Amplitude Inc vs AXT Inc — how do they compare? Amplitude Inc trades at $12.78 (market cap $1.52B), while AXT Inc trades at $79.05 (market cap $4.83B). The key difference: AXT Inc is far larger — about 3.2× Amplitude Inc's market cap, and Amplitude Inc is trading nearer its 52-week high, AXT Inc nearer its low. Which is the better fit depends on your goals.
| AMPL | AXTI | |
|---|---|---|
Market Cap | $1.52B | $4.83B |
Sector | Technology | Technology |
52-Week High | $12.69 | $140.83 |
52-Week Low | $5.61 | $2.05 |
Enterprise Value | $1.39B | $4.50B |
Signals from Pluang's Aura AI — not financial advice
Amplitude (AMPL) trades at $11.26, up 4.55% in 24 hours, with a bullish technical signal and strong analyst support. Revenue growth is robust, reaching $343.21 million in 2025, but profitability remains a challenge with a net loss of $88.54 million. Recent news highlights investor conference participation and Q2 2026 results that met revenue estimates but missed on EPS.
The outlook is mixed: strong revenue growth and a $12.08 consensus price target suggest upside, but persistent losses, negative cash flow, and ongoing legal investigations pose significant risks. Investors should weigh growth potential against fundamental weaknesses and sentiment shifts from recent insider sales and legal scrutiny.
AXTI trades at $88.58, up 17.84% in 24 hours, reflecting strong momentum after Q2 2026 earnings beat. The stock is technically bullish with support at $82 and resistance at $92. Fundamentally, revenue grew to $126 million in 2026 with a net profit margin of 3.23%, though valuation ratios like P/E of 2,460.33 appear elevated. Recent news highlights surging indium phosphide demand driven by AI data centers.
Outlook is positive with analyst consensus at Buy (72.73%) and a $72.50 price target, but risks include high valuation, cash flow volatility, and dependence on AI-driven demand. The stock offers growth exposure to semiconductor substrates, yet investors should weigh profitability sustainability against rich multiples.
Trailing returns across standard periods
Latest headlines on both assets
Amplitude Inc is pioneering a new category of software called digital optimization. The company's digital optimization system serves as the command center for businesses to connect digital products to business outcomes.
Read more on AMPL →AXT develops and manufactures high-performance compound semiconductor wafer substrates. Its products, like indium phosphide and gallium arsenide, are essential for data centers, 5G, and consumer electronics.
Read more on AXTI →