Update shared on 14 Dec 2025
Fair value Increased 5.56%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).
- Introduced AI Visibility, a capability that tracks how often brands appear in AI search results across major LLMs, links those mentions to traffic and conversions, and recommends content improvements, available at no extra cost to customers (Key Developments).
- Announced a collaboration with GitHub to deliver an agent-to-agent integration that connects Amplitude product insights with GitHub Copilot, auto-generating PRDs, managing feature flags, and running experiments via Model Context Protocol (Key Developments).
- Released the Amplitude MCP server publicly and opened the beta for AI Agents, allowing teams to query behavioral data in natural language and use Dashboard and Session Replay Agents to automatically surface product insights (Key Developments).
- Completed a buyback tranche of 1,055,565 shares, representing 0.8% of shares outstanding, for approximately 11.75 million dollars under the May 7, 2025 repurchase program (Key Developments).
Valuation Changes
- Fair Value: Increased slightly from 18.0 dollars to 19.0 dollars per share. This reflects a modestly more optimistic outlook.
- Discount Rate: Risen marginally from 8.40% to about 8.44%, which implies a slightly higher required return on equity.
- Revenue Growth: Ticked up from roughly 17.97% to about 18.65%. This signals a modest improvement in long term growth expectations.
- Net Profit Margin: Eased slightly from about 12.66% to roughly 12.41%. This indicates a small downgrade to profitability assumptions.
- Future P/E: Increased modestly from roughly 51.6x to about 52.1x. This suggests a slightly richer valuation multiple on forward earnings.
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