Digital Transformation And Cloud Adoption Will Expand Global Markets

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

10 Aug 25

Updated

29 May 26

Views

32

29 May

US$7.82

AnalystHighTarget's Fair Value

US$16.85

53.6% undervalued

1Y

-36.9%

7D

16.7%

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1Y

-36.9%

7D

16.7%

You can edit this narrative until May 30 4:10 PM. Then, changes will post as Updates.

Author's Valuation

US$16.8553.6% undervalued

AnalystHighTarget Fair Value

Shared on 29 May 26

AMPL: AI Data Platform Will Support Future Upside Execution

Wall Street is lowering expectations for Amplitude, but some analysts still think there’s upside if the company can prove it can turn its AI-driven product into steadier growth and better profits. The latest news includes new sales guidance, a new built-in AI helper inside the product, and a partnership meant to link marketing data with how customers actually use the product.

0 views

Shared on 13 May 26

Fair value Decreased 16%

AMPL: AI And Buybacks Will Support Future Upside Execution

Amplitude leans into AI with a new assistant and a set of agents designed to spot user friction and automate product insights, while also expanding its share buyback plan. Even as some analysts dial back what they think the stock is worth, several still see room for upside if revenue picks up and the company keeps executing.

2 views

Shared on 15 Apr 26

Fair value Increased 1.88%

AMPL: AI Execution And Buybacks Will Support Future Upside Potential

The analyst fair value estimate for Amplitude has moved modestly higher to $20.00, as analysts factor in slightly higher modeled revenue growth, a small adjustment to the discount rate, and a steady long term P/E assumption, despite several recent price target cuts that reflect more cautious views on margins and near term execution. Analyst Commentary Recent Street research on Amplitude reflects a split view, with many price targets reset to lower levels while some bullish analysts highlight potential upside tied to execution and product momentum.

2 views

Shared on 18 Mar 26

Fair value Increased 3.32%

AMPL: AI Adoption And Buybacks Will Support Future Upside Potential

Narrative Update on Amplitude The updated analyst fair value estimate for Amplitude moves slightly higher to about $19.63 from $19.00. Analysts are weighing mixed price target revisions alongside expectations for revenue growth around the mid to high teens and a modestly lower future P/E multiple.

1 view

Shared on 17 Feb 26

AMPL: Recent Upgrade And Reset Expectations Will Support Future Upside

Analysts have trimmed their price target on Amplitude by $4, reflecting updated views on revenue growth, profit margins, and future P/E following recent research that combined a target cut with an upgrade. Analyst Commentary Recent Street research on Amplitude combines a price target trim with an upgrade, which sends a mixed but generally constructive signal for investors.

2 views

Shared on 03 Feb 26

AMPL: Recent Upgrade And AI-Powered Feedback Will Support Future Upside

Analysts have modestly reset their expectations on Amplitude, trimming the price target by $4 as they factor in updated assumptions around discount rates, revenue growth, profit margins, and a slightly higher future P/E multiple based on recent research updates. Analyst Commentary Bullish analysts are using the latest research updates to fine tune their views on Amplitude, with attention on how the revised assumptions around discount rates, revenue growth, profit margins, and future P/E multiples feed into long term valuation scenarios.

1 view

Shared on 20 Jan 26

AMPL: Recent Upgrade And AI Launches Will Support Future Upside

Analysts kept their fair value estimate for Amplitude steady at $19.00, citing slightly adjusted assumptions around revenue growth, profit margin and future P/E following recent research updates, including a Morgan Stanley upgrade. Analyst Commentary Recent research has centered on how current assumptions around revenue growth, profit margins and future P/E line up with Amplitude's execution and the risk profile implied by the US$19.00 fair value estimate.

1 view

Shared on 14 Dec 25

Fair value Increased 5.56%

AMPL: AI Product Suite And Buybacks Will Support Stronger Future Upside

Analysts have modestly raised their price target on Amplitude from 18.00 dollars to 19.00 dollars, citing slightly faster expected revenue growth and a richer future earnings multiple that more than offset a marginally lower profit margin and higher discount rate. What's in the News Launched AI Feedback, a customer feedback engine that turns raw input into prioritized, actionable insights to guide product roadmaps, messaging, and churn reduction (Key Developments).

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Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$16.85

53.6% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

14.22%

Historical revenue growth rate

17.67%

Software revenue growth rate

1.57%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.53%

Calculation

US$74.37m

Earnings '29

x

38.21x

PE Ratio '29

=

US$2.84b

Market Cap '29

US$2.84b

Market Cap '29

/

132.92m

No. shares '29

=

US$21.38

Share Price '29

US$21.38 Share Price '29

Discounted to 2026 @ 8.52% p.a.

=

US$16.73

Fair Value '26