AmplitudeAMPL
Market Cap: 1.07B
About: Amplitude Inc is a Software company that provides a Digital Analytics Platform that helps companies analyze their customer behavior within digital products. The Company delivers its application over the Internet as a subscription service using a software-as-a-service (SaaS) model and also it offers customer support related to initial implementation setup, ongoing support services, and application training. The company generates revenue primarily through selling subscriptions to the platform. The company derives a majority of its revenue from the United States.
Employees: 675
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
382% more call options, than puts
Call options by funds: $7.72M | Put options by funds: $1.6M
18% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 39
3.2% more ownership
Funds ownership: 67.48% [Q4 2023] → 70.68% (+3.2%) [Q1 2024]
7% less funds holding
Funds holding: 137 [Q4 2023] → 128 (-9) [Q1 2024]
8% less capital invested
Capital invested by funds: $718M [Q4 2023] → $661M (-$56.7M) [Q1 2024]
30% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 30
50% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2023] → 2 (-2) [Q1 2024]
Research analyst outlook
7 Wall Street Analysts provided 1 year price forecasts over the past 6 months
7 analyst ratings
Piper Sandler Clarke Jeffries | 3%upside $9 | Neutral Maintained | 12 Jul 2024 |
UBS Taylor McGinnis | 25%upside $11 | Neutral Maintained | 10 May 2024 |
Morgan Stanley Elizabeth Porter | 3%upside $9 | Underweight Maintained | 10 May 2024 |
Morgan Stanley Elizabeth Porter | 14%upside $10 | Underweight Maintained | 17 Apr 2024 |
Citigroup Tyler Radke | 48%upside $13 | Neutral Maintained | 21 Feb 2024 |
Financial journalist opinion
Based on 4 articles about AMPL published over the past 30 days