Amplitude, Inc. (AMPL) AI Stock Analysis

Amplitude, Inc. operates as a provider of digital analytics solutions that enable businesses to gain insights into customer behavior across digital products. Its flagship platform, Amplitude Analytics, delivers product, marketing, and experience analytics supported by AI-driven alerts. The company also offers Experimentation tools to plan and analyze tests, Audience Management tools that use behavioral segmentation and machine learning predictions for targeting, and Data Streaming tools for moving event data in real time. Founded in 2011 and based in San Francisco, California, Amplitude distributes its products globally through a software-as-a-service model.

Amplitude increased annual revenue from $167.3M in FY2021 to $343.2M in FY2025, recording a 5-year revenue CAGR of 27.3%. Gross margin strengthened from 69.1% in FY2021 to 74.0% in FY2025. However, the company has operated at sustained net losses, reporting -$75.0M in FY2021 and -$88.5M in FY2025, with net margin improving from -44.8% to -25.8% over that span. Free cash flow turned positive, reaching $28.2M in FY2025 after being negative in FY2021 and FY2022. For the latest quarter ended June 30, 2026, revenue reached $374.4M on a trailing twelve-month basis, with quarterly revenue growing 21.2% year-over-year.

As of June 30, 2026, Amplitude held $140.5M in cash and short-term investments against $5.5M in total debt, resulting in a net cash position of $135.0M. Shareholders' equity was $136.2M, with total assets of $356.6M, a current ratio of 1.05, and a debt-to-equity ratio of 0.04. In FY2025, the company generated $29.8M in operating cash flow, spending $1.6M on capital expenditures and allocating $30.7M to share buybacks. Its 5-year share count change stands at 19.9%.

Amplitude trades at a forward P/E of 69.4x and a price-to-sales ratio of 5.2x, compared to the median of its US-listed Technology peers at 18.8x and 2.8x, respectively. The company carries an enterprise value of $1.59B and an EV-to-revenue multiple of 4.2x. Over the past year, the stock returned 53.6%, outperforming the S&P 500 (SPY) return of 16.8%. Over a 5-year period, however, the stock has declined 73.7%, while the S&P 500 gained 83.0%.

Wall Street coverage includes 6 Strong Buy, 3 Buy, and 3 Hold recommendations. The mean price target is $14.77, representing a 0.2% premium over the last close of $14.75. For the current fiscal year ending December 31, 2026, analysts estimate revenue of $410.2M and EPS of $0.07, representing 23.8% EPS growth. For the following fiscal year, 12 analysts project revenue of $475.4M and EPS of $0.17. Amplitude has beaten EPS estimates in 1 of the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of Amplitude, Inc. (AMPL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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