AmplitudeAMPL
AMPL
About: Amplitude Inc is a Software company that provides a Digital Analytics Platform that helps companies analyze their customer behavior within digital products. The Company delivers its application over the Internet as a subscription service using a software-as-a-service (SaaS) model and also it offers customer support related to initial implementation setup, ongoing support services, and application training. The company generates revenue primarily through selling subscriptions to the platform. The company derives a majority of its revenue from the United States.
Employees: 724
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
7,060% more call options, than puts
Call options by funds: $5.23M | Put options by funds: $73K
132% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 25
72% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 18
67% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 5 (+2) [Q4]
23% more capital invested
Capital invested by funds: $600M [Q3] → $739M (+$139M) [Q4]
8% more funds holding
Funds holding: 134 [Q3] → 145 (+11) [Q4]
0.09% more ownership
Funds ownership: 73.98% [Q3] → 74.07% (+0.09%) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$13
26%
upside
Avg. target
$15.38
49%
upside
High target
$17
65%
upside
8 analyst ratings
5 positive
63%
3 neutral
38%
0 negative
0%
DA Davidson Clark Wright 10% 1-year accuracy 1 / 10 met price target | 55%upside $16 | Buy Maintained | 11 Mar 2025 |
Needham Scott Berg 26% 1-year accuracy 42 / 164 met price target | 55%upside $16 | Buy Reiterated | 11 Mar 2025 |
Citigroup Tyler Radke 42% 1-year accuracy 23 / 55 met price target | 45%upside $15 | Neutral Maintained | 24 Feb 2025 |
Morgan Stanley Elizabeth Porter 13% 1-year accuracy 1 / 8 met price target | 26%upside $13 | Equal-Weight Maintained | 20 Feb 2025 |
B of A Securities Koji Ikeda 43% 1-year accuracy 10 / 23 met price target | 55%upside $16 | Buy Maintained | 20 Feb 2025 |
Financial journalist opinion
Based on 4 articles about AMPL published over the past 30 days
Neutral
The Motley Fool
4 days ago
Prediction: 2 Stocks That Will Be Worth More Than Rigetti Computing 1 Year From Now
Quantum computing stocks are having a moment.
Positive
Zacks Investment Research
2 weeks ago
SMGZY vs. AMPL: Which Stock Should Value Investors Buy Now?
Investors interested in stocks from the Technology Services sector have probably already heard of Smiths Group PLC (SMGZY) and Amplitude, Inc. (AMPL). But which of these two companies is the best option for those looking for undervalued stocks?
Neutral
Business Wire
3 weeks ago
Amplitude to Host 2025 Investor Day
SAN FRANCISCO--(BUSINESS WIRE)--Amplitude (Nasdaq: AMPL), the leading digital analytics platform, will host its previously announced investor day on Monday, March 10, 2025 beginning at 2:30 PM ET. This event will feature presentations by the Amplitude executive team who will provide updates on the company's strategy, product roadmap, go-to-market, and financials. The webcast will be available on the Investor Relations section of Amplitude's website at investors.amplitude.com. After the conclusi.
Positive
Seeking Alpha
4 weeks ago
Amplitude: Business Is Making Good Progress To Accelerate Growth
I reiterate my buy rating for Amplitude stock, expecting mid-teens revenue growth and a 20% upside to the share price. AMPL's enterprise sales strategy is driving significant ARR growth, with customers over $100k ARR increasing 16% y/y and enterprise deals now 80% of the pipeline. Product expansion, including Guides & Surveys and session replay, enhances AMPL's platform, increasing TAM and customer stickiness, crucial for long-term growth.
Positive
The Motley Fool
1 month ago
1 Small-Cap Tech Stock That Could Be a Breakout Winner in 2025
Amplitude (AMPL 3.03%) went public toward the tail end of the pandemic boom, and that timing has been unfortunate for the digital product optimization specialist.
Neutral
Business Wire
1 month ago
Amplitude Appoints Zuora Founder and CEO Tien Tzuo to Board of Directors
SAN FRANCISCO--(BUSINESS WIRE)--Amplitude (Nasdaq: AMPL), the leading digital analytics platform, today announced that Tien Tzuo has joined the company's Board of Directors. Tzuo brings two decades of founder-CEO leadership experience and deep knowledge of building innovative, customer-centric global organizations, products, and leaders. "Tien is one of the most strategic marketing minds in enterprise software, and we're incredibly fortunate to have him join our board," said Spenser Skates, CEO.
Positive
Zacks Investment Research
1 month ago
NVEE vs. AMPL: Which Stock Should Value Investors Buy Now?
Investors interested in stocks from the Technology Services sector have probably already heard of NV5 Global (NVEE) and Amplitude, Inc. (AMPL). But which of these two companies is the best option for those looking for undervalued stocks?
Positive
Seeking Alpha
1 month ago
Amplitude: With Acceleration Expected In FY25, I'm Buying In
Amplitude stock fell slightly after its Q4 earnings print, creating a well-timed buying opportunity. The company is expecting revenue acceleration in FY25, driven by improving retention and churn trends amid a still-choppy macro environment. The company's push upmarket is helping to spur robust ARR growth with a path to further expansion.
Positive
Benzinga
1 month ago
Amplitude's Expanding Product Suite & Enterprise Surge Position It for Stronger Growth, Says Analyst
Piper Sandler analyst Brent A. Bracelin reiterated the Overweight rating on Amplitude, Inc. AMPL, raising the price forecast to $17 from $15.
Neutral
Seeking Alpha
1 month ago
Amplitude, Inc. (AMPL) Q4 2024 Earnings Call Transcript
Amplitude, Inc. (NASDAQ:AMPL ) Q4 2024 Earnings Conference Call February 19, 2025 5:00 PM ET Company Participants John Streppa - Head, Investor Relations Spenser Skates - Chief Executive Officer & Co-Founder Andrew Casey - Chief Financial Officer Conference Call Participants Brent Bracelin - Piper Sandler Koji Ikeda - Bank of America Clark Wright - DA Davidson Kyle Diehl - KeyBanc Nick Altmann - Scotiabank Taylor McGinnis - UBS Ashley Kim - Citi Arjun Bhatia - William Blair Rob Oliver - Baird Elizabeth Porter - Morgan Stanley John Streppa Hello, everyone. Welcome to Amplitude's Fourth Quarter and Full Year 2024 Earnings Call.
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