Added to YB: 2026-04-27
Pitch date: 2026-04-23
AMPL [neutral]
Amplitude, Inc.
+4.75%
current return
Author Info
No bio for this author
Company Info
Amplitude, Inc., together with its subsidiaries, provides an AI analytics platform that helps analyze customer behavior within digital products in the United States and internationally.
Market Cap
$973.5M
Pitch Price
$6.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
-8.30
P/E
-10.85
EV/Sales
2.13
Sector
Software
Category
growth
Day twenty-nine: Amplitude $AMPL
AMPL (overview): Product analytics platform facing AI disruption risk as conversational queries could replace dashboarding. Bull case: semantic layer advantage in product analytics domain enables effective AI agents vs general-purpose tools. 76% success rate on complex queries, 7x better than text-to-SQL. 25% of queries now AI-driven. ARR $366M (+17% YoY), 105% NRR (up from 100%). Trading 1.8x EV/ARR but -21% GAAP op margin. Key risk: data warehouse + frontier models bypassing purpose-built analytics
Read full article (4 min)