈-5.7% | 16.0% | Weak | |
| ROIC | 6.0%5Y avg ≈-7.9% | ≈-7.9% | 9.2% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | AVPT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 2.05Y avg ≈2.2 | ≈2.2 | 2.1 | In line | |
| Quick Ratio | 2.25Y avg ≈2.2 | ≈2.2 | 1.8 | In line |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | AVPT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 26.9%5Y avg ≈22.6% | ≈22.6% | · | · | |
| Revenue CAGR 3Y | 21.8%5Y avg ≈21.0% | ≈21.0% | · | · | |
| Revenue CAGR 5Y | 22.6% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | AVPT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.65Y avg ≈0.7 | ≈0.7 | 0.6 | In line | |
| Receivables Turnover | 4.05Y avg ≈3.8 | ≈3.8 | 6.1 | Weak | |
| Revenue / Employee | ≈$121.8K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
31.8%
Next Report
Nov 04, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 6, 2026 | $0.13 | $0.08 | 54.4% |
| March 31, 2026 | May 7, 2026 | $0.10 | $0.08 | 21.2% |
| Dec. 31, 2025 | $0.10 | $0.09 | 10.0% | |
| Sept. 30, 2025 | $0.12 | $0.07 | 69.8% | |
| June 30, 2025 | $0.07 | $0.06 | 26.6% | |
| March 31, 2025 | $0.06 | $0.06 | 8.9% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $419M | $330M | $272M | $232M | $192M | $152M | $116M | |
| Cost of Revenue | $109M | $83M | $77M | $66M | $53M | $40M | $36M | |
| Gross Profit | $311M | $248M | $194M | $166M | $139M | $111M | $80M | |
| R&D Expense | $53M | $49M | $36M | $31M | $32M | $12M | $11M | |
| SG&A Expense | $81M | $69M | $61M | $65M | $59M | $37M | $25M | |
| Operating Expenses | $278M | $241M | $210M | $207M | $192M | $127M | $99M | |
| Operating Income | $33M | $7M | $-15M | $-41M | $-53M | $-15M | $-19M | |
| Other Non-op | $7M | $-32M | $-3M | $7M | $21M | $-511.0K | $-604.0K | |
| Pretax Income | $41M | $-24M | $-19M | $-34M | $-33M | $-16M | $-20M | |
| Income Tax | $5M | $5M | $3M | $5M | $457.0K | $1M | $614.0K | |
| Net Income | $35M | $-29M | $-22M | $-39M | $-35M | $-17M | $-20M | |
| EPS (Basic) | $0.17 | $-0.16 | $-0.12 | $-0.23 | $-0.48 | $-0.57 | $-1.72 | |
| EPS (Diluted) | $0.15 | $-0.16 | $-0.12 | · | $-0.48 | $-0.57 | $-1.72 | |
| Shares (Basic) | 207,587,000 | 183,721,000 | 182,257,000 | 181,957,000 | 141,596,000 | 89,638,000 | 74,006,000 | |
| Shares (Diluted) | 229,293,000 | 183,721,000 | 182,257,000 | 181,957,000 | 141,596,000 | 89,638,000 | 74,006,000 | |
| EBITDA | $36M | $10M | $-13M | · | $-52M | $-6M | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $481M | $291M | $223M | $227M | $268M | $69M | $994.8K | |
| Short-term Investments | · | $167.0K | $4M | $3M | $2M | $992.0K | · | |
| Receivables | $125M | $87M | $86M | $66M | $55M | $48M | · | |
| Prepaid Expense | $20M | $17M | $13M | $10M | $8M | $2M | · | |
| Current Assets | $625M | $395M | $326M | $306M | $334M | $121M | $1M | |
| PP&E (Net) | $6M | $5M | $5M | $6M | $4M | $3M | · | |
| PP&E (Gross) | $19M | $16M | $14M | $13M | $11M | $9M | · | |
| Accum. Depreciation | $13M | $11M | $8M | $7M | $7M | $6M | · | |
| Goodwill | $38M | $18M | $19M | $19M | $0 | · | · | |
| Intangibles | $12M | $9M | $11M | $11M | $0 | · | · | |
| Other Non-current Assets | $20M | $17M | $14M | $9M | $12M | $8M | · | |
| Total Assets | $789M | $519M | $443M | $416M | $389M | $169M | $353M | |
| Accounts Payable | $4M | $2M | $1M | $2M | $2M | $774.0K | $5.0K | |
