AmplitudeAMPL
AMPL
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: 700
0
Funds holding %
of 6,815 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
902% more call options, than puts
Call options by funds: $1.98M | Put options by funds: $198K
50% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 3 (+1) [Q3]
31% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 36
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
1% more funds holding
Funds holding: 133 [Q2] → 134 (+1) [Q3]
2% less capital invested
Capital invested by funds: $611M [Q2] → $600M (-$10.7M) [Q3]
3.58% less ownership
Funds ownership: 77.57% [Q2] → 73.99% (-3.58%) [Q3]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$11
2%
upside
Avg. target
$12.50
16%
upside
High target
$15
39%
upside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
Morgan Stanley Elizabeth Porter 44% 1-year accuracy 4 / 9 met price target | 2%upside $11 | Equal-Weight Upgraded | 13 Jan 2025 |
Piper Sandler Clarke Jeffries 51% 1-year accuracy 27 / 53 met price target | 39%upside $15 | Overweight Upgraded | 6 Jan 2025 |
Scotiabank Nick Altmann 40% 1-year accuracy 6 / 15 met price target | 12%upside $12 | Sector Perform Maintained | 8 Nov 2024 |
Baird Rob Oliver 59% 1-year accuracy 26 / 44 met price target | 12%upside $12 | Neutral Maintained | 8 Nov 2024 |
Financial journalist opinion
Neutral
Zacks Investment Research
4 weeks ago
QFIN or AMPL: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Technology Services sector might want to consider either Qifu Technology, Inc. (QFIN) or Amplitude, Inc. (AMPL). But which of these two stocks is more attractive to value investors?
Positive
MarketBeat
1 month ago
Is Amplitude an AI Sleeper Stock in the Making for 2025?
Amplitude Inc. NASDAQ: AMPL is a leading AI-powered product analytics platform enabling companies to better understand how customers engage with their digital products and services. It tracks customers' behaviors and identifies trends and patterns, providing data-driven insights to help businesses improve engagements and make better product decisions.
Neutral
Business Wire
1 month ago
Amplitude Awarded 2024 AWS Partner of the Year Award for Innovation in Digital Experience
SAN FRANCISCO--(BUSINESS WIRE)--Amplitude (NASDAQ: AMPL), the leading digital analytics platform, announced that it received the Global AWS Digital Experience Partner of the Year Award. This recognition honors the top AWS Technology Partners around the globe that are empowering their customers to drive innovation and build better products and digital experiences on Amazon Web Services (AWS). Today's most successful organizations know that digital experiences are critical to driving growth. But.
Positive
Zacks Investment Research
1 month ago
QFIN vs. AMPL: Which Stock Is the Better Value Option?
Investors interested in stocks from the Technology Services sector have probably already heard of Qifu Technology, Inc. (QFIN) and Amplitude, Inc. (AMPL). But which of these two stocks presents investors with the better value opportunity right now?
Positive
The Motley Fool
2 months ago
Down 88%, This Growth Stock Could Be Set for a Recovery in 2025
Down 88%, This Growth Stock Could Be Set for a Recovery in 2025
Positive
Zacks Investment Research
2 months ago
QFIN or AMPL: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Technology Services sector have probably already heard of Qifu Technology, Inc. (QFIN) and Amplitude, Inc. (AMPL). But which of these two stocks is more attractive to value investors?
Neutral
Seeking Alpha
2 months ago
Amplitude, Inc. (AMPL) Q3 2024 Earnings Call Transcript
Amplitude, Inc. (NASDAQ:AMPL ) Q3 2024 Earnings Conference Call November 7, 2024 5:00 PM ET Company Participants Yaoxian Chew - Vice President, Investor Relations Spenser Skates - Chief Executive Officer & Founder Andrew Casey - Chief Financial Officer Conference Call Participants George McGregor-Henon - Bank of America Brent Bracelin - Piper Matt Pryde - Citi Willow Ahn - Blair Jack Nichols - KeyBanc Elizabeth Porter - Morgan Stanley Clark Wright - DA Davidson Operator Yaoxian Chew During today's call, management will make forward-looking statements, including statements regarding our financial outlook for the fourth quarter and full year 2024, the expected performance of our products, our expected quarterly and long-term growth investments, and our overall future prospects. These forward-looking statements are based on current information, assumptions, and expectations and are subject to risks and uncertainties, some of which are beyond our control that could cause actual results to differ materially from those described in these statements.
Positive
Zacks Investment Research
2 months ago
Compared to Estimates, Amplitude (AMPL) Q3 Earnings: A Look at Key Metrics
The headline numbers for Amplitude (AMPL) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Neutral
Business Wire
2 months ago
Amplitude Announces Third Quarter 2024 Financial Results
SAN FRANCISCO--(BUSINESS WIRE)--Amplitude, Inc. (Nasdaq: AMPL), the leading digital analytics platform, today announced financial results for its third quarter ended September 30, 2024. "We are on the path to reaccelerating growth," said Spenser Skates, CEO and co-founder of Amplitude. "Product innovation is the biggest driver of long-term value for Amplitude. Our platform continues to evolve to serve more users, more workflows, and more outcomes. Customers see that and are turning to us for ou.
Positive
Seeking Alpha
2 months ago
Amplitude: Left For Dead, The Stock Has Major Upside From Here
Amplitude is undervalued at 2x EV/NTM Sales, with a market cap of $1 billion, down 90% from its $10 billion peak. AMPL leads in product analytics, poised for growth with simplified user experience and expanding enterprise penetration. Revenue growth and NRR are expected to re-accelerate in 2025, with NRR bottoming out in Q3 '24 at ~95%.
Charts implemented using Lightweight Charts™