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AMPL vs GTM
Which Stock Would AI Choose? Amplitude, Inc. (AMPL) vs. ZoomInfo Technologies Inc. (GTM) Stock Comparison
Key Takeaways
- AMPL reported Q1 2026 revenue of $93.5 million, up 17% year-over-year, with ARR at $374 million, but shares have faced volatility amid profitability concerns.
- GTM delivered Q1 2026 revenue of $310.2 million, up 1.5% year-over-year, with strong adjusted operating margins of 35%, though full-year guidance was lowered due to macro pressures.
- Both stocks operate in software sectors—AMPL in digital analytics and GTM in go-to-market intelligence—but GTM shows larger scale with higher market cap around $1.2 billion versus AMPL's $846 million.
- Recent performance reflects sector challenges: AMPL YTD up ~45%, GTM YTD up ~61%, but both experienced post-earnings drops amid broader market sentiment.
- AI-driven features bolster both, with AMPL emphasizing behavioral analytics and GTM focusing on sales intelligence.
Introduction
This stock comparison examines AMPL and GTM, two software firms navigating the competitive landscape of digital analytics and go-to-market (GTM) intelligence. Both leverage AI to enhance customer insights and sales efficiency, making them relevant for growth-oriented investors and traders tracking SaaS (software-as-a-service) trends. In recent market activity, earnings beats have been tempered by macroeconomic headwinds and profitability pressures, highlighting contrasts in scale, growth rates, and strategic positioning. Traders may find value in their relative performance amid sector rotation, while long-term investors assess catalysts like AI adoption and customer retention.
AMPL Overview and Recent Performance
Amplitude, Inc. (AMPL) provides an AI-powered digital analytics platform that analyzes customer behavior in digital products. Key offerings include real-time insights via Amplitude Analytics, session replay tools, experimentation features, and AI agents for goals like conversion optimization. Delivered as a SaaS model, it serves enterprises seeking product-led growth.
In recent quarters, AMPL has shown revenue acceleration, with Q1 2026 revenue reaching $93.5 million, up 17% year-over-year, and annual recurring revenue (ARR) climbing to $374 million. Dollar-based net retention rate (a measure of customer expansion) stood at 105% trailing twelve months, with 727 customers exceeding $100,000 ARR, up 18%. However, non-GAAP operating losses persisted at $3.1 million, influenced by rising AI inference costs that compressed gross margins to 75%. Stock sentiment has been volatile, with post-earnings dips reflecting concerns over path to profitability despite beats, amid broader software sector pressures.
GTM Overview and Recent Performance
ZoomInfo Technologies Inc. (GTM) offers a go-to-market intelligence platform aiding sales, marketing, operations, and recruiting. Its cloud-based tools provide data on organizations and professionals, predictive scoring, buying signals, and automation via products like ZoomInfo Copilot and SalesOS. Targeting enterprises across industries, it emphasizes upmarket expansion.
Recent market activity for GTM reflects resilience in profitability amid modest growth. Q1 2026 revenue hit $310.2 million, up 1.5% year-over-year, beating guidance with adjusted operating income of $109.7 million (35% margin). Upmarket average contract value (ACV) grew 5%, while downmarket faced declines. The company recently changed its ticker to GTM to align with its core focus. Full-year guidance was cautious at $1.185-1.205 billion revenue due to macro challenges and pricing shifts from seat-based to consumption models, prompting share drops despite operational strength.
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Head-to-Head Comparison
AMPL and GTM both thrive in AI-enhanced SaaS but differ in business models: AMPL focuses on product analytics for user behavior, driving experimentation and retention, while GTM targets sales intelligence for lead generation and engagement. Growth drivers contrast sharply—AMPL at 17% revenue pace with strong net retention versus GTM's 1.5% top-line but superior 35% margins.
Recent momentum favors GTM's scale ($1.2B market cap) over AMPL's ($846M), though both saw post-earnings weakness. Risk factors include AMPL's losses and AI costs versus GTM's macro sensitivity and pricing transitions. Sector exposure overlaps in software but GTM diversifies via multi-industry data. Market sentiment tilts toward GTM's profitability trade-off against AMPL's higher growth potential.
