Recent discussions on X about AvidXchange Holdings, Inc. (AVDX) have centered on the company’s latest Q2 2025 earnings report, which revealed a mixed performance. Posts on the platform highlight a 5.2% year-over-year revenue increase to $110.6 million, slightly above analyst expectations, but also note an earnings miss with an adjusted EPS of $0.05 against an expected $0.06. The reported GAAP net loss of $9.5 million has sparked varied reactions among users, with some expressing concern over profitability.
Many on X are dissecting the implications of these results for AvidXchange’s future, particularly as the company operates in the competitive automated accounts payable and payment solutions space. Some users view the revenue growth as a positive signal of demand for the company’s services, while others remain cautious due to the persistent net loss. The conversation reflects a broader curiosity about whether the company can balance growth with improved financial health in upcoming quarters.
Note: This discussion summary was generated from an AI condensation of post data.
AvidXchange Holdings, Inc. Insider Trading Activity
AvidXchange Holdings, Inc. insiders have traded $AVDX stock on the open market 45 times in the past 6 months. Of those trades, 0 have been purchases and 45 have been sales.
Here’s a breakdown of recent trading of $AVDX stock by insiders over the last 6 months:
- MICHAEL PRAEGER (Chief Executive Officer) has made 0 purchases and 9 sales selling 218,437 shares for an estimated $1,816,751.
- TODD ALAN CUNNINGHAM (See Remarks) has made 0 purchases and 8 sales selling 84,769 shares for an estimated $795,909.
- DANIEL DREES (President) has made 0 purchases and 7 sales selling 60,754 shares for an estimated $517,008.
- JOEL WILHITE (See Remarks) has made 0 purchases and 7 sales selling 53,117 shares for an estimated $448,176.
- ANGELIC GIBSON (See Remarks) has made 0 purchases and 7 sales selling 34,513 shares for an estimated $285,488.
- RYAN STAHL (See Remarks) has made 0 purchases and 7 sales selling 27,915 shares for an estimated $231,265.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AvidXchange Holdings, Inc. Hedge Fund Activity
We have seen 102 institutional investors add shares of AvidXchange Holdings, Inc. stock to their portfolio, and 108 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 4,469,477 shares (+30.0%) to their portfolio in Q1 2025, for an estimated $37,901,164
- AZORA CAPITAL LP removed 4,358,498 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $36,960,063
- BALYASNY ASSET MANAGEMENT L.P. added 2,706,013 shares (+391.6%) to their portfolio in Q1 2025, for an estimated $22,946,990
- ALPINE ASSOCIATES MANAGEMENT INC. added 2,255,100 shares (+inf%) to their portfolio in Q2 2025, for an estimated $22,077,428
- GREENHOUSE FUNDS LLLP added 2,177,088 shares (+25.6%) to their portfolio in Q1 2025, for an estimated $18,461,706
- JPMORGAN CHASE & CO removed 1,809,826 shares (-83.9%) from their portfolio in Q1 2025, for an estimated $15,347,324
- BANK OF NEW YORK MELLON CORP removed 1,714,805 shares (-59.8%) from their portfolio in Q2 2025, for an estimated $16,787,940
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AvidXchange Holdings, Inc. Analyst Ratings
Wall Street analysts have issued reports on $AVDX in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Sell" rating on 02/27/2025
To track analyst ratings and price targets for AvidXchange Holdings, Inc., check out Quiver Quantitative's $AVDX forecast page.
AvidXchange Holdings, Inc. Price Targets
Multiple analysts have issued price targets for $AVDX recently. We have seen 10 analysts offer price targets for $AVDX in the last 6 months, with a median target of $9.5.
Here are some recent targets:
- Timothy Chiodo from UBS set a target price of $10.0 on 05/08/2025
- James Faucette from Morgan Stanley set a target price of $10.0 on 05/08/2025
- Andrew Bauch from Wells Fargo set a target price of $10.0 on 05/08/2025
- David Koning from Baird set a target price of $10.0 on 05/08/2025
- Clarke Jeffries from Piper Sandler set a target price of $10.0 on 05/08/2025
- Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $9.0 on 03/31/2025
- Ramsey El-Assal from Barclays set a target price of $8.0 on 03/04/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
