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Published
10 Aug 25
Updated
29 May 26
Views
63
Not Invested
AmplitudeAMPL
AMPL logo
Fair Value
US$16.85
Share price29 May
US$13.4320.3% undervalued intrinsic discount
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1Y9.19%
7D-1.61%

Digital Transformation And Cloud Adoption Will Expand Global Markets

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AnalystHighTarget
AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published
10 Aug 25
Updated
29 May 26
Views
63
Not Invested
Fair ValueUS$16.85
Share priceUS$13.43
20.3% undervalued intrinsic discount
Narrative
Updates8

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.
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4 viewsusers have viewed this narrative update

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.
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3 viewsusers have viewed this narrative update

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.
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3 viewsusers have viewed this narrative update

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.
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7 viewsusers have viewed this narrative update

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.
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3 viewsusers have viewed this narrative update

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.
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4 viewsusers have viewed this narrative update

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.
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2 viewsusers have viewed this narrative update

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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7 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$16.85
vs US$13.4320.3% undervalued intrinsic discount
PastFuture-105m602m2019202120232025202620272029Revenue US$602.4mEarnings US$74.4m
19.1%
Revenue growth
12.3%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Amplitude

  • Fair value estimate changes
  • Narrative and analyst updates
  • Key company announcements

Company analysis

Flawless balance sheet and slightly overvalued.

Market capUS$1.6b
PB12.3x
Estimated Growth14.9%
Dividend YieldN/A
Full analysis

CEO & management

Spenser Skates
CEO
1.5yrs
CEO Tenure

Provides an AI analytics platform that helps analyze customer behavior within digital products in the United States and internationally.

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