Amplitude Inc (AMPL) has an average rating of overweight and mean price target of $10.65, according to analysts polled by FactSet.
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Price: $5.85, Change: $-1.67, Percent Change: -22.21%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We decrease our price target by $10 to $84, applying a P/E of 15x to our FY 27 (Mar.) EPS estimate, below LOGI's three-year average (~24x) given elevated macro headwinds. We lower our FY 27 EPS estimate by $0.07 to $5.58 and initiate a FY 28 view at $5.85. While Q4's results (sales +3% ex-FX, non-GAAP operating margin +210 bps Y/Y) demonstrated resilience in a volatile macro environment, we think management is downplaying the negative impacts that will accompany memory supply issues in FY 27, which should increase costs and prices for the fast-growing Video Collaboration product category (+8% ex-FX in Q4), slowing overall company growth. We also expect peripherals to hold some correlation to PC unit volumes despite management's optimistic assertion otherwise, resulting in broad pressure across multiple products. Growth in APAC (28% of FY 26 sales, +15% ex-FX) has been a bright spot, but we worry that elevated marketing spend is supporting results more than product leadership and innovation.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target to $47 from $59, applying a 4.7x EV/sales multiple to our 2027 estimates, a discount to TEM's 7.7x average forward multiple since IPO in 2024. We narrow our 2026 loss per share view by $0.01 to -$0.44 and widen 2027's by $0.05 to -$0.14. While we expect TEM to report positive operating income and EPS by 2028, it is possible that operational disruption, competitive losses, or other developments delay the company's path toward profitability and drive further operating losses. With macroeconomic headwinds pressuring the health care sector, we favor some of TEM's competitors over the near-term, including peers in life sciences tools/services as well as the health care services sub-industry, despite the company's significant growth expectations. We also note risks around reimbursement, with TEM deciding to meter its MRD testing volumes to wait for more favorable pricing dynamics, as well as uncertainties around the timing of FDA approvals for various tests.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TKO reported mixed Q1 2026 results with EPS of $1.12 beating consensus by $0.06, while revenue of $1.6B (+26%) was only in line with estimates. Growth was fueled by IMG integration and broad-based strength across UFC, WWE, and IMG segments. Despite mixed top-line performance, profitability metrics showed improvement with Adjusted EBITDA advancing 32% to $549.8M and margin expanding 100 bps to 34%. Management reaffirmed full-year 2026 guidance of $5.68B-$5.78B in revenue and $2.24B-$2.29B in Adjusted EBITDA. The company delivered exceptional cash generation with free cash flow of $674.5M and returned $1.0B to shareholders through buybacks and dividends. We believe the diversified revenue model provides strong visibility, with new media rights deals including the $1.1B annual Paramount agreement and ESPN/Netflix contracts supporting future growth. In our view, the additional $1B buyback authorization signals board confidence in the business model and cash flow trajectory as we look ahead in 2026-2027.