| Current Liabilities | $274M | $223M | $177M | $143M | $111M | $92M | $618.2K | |
| Capital Leases | $10M | $10M | $9M | · | · | · | · | |
| Other Non-current Liabilities | $12M | $6M | $6M | $4M | $4M | $4M | · | |
| Total Liabilities | $310M | $248M | $218M | $172M | $133M | $149M | $35M | |
| Common Stock | $22.0K | $19.0K | $18.0K | $19.0K | $18.0K | $12.0K | · | |
| Paid-in Capital | $980M | $779M | $668M | $666M | $625M | $105M | $2M | |
| Retained Earnings | $-510M | $-510M | $-460M | $-417M | $-375M | $-300M | $3M | |
| Treasury Stock | · | · | $0 | $22M | $2M | $0 | · | |
| AOCI | $8M | $576.0K | $3M | $2M | $2M | $2M | · | |
| Stockholders' Equity | $479M | $271M | $219M | $229M | $250M | $-193M | $-199M | |
| Liabilities + Equity | $789M | $519M | $443M | $416M | $389M | $169M | $353M | |
| Shares Outstanding | 215,076,000 | 194,071,000 | 184,652,000 | 185,278,000 | 181,822,000 | 100,068,000 | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $3M | $2M | $1M | $1M | $1M | |
| Stock-based Comp | $39M | $39M | $36M | $37M | $60M | $34M | $14M | |
| Deferred Tax | $-3M | $397.0K | $-871.0K | $4M | $-246.0K | $-445.0K | $-1M | |
| Amort. of Intangibles | $3M | $2M | $2M | $1M | $0 | · | · | |
| Other Non-cash | $11M | $76M | $19M | · | $-20M | · | · | |
| Operating Cash Flow | $85M | $89M | $35M | $-774.0K | $5M | $19M | $-2M | |
| CapEx | $4M | $3M | $2M | $4M | $2M | $1M | $1M | |
| Investing Cash Flow | $-20M | $-3M | $-6M | $-21M | $-3M | $1M | $-1M | |
| Stock Repurchased | $50M | $33M | $39M | $20M | $2M | $0 | $0 | |
| Net Stock Activity | $-50M | $-33M | $-39M | · | $-2M | · | · | |
| Financing Cash Flow | $124M | $-16M | $-34M | $-17M | $199M | $36M | $-94.0K | |
| Net Change in Cash | $190M | $68M | $-4M | $-41M | $199M | $57M | $-4M | |
| Taxes Paid | $6M | · | · | · | $4M | $1M | $247.0K | |
| Free Cash Flow | $82M | $86M | $33M | · | $3M | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 74.1% | 75.0% | 71.5% | · | 72.6% | · | · | |
| Operating Margin | 7.9% | 2.2% | -5.7% | · | -27.9% | · | · | |
| Net Margin | 8.3% | -8.8% | -8.0% | · | -18.4% | · | · | |
| Pretax Margin | 9.7% | -7.4% | -6.9% | · | -17.1% | · | · | |
| EBITDA Margin | 8.6% | 3.0% | -4.7% | · | -27.2% | · | · | |
| ROA | 5.3% | -6.1% | -5.1% | · | -12.6% | -17.2% | · | |
| ROE | 7.5% | · | -10.4% | · | -14.1% | 72.6% | · | |
| ROIC | 6.0% | · | -8.1% | · | -21.7% | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.3 | 1.8 | 1.8 | · | 3.0 | 0.2 | 1.9 | |
| Quick Ratio | 2.2 | 1.7 | 1.8 | · | 2.9 | 0.0 | 1.6 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.7 | 0.6 | · | 0.7 | · | · | |
| Receivables Turnover | 4.0 | 3.8 | 3.6 | · | 3.7 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $2.23 | · | $1.19 | · | $1.38 | · | · | |
| Revenue / Share | $1.83 | $1.80 | $1.49 | · | $1.36 | · | · | |
| Cash Flow / Share | $0.37 | $0.48 | $0.19 | · | $0.04 | $-0.14 | · | |
| Cash / Share | $2.24 | $1.50 | $1.21 | · | $1.48 | · | · | |
| EPS (TTM) | $0.15 | $-0.16 | $-0.12 | · | $-0.48 | $-0.57 | $-1.72 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 26.9% | 21.6% | 17.0% | 21.1% | 26.7% | · | · | |
| Revenue CAGR 3Y | 21.8% | 19.9% | 21.5% | · | · | · | · | |
| Revenue CAGR 5Y | 22.6% | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $419M | $330M | $272M | $232M | $192M | $152M | $116M | |
| Net Income TTM | $35M | $-29M | $-22M | $-39M | $-35M | $-17M | $-20M | |
