Amplitude, Inc.

NasdaqCM:AMPL 株式レポート

時価総額:US$912.4m

Amplitude 過去の業績

過去 基準チェック /06

Amplitudeの収益は年間平均-10%の割合で減少していますが、 Software業界の収益は年間 増加しています。収益は年間27.2% 17.7%割合で 増加しています。

主要情報

-9.99%

収益成長率

14.00%

EPS成長率

Software 業界の成長17.33%
収益成長率17.67%
株主資本利益率-41.23%
ネット・マージン-25.11%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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
分析記事 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...
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
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新しいナラティブ 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
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

収支内訳

Amplitude の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqCM:AMPL 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 26357-9025999
31 Dec 25343-8925298
30 Sep 25330-103248109
30 Jun 25317-96241101
31 Mar 25307-9523798
31 Dec 24299-9423298
30 Sep 24293-8022585
30 Jun 24288-8122088
31 Mar 24282-8621189
31 Dec 23276-9020990
30 Sep 23270-9620690
30 Jun 23261-10119990
31 Mar 23251-9719488
31 Dec 22238-9318481
30 Sep 22222-9117573
30 Jun 22206-10517970
31 Mar 22187-9116258
31 Dec 21167-7514148
30 Sep 21148-5812040
30 Jun 21129-248527
31 Mar 21113-237426
31 Dec 20102-257026
31 Dec 1968-346219

質の高い収益: AMPLは現在利益が出ていません。

利益率の向上: AMPLは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: AMPLは利益が出ておらず、過去 5 年間で損失は年間10%の割合で増加しています。

成長の加速: AMPLの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: AMPLは利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 11.8% ) と比較することは困難です。


株主資本利益率

高いROE: AMPLは現在利益が出ていないため、自己資本利益率 ( -41.23% ) はマイナスです。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/29 19:02
終値2026/05/29 00:00
収益2026/03/31
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。16

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