/AVTA
AVTA Stock - Avantax, Inc.
Financial Services|Asset ManagementNASDAQ
$25.99+0.00%
+$0.00 (+0.00%) • Jun 17
62
GoAI Score
GoAI Score
Weighted average: Momentum (25%) + Sentiment (35%) + Risk (20%) + Value (20%). ≥70 = BUY, ≤35 = SELL.HOLD
Medium Confidence
Momentum
Momentum Score
Based on price vs 50-day MA (40%), 200-day MA (40%), and MA crossover (20%). Higher = stronger uptrend.50
Sentiment
Sentiment Score
Based on analyst price target upside. 50 = neutral, 100 = very bullish (25%+ upside expected).70
Risk Score
Risk Score
Based on stock beta (volatility). Higher score = lower risk. Red (<40) = high volatility, Green (>60) = stable.76
Price Target
Price Target
Average analyst price target from the last quarter. Shows expected upside/downside from current price.+10.0%upside
Target: $28.59
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ENTRY ZONE$25.73 – $26.25
TARGET (TP)$29.89
STOP LOSS$23.91
RISK/REWARD1:1.9
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Price Chart
Financial Statements
Revenue & Profitability Trend
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Revenue
Net Income (Profit)
Net Loss
Key Metrics
Market CapN/A
P/E RatioN/A
Beta1.09
52W High$25.99
52W Low$25.99
Avg VolumeN/A
Income Statement (Fiscal Year)
| Metric | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|
| Revenue | $666.50M | $885.20M | $754.95M | $717.95M | $560.46M |
| Gross Profit | $221.58M | $405.35M | $356.66M | $355.17M | $263.25M |
| Gross Margin | 33.2% | 45.8% | 47.2% | 49.5% | 47.0% |
| Operating Income | $-15,524,000 | $61.29M | $26.20M | $75.75M | $67.68M |
| Net Income | $3.12M | $7.76M | $-342,755,000 | $48.15M | $50.63M |
| Net Margin | 0.5% | 0.9% | -45.4% | 6.7% | 9.0% |
| EPS | $0.07 | $0.16 | $-7.14 | $1.00 | $1.07 |
Company Overview
Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States. The company offers an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable to offer tax-advantaged planning, investing, and wealth management services. It also provides financial planning and advisory services, and retirement plan solutions. The company was formerly known as Blucora, Inc. and changed its name to Avantax, Inc. in January 2023. Avantax, Inc. was founded in 1983 and is headquartered in Dallas, Texas.
Visit WebsiteRating Distribution
Strong Buy
0%
Buy / Outperform
1
100%
Hold / Neutral
0%
Sell / Underperform
0%
Analyst Consensus🟢 Bullish
1 Bullish0 Neutral/Bearish
Price Targets
No price targets available
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| March 29th 2023 | William Blair | Resumed | Outperform | - |
Earnings History & Surprises
AVTABeat Rate
56%
Last 16 quarters
Avg Surprise
-0.6%
EPS vs Estimate
Beats / Misses
9/7
Last 12 quarters
Latest EPS
$0.36
Q4 2023
EPS Surprise History
Q1 22
+35.6%
$-0.29vs$-0.45
Q2 22
-16.5%
$1.06vs$1.27
Q3 22
-4.8%
$0.99vs$1.04
Q4 22
-25.0%
$-0.20vs$-0.16
Q1 23
+40.0%
$-0.03vs$-0.05
Q2 23
-105.0%
$-0.01vs$0.20
Q3 23
-35.7%
$0.09vs$0.14
Q4 23
+24.1%
$0.36vs$0.29
Beat Estimate
Missed Estimate
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q4 2024 | Nov 4, 2024 | — | — | — | — |
Q3 2024 | Aug 7, 2024 | — | — | — | — |
Q2 2024 | May 6, 2024 | — | — | — | — |
Q1 2024 | Feb 21, 2024 | $0.25 | — | — | — |
Q4 2023 | Nov 6, 2023 | $0.29 | $0.36 | +24.1% | ✓ BEAT |
Q3 2023 | Aug 9, 2023 | $0.14 | $0.09 | -35.7% | ✗ MISS |
Q2 2023 | May 8, 2023 | $0.20 | $-0.01 | -105.0% | ✗ MISS |
Q1 2023 | Feb 15, 2023 | $-0.05 | $-0.03 | +40.0% | ✓ BEAT |
Q4 2022 | Nov 1, 2022 | $-0.16 | $-0.20 | -25.0% | ✗ MISS |
Q3 2022 | Aug 8, 2022 | $1.04 | $0.99 | -4.8% | ✗ MISS |
Q2 2022 | May 4, 2022 | $1.27 | $1.06 | -16.5% | ✗ MISS |
Q1 2022 | Feb 16, 2022 | $-0.45 | $-0.29 | +35.6% | ✓ BEAT |
Q4 2021 | Nov 4, 2021 | $-0.37 | $-0.26 | +29.7% | ✓ BEAT |
Q3 2021 | Aug 4, 2021 | $1.14 | $1.28 | +12.3% | ✓ BEAT |
Q2 2021 | May 5, 2021 | $0.96 | $1.04 | +8.3% | ✓ BEAT |
Q1 2021 | Feb 17, 2021 | $-0.30 | $-0.19 | +36.7% | ✓ BEAT |
Q4 2020 | Nov 9, 2020 | $0.19 | $0.31 | +63.2% | ✓ BEAT |
Q3 2020 | Aug 5, 2020 | $0.54 | $0.09 | -83.3% | ✗ MISS |
Q2 2020 | May 6, 2020 | $1.58 | $0.90 | -43.0% | ✗ MISS |
Q1 2020 | Feb 19, 2020 | $-0.22 | $-0.10 | +54.5% | ✓ BEAT |
Latest News
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Frequently Asked Questions about AVTA
What is AVTA's current stock price?
Avantax, Inc. (AVTA) is currently trading at $25.99 per share. The stock has moved +0.00% today.
What is the analyst price target for AVTA?
No analyst price targets are currently available for this stock.
What sector is Avantax, Inc. in?
Avantax, Inc. operates in the Financial Services sector, specifically within the Asset Management industry. The company is traded on the NASDAQ exchange.
What is AVTA's market cap?
Avantax, Inc. has a market capitalization of N/A, making it a small-cap company.
Does AVTA pay dividends?
No, Avantax, Inc. does not currently pay a dividend to shareholders.
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