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-0.000206149444108527 -0.000515683143970985 -0.0013411063436044 -0.0018157246833935 0.00101134977535073 -0.00127919960363184 -0.00127919960363184 -0.00127919960363184
Stock impact report

AvePoint: High Margins, Growing Recurring Revenue, But Microsoft Is A Risk [Seeking Alpha]

Microsoft Corporation (MSFT) 
Last microsoft corporation earnings: 4/29 04:06 pm Check Earnings Report
US:NASDAQ Investor Relations: microsoft.com/en-us/investor
Company Research Source: Seeking Alpha
AVPT's recurring revenue reached 87%, with ARR at $327M and operating margins turning positive, reflecting strong SaaS-driven operating leverage. I rate AVPT a cautious Buy due to high valuation multiples, Microsoft ecosystem dependence, and sector competition, but see 40% upside if execution continues. AVPT's niche, recurring-revenue model and improving profitability make it attractive for long-term investors tolerant of short-term volatility and execution risks. Alexander Sikov/iStock via Getty Images Thesis AvePoint, Inc. ( AVPT ) is a well positioned company in the data security industry, with good progress in its transition to SaaS and improved margins compared to previous years. Revenue growth comes primarily from usage This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call opti Show less Read more
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