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/AMPL
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Amplitude Inc

Amplitude Inc

AMPL
$12.59USD↑+1.04%+0.13 today

MARKET CAP

1.6B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$12 – $13

52W RANGE

$6
$15

AI Summary

Stalk
Sell NowMedium

Price has broken below the 9- and 20-day EMAs after the bearish pivot point confirmed failure of upside control, shifting the intermediate structure into repair. Momentum is neutral to bearish and the rising 50-day SMA may be tested next. Medium-term bias is now bearish, and execution is Sell Now on a rejection at the short-term EMA resistance.

  • ↑Q2 2026 revenue reached $100.9M (+21% YoY), showing strong demand.
  • ↑ARR at $410M (+22% YoY) underscores robust recurring revenue growth.
  • ↓GAAP operating loss of $35.2M highlights ongoing unprofitability.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Amplitude, Inc. (NASDAQ:AMPL) is a leading analytics platform that empowers businesses to understand user behavior and optimize their digital products. Positioned within the fast-growing realm of digital analytics, Amplitude serves a diverse client base, facilitating data-driven decision-making. The company's innovative tools and focus on artificial intelligence enhance its competitive edge in the analytics market, aligning with the broader trend towards increasing reliance on data and insights in business strategy.

Bull says

  • ↑Q2 2026 revenue reached $100.9M (+21% YoY), showing strong demand.
  • ↑ARR at $410M (+22% YoY) underscores robust recurring revenue growth.
  • ↑Record $23.7M free cash flow boosts liquidity and investment capacity.
  • ↑Rising analyst price targets reflect improved sentiment and upside momentum.
  • ↑Nearly half of customers use multiple products, reducing churn risk.
  • ↑AI-driven analytics enhancements strengthen competitive moat and differentiation.

Bear says

  • ↓GAAP operating loss of $35.2M highlights ongoing unprofitability.
  • ↓Elevated leverage risk from significant debt obligations threatens stability.
  • ↓Negative market momentum indicates investor skepticism dampening stock outlook.
  • ↓Competes against larger peers like Google Analytics and Salesforce’s Tableau.
  • ↓Size and profitability factors remain weak, limiting growth resilience.

Investment themes with AMPL

Software↑ +1.28%

Cloud-based digital tools powering business productivity and innovation

PLTR · IBM · CRM

Earnings Call · Q1 2024 · Mgmt. Guidance

Updated 05-09-2025neutral

Transcript signals

Bull points

  • Our first quarter revenue was $72.6 million, up 9% year-over-year.
  • Annual recurring revenue was $285 million, up $4 million from the end of the fourth quarter.
  • We now have almost 3,000 paying customers, up 37% year-over-year.

Bear points

  • Macro conditions remain consistent. There are still challenges out there as companies continue to right size their digital investments and VC backed startups continue to cut back to survive.
  • As expected, churn was still at an elevated level in the first quarter.
  • There's an important observation that's worth noting as we work our way through these pandemic cohorts.
Read full transcript analysis ›