Amplitude, Inc.: Digging deeper on opportunity

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Amplitude, Inc.: Digging deeper on opportunity

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Amplitude, Inc.

Digging deeper on opportunity

Maintain Rating: NEUTRAL | PO: 8.00 USD | Price: 6.13 USD

Learning more about the Statsig deal 14 May 2026

Earlier this week, we hosted an investor session with CFO Andrew Casey and Head of IR Equity

John Streppa. Our talk mainly focused on the Statsig deal, and we learned about

Koji Ikeda, CFA

integration roadmap, go-to-market strategy, pricing philosophy, and medium-term Research Analyst

potential to support revenue growth. While we now have a clearer picture of how Statsig BofAS +1 415 913 2106

could play into the medium-term revenue algorithm, we remain cautious on heightened koji.ikeda@bofa.com

execution risks such a transformative deal brings. We learned sales and customer George McGreehan

success teams are combining, which could help maintain Statsig customer retention, Research Analyst BofAS

which is positive. Still, we think the risk of snags with Statsig integration could +1 415 913 4315

potentially hamper margin expansion and stifle focus in Amplitude’s core analytics george.mcgreehan@bofa.com

platform. Maintain Neutral.

Statsig expanding TAM and accelerating product roadmap Stock Data

The Statsig agreement represents a strategic expansion into warehouse-native

Price 6.13 USD

experimentation. Positively, Amplitude was able to combine forces without paying an

Price Objective 8.00 USD

amount that reaches the materiality threshold to issue an 8-K. Amplitude is getting ~320

Date Established 7-May-2026

Statsig customers, IP, and pipeline opportunities. This could meaningfully broaden total

Investment Opinion C-2-9

addressable market (TAM) and strengthen its position with engineering and data

52-Week Range 5.51 USD - 14.49 USD