For the third quarter of 2026, analysts expect Amplitude to report consensus revenue of $107.05 million and non-GAAP EPS of $0.03, with the stock currently trading at approximately $17.10, slightly above the average analyst price target of $15.36.
Investors are primarily focused on the growth of the enterprise customer base and the successful monetization of recent AI product launches, such as Wave and Agent Analytics.
The company has seen significant momentum following its acquisition of Statsig and a pivot toward AI-native software features, which helped drive quarterly revenue growth expectations back above 20% year-over-year. Sustaining this momentum is critical as Amplitude works toward sustained profitability while navigating competitive pressure in the digital analytics market.