
Amplitude (AMPL) Stock Forecast & Price Target
Amplitude (AMPL) Analyst Ratings
Bulls say
The financial analysis indicates a strong positive outlook for Amplitude, highlighted by a quarterly dollar-based net retention (DBNR) rate of 105%, reflecting a year-over-year increase driven by enhanced multi-product adoption. The company reported an annual recurring revenue (ARR) of $366 million, marking a 17% increase year-over-year, alongside significant growth in committed remaining performance obligations (cRPO) and remaining performance obligations (RPO) at 20% and 35%, respectively, which surpassed consensus expectations. These metrics, combined with expanded enterprise customer engagement and an increasing multiproduct attach rate, showcase Amplitude's ability to enhance revenue stability and growth potential in the digital analytics space.
Bears say
The financial analysis reveals a negative outlook for Amplitude Inc primarily due to its lower-than-expected operating margin, which was 4.6% for the fourth quarter, falling short of the 5% guidance midpoint. Furthermore, the company's projected 2026 Non-GAAP operating margin of less than 5% remains significantly below the SaaS peer median of 23%, raising concerns about its profitability amidst limited free cash flow generation. Additionally, the risks associated with potential loss of major customers, unfavorable economic conditions, and competitive pressures further exacerbate the challenges facing Amplitude’s business model and growth objectives.
This aggregate rating is based on analysts' research of Amplitude and is not a guaranteed prediction by Public.com or investment advice.
Amplitude (AMPL) Analyst Forecast & Price Prediction
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