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 7,290 funds
0
Analysts bullish %
of 7 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]
0.08% more ownership
Funds ownership: 73.99% [Q3] → 74.07% (+0.08%) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$13
5%
upside
Avg. target
$15.29
23%
upside
High target
$17
37%
upside
7 analyst ratings
4 positive
57%
3 neutral
43%
0 negative
0%
Citigroup Tyler Radke 63% 1-year accuracy 36 / 57 met price target | 21%upside $15 | Neutral Maintained | 24 Feb 2025 |
Morgan Stanley Elizabeth Porter 38% 1-year accuracy 3 / 8 met price target | 5%upside $13 | Equal-Weight Maintained | 20 Feb 2025 |
B of A Securities Koji Ikeda 72% 1-year accuracy 18 / 25 met price target | 29%upside $16 | Buy Maintained | 20 Feb 2025 |
UBS Taylor McGinnis 67% 1-year accuracy 8 / 12 met price target | 5%upside $13 | Neutral Maintained | 20 Feb 2025 |
Piper Sandler Clarke Jeffries 59% 1-year accuracy 30 / 51 met price target | 37%upside $17 | Overweight Maintained | 20 Feb 2025 |
Financial journalist opinion
Based on 6 articles about AMPL published over the past 30 days
Positive
Seeking Alpha
10 hours 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
4 days 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
5 days 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.
Neutral
Business Wire
5 days ago
Amplitude Announces Fourth Quarter and Fiscal Year 2024 Financial Results
SAN FRANCISCO--(BUSINESS WIRE)--Amplitude, Inc. (Nasdaq: AMPL), the leading digital analytics platform, today announced financial results for its fourth quarter and fiscal year ended December 31, 2024. "Amplitude closed 2024 strong. Our platform strategy is resonating with customers, and we're making great progress with enterprises," said Spenser Skates, CEO and co-founder of Amplitude. "Every company needs three things: data they can trust, an understanding of what customers are doing in the p.
Neutral
Business Wire
2 weeks ago
Amplitude Launches Guides and Surveys to End Annoying Popups
SAN FRANCISCO--(BUSINESS WIRE)--Today Amplitude (Nasdaq: AMPL), the leading digital analytics platform, announced the launch of Guides and Surveys to help organizations improve onboarding and user engagement. Guides and Surveys allow teams to activate in-product guidance based on rich customer insights. From growth teams striving to personalize every user engagement to marketing teams optimizing in-product communications, and product teams deciphering how customer feedback compares to in-produc.
Positive
Zacks Investment Research
3 weeks ago
Amplitude (AMPL) Soars 10.7%: Is Further Upside Left in the Stock?
Amplitude (AMPL) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Positive
Zacks Investment Research
1 month ago
COHR or AMPL: Which Is the Better Value Stock Right Now?
Investors interested in Technology Services stocks are likely familiar with Coherent (COHR) and Amplitude, Inc. (AMPL). But which of these two stocks is more attractive to value investors?
Positive
Seeking Alpha
1 month ago
Amplitude: New Customer Acquisitions May Fuel A Rebound
Amplitude, a marketing analytics software company, makes for a great value/rebound play at just ~3x forward revenue. The company has struggled with higher churn rates over the past year, which has contributed to a slowdown in revenue growth to the single digits. However, AMPL is also picking up new customers at a rapid clip, with paid customer counts up 40% y/y in its most recent quarter.
Neutral
Business Wire
1 month ago
Amplitude to Host Fourth Quarter and Full Year 2024 Earnings Webcast on February 19, 2025 and 2025 Investor Day in New York City on March 10, 2025
SAN FRANCISCO--(BUSINESS WIRE)--Amplitude, Inc. (Nasdaq: AMPL), the leading digital analytics platform, today announced that it will release its financial results for the fourth quarter and full year of 2024 after market close on Wednesday, February 19, 2025. Amplitude will host a video webcast that day at 2:00 PM PT to discuss its financial results and provide its financial outlook for the first quarter and full year 2025. The webcast will be available on the Investor Relations section of Ampl.
Neutral
Zacks Investment Research
2 months ago
QFIN or AMPL: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Technology Services sector might want to consider either Qifu Technology, Inc. (QFIN) or Amplitude, Inc. (AMPL). But which of these two stocks is more attractive to value investors?
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