Amplitude's Stock Breakout Potential Analysis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Yahoo Finance
- Significant Revenue Growth: Amplitude's Q3 revenue rose 16% to $347 million, with remaining performance obligations increasing 37% to $391.9 million, indicating enhanced customer confidence and longer contract signings.
- Product Portfolio Expansion: The introduction of new AI visibility tools and web experimentation features enables marketers to run experiments faster, improving customer experience and expected to drive additional revenue while attracting new clients, solidifying its leadership in product analytics.
- Attractive Market Valuation: With a current price-to-sales ratio of just 4, this valuation appears appealing for a small-cap cloud software company with accelerating growth potential, suggesting a possible doubling or tripling of market cap in the future.
- Modest Analyst Expectations: Although Wall Street's revenue growth forecast for 2026 is only 14%, the improvement of GAAP revenue growth to 18% in Q3 indicates substantial room for Amplitude to exceed market expectations, potentially driving stock price increases.
Analyst Views on AMPL
Wall Street analysts forecast AMPL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMPL is 15.00 USD with a low forecast of 13.00 USD and a high forecast of 18.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
6 Buy
2 Hold
0 Sell
Strong Buy
Current: 10.500
Low
13.00
Averages
15.00
High
18.00
Current: 10.500
Low
13.00
Averages
15.00
High
18.00
About AMPL
Amplitude, Inc. provides a digital analytics platform that helps companies unlock the power of their products. The Company’s Digital Analytics Platform helps businesses understand how people are using their products so they can build digital experiences. Its platform comprises several primary offerings: Amplitude Analytics, Amplitude Session Replay, Amplitude Feature Experimentation, Amplitude Web Experimentation, Amplitude Activation and Amplitude Guides and Surveys. Amplitude Analytics is the cornerstone of the platform and provides real-time insights into user behavior. Amplitude Activation unifies data across multiple sources, creating a single, enriched dataset that fuels analytics and personalization. Amplitude Guides and Surveys helps companies to deploy in-product guides, tours, and surveys, using the power of behavioral insights to fuel great results. The Company's portfolio includes InfiniGrow, which is an AI marketing analytics platform.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
