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Amplitude, Inc.Informe acción NasdaqCM:AMPL

Capitalización bursátil US$923.0m
Precio de las acciones
US$6.90
US$11.4
39.5% infravalorado descuento intrínseco
1Y-43.9%
7D-14.9%
1D
Valor de la cartera
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Amplitude, Inc.

Informe acción NasdaqCM:AMPL

Capitalización de mercado: US$923.0m

Amplitude (AMPL) Resumen de Acciones

Amplitude, Inc. junto con sus filiales, proporciona una plataforma de análisis de IA que ayuda a analizar el comportamiento de los clientes dentro de los productos digitales en Estados Unidos e internacionalmente. Saber más

Análisis fundamental de AMPL
Puntuación del snowflake
Valoración4/6
Crecimiento futuro1/6
Rendimiento pasado0/6
Salud financiera6/6
Dividendos0/6

AMPL Community Fair Values

Create Narrative

See what 15 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Amplitude, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Amplitude
Precios históricos de las acciones
Precio actual de la acciónUS$6.90
Máximo en las últimas 52 semanasUS$14.49
Mínimo de 52 semanasUS$5.51
Beta1.45
Cambio en 1 mes8.49%
Variación en 3 meses-6.76%
Cambio de 1 año-43.95%
Variación en 3 años-36.87%
Variación en 5 añosn/a
Variación desde la OPV-87.41%

Noticias y actualizaciones recientes

Actualización de narrativa May 29

AMPL: AI Data Platform Will Support Future Upside Execution

Analysts trimmed their average price target on Amplitude by $10, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that reflect a more balanced risk and return profile. Analyst Commentary Bullish analysts are focusing on how the revised price targets, including the recent US$10 adjustment cited by BofA, still point to what they view as a more balanced risk and reward profile for Amplitude.
Actualización de narrativa May 13

AMPL: AI And Buybacks Will Support Future Upside Execution

Analysts have nudged their average price target for Amplitude down by about $3, reflecting slightly softer revenue growth assumptions, a lower forward P/E of roughly 42x, and updated views on margins and discount rates across recent research updates. Analyst Commentary Recent research on Amplitude shows a mix of caution on valuation and constructive views on execution and growth, with several bullish analysts still highlighting upside drivers even as price targets reset lower in some cases.

Recent updates

Actualización de narrativa May 29

AMPL: AI Data Platform Will Support Future Upside Execution

Analysts trimmed their average price target on Amplitude by $10, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that reflect a more balanced risk and return profile. Analyst Commentary Bullish analysts are focusing on how the revised price targets, including the recent US$10 adjustment cited by BofA, still point to what they view as a more balanced risk and reward profile for Amplitude.
Actualización de narrativa May 13

AMPL: AI And Buybacks Will Support Future Upside Execution

Analysts have nudged their average price target for Amplitude down by about $3, reflecting slightly softer revenue growth assumptions, a lower forward P/E of roughly 42x, and updated views on margins and discount rates across recent research updates. Analyst Commentary Recent research on Amplitude shows a mix of caution on valuation and constructive views on execution and growth, with several bullish analysts still highlighting upside drivers even as price targets reset lower in some cases.
Actualización de narrativa Apr 29

AMPL: AI Product Momentum And Buybacks Will Support Future Market Rerating

Analyst price targets for Amplitude have been reduced, with the fair value estimate moving from $12.70 to $11.40 as analysts incorporate slightly lower revenue growth and profit margin assumptions, along with a modestly lower future P/E multiple. Analyst Commentary Recent Street research on Amplitude points to a mixed setup, with several firms trimming price targets while keeping generally constructive views on execution and growth.
Actualización de narrativa Apr 15

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.
Actualización de narrativa Apr 01

AMPL: AI Product Momentum And Buyback Program Will Support Re Rating

Analysts have trimmed the blended price target for Amplitude by around $3 to reflect lower fair value and profit margin assumptions, even as they factor in slightly higher revenue growth expectations and a reduced future P/E multiple. Analyst Commentary Recent Street research on Amplitude shows a mixed picture, with several firms cutting their price targets while keeping generally positive or neutral ratings.
Actualización de narrativa Mar 18

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.
Actualización de narrativa Mar 04

AMPL: AI Data Products And Guidance Will Support Future Repricing

Analysts have reset their view on Amplitude with the average price target moving to about $9 from $12. This reflects updated models that balance tempered margin expectations with ongoing revenue growth and product momentum flagged in recent research.
Actualización de narrativa Feb 17

