Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
52-week range
$9.93 – $10.02
78% from low
Sector
Software - Infrastructure
P/S (TTM)
4.6
EV / FCF (TTM)
28.8
AvidXchange Holdings, Inc. specializes in delivering automated accounts payable (AP) and payment processing solutions to mid-sized businesses and their associated suppliers across North America. The company's core services encompass a Software-as-a-Service (SaaS) based AP automation platform, which is engineered to digitize and streamline the entire invoice workflow for purchasing organizations—from electronic capture and intelligent routing for review and approval, to the final automated payment. Additionally, AvidXchange manages the AvidPay network, facilitating efficient two-sided payment interactions between clients and their diverse supplier ecosystem, and provides a cash flow management solution to optimize financial oversight. AvidXchange distributes its offerings via a direct sales force, strategic channel alliances, and collaborations with software and technology business partners. Its extensive client base spans numerous sectors, including real estate, homeowners associations, construction, financial services, healthcare, social services, education, and media. Established in 2000, the company maintains its corporate headquarters in Charlotte, North Carolina.
www.avidxchange.comNo one on the platform currently holds AVDX.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-03-31 | 138,900 | $1.2M |
No one on the platform has traded AVDX yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | -0.6% | — | — | — | ||
| Rev. Growth % | 15.3% | 24.0% | ||||
| Profit Margin % | 1.9% | -35.5% | ||||
| Free Cash Flow Margin % | 11.9% | -14.8% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +18.5% on the P/E track.
At today's price, your expected annual return is +24.6% on the P/E track.
At today's price, your expected annual return is +29.9% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $506M | +10.4% | $0.33 | $0.32–$0.34 | 30.6× | 3 |
| 2027 | $569M | +12.4% | $0.32 | $0.20–$0.47 | 31.4× | 3 |
| 2028 | $650M | +14.3% | $0.40 | $0.39–$0.41 | 25.0× | 1 |
| 2029 | $793M | +22.1% | $0.98 | $0.96–$1.01 | 10.2× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2025-11-05 | $0.03 | $0.01 | -66.7% |
| 2025-08-06 | $0.06 | $0.05 | -16.7% |
| 2025-05-07 | $0.06 | $0.05 | -16.7% |
| 2025-02-26 | $0.06 | $0.08 | +33.3% |
| 2024-11-06 | $0.07 | $0.07 | +0.0% |
| 2024-07-31 | $0.04 | $0.05 | +13.4% |
| 2024-05-08 | $0.04 | $0.06 | +55.8% |
| 2024-02-28 | $0.01 |
| $0.05 |
| +309.8% |
| +0.27% |
| $1.8B |
| — |
| GSKYGreenSky, Inc. | $10.20 | +1.59% | $1.9B | — |
| MTTRMatterport, Inc. | $5.38 | +0.00% | $1.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
$AVDX AvidXchange provides AP automation software. Growth depends on enterprise adoption. Profitability remains the key milestone.
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Baird has updated their rating for AvidXchange Holdings ( $AVDX ) to Outperform with a price target of 10.
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$AVDX / $TPG - Shareholder Vote $AVDX MergerBrief.com
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$AVDX Where can I find current information on this stock? There has been almost 0 comments anywhere for months even with them releasing a proxy this week.
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@Kingme69 Agree that after CorPay effectively bought $AVDX there's less buyers, but Intuit is one - they are partnered up with another firm (after having a BILL relationship) but likely sub scale in this particular area. Even guys like PayPal ought to be snapping up these smaller fintechs in order to have more products to sell across their platform but I doubt BILL's board would want to give up just yet esp selling to a large conglomerate type firm like PayPal. Fiserv could do it as they already have lots of good distribution via their bank partners but again too much of a conglomerate for Bill. Most PE firms are suffering as the fund raising sucks and they don't have the same exit pace - that's your risk here in that the CEO would likely accept a modest $60 bid and also keep his stock until the cycle looks better in a few years - much like AVDX CEO kept all his shares.
