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Amplitude, Inc.NasdaqCM:AMPL 주식 보고서

시가총액 US$1.0b
주가
US$7.82
US$11.4
31.4% 저평가 내재 할인율
1Y-36.9%
7D16.7%
1D
포트폴리오 가치
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Amplitude, Inc.

NasdaqCM:AMPL 주식 리포트

시가총액: US$1.0b

Amplitude (AMPL) 주식 개요

는 자회사와 함께 미국 및 전 세계의 디지털 제품 내에서 고객 행동을 분석하는 데 도움이 되는 AI 분석 플랫폼을 제공합니다. 자세히 보기

AMPL 펀더멘털 분석
스노우플레이크 점수
가치 평가4/6
미래 성장1/6
과거 실적0/6
재무 건전성6/6
배당0/6

AMPL Community Fair Values

Create Narrative

See what 14 others think this stock is worth. Follow their fair value or set your own to get alerts.

Amplitude, Inc. 경쟁사

가격 이력 및 성과

Amplitude 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$7.82
52주 최고가US$14.49
52주 최저가US$5.51
베타1.43
1개월 변동0.39%
3개월 변동4.13%
1년 변동-36.88%
3년 변동-20.61%
5년 변동n/a
IPO 이후 변동-85.73%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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
새로운 내러티브 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

주주 수익률

AMPLUS SoftwareUS 시장
7D16.7%8.6%1.6%
1Y-36.9%-0.9%28.5%

수익률 대 산업: AMPL은 지난 1년 동안 -0.9%의 수익을 기록한 US Software 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: AMPL은 지난 1년 동안 28.5%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is AMPL's price volatile compared to industry and market?
AMPL volatility
AMPL Average Weekly Movement10.7%
Software Industry Average Movement9.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

안정적인 주가: AMPL는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: AMPL의 주간 변동성(11%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
2011818Spenser Skateswww.amplitude.com

는 자회사와 함께 미국 및 전 세계에서 디지털 제품 내 고객 행동을 분석하는 데 도움이 되는 AI 분석 플랫폼을 제공합니다. 사용자 행동에 대한 실시간 인사이트를 제공하는 Amplitude Analytics, 사용자 여정을 재구성하여 질적 관점을 제공하는 도구인 Amplitude Session Replay, 제품, 데이터 및 엔지니어링 팀이 실험을 구축할 수 있는 Amplitude Feature Experimentation, 엔지니어링 지원의 필요성을 줄이고 테스트를 가속화하는 솔루션인 Amplitude Web Experimentation을 제공합니다; ID 충돌을 해결하고 데이터 통합을 간소화하며 조직이 캠페인과 경험을 개인화 및 활성화할 수 있도록 지원하는 Amplitude Activation, 기업이 행동 인사이트를 활용하여 제품 내 가이드, 투어 및 설문조사를 배포하여 훌륭한 결과를 도출할 수 있도록 지원하는 Amplitude Guides and Surveys; 결제 전환 또는 기능 채택률 증가와 같은 특정 목표를 달성하는 Amplitude AI 에이전트, 대화형 AI를 사용하여 제품 데이터, 실험 및 사용자 행동을 분석할 수 있는 서버인 Amplitude MCP, 마케터에게 브랜드 노출 방식에 대한 전례 없는 인사이트를 제공하는 Amplitude AI Visibility가 있습니다; 앰플리튜드 AI 피드백은 독점적인 대규모 언어 모델을 사용하여 원시 사용자 입력을 실행 가능한 인사이트로 변환하는 피드백 엔진이며, 앰플리튜드 자동 인사이트는 표준 분석 프로세스를 복제하고 연쇄 도구 호출을 실행하며 차트와 보고서를 검색하여 실험, 캠페인 및 제품 출시를 조사합니다. 또한 초기 구현 설정, 지속적인 지원 서비스 및 애플리케이션 교육과 관련된 고객 지원도 제공합니다.

Amplitude, Inc. 기초 지표 요약

Amplitude의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
AMPL 기초 통계
시가총액US$1.04b
순이익 (TTM)-US$89.58m
매출 (TTM)US$356.75m
2.9x
주가매출비율(P/S)
-11.6x
주가수익비율(P/E)

AMPL는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
AMPL 손익계산서 (TTM)
매출US$356.75m
매출원가US$94.29m
총이익US$262.46m
기타 비용US$352.05m
순이익-US$89.58m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)-0.68
총이익률73.57%
순이익률-25.11%
부채/자본 비율0%

AMPL의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/31 21:36
종가2026/05/29 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Amplitude, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert OliverBaird
Koji IkedaBofA Global Research
Nicholas AltmannBTIG