Update shared on08 Aug 2025
Fair value Increased 6.82%The upward revision in Amplitude's price target reflects slightly improved revenue growth forecasts and a higher future P/E multiple, raising its fair value estimate from $14.67 to $15.44.
What's in the News
- Amplitude provided Q3 revenue guidance of $85.0–$87.0 million and full-year revenue guidance of $335.2–$338.2 million for 2025.
- Launched Amplitude AI Agents, specialized tools to automate and enhance product development, conversion optimization, feature adoption, and user retention through advanced analytics and AI-driven recommendations.
- Announced a preferred partnership with Twilio Segment, integrating Amplitude’s analytics with Twilio’s CDP and introducing seamless dashboards for joint customers to translate Segment data into actionable insights.
- Released new platform capabilities combining marketing and product data, including real-time marketing analytics, data table visualizations, heatmaps, no-code web experimentation, and integrations with major ad networks.
Valuation Changes
Summary of Valuation Changes for Amplitude
- The Consensus Analyst Price Target has risen from $14.67 to $15.44.
- The Future P/E for Amplitude has risen slightly from 47.54x to 49.46x.
- The Consensus Revenue Growth forecasts for Amplitude has risen slightly from 13.0% per annum to 13.5% per annum.
Disclaimer
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