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.
Actualización de narrativa Feb 03

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.
Actualización de narrativa Jan 20

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.
Actualización de narrativa Jan 05

AMPL: AI Product Suite And Buybacks Will Support Steady Outlook

Analysts have lifted their fair value estimate for Amplitude from US$11.00 to US$12.00, citing updated assumptions around revenue growth, profit margins and a lower future P/E multiple. What's in the News Amplitude launched AI Feedback, a customer feedback engine that uses a proprietary LLC process to convert raw input into prioritized product insights.
Actualización de narrativa Dec 14

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).
Seeking Alpha Nov 17

Amplitude: Buy Before The Market Catches On To This Turnaround

Summary Amplitude offers a compelling value opportunity with bargain-basement multiples and a turnaround in fundamentals not yet fully appreciated by the market. AMPL's Q3 beat-and-raise quarter, accelerating revenue growth, and rising RPO signal a positive long-term trajectory and improving customer commitments. At just over $10 per share, AMPL trades at low revenue multiples, with potential for significant upside if assigned even conservative industry valuations. I'm reiterating a "Buy" rating on AMPL, as its overlooked growth and AI-driven demand position it well for a 2026 turnaround and market re-rating. Read the full article on Seeking Alpha
Artículo de análisis Sep 29

Should You Think About Buying Amplitude, Inc. (NASDAQ:AMPL) Now?

Amplitude, Inc. ( NASDAQ:AMPL ), might not be a large cap stock, but it saw significant share price movement during...
Artículo de análisis Aug 10

Amplitude, Inc. (NASDAQ:AMPL) Just Reported And Analysts Have Been Lifting Their Price Targets

NasdaqCM:AMPL 1 Year Share Price vs Fair Value Explore Amplitude's Fair Values from the Community and select yours The...
Actualización de narrativa Aug 08

Enterprise Adoption And AI Analytics Will Power Digital Transformation

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.
Artículo de análisis Jun 27

Is It Time To Consider Buying Amplitude, Inc. (NASDAQ:AMPL)?

While Amplitude, Inc. ( NASDAQ:AMPL ) might not have the largest market cap around , it led the NASDAQCM gainers with a...
Artículo de análisis Apr 09

Amplitude, Inc. (NASDAQ:AMPL) May Have Run Too Fast Too Soon With Recent 33% Price Plummet

Amplitude, Inc. ( NASDAQ:AMPL ) shares have had a horrible month, losing 33% after a relatively good period beforehand...
User avatar
Nueva narrativa Mar 23

AI-driven Features And Enterprise Strategy Will Create An Integrated Data Analytics Solution By 2025

Enterprise platform strategy and product innovations aim to enhance revenue growth, customer engagement, and cross-sell opportunities.
Seeking Alpha Feb 25

Amplitude: With Acceleration Expected In FY25, I'm Buying In

Summary 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. The stock remains cheaply valued at just ~4x forward revenue. Read the full article on Seeking Alpha
Artículo de análisis Feb 21

Amplitude, Inc. (NASDAQ:AMPL) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected

Despite an already strong run, Amplitude, Inc. ( NASDAQ:AMPL ) shares have been powering on, with a gain of 28% in the...
Artículo de análisis Jan 01

Unpleasant Surprises Could Be In Store For Amplitude, Inc.'s (NASDAQ:AMPL) Shares

With a median price-to-sales (or "P/S") ratio of close to 5.4x in the Software industry in the United States, you could...
Artículo de análisis Nov 08

Should You Think About Buying Amplitude, Inc. (NASDAQ:AMPL) Now?

Amplitude, Inc. ( NASDAQ:AMPL ), is not the largest company out there, but it received a lot of attention from a...
Artículo de análisis Oct 12

Amplitude, Inc.'s (NASDAQ:AMPL) Intrinsic Value Is Potentially 91% Above Its Share Price

Key Insights Amplitude's estimated fair value is US$16.29 based on 2 Stage Free Cash Flow to Equity Amplitude's US$8.53...
Seeking Alpha Aug 13

Amplitude: Rating Upgrade As The Trough Is Getting Near

Summary Upgraded rating from hold to buy due to potential growth acceleration in the coming quarters. 2Q24 earnings showed positive growth, strong billings, and raised revenue guidance. New Amplitude product launch expected to drive further growth acceleration. Read the full article on Seeking Alpha
Artículo de análisis Aug 11

Analysts Have Been Trimming Their Amplitude, Inc. (NASDAQ:AMPL) Price Target After Its Latest Report