| Market Cap | $2.99B | $3.20B | $1.52B | · | $1.14B | · | · | |
| P/E | 92.6 | -103.2 | -68.4 | · | -13.1 | -26.3 | -5.7 | |
| P/S | 7.1 | 9.7 | 5.6 | · | 6.0 | · | · | |
| P/B | 6.2 | · | 6.9 | · | 4.6 | · | · | |
| P / Tangible Book | 7.0 | 13.1 | 8.0 | 3.8 | 4.6 | · | · | |
| P / Cash Flow | 35.0 | 36.0 | 43.7 | · | 227.4 | · | · | |
| P / FCF | 36.6 | 37.3 | 46.5 | · | 445.2 | · | · | |
| Earnings Yield | 1.1% | -0.97% | -1.5% | · | -7.6% | -3.8% | -17.4% |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $124M | $117M | $115M | $110M | $102M | $93M | $89M | $89M | $78M | $75M | $75M | $73M | $65M | $60M | $64M | $63M | |
| Cost of Revenue | $33M | $32M | $30M | $28M | $26M | $24M | $22M | $21M | $19M | $20M | $20M | $20M | $20M | $18M | $19M | $17M | |
| Gross Profit | $91M | $85M | $84M | $82M | $76M | $69M | $67M | $68M | $59M | $54M | $55M | $53M | $45M | $42M | $45M | $46M | |
| R&D Expense | $17M | $14M | $13M | $14M | $13M | $13M | $13M | $13M | $13M | $10M | $9M | $9M | $9M | $9M | $8M | $9M | |
| SG&A Expense | $19M | $17M | $19M | $24M | $20M | $19M | $17M | $17M | $18M | $17M | $16M | $16M | $15M | $15M | $17M | $16M | |
| Operating Expenses | $81M | $73M | $70M | $73M | $68M | $66M | $62M | $60M | $61M | $57M | $54M | $53M | $52M | $51M | $53M | $53M | |
| Operating Income | $10M | $13M | $15M | $8M | $7M | $3M | $5M | $8M | $-2M | $-3M | $878.0K | $-313.0K | $-7M | $-9M | $-8M | $-7M | |
| Other Non-op | $2M | $4M | $1M | $5M | $-240.0K | $2M | $-23M | $-5M | $-7M | $3M | $-2M | $-1M | $-2M | $2M | $8M | $48.0K | |
| Pretax Income | $12M | $17M | $16M | $13M | $7M | $5M | $-19M | $3M | $-9M | $203.0K | $-809.0K | $-1M | $-9M | $-7M | $-7M | $-6M | |
| Income Tax | $-16M | $1M | $323.0K | $-210.0K | $4M | $1M | $-1M | $183.0K | $4M | $2M | $-5M | $3M | $3M | $2M | $5M | $336.0K | |
| Net Income | $28M | $15M | $15M | $13M | $3M | $3M | $-17M | $3M | $-13M | $-2M | $4M | $-4M | $-13M | $-9M | $-10M | $-7M | |
| EPS (Basic) | $0.13 | $0.07 | $0.08 | $0.06 | $0.01 | $0.02 | $-0.09 | $0.01 | $-0.07 | $-0.01 | $0.02 | $-0.02 | $-0.07 | $-0.05 | $-0.08 | $-0.04 | |
| EPS (Diluted) | $0.12 | $0.07 | $0.06 | $0.06 | $0.01 | $0.02 | $-0.09 | $0.01 | $-0.07 | $-0.01 | $0.02 | $-0.02 | · | · | · | · | |
| Shares (Basic) | 210,204,000 | 213,266,000 | · | 212,001,000 | 205,068,000 | 197,924,000 | · | 183,946,000 | 182,804,000 | 181,495,000 | · | 181,769,000 | 183,315,000 | 182,818,000 | · | 180,732,000 | |
| Shares (Diluted) | 220,856,000 | 226,107,000 | · | 232,897,000 | 229,179,000 | 224,573,000 | · | 203,859,000 | 182,804,000 | 181,495,000 | · | 181,769,000 | 183,315,000 | 182,818,000 | · | 180,732,000 | |
| EBITDA | $10M | $13M | · | $8M | $7M | $3M | · | $8M | $-2M | $-3M | · | $-313.0K | $-7M | $-9M | · | $-7M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $417M | $444M | $481M | $472M | $430M | $351M | $291M | $250M | $227M | $215M | · | $206M | $220M | $229M | · | $218M | |
| Short-term Investments | · | · | · | · | $325.0K | $317.0K | · | $173.0K | $4M | $4M | · | $3M | $3M | $3M | · | $2M | |
| Receivables | $117M | $100M | $125M | $91M | $93M | $80M | $87M | $80M | $78M | $73M | · | $69M | $62M | $57M | · | $57M | |
| Prepaid Expense | $23M | $18M | $20M | $18M | $16M | $15M | $17M | $11M | $8M | $11M | · | $8M | $6M | $6M | · | $9M | |
| Current Assets | $557M | $562M | $625M | $581M | $540M | $447M | $395M | $341M | $317M | $304M | · | $287M | $290M | $295M | · | $286M | |
| PP&E (Net) | $7M | $7M | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $5M | · | $5M | $5M | $5M | · | $6M | |
| PP&E (Gross) | · | · | $19M | · | · | · | $16M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $13M | · | · | · | $11M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $37M | $37M | $38M | $38M | $39M | $37M | $18M | $19M | $18M | $19M | $19M | $19M | $19M | $19M | $19M | $18M | |
| Intangibles | $11M | $12M | $12M | $12M | $12M | $12M | $9M | $10M | $10M | $10M | · | $10M | $11M | $11M | · | $11M | |
| Other Non-current Assets | $44M | $23M | $20M | $23M | $22M | $20M | $17M | $18M | $12M | $11M | · | $13M | $9M | $7M | · | $15M | |
| Total Assets | $757M | $734M | $789M | $744M | $700M | $599M | $519M | $463M | $427M | $414M | · | $398M | $399M | $402M | · | $395M | |
| Accounts Payable | $3M | $4M | $4M | $3M | $2M | $2M | $2M | $4M | $7M | $7M | · | $2M | $1M | $1M | · | $2M | |
| Current Liabilities | $279M | $260M | $274M | $245M | $228M | $208M | $223M | $195M | $173M | $163M | · | $149M | $139M | $128M | · | $119M | |
| Capital Leases | $16M | $13M | $10M | $11M | $12M | $12M | $10M | $9M | $8M | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $10M | $7M | $12M | $5M | $5M | $7M | $6M | $5M | $5M | $5M | · | $5M | $6M | $6M | · | $6M | |
| Total Liabilities | $320M | $295M | $310M | $277M | $257M | $237M | $248M | $247M | $220M | $201M | · | $184M | $173M | $160M | · | $149M | |
| Common Stock | $21.0K | $21.0K | $22.0K | $21.0K | $21.0K | $20.0K | $19.0K | $19.0K | $19.0K | $19.0K | · | $18.0K | $19.0K | $19.0K | · | $19.0K | |
| Paid-in Capital | $963M | $964M | $980M | $971M | $953M | $873M | $779M | $694M | $688M | $678M | · | $660M | $660M | $675M | · | $656M | |
| Retained Earnings | $-532M | $-531M | $-510M | $-511M | $-518M | $-515M | $-510M | $-484M | $-485M | $-470M | · | $-462M | $-451M | $-426M | · | $-404M | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $23M | · | $21M | |
| AOCI | $6M | $6M | $8M | $7M | $8M | $2M | $576.0K | $4M | $3M | $3M | · | $2M | $2M | $2M | · | $2M | |
| Stockholders' Equity | $437M | $439M | $479M | $467M | $443M | $361M | $271M | $216M | $207M | $213M | $219M | $200M | $211M | $227M | $229M | $233M | |
| Liabilities + Equity | $757M | $734M | $789M | $744M | $700M | $599M | $519M | $463M | $427M | $414M | · | $398M | $399M | $402M | · | $395M | |
| Shares Outstanding | 211,431,000 | 211,854,000 | 215,076,000 | 212,588,000 | 211,139,000 | 203,031,000 | 194,071,000 | 187,431,000 | 186,657,000 | 185,216,000 | · | 183,996,000 | 185,723,000 | 186,788,000 | · | 184,455,000 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-155.0K | $922.0K | |
| Stock-based Comp | $10M | $7M | $8M | $11M | $11M | $10M | $9M | $10M | $11M | $9M | $9M | $9M | $10M | $8M | $9M | $10M | |
| Amort. of Intangibles | $800.0K | $800.0K | $700.0K | $800.0K | $900.0K | $800.0K | $600.0K | $700.0K | $600.0K | $600.0K | $500.0K | $600.0K | $500.0K | $500.0K | $1M | $200.0K | |
| Operating Cash Flow | $16M | $24M | $30M | $35M | $20M | $495.0K | $33M | $32M | $16M | $8M | $21M | $4M | $8M | $1M | $6M | $-297.0K | |
| CapEx | $1M | $1M | $697.0K | $507.0K | $965.0K | $2M | $741.0K | $1M | $394.0K | $502.0K | $609.0K | $689.0K | $564.0K | $225.0K | $433.0K | $1M | |
| Investing Cash Flow | $-2M | $-2M | $11M | $-857.0K | $-13M | $-17M | $-1M | $1M | $-1M | $-2M | $-1M | $-2M | $-3M | $862.0K | $1M | $162M | |
| Stock Repurchased | $51M | $60M | $22M | $8M | $7M | $12M | $11M | $3M | $5M | $14M | $5M | $17M | $15M | $2M | $373.0K | $10M | |
| Net Stock Activity | · | $-60M | · | · | · | $-12M | · | · | · | $-14M | · | · | · | $-2M | · | · | |
| Financing Cash Flow | $-41M | $-59M | $-31M | $9M | $71M | $76M | $13M | $-12M | $-3M | $-13M | $-4M | $-16M | $-13M | $-690.0K | $612.0K | $-9M | |
| Net Change in Cash | $-27M | $-37M | $9M | $42M | $78M | $61M | $41M | $23M | $12M | $-8M | $17M | $-14M | $-9M | $2M | $9M | $153M | |
| Free Cash Flow | · | $23M | · | · | · | $-1M | · | · | · | $7M | · | · | · | $1M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 73.1% | 72.8% | · | 74.4% | 74.0% | 74.3% | · | 76.1% | 75.7% | 72.6% | · | 72.3% | 69.5% | 70.0% | · | 73.2% | |
| Operating Margin | 8.2% | 10.9% | · | 7.4% | 7.0% | 3.5% | · | 8.6% | -2.7% | -4.3% | · | -0.43% | -10.9% | -14.8% | · | -11.8% | |
| Net Margin | 22.1% | 13.0% | · | 11.9% | 2.8% | 3.8% | · | 3.3% | -16.6% | -2.6% | · | -5.8% | -19.4% | -15.4% | · | -11.8% | |
| Pretax Margin | 9.7% | 14.1% | · | 11.7% | 6.7% | 5.2% | · | 3.5% | -11.7% | 0.27% | · | -1.9% | -14.2% | -12.1% | · | -10.3% | |
| EBITDA Margin | 8.2% | 10.9% | · | 7.4% | 7.0% | 3.5% | · | 8.6% | -2.7% | -4.3% | · | -0.43% | -10.9% | -14.8% | · | -11.8% | |
| ROA | 3.8% | 2.3% | · | 2.2% | 0.51% | 0.70% | · | 0.68% | -3.1% | -0.48% | · | -1.1% | -3.2% | -2.3% | · | -1.9% | |
| ROE | 6.3% | 3.8% | · | 3.8% | 0.89% | 1.2% | · | 1.4% | -6.2% | -0.89% | · | -1.9% | -5.6% | -3.9% | · | -3.1% | |
| ROIC | 5.4% | 2.7% | · | 1.8% | 0.68% | 0.67% | · | 3.3% | -1.5% | 14.5% | · | -0.48% | -4.6% | -5.0% | · | -3.4% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 2.2 | · | 2.4 | 2.4 | 2.1 | · | 1.8 | 1.8 | 1.9 | · | 1.9 | 2.1 | 2.3 | · | 2.4 | |
| Quick Ratio | 1.9 | 2.1 | · | 2.3 | 2.3 | 2.1 | · | 1.7 | 1.8 | 1.8 | · | 1.9 | 2.0 | 2.3 | · | 2.3 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 1.2 | 1.3 | · | 1.3 | 1.2 | 1.2 | · | 1.2 | 1.1 | 1.1 | · | 1.2 | 1.1 | 1.1 | · | 1.1 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $2.07 | $2.07 | · | $2.20 | $2.10 | $1.78 | · | $1.15 | $1.11 | $1.15 | · | $1.09 | $1.14 | $1.22 | · | $1.26 | |
| Revenue / Share | $0.56 | $0.52 | · | $0.47 | $0.45 | $0.41 | · | $0.44 | $0.43 | $0.41 | · | $0.40 | $0.35 | $0.33 | · | $0.35 | |
| Cash Flow / Share | · | $0.11 | · | · | · | $0.00 | · | · | · | $0.04 | · | · | · | $0.01 | · | · | |
| Cash / Share | $1.97 | $2.10 | · | $2.22 | $2.04 | $1.73 | · | $1.33 | $1.22 | $1.16 | · | $1.12 | $1.18 | $1.23 | · | $1.18 | |
| EPS (TTM) | $0.31 | $0.20 | · | $0.00 | $-0.05 | $-0.13 | · | $-0.05 | $-0.08 | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $466M | $444M | · | $394M | $373M | $349M | · | $316M | $300M | $287M | · | $261M | $251M | $242M | · | $223M | |
| Net Income TTM | $71M | $46M | · | $2M | $-8M | $-24M | · | $-8M | $-15M | $-14M | · | $-36M | $-39M | $-36M | · | $-37M | |
| Market Cap | $2.37B | $2.01B | · | $3.19B | $4.08B | $2.93B | · | $2.21B | $1.94B | $1.47B | · | $1.24B | $1.07B | $770M | · | $740M | |
| P/E | 36.2 | 47.5 | · | · | -386.2 | -111.1 | · | -235.4 | -130.2 | · | · | · | · | · | · | · | |
| P/S | 5.1 | 4.5 | · | 8.1 | 10.9 | 8.4 | · | 7.0 | 6.5 | 5.1 | · | 4.7 | 4.3 | 3.2 | · | 3.3 | |
