$AMPL

Public B2B companies with less than $1B in revenue face growth challenges, with median growth falling to 11.8% in Q2 2026. Companies like PagerDuty and Sprinklr report minimal growth but remain profitable. Those growing above 20% maintain high net revenue retention (NRR) and benefit from AI-driven demand. Salesforce's acquisition of Braze highlights the premium paid for scalable, AI-capable companies.

BTIG kept its Buy rating and $19 price target for Amplitude, implying a 10.4% upside from the Nov 11 close of $17.21. Recent analyst price targets range from $18 to $22.

Amplitude (AMPL) reached new highs after reporting Q3 earnings, driven by profitability gains from its AI platform and increased adoption by larger clients. The stock is trading near a buy point of $17.84, last seen in August 2022, according to Investor's Business Daily.

Amplitude Inc (AMPL) reported Q3 2026 earnings with 25% revenue growth and record profitability. CEO Spenser Skates highlighted Wave's potential and credited teams for improved demand. CFO Andrew Casey noted $21M ARR increase, with $6M from StatSig, and discussed margin improvements. The company expects new pricing to drive higher ASPs and longer contracts. StatSig's integration and security were also addressed.

Citigroup kept Amplitude at Neutral but raised its price target to $18 from $11, a 63.6% increase. This implies a 7.8% upside from the Nov 6 close of $16.70. Recent analyst targets for Amplitude range from $19 to $22.

Analysts raised price targets for Amplitude (AMPL), with UBS and Piper Sandler setting it at $22, and BTIG at $19. The company reported 31% year-over-year growth in high-value customers, a net retention rate of 104%, and a 27% increase in obligations to $496.9 million. Amplitude also launched new agent tools, including Agent Analytics, Code Mode, and Data Assistant Agent.

UBS maintained its Buy rating on Amplitude and increased its price target to $22 from $13, citing a 36.6% upside from the Nov 5 close. Recent analyst notes on Amplitude have price targets ranging from $16.50 to $22.

Keybanc raised its price target for Amplitude to $22 from $14, a 57.1% increase, maintaining an Overweight rating. This implies a 28.0% upside from the Nov 4 close of $17.19. Recent analyst targets range from $16.50 to $22.

Needham raised its price target for Amplitude (NASDAQ: AMPL) to $21 from $18, citing strong Q3 sales and bookings growth. The stock is near its 52-week high after a 116% surge in six months. Amplitude reported 25% revenue growth and $0.04 EPS, exceeding estimates. The company expects continued growth and improved margins.

Piper Sandler kept Amplitude at Overweight, raising its price target to $22 from $18, a 22.2% increase. This implies a 28.0% upside from the Nov 4 close of $17.19, according to the firm.