
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT
- About


Amplitude Inc (AMPL)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/28/2025: AMPL (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $15.67
1 Year Target Price $15.67
4 | Strong Buy |
2 | Buy |
5 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -24.76% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.52B USD | Price to earnings Ratio - | 1Y Target Price 15.67 |
Price to earnings Ratio - | 1Y Target Price 15.67 | ||
Volume (30-day avg) 11 | Beta 1.55 | 52 Weeks Range 7.55 - 14.88 | Updated Date 08/29/2025 |
52 Weeks Range 7.55 - 14.88 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.77 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-06 | When After Market | Estimate 0.01 | Actual 0.01 |
Profitability
Profit Margin -30.43% | Operating Margin (TTM) -32.54% |
Management Effectiveness
Return on Assets (TTM) -14.8% | Return on Equity (TTM) -33.99% |
Valuation
Trailing PE - | Forward PE 136.99 | Enterprise Value 1349921731 | Price to Sales(TTM) 4.79 |
Enterprise Value 1349921731 | Price to Sales(TTM) 4.79 | ||
Enterprise Value to Revenue 4.26 | Enterprise Value to EBITDA -14.31 | Shares Outstanding 102112000 | Shares Floating 87306620 |
Shares Outstanding 102112000 | Shares Floating 87306620 | ||
Percent Insiders 5.54 | Percent Institutions 77.2 |
Upturn AI SWOT
Amplitude Inc

Company Overview
History and Background
Amplitude Inc. was founded in 2011 by Spenser Skates, Curtis Liu, and Jeffrey Wang. Initially named Sonalight, the company focused on voice recognition technology before pivoting to mobile analytics. It became Amplitude in 2012 and has since grown into a leading product analytics platform.
Core Business Areas
- Product Analytics: Amplitude's core product, providing insights into user behavior across digital platforms.
- Customer Data Platform (CDP): A CDP that centralizes customer data from various sources, creating a unified view of each customer and powering personalized experiences.
- Experiment: Experimentation platform for A/B testing and feature flagging.
Leadership and Structure
Spenser Skates is the CEO. The company has a typical SaaS organizational structure, with departments for engineering, product, sales, marketing, and customer success.
Top Products and Market Share
Key Offerings
- Amplitude Analytics: Provides behavioral analytics insights, including funnel analysis, retention analysis, and user segmentation. Estimated market share is around 25-30% within product analytics. Competitors: Mixpanel, Pendo, Heap.
- Amplitude CDP: Customer Data Platform that helps unify and activate customer data. Market share growing, difficult to quantify precisely but is gaining traction against established CDPs. Competitors: Segment (TWLO), Tealium, mParticle.
- Amplitude Experiment: A/B testing and feature flag management tool. Competitors: LaunchDarkly, Split.io
Market Dynamics
Industry Overview
The product analytics and customer data platform market is rapidly growing, driven by the need for businesses to understand and optimize user experiences and personalize customer interactions. Consolidation and competition are high.
Positioning
Amplitude is positioned as a leading product analytics platform, emphasizing behavioral insights and real-time data. It differentiates itself with its scalability and focus on product teams.
Total Addressable Market (TAM)
The TAM for product analytics and CDP is estimated to be over $30 billion and growing. Amplitude is well-positioned to capture a significant portion of this market but needs to improve sales efficiency.
Upturn SWOT Analysis
Strengths
- Strong product analytics platform
- Scalable architecture
- Focus on product teams
- Behavioral insights capabilities
- Strong brand recognition in product analytics space
Weaknesses
- High customer concentration
- Sales efficiency needing improvement
- Price point can be high
- Smaller market share in CDP compared to other players
Opportunities
- Expansion into new markets
- Further development of CDP capabilities
- Integration with other marketing and analytics tools
- Increased adoption of product-led growth strategies
- Leveraging AI and Machine Learning in product analytics
Threats
- Increasing competition from other analytics platforms
- Economic downturn affecting customer budgets
- Data privacy regulations
- Consolidation in the analytics market
- Open-source analytics alternatives
Competitors and Market Share
Key Competitors
- MIX
- PDCO
- TWLO
- SNOW
Competitive Landscape
Amplitude has a strong product analytics platform but faces competition from larger, more established players like Mixpanel, Pendo, and Segment. Its strengths lie in its scalability and focus on product teams, while its weaknesses include sales efficiency and customer concentration.
Major Acquisitions
Iterate
- Year: 2021
- Acquisition Price (USD millions): 50
- Strategic Rationale: To bolster product feedback capabilities and enhance user insights.
Growth Trajectory and Initiatives
Historical Growth: Amplitude has experienced significant revenue growth in recent years, driven by increased adoption of product analytics. However, growth has slowed more recently.
Future Projections: Analyst estimates vary, but projections generally indicate continued growth in revenue, driven by expansion in the product analytics and CDP markets. Consult reliable analyst reports for the latest forecasts.
Recent Initiatives: Amplitude has recently focused on expanding its CDP capabilities, investing in AI/ML, and forming strategic partnerships.
Summary
Amplitude is a key player in the product analytics space with a strong platform and growing CDP business. While it faces intense competition and needs to improve sales efficiency, it is well-positioned to benefit from the increasing demand for product-led growth. Monitoring profitability and customer diversification is crucial for the company's long-term success. Further integration and development of CDP features can help differentiate the company.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Amplitude Inc. Investor Relations
- Third-party market research reports
- Analyst estimates
- Company press releases
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. The data provided is based on available information and may not be completely accurate or up-to-date. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Amplitude Inc
Exchange NASDAQ | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2021-09-28 | Co-Founder, CEO & Chairperson of the Board Mr. Spenser Skates | ||
Sector Technology | Industry Software - Application | Full time employees 800 | Website https://www.amplitude.com |
Full time employees 800 | Website https://www.amplitude.com |
Amplitude, Inc., together with its subsidiaries, provides a digital analytics platform that analyzes customer behavior in the United States and internationally. It offers Amplitude Analytics, which provides real-time insights into user behavior; Amplitude Session Replay, a tool that offers a qualitative perspective by reconstructing user journeys; Amplitude Feature Experimentation, which enables product, data, and engineering teams to build experiments; Amplitude Web Experimentation, a solution that reduces the need for engineering support and accelerates testing; Amplitude Activation, which resolves identity conflicts, streamlines data integration, and facilitates organizations to personalize and activate campaigns and experiences to segments of users in a few simple clicks; and Amplitude Guides and Surveys that helps companies to deploy in-product guides, tours, and surveys using the power of behavioral insights to fuel great results. The company also provides customer support related to initial implementation setup, ongoing support services, and application training. It delivers its application over the Internet as a subscription service using a software-as-a-service model. The company was formerly known as Sonalight, Inc. and changed its name to Amplitude, Inc. in December 2014. Amplitude, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.