| P/B | 5.4 | 4.6 | · | 6.8 | 9.2 | 8.1 | · | 10.2 | 9.4 | 6.9 | · | 6.2 | 5.1 | 3.4 | · | 3.2 | |
| P / Tangible Book | 6.1 | 5.2 | · | 7.7 | 10.4 | 9.4 | · | 11.8 | 10.9 | 8.0 | · | 7.2 | 5.9 | 3.9 | · | 3.6 | |
| P / Cash Flow | · | 83.0 | · | · | · | 5922.8 | · | · | · | 189.1 | · | · | · | 615.7 | · | · | |
| Earnings Yield | 2.8% | 2.1% | · | 0.00% | -0.26% | -0.90% | · | -0.42% | -0.77% | · | · | · | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $419M | $330M | $272M | $232M | $192M |
| Gross Margin % | 74.1% | 75.0% | 71.5% | · | 72.6% |
| Operating Margin % | 7.9% | 2.2% | -5.7% | · | -27.9% |
| Net Income | $35M | $-29M | $-22M | $-39M | $-35M |
| Diluted EPS | $0.15 | $-0.16 | $-0.12 | · | $-0.48 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | 2.3 | 1.8 | 1.8 | · | 3.0 |
| Quick Ratio | 2.2 | 1.7 | 1.8 | · | 2.9 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $82M | $86M | $33M | · | $3M |
Institutional owners (13F) 272 filers · $1.8B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
272
Value held
$1.8B
New positions
40
Exited positions
42
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 40 (-22 vs prior Q) | 42 (+2 vs prior Q) | 120 (+19 vs prior Q) | 70 (-5 vs prior Q) | +9.2M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $241,749,102 | 17,404,543 | 13.29% | Shares |
| Anchor @ 65 Pte. Ltd. | $223,196,817 | 19,910,510 | 12.27% | Shares |
| BlackRock, Inc. | $161,938,073 | 14,445,859 | 8.90% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $120,606,753 | 10,758,854 | 6.63% | Shares |
| MORGAN STANLEY | $96,085,513 | 8,571,409 | 5.28% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $72,500,271 | 6,467,464 | 3.99% | Shares |
| GOLDMAN SACHS GROUP INC | $56,717,152 | 5,059,514 | 3.12% | Shares |
| D. E. Shaw & Co., Inc. | $50,369,859 | 4,493,297 | 2.77% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $46,173,585 | 4,118,372 | 2.54% | Shares |
| STATE STREET CORP | $43,906,756 | 3,916,749 | 2.41% | Shares |
| Parsifal Capital Management, LP | $42,908,764 | 3,827,722 | 2.36% | Shares |
| TWO SIGMA INVESTMENTS, LP | $37,273,441 | 3,325,017 | 2.05% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $37,238,536 | 3,322,003 | 2.05% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $34,537,405 | 3,080,946 | 1.90% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $31,125,450 | 2,776,579 | 1.71% | Shares |
| JENNISON ASSOCIATES LLC | $30,703,879 | 2,738,972 | 1.69% | Shares |
| CITADEL ADVISORS LLC | $20,256,941 | 1,807,042 | 1.11% | Shares |
| NORGES BANK | $20,006,487 | 1,784,700 | 1.10% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $18,173,125 | 1,621,153 | 1.00% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $17,830,630 | 1,590,600 | 0.98% | Shares |
| NORTHERN TRUST CORP | $17,736,148 | 1,582,172 | 0.98% | Shares |
| Qube Research & Technologies Ltd | $17,458,420 | 1,557,397 | 0.96% | Shares |
| Nuveen, LLC | $15,542,811 | 1,386,513 | 0.85% | Shares |
| PRUDENTIAL PLC | $15,184,989 | 1,374,810 | 0.84% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13,966,674 | 1,245,912 | 0.77% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $11,449,771 | 1,021,389 | 0.63% | Shares |
| FEDERATED HERMES, INC. | $11,336,841 | 1,011,315 | 0.62% | Shares |
| KENNEDY CAPITAL MANAGEMENT LLC | $10,508,523 | 937,424 | 0.58% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $9,302,518 | 829,841 | 0.51% | Shares |