Tickeron AI Verdict
Tickeron’s AI currently favors GTM due to its larger revenue base, superior margins, and positive unlevered free cash flow, offering greater stability in uncertain conditions. While AMPL exhibits stronger growth and retention trends with AI analytics tailwinds, its ongoing losses introduce higher volatility. Probabilistic edge to GTM for trend consistency and relative positioning, though both warrant monitoring for catalysts like earnings execution.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMPL is a Hold and GTM is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMPL’s FA Score shows that 0 FA rating(s) are green whileGTM’s FA Score has 0 green FA rating(s).
- AMPL’s FA Score: 0 green, 5 red.
- GTM’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMPL’s TA Score shows that 3 TA indicator(s) are bullish while GTM’s TA Score has 4 bullish TA indicator(s).
- AMPL’s TA Score: 3 bullish, 7 bearish.
- GTM’s TA Score: 4 bullish, 2 bearish.
Price Growth
AMPL (@Packaged Software) experienced а +0.30% price change this week, while GTM (@Packaged Software) price change was -3.04% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -3.44%. For the same industry, the average monthly price growth was -4.93%, and the average quarterly price growth was +13.88%.
Reported Earning Dates
AMPL is expected to report earnings on Aug 12, 2026.
GTM is expected to report earnings on Aug 03, 2026.
Industries' Descriptions
@Packaged Software (-3.44% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| AMPL | GTM | AMPL / GTM | |
| Capitalization | 885M | 800M | 111% |
| EBITDA | -85.87M | 333M | -26% |
| Gain YTD | -42.401 | -73.304 | 58% |
| P/E Ratio | N/A | 6.61 | - |
| Revenue | 357M | 1.25B | 28% |
| Total Cash | 182M | 175M | 104% |
| Total Debt | 10.1M | 1.57B | 1% |
GTM | ||
|---|---|---|
OUTLOOK RATING 1..100 | 57 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 62 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 79 | |
PRICE GROWTH RATING 1..100 | 95 | |
P/E GROWTH RATING 1..100 | 100 | |
SEASONALITY SCORE 1..100 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| AMPL | GTM | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 83% | 1 day ago 87% |
| Stochastic ODDS (%) | 1 day ago 72% | 1 day ago 75% |
| Momentum ODDS (%) | 1 day ago 69% | N/A |
| MACD ODDS (%) | 1 day ago 85% | 1 day ago 71% |
| TrendWeek ODDS (%) | 1 day ago 82% | 1 day ago 78% |
| TrendMonth ODDS (%) | 1 day ago 75% | 1 day ago 76% |
| Advances ODDS (%) | 24 days ago 72% | 10 days ago 77% |
| Declines ODDS (%) | 9 days ago 78% | 8 days ago 79% |
| BollingerBands ODDS (%) | 1 day ago 69% | N/A |
| Aroon ODDS (%) | 1 day ago 67% | 1 day ago 81% |
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AMPL and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMPL has been loosely correlated with FRSH. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if AMPL jumps, then FRSH could also see price increases.
| Ticker / NAME | Correlation To AMPL | 1D Price Change % | ||
|---|---|---|---|---|
| AMPL | 100% | +3.25% | ||
| FRSH - AMPL | 64% Loosely correlated | +2.91% | ||
| CLSK - AMPL | 60% Loosely correlated | -1.46% | ||
| PCOR - AMPL | 59% Loosely correlated | -0.15% | ||
| PATH - AMPL | 59% Loosely correlated | N/A | ||
| RIOT - AMPL | 58% Loosely correlated | +0.19% | ||
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GTM and
Correlation & Price change
A.I.dvisor indicates that over the last year, GTM has been loosely correlated with COIN. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if GTM jumps, then COIN could also see price increases.
| Ticker / NAME | Correlation To GTM | 1D Price Change % | ||
|---|---|---|---|---|
| GTM | 100% | +2.45% | ||
| COIN - GTM | 58% Loosely correlated | -4.04% | ||
| HUBS - GTM | 56% Loosