Amplitude

AMPL

Market cap $1.27B

Amplitude CEO Spenser Skates tells CNBC he expects a significant correction in the artificial intelligence sector, warning that current valuation gaps between AI and non-AI companies are unsustainable. Despite this, Skates sees continued momentum for deal-making and investment in the space.

SAN FRANCISCO--(BUSINESS WIRE)--Amplitude, Inc. (Nasdaq: AMPL), the leading digital analytics platform, today announced that it will release its financial results for the third quarter of 2025 after market close on Wednesday, November 5, 2025. Amplitude will host a video webcast that day at 2:00 PM PT to discuss its financial results and provide its financial outlook for the fourth quarter and full year 2025. The webcast will be available on the Investor Relations section of Amplitude's website.

Investors interested in stocks from the Technology Services sector have probably already heard of Acuity (AYI) and Amplitude, Inc. (AMPL). But which of these two stocks offers value investors a better bang for their buck right now?

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Amplitude, Inc. (NASDAQ:AMPL ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 4:10 PM EDT Company Participants Andrew Casey - CFO & Treasurer Conference Call Participants Tyler Radke - Citigroup Inc., Research Division Presentation Tyler Radke VP & Senior Analyst Good afternoon, everyone. Tyler Radke here.

Amplitude is undervalued, trading at less than 4x forward revenue, despite a strong recurring revenue base and improving retention rates. Q2 results showed accelerating revenue growth, a beat-and-raise quarter, and a rebound in net revenue retention to 104%. The company boasts a blue-chip customer base, expanding multi-product adoption, and a healthy backlog.

Investors looking for stocks in the Technology Services sector might want to consider either Coherent (COHR) or Amplitude, Inc. (AMPL). But which of these two companies is the best option for those looking for undervalued stocks?

AMPL's turnaround is accelerating, with three straight quarters of revenue growth, expanding ARR, and improving margins validating the recovery thesis. The platform consolidation strategy is driving growth, with 67% of ARR now from multi-product customers, boosting retention and competitive positioning. AI integration and recent acquisitions expand AMPL's addressable market, fueling future growth and enhancing multi-product adoption and event-based consumption.