| MARSHALL WACE, LLP | $9,092,375 | 811,095 | 0.50% | Shares |
| Bank of New York Mellon Corp | $8,847,546 | 789,255 | 0.49% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $8,749,540 | 780,512 | 0.48% | Shares |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $8,475,959 | 756,107 | 0.47% | Shares |
| TWO SIGMA ADVISERS, LP | $7,835,349 | 564,100 | 0.43% | Shares |
| Gotham Asset Management, LLC | $7,733,936 | 689,914 | 0.43% | Shares |
| PEREGRINE CAPITAL MANAGEMENT LLC | $7,629,257 | 680,576 | 0.42% | Shares |
| Trexquant Investment LP | $7,369,118 | 657,370 | 0.41% | Shares |
| BANK OF AMERICA CORP /DE/ | $6,968,932 | 621,671 | 0.38% | Shares |
| UBS Group AG | $6,717,648 | 599,255 | 0.37% | Shares |
| ROYCE & ASSOCIATES LP | $6,703,580 | 598,000 | 0.37% | Shares |
| HERALD INVESTMENT MANAGEMENT Ltd | $6,448,553 | 575,250 | 0.35% | Shares |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $6,406,975 | 571,541 | 0.35% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6,404,038 | 571,279 | 0.35% | Shares |
| Stoic Point Capital Management LLC | $6,087,288 | 543,023 | 0.33% | Shares |
| Nearwater Capital Markets, Ltd | $5,605,000 | 500,000 | 0.31% | Shares |
| SCALAR GAUGE MANAGEMENT, LLC | $5,268,700 | 470,000 | 0.29% | Shares |
| Squarepoint Ops LLC | $5,039,512 | 449,555 | 0.28% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $4,510,960 | 402,405 | 0.25% | Shares |
| JPMORGAN CHASE & CO | $4,276,640 | 379,597 | 0.24% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3,912,212 | 348,993 | 0.22% | Shares |
Activists & 5%+ owners 7 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Lu Zhijian | Oct. 28, 2025 | 5.50% | Amendment | Capital structure | SEC |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P., ALAN WAXMAN ×3 filings | Sept. 18, 2023 | · | Initial filing | · | SEC |
| Zhijian Lu | Aug. 2, 2021 | · | Initial filing | Passive investment | SEC |
| James Zhijian Zhu | Aug. 2, 2021 | · | Initial filing | Passive investment | SEC |
| Tianyi Jiang | July 12, 2021 | · | Initial filing | Passive investment | SEC |
| Xunkai Gong | July 12, 2021 | · | Initial filing | Passive investment | SEC |
| Apex Technology Sponsor LLC | Sept. 30, 2019 | · | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 13 insiders · 6 officers · 8 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Tianyi Jiang | Chief Executive Officer | Sept. 11, 2026 F | 2,244,311 | 0 | 0 | $0 |
| James Caci | Chief Financial Officer | Sept. 14, 2026 F | 683,506 | 0 | 0 | $0 |
| Brian Michael Brown | Chief Legal Officer | Sept. 30, 2026 S | 364,604 | 0 | 9 | $-1,940,966 |
| Xunkai Gong | Executive Chairman | Sept. 11, 2026 F | 1,861,171 | 0 | 8 | $-3,371,113 |
| Sophia Wu | Chief Accounting Officer | Dec. 17, 2021 S | 154,343 | 0 | 0 | $0 |
| Andy Yong | Chief Investment Officer | July 1, 2021 A | 4,759 | 0 | 0 | $0 |
| John Chi On Ho | Director | June 1, 2026 A | 3,749,172 | 0 | 0 | $0 |
| Jeff Teper | Director | June 1, 2026 A | 335,798 | 0 | 0 | $0 |
| Janet Schijns | Director | June 1, 2026 A | 106,294 | 0 | 0 | $0 |
| Jeff Epstein | Director | June 1, 2026 A | 1,184,128 | 0 | 0 | $0 |
| Stephen Cuunjieng | Director | Sept. 1, 2021 A | 16,598 | 0 | 0 | $0 |
| Apex Technology Sponsor LLC | 10% owner | Sept. 19, 2019 J | 657,500 | 0 | 0 | $0 |
