
Amplitude (AMPL) Stock Forecast & Price Target
Amplitude (AMPL) Analyst Ratings
Bulls say
Amplitude Inc. demonstrates a strong financial position with deferred revenue reaching $109.7 million, reflecting a 7% year-over-year increase, which signifies growing customer commitment to the platform. The company’s enterprise segment is robust, evidenced by an 8% increase in the number of customers generating over $1 million in annual recurring revenue, alongside a notable rise in total customers with over $100,000 of ARR, which increased by 16% year-over-year. Furthermore, with a net revenue retention rate of 100% and a significant increase in cross-product usage among customers, Amplitude's evolving go-to-market strategy suggests strong potential for continued growth and efficiency improvements.
Bears say
The financial outlook for Amplitude Inc is concerning due to an anticipated 30% drop in Net New Annual Recurring Revenue (NNARR) for FY25, alongside a projection of customer acquisition costs remaining elevated at 5.9x. The company faces significant challenges from post-COVID contractual obligations that exhibited overly aggressive usage assumptions, leading to considerable down-selling during renewals as marketing budgets become constrained. Additionally, while free cash flow margin is expected to improve slightly in the coming years, the long-term sales and marketing expenditures are projected to decline but remain high in the near term, indicating inefficiencies in the go-to-market strategy.
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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