Amplitude

Amplitude shares hit a 52-week high of $13.59 and are currently trading at $13.62; the stock is up 15.61% year-to-date and has gained 77.5% over the past six months. For Q2 2026 Amplitude reported revenue of $100.9 million, beating the Wall Street estimate of $98.18 million; adjusted earnings per share were -$0.01, in line with expectations. Revenue grew 21% year-over-year and 8% sequentially, and market capitalization is around $1.3 billion. According to InvestingPro, four analysts recently raised their earnings estimates and a fair-value analysis rates the stock as fairly valued. » Plus sur de.investing.com

At the Technology Leadership Forum 2026, Amplitude announced a realignment focused on accelerated ARR growth, a stronger enterprise business and a unified event-based pricing model. ARR growth recently accelerated to 22% (including Statsig), RPO has grown by more than 30% in six consecutive quarters, and enterprise customers now account for 69% of ARR. The new pricing model standardizes billing, removes product paywalls and is intended to drive expansion revenue; AI features will initially be offered for free to boost adoption before new AI products are monetized. Management expects short-term margin pressure from rising data and AI costs but sees higher revenue and margins in the long term from increased usage, open-weight models and better contract terms. » Plus sur de.investing.com

Amplitude reported Q2 revenue of $100.9m (expectation $98.18m) and adjusted EPS of -$0.01, while ARR rose to $410m (+22% y/y). Free cash flow hit a record $23.7m, and the company repurchased $69m of stock. Gross margin fell to 71% due to higher AI inference costs and the lower-margin Statsig business, yet Amplitude raised its revenue and operating forecasts for 2026. The stock reacted only modestly; for Q3 the company expects revenue between $105.6m and $108m and non-GAAP net income per share of $0.02–$0.03. » Plus sur de.investing.com