| Lu Zhijian | · | June 20, 2025 F | 182,562 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 33 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| TRFM · ETF Series Solutions | 0.26% | 48,701 NS | July 31, 2026 | N-PORT |
| ESSC · Strategy Shares | 0.16% | 4,449 NS | July 31, 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0.15% | 153,607 NS | July 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.14% | 1,608,130 SH | Sept. 11, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.11% | 181,919 SH | Aug. 19, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.07% | 39,351 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.07% | 4,312,724 SH | Sept. 11, 2026 | Daily |
| ISCG · iShares Trust | 0.06% | 45,802 SH | Sept. 11, 2026 | Daily |
| IGV · iShares Trust | 0.06% | 630,085 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.06% | 975,680 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.06% | 686,947 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.05% | 1,952,408 SH | Aug. 19, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.03% | 13,916 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.03% | 53,210 SH | Oct. 1, 2026 | Daily |
| FTEC · FIDELITY COVINGTON TRUST | 0.03% | 407,229 NS | July 31, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.02% | 4,400 SH | Oct. 1, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.02% | 1,582,438 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.02% | 3,394,239 SH | Aug. 19, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.02% | 3,071,152 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.02% | 9,384 SH | Sept. 11, 2026 | Daily |
| TECB · iShares Trust | 0.01% | 5,468 SH | Sept. 10, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 15,958 NS | July 31, 2026 | N-PORT |
| IGM · iShares Trust | 0.01% | 64,773 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.01% | 11,676 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 182,802 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 40,330 SH | Sept. 8, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.00% | 25,138 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 6,064 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 172,537 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.00% | 18,646 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 4,728,463 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 14,220 SH | Aug. 19, 2026 | Daily |
| ISCB · iShares Trust | · | 6,409 SH | Sept. 11, 2026 | Daily |
AVPT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 20 analysts
BUY
Median target
$15.00
+6.6%
4 20.0%
Strong Buy
11 55.0%
Buy
5 25.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
13 analysts · 2026-10-01Mean target $16.79 +19.3%
Now
Current price $14.07
Low$14.00
Mean$16.79
High$26.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| AVPT | $2.99B | 92.6 | 26.9% | 8.3% | 7.5% | 74.1% |
| CLSK | · | · | · | · | · | · |
| FRSH | $3.47B | 19.4 | 16.4% | 21.9% | 18.2% | 85.0% |
| WK | · | -183.5 | 19.8% | -3.0% | 72.7% | 78.5% |
| SPSC | $3.34B | 36.2 | 17.8% | 12.4% | 9.7% | 69.2% |
| BRZE | · | -17.7 | 24.4% | -17.8% | -21.5% | 67.2% |
| AGYS | $2.00B | 51.9 | 15.8% | 12.2% | 12.4% | 62.6% |
| INTA | $1.93B | -48.5 | 14.6% | -7.1% | -11.3% | 75.8% |
| SOUN | · | · | · | · | · | · |
| ALRM | $2.53B | 20.7 | 7.6% | 13.0% | 16.0% | · |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Source: SEC 10-Q filed Aug 6, 2026