Amplitude, Inc.

NasdaqCM:AMPL Aktierapport

Börsvärde: US$1.0b

Amplitude Förvaltning

Förvaltning kriterier kontrolleras 2/4

Amplitude VD är Spenser Skates, utsedd i Jan 2011, har en mandatperiod på 15.33 år. totala årliga ersättningen är $ 789.02K, bestående av 57% lön 43% bonusar, inklusive företagsaktier och optioner. äger direkt 5.42% av företagets aktier, värda $ 56.25M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.1 år respektive 6.2 år.

Viktig information

Spenser Skates

Verkställande direktör

US$789.0k

Total ersättning

VD-lön i procent57.03%
Anställning som VD15.3yrs
Ägande av VD5.4%
Ledningens genomsnittliga anställningstid1.1yrs
Styrelsens genomsnittliga mandatperiod6.2yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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
Ny berättelse 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Analys av ersättningar till VD

Hur har Spenser Skates:s ersättning förändrats jämfört med Amplitude:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

-US$90m

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

Ersättning vs marknad: Spenser s total kompensation ($USD 789.02K ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 3.69M ).

Ersättning vs inkomst: Ersättningen för Spenser har ökat samtidigt som företaget är olönsamt.


VD OCH KONCERNCHEF

Spenser Skates (36 yo)

15.3yrs
Anställning
US$789,019
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Spenser Skates
Co-Founder15.3yrsUS$789.02k5.42%
$ 56.2m
Curtis Liu
Founder15.3yrsUS$8.33m5.68%
$ 58.9m
Andrew Casey
CFO & Treasurer1.8yrsUS$2.21m0.36%
$ 3.7m
Thomas Hansen
Advisorless than a yearUS$6.16m0.67%
$ 6.9m
Jeffrey Wang
Co-Founderno datainga uppgifteringa uppgifter
John Streppa
Head of Investor Relationsno datainga uppgifteringa uppgifter
Elizabeth Fisher
General Counsel & Secretaryless than a yearinga uppgifteringa uppgifter
Kristina Johnson
Chief Human Resources Officer3.3yrsinga uppgifteringa uppgifter
Nathaniel Crook
Chief Commercial Officerless than a yearinga uppgifter0.42%
$ 4.4m
Wade Chambers
Chief Engineering Officer1.6yrsinga uppgifteringa uppgifter
Jenna Elliott
SVP & Chief Customer Officerless than a yearinga uppgifteringa uppgifter
Gabby Menachem
Chief Product Officerless than a yearinga uppgifteringa uppgifter
1.1yrs
Genomsnittlig anställningstid
54yo
Genomsnittlig ålder

Erfaren ledning: AMPL s ledningsgrupp anses inte vara erfaren ( 1.1 års genomsnittlig anställningstid), vilket föreslår ett nytt team.


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Spenser Skates
Co-Founder15.3yrsUS$789.02k5.42%
$ 56.2m
Curtis Liu
Founder15.3yrsUS$8.33m5.68%
$ 58.9m
James Whitehurst
Lead Independent Director4.7yrsUS$242.90k0.11%
$ 1.1m
Patrick Grady
Independent Director7.5yrsUS$220.93k0.15%
$ 1.5m
Tien Tzuo
Independent Director1.3yrsUS$632.47k0.038%
$ 397.3k
Ronald Gill
Independent Director6.9yrsUS$238.70k0.28%
$ 2.9m
Erica Schultz
Independent Director5.4yrsUS$218.72k0.075%
$ 782.0k
Catherine Wong
Independent Director4.9yrsUS$226.70k0.060%
$ 618.9k
6.2yrs
Genomsnittlig anställningstid
50yo
Genomsnittlig ålder

Erfaren styrelse: AMPL s styrelse anses vara erfaren ( 6.2 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/31 09:31
Aktiekurs vid dagens slut2026/05/29 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Amplitude, Inc. bevakas av 16 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Robert OliverBaird
Koji IkedaBofA Global Research
Nicholas AltmannBTIG