Amplitude, Inc.

NasdaqCM:AMPL 株式レポート

時価総額：US$960.2m

Amplitude マネジメント

マネジメント 基準チェック /24

Amplitudeの CEO はSpenser Skatesで、 Jan2011年に任命され、 の在任期間は 15.25年です。 の年間総報酬は$ 789.02Kで、 57%給与と43%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の4.42%を直接所有しており、その価値は$ 42.43M 。経営陣と取締役会の平均在任期間はそれぞれ1年と6.1年です。

主要情報

Spenser Skates

最高経営責任者

US$789.0k

報酬総額

CEO給与比率57.03%
CEO在任期間15.3yrs
CEOの所有権4.4%
経営陣の平均在職期間1yrs
取締役会の平均在任期間6.1yrs

経営陣の近況

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

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).

Amplitude: Buy Before The Market Catches On To This Turnaround

Nov 17

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

Sep 29
Should You Think About Buying Amplitude, Inc. (NASDAQ:AMPL) Now?

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

Aug 10
Amplitude, Inc. (NASDAQ:AMPL) Just Reported And Analysts Have Been Lifting Their Price Targets

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.

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

Jun 27
Is It Time To Consider Buying Amplitude, Inc. (NASDAQ:AMPL)?

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

Apr 09
Amplitude, Inc. (NASDAQ:AMPL) May Have Run Too Fast Too Soon With Recent 33% Price Plummet
User avatar

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.

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

Feb 25

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

Feb 21
Amplitude, Inc. (NASDAQ:AMPL) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected

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

Jan 01
Unpleasant Surprises Could Be In Store For Amplitude, Inc.'s (NASDAQ:AMPL) Shares

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

Nov 08
Should You Think About Buying Amplitude, Inc. (NASDAQ:AMPL) Now?

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

Oct 12
Amplitude, Inc.'s (NASDAQ:AMPL) Intrinsic Value Is Potentially 91% Above Its Share Price

Amplitude: Rating Upgrade As The Trough Is Getting Near

Aug 13

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

Aug 11
Analysts Have Been Trimming Their Amplitude, Inc. (NASDAQ:AMPL) Price Target After Its Latest Report

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

Jun 27
Amplitude, Inc.'s (NASDAQ:AMPL) Intrinsic Value Is Potentially 74% Above Its Share Price

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

May 10
Amplitude, Inc.'s (NASDAQ:AMPL) Share Price Could Signal Some Risk

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

Apr 16
When Should You Buy Amplitude, Inc. (NASDAQ:AMPL)?

CEO報酬分析

Amplitude の収益と比較して、Spenser Skates の報酬はどのように変化したか？
日付総報酬給与会社業績
Dec 31 2025US$789kUS$450k

-US$89m

Sep 30 2025n/an/a

-US$103m

Jun 30 2025n/an/a

-US$96m

Mar 31 2025n/an/a

-US$95m

Dec 31 2024US$394kUS$394k

-US$94m

Sep 30 2024n/an/a

-US$80m

Jun 30 2024n/an/a

-US$81m

Mar 31 2024n/an/a

-US$86m

Dec 31 2023US$300kUS$300k

-US$90m

Sep 30 2023n/an/a

-US$96m

Jun 30 2023n/an/a

-US$101m

Mar 31 2023n/an/a

-US$97m

Dec 31 2022US$450kUS$450k

-US$93m

Sep 30 2022n/an/a

-US$91m

Jun 30 2022n/an/a

-US$105m

Mar 31 2022n/an/a

-US$91m

Dec 31 2021US$450kUS$450k

-US$75m

Sep 30 2021n/an/a

-US$58m

Jun 30 2021n/an/a

-US$24m

Mar 31 2021n/an/a

-US$23m

Dec 31 2020US$7mUS$275k

-US$25m

報酬と市場: Spenserの 総報酬 ($USD 789.02K ) は、 US市場 ($USD 3.70M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Spenserの報酬は増加しましたが、会社は利益を上げていません。

CEO

Spenser Skates (36 yo)

15.3yrs
在職期間
US$789,019
報酬

Mr. Spenser Skates is Co-Founder and serves as Chief Executive Officer and as a member of board of directors at Amplitude, Inc. since 2011 and served as its President until July 2022. Mr. Skates is Chairma...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Spenser Skates
Co-Founder15.3yrsUS$789.02k4.42%
$ 42.4m
Curtis Liu
Founder15.3yrsUS$8.33m5.55%
$ 53.3m
Andrew Casey
CFO & Treasurer1.7yrsUS$2.21m0.30%
$ 2.9m
Thomas Hansen
Advisorless than a yearUS$6.16m0.66%
$ 6.4m
Jeffrey Wang
Co-Founderno dataデータなしデータなし
Yaoxian Chew
Vice President of Investor Relationsno dataデータなしデータなし
Elizabeth Fisher
General Counsel & Secretaryless than a yearデータなしデータなし
Kristina Johnson
Chief Human Resources Officer3.2yrsデータなしデータなし
Nathaniel Crook
Chief Commercial Officerless than a yearデータなし0.32%
$ 3.1m
Wade Chambers
Chief Engineering Officer1.5yrsデータなしデータなし
Jenna Elliott
SVP & Chief Customer Officerless than a yearデータなしデータなし
Gabby Menachem
Chief Product Officerno dataデータなしデータなし
1.0yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: AMPLの経営陣は 経験豊富 とはみなされません ( 1年の平均在職年数)。これは新しいチームを示唆しています。

取締役

名称ポジション在職期間報酬所有権
Spenser Skates
Co-Founder15.3yrsUS$789.02k4.42%
$ 42.4m
Curtis Liu
Founder15.3yrsUS$8.33m5.55%
$ 53.3m
James Whitehurst
Lead Independent Director4.6yrsUS$242.90k0.10%
$ 977.1k
Patrick Grady
Independent Director7.4yrsUS$220.93k0.15%
$ 1.4m
Tien Tzuo
Independent Director1.2yrsUS$632.47k0.038%
$ 364.9k
Ronald Gill
Independent Director6.8yrsUS$238.70k0.28%
$ 2.7m
Erica Schultz
Independent Director5.3yrsUS$218.72k0.075%
$ 718.0k
Catherine Wong
Independent Director4.8yrsUS$226.70k0.059%
$ 568.3k
6.1yrs
平均在職期間
50yo
平均年齢

経験豊富なボード: AMPLの 取締役会 は 経験豊富 であると考えられます ( 6.1年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/04/30 05:13
終値2026/04/29 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Amplitude, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
Robert OliverBaird
Koji IkedaBofA Global Research
Nicholas AltmannBTIG