Amplitude (AMPL)

• Market cap: $998M
• 1 day: -5.75%
• 5 days: -14.52%
• 1 month: -33.82%
• 3 months: -31.77%
• 6 months: -13.85%
• Year to date: -27.94%
• 1 year: -21.65%
• 5 years: -85.93%
• 10 years: -85.93%
• Sector: Technology
• Industry: Software - Application

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

Fund manager confidence

Based on 2024 Q4 regulatory disclosures 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: $599M [Q3] → $739M (+$140M) [Q4]

8% more funds holding

Funds holding: 134 [Q3] → 145 (+11) [Q4]

0.18% more ownership

Funds ownership: 73.88% [Q3] → 74.07% (+0.18%) [Q4]

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $11 43% upside
• Avg. target: $14.63 90% upside
• High target: $17 120% upside

8 analyst ratings

• positive: 5 63%
• neutral: 3 38%
• negative: 0 0%

Morgan Stanley Elizabeth Porter 56% 1-year accuracy 5 / 9 met price target	43% upside $11	Equal-Weight Maintained	16 Apr 2025
DA Davidson Clark Wright 0% 1-year accuracy 0 / 11 met price target	56% upside $12	Buy Maintained	14 Apr 2025
Needham Scott Berg 16% 1-year accuracy 27 / 164 met price target	108% upside $16	Buy Reiterated	11 Mar 2025
Citigroup Tyler Radke 36% 1-year accuracy 19 / 53 met price target	95% upside $15	Neutral Maintained	24 Feb 2025
B of A Securities Koji Ikeda 43% 1-year accuracy 10 / 23 met price target	108% upside $16	Buy Maintained	20 Feb 2025