Amplitude, Inc. ( NASDAQ:AMPL ) came out with its second-quarter results last week, and we wanted to see how the...
Artículo de análisis Jun 27

Amplitude, Inc.'s (NASDAQ:AMPL) Intrinsic Value Is Potentially 74% Above Its Share Price

Key Insights Amplitude's estimated fair value is US$15.08 based on 2 Stage Free Cash Flow to Equity Amplitude's US$8.68...
Artículo de análisis May 10

Amplitude, Inc.'s (NASDAQ:AMPL) Share Price Could Signal Some Risk

It's not a stretch to say that Amplitude, Inc.'s ( NASDAQ:AMPL ) price-to-sales (or "P/S") ratio of 4.1x right now...
Artículo de análisis Apr 16

When Should You Buy Amplitude, Inc. (NASDAQ:AMPL)?

While Amplitude, Inc. ( NASDAQ:AMPL ) might not have the largest market cap around , it saw significant share price...

Rentabilidad de los accionistas

AMPLUS SoftwareMercado US
7D-14.9%-10.7%-3.3%
1Y-43.9%-12.6%22.3%

Rentabilidad vs. Industria: Los resultados de AMPL fueron inferiores a los de la industria US Software, que obtuvo un rendimiento del -12.6% el año pasado.

Rentabilidad vs. Mercado: AMPL obtuvo unos resultados inferiores a los del mercado US, que fueron del 22.3% el año pasado.

Volatilidad de los precios

Is AMPL's price volatile compared to industry and market?
AMPL volatility
AMPL Average Weekly Movement11.5%
Software Industry Average Movement9.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: El precio de las acciones de AMPL ha sido volátil durante los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de AMPL(11%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
2011818Spenser Skateswww.amplitude.com

Amplitude, Inc. junto con sus filiales, proporciona una plataforma de análisis de IA que ayuda a analizar el comportamiento del cliente dentro de los productos digitales en Estados Unidos e internacionalmente. Ofrece Amplitude Analytics, que proporciona información en tiempo real sobre el comportamiento del usuario; Amplitude Session Replay, una herramienta que ofrece una perspectiva cualitativa mediante la reconstrucción de los recorridos del usuario; Amplitude Feature Experimentation, que permite a los equipos de producto, datos e ingeniería crear experimentos; Amplitude Web Experimentation, una solución que reduce la necesidad de soporte de ingeniería y acelera las pruebas; Amplitude Activation, que resuelve los conflictos de identidad, agiliza la integración de datos y facilita a las organizaciones la personalización y activación de campañas y experiencias; Amplitude Guides and Surveys, que ayuda a las empresas a desplegar guías, recorridos y encuestas en el producto utilizando el poder de los insights de comportamiento para impulsar grandes resultados; Amplitude AI Agents, que logra objetivos específicos, como aumentar las conversiones en el proceso de compra o la adopción de funciones; Amplitude MCP, es un servidor que permite a los equipos analizar datos de productos, experimentos y el comportamiento de los usuarios utilizando IA conversacional; Amplitude AI Visibility ofrece a los profesionales del marketing información sin precedentes sobre cómo se muestra su marca; Amplitude AI Feedback, es un motor de feedback que utiliza modelos de lenguaje propietarios para convertir la información del usuario en información procesable; y Amplitude Automated Insights, es un proceso de análisis estándar replicado, ejecuta llamadas a herramientas encadenadas y busca gráficos e informes para investigar experimentos, campañas y lanzamientos de productos. También proporciona asistencia al cliente relacionada con la configuración inicial de la implementación, servicios de asistencia continua y formación sobre la aplicación.

Resumen de fundamentos de Amplitude, Inc.

¿Cómo se comparan los beneficios e ingresos de Amplitude con su capitalización de mercado?
Estadísticas fundamentales de AMPL
Capitalización bursátilUS$923.03m
Beneficios(TTM)-US$89.58m
Ingresos (TTM)US$356.75m
2.6x
Ratio precio-ventas (PS)
-10.2x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de AMPL
IngresosUS$356.75m
Coste de los ingresosUS$94.29m
Beneficio brutoUS$262.46m
Otros gastosUS$352.05m
Beneficios-US$89.58m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-0.68
Margen bruto73.57%
Margen de beneficio neto-25.11%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado AMPL a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/10 23:23
Precio de las acciones al final del día2026/06/10 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Amplitude, Inc. está cubierta por 14 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Robert OliverBaird
Koji IkedaBofA Global Research
Nicholas AltmannBTIG