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    The Bull Case For Amplitude (AMPL) Could Change Following AI-Driven Beat Across Revenue, Billings, EBITDA – Learn Why

    Simply Wall St·01/07/2026 03:29:00
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    • In its most recent quarter, Amplitude reported revenue growth of 17.7% year on year and exceeded analyst expectations on revenue, billings, and EBITDA, highlighting strong operational execution in its digital analytics business.
    • Management also underscored how AI is reshaping software development, signaling a clear focus on integrating AI-driven capabilities more deeply into Amplitude’s analytics platform.
    • Next, we’ll explore how Amplitude’s stronger-than-expected quarterly performance and AI emphasis may influence its longer-term investment narrative.

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    Amplitude Investment Narrative Recap

    To own Amplitude, you need to believe that digital analytics and AI driven insights will become central to how companies build and refine products, and that Amplitude can translate its product innovation into durable, recurring revenue despite ongoing losses. The latest quarter’s revenue beat and solid billings and EBITDA outperformance support that thesis near term, but do not fully resolve the key risk around monetizing its AI investments and achieving a clear path toward improved margins.

    Among recent updates, the open beta of Amplitude AI Agents and the broader push into AI powered analytics stand out as most relevant, given management’s emphasis on AI in the Q3 results. These products are now more visible in the market and more tightly integrated with Amplitude’s core analytics suite, potentially reinforcing the company’s role in automated, insight driven decision making even as questions remain about when and how these AI capabilities will translate into revenue and profitability.

    Yet investors should also weigh how Amplitude’s still unmonetized AI products could affect...

    Read the full narrative on Amplitude (it's free!)

    Amplitude's narrative projects $466.6 million revenue and $61.1 million earnings by 2028. This requires 13.8% yearly revenue growth and a $157.4 million earnings increase from $-96.3 million today.

    Uncover how Amplitude's forecasts yield a $15.67 fair value, a 38% upside to its current price.

    Exploring Other Perspectives

    AMPL 1-Year Stock Price Chart
    AMPL 1-Year Stock Price Chart

    Four Simply Wall St Community fair value estimates for Amplitude range from US$8.37 to US$33.27, showing how far apart individual views can be. When you set those alongside the central risk that AI products are not yet monetized, it underlines why many investors look at several contrasting opinions before forming a view on Amplitude’s longer term performance.

    Explore 4 other fair value estimates on Amplitude - why the stock might be worth over 2x more than the current price!

    Build Your Own Amplitude Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.