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$AVDX 🙏🙏 New Partnership Enhances Payment Innovation for Faith-Based and Nonprofit Organizations CHARLOTTE, N.C. and KNOXVILLE, Tenn., Aug. 07, 2025 (GLOBE NEWSWIRE) -- AvidXchange, Inc. a leading provider in accounts payable (AP) automation, offering intelligent AP software and payment solutions for mid-market businesses and their suppliers, today announced an exclusive partnership with Ministry Brands, a leading provider of church management software and online giving tools. Together, the two companies will offer churches and nonprofits a more efficient, secure way to manage and pay their bills, freeing up time and resources for ministry.
View on StockTwits ↗@anoynmous99 One of the good things about the crappy fintech tape is that the funding going into it both public and private must suck recently - that's a good thing for the already established players LT. There was a period in 2021 when a silly amount of money was chasing everything fintech. Anyways, it's instructive to listen to CPAY (old Fleetcor) which said recently that buying a 1/3 stub in $AVDX was accretive to earnings whereas when they really wanted it in 2021 pre IPO it would have been dilutive. And by the way the reason they are doing a PE deal to acquire the other 2/3 (which can then sell to CPAY in 2028) is because it allows the founder CEO to keep his stock in the deal. Good for him that he has conviction his stock will be worth more but it speaks volumes about how fintech valuations have gone from stupid high to way too low - no mature payments name should be able to buy a good niche player like Avid (or Payo) and make it nicely accretive, but that's how it is.
View on StockTwits ↗$BILL Hoping for a gap down open tomorrow as I'll be buying - check out the comps v's $AVDX below. Bill's forward growth seems better, and it's significantly cheaper on ev/gross profit. BILL likely won't sell, they are better off waiting for a better SMB backdrop. But if the tariff situation gets better, they extend tax cuts, deregulate some, and the Fed can lower a percent or so, then this type of stock will do very well. This whole smaller to mid cap fintech space is under valued esp when you consider they could all get bought out at reasonable premiums. The CEO of AvidXchange is keeping most of his stock btw - clear sign it's just public markets not valuing these names correctly at the moment.
View on StockTwits ↗$AVDX Great call Goldman - lowers AvidXchange target to $7 and a few weeks later it gets taken out at 43% above that. Same guy did this on Jan 9th this year "On Thursday, Goldman Sachs analyst Will Nance upgraded Bill.com Holdings Inc. ($BILL) stock rating from Neutral to Buy and increased the price target to $104 from $96." Needless to say it got more than cut in half in the weeks after. Then he lowers $flyw target to $12 today and just watch what happens to that stock in the next year. Can't make this shit up. Beware of the sell side they are not your friend.
View on StockTwits ↗Baird has adjusted their stance on AvidXchange Holdings ( $AVDX ), setting the rating to Neutral with a target price of 10.
View on StockTwits ↗Piper Sandler has updated their rating for AvidXchange Holdings ( $AVDX ) to Neutral with a price target of 10.
View on StockTwits ↗$FLYW Here you go Anon - comp table with FLYW v's $AVDX AvidXchange that got bought today (mercy killing?). Would point out the following: Same balance sheet profile - 15% net cash to mkt cap Avid (3% shy of $10 cash bid) trades at 67% premium on ev/gross profit, almost 2x the ev/ebitda for 2026, and 2.35x the PE multiple for 2026. Revenue growth at FLYW in 2025 worst year at 10-14% organic guided v's 4% at AVDX, and 15% in 2026 v's 10% for AVDX. I think FLYW does 20-25% organic in '26) so the above numbers seem conservative to me but time will tell. Not saying FLYW is going to sell itself any time soon, but clearly the valuation skew is up if there's a wave of consolidation within this space as I agree it's likely as things stand.
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$RPAY cheap off $AVDX buyout. Considering they are potentially viewing a sale
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$AVDX Wonder if it's worth buying this at $9.70 with a view that they will have to up their bid? Management not selling in the deal seems like a non alignment with other holders does it not? The board here seems to have to address why that is happening.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.