Down 88%, This Growth Stock Could Be Set for a Recovery in 2025

Motley Fool11-15

Amplitude hit a high shortly after its 2021 IPO, but struggled since. The stock showed signs of a recovery in its latest earnings report. The company is expanding its products with the ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2483232294?lang=en_US&edition=fundamental","thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F797719%2Fcoding-analysis-software-engineer-programming.jpg&op=resize&w=165&h=104","is_english":true,"pubTime":"2024-11-15 19:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2483232294","market":"us","top_or_hot":-1,"title":"Down 88%, This Growth Stock Could Be Set for a Recovery in 2025","media":"Motley Fool","content":"<div>\n<p>Amplitude hit a high shortly after its 2021 IPO, but struggled since.\n\n\n\n\n\n\n\nThe stock showed signs of a recovery in its latest earnings report.\n\n\n\n\n\n\n\nThe company is expanding its products with the ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/11/15/down-88-this-growth-stock-could-be-set-for-a-recov/\">Source Link</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 88%, This Growth Stock Could Be Set for a Recovery in 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown 88%, This Growth Stock Could Be Set for a Recovery in 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-15 19:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/11/15/down-88-this-growth-stock-could-be-set-for-a-recov/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amplitude hit a high shortly after its 2021 IPO, but struggled since.\n\n\n\n\n\n\n\nThe stock showed signs of a recovery in its latest earnings report.\n\n\n\n\n\n\n\nThe company is expanding its products with the ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/11/15/down-88-this-growth-stock-could-be-set-for-a-recov/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1267930730.SGD","symbol_name":"富兰克林美国机遇基金AS Acc SGD (CPF)","start_time":0,"source_url":"https://www.fool.com/investing/2024/11/15/down-88-this-growth-stock-could-be-set-for-a-recov/","article_id":"2483232294","we_media_id":null,"thumbnails":["https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F797719%2Fcoding-analysis-software-engineer-programming.jpg&op=resize&w=165&h=104"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2483232294","pubTimestamp":1731668400,"columns":[],"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Amplitude hit a high shortly after its 2021 IPO, but struggled since.The stock showed signs of a recovery in its latest earnings report.The company is expanding its products with the acquisition of Command AI.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","AMPL":"AmplitudeE, Inc.","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","BK4579":"人工智能","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","GOOG":"谷歌","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","GOOGL":"谷歌A","LU0444971666.USD":"天利全球科技基金","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4023":"应用软件","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC"},"translate_title":"下跌88%，这只成长型股票可能会在2025年复苏","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMPL":0.9,"GOOG":0.9,"GOOGL":0.9},"content_text":"Amplitude hit a high shortly after its 2021 IPO, but struggled since.\n\n\n\n\n\n\n\nThe stock showed signs of a recovery in its latest earnings report.\n\n\n\n\n\n\n\nThe company is expanding its products with the acquisition of Command AI. \n\nTech stocks saw a boom year in 2021 as they soared through the tail end of the pandemic. But tech stocks that went public during that year got stuck between a bull and bear market.Amplitude (AMPL -1.76%) is one such example. The software-as-a-service stock, which specializes in digital analytics and digital product optimization, went public in September 2021. The stock initially soared out of the gate on the broader enthusiasm for the software sector and the company's strong growth at the time of its market debut.However, like the rest of the software sector, its growth rate rapidly slowed as the economy reopened and businesses focused on other priorities. The stock plunged in late 2021 and 2022, and has remained down since then. Amplitude is now down 88% from its peak shortly after its initial public offering, but signs are emerging of a rebound. Let's take a look at three reasons the stock could jump in 2025.Image source: Getty Images.1. Customer churn is finally under controlPart of the reason for the company's struggles over the last few years is that many of its customers, like other software companies experienced, overcommitted to the platform -- and as a result, revenue growth decelerated and remained weak since 2021. However, the company is now past most of those customers' defections, essentially clearing the deck for a growth recovery in 2025.CEO Spenser Skates said on the earnings call:... ARR [annual recurring revenue] and revenue reacceleration are both well within our reach. This quarter sets us firmly on that path. While we are making progress, there is still plenty of work to do. We are past the significant majority of overbought to optimization contracts, but churn is still too high. Annual recurring revenue in the quarter was up 8% to $298 million, slightly ahead of reported quarterly revenue, which was up 6% to $75.2 million -- a positive sign for accelerating growth. The company continues to expand its base of large customers; those with annual recurring revenue of at least $100,000 were up 13% to 567. Amplitude's revenue growth figure was artificially suppressed by the post-pandemic customer churn and as that disappears, its growth rate should return to double digits. As one indicator of that, its remaining performance obligations (RPO, a proxy for backlog) was up 21% in the quarter to $286.6 million, and long-term RPO (contracts greater than 12 months) jumped 49% to $75.5 million. The company said this was the result of closer relationships with its customers and investments in the enterprise segment, meaning larger customers.2. It may pry customers away from competitorsAmplitude offers a suite of tools to help businesses understand how their customers are using their products so they can improve them, and considers its closest competition to be Alphabet's Google Analytics and Adobe Analytics. According to CEO Spenser Skates, Amplitude's customers are growing increasingly dissatisfied with Google Analytics, which Skates said was \"creating a long tail of opportunities for Amplitude\" as customers are \"dissatisfied with its [Google's] persistent usability problems and unresolved privacy issues.\"Amplitude can grow along with the market for digital optimization, but it can also grow by taking market share from larger competitors like Google and Adobe.The company estimated its total addressable market to be $37 billion when it went public, and it's likely larger than that today. At its current revenue run rate, Amplitude generates less than 1% of that in revenue, meaning the opportunity in front of it is huge if it can capitalize on it. Any challenges at Google Analytics should open the door for improved revenue growth. 3. The Command AI acquisition should boost growthAmplitude made its biggest acquisition to date in October, buying Command AI, a start-up that provides AI-powered user assistance. Command AI serves as a complement to Amplitude's existing analytics platform, and offers more of the features that its customers are looking for. It will allow them to add things like nudges, tours, onboarding guides, and surveys for their own users to use with their digital products. In an interview with The Motley Fool, Skates explained, \"A lot of our customers have been asking for this sort of functionality for a while,\" and noted that the company is planning to launch a combined product early next year. Command AI is just one component of what Amplitude is doing to expand its product portfolio. The company also launched a new program called Amplitude Made Easy, which gives customers a single line of code to get up and running, and Web Experimentation, which allows users to run A/B tests in a self-serve way.Overall, Amplitude's third-quarter revenue growth of 6% isn't going to turn investors' heads. But you can see momentum building around the corner in its 21% RPO growth, customer churn rolling off, competitive weakness from Google, and product improvements. If revenue growth starts to accelerate, the stock could soar.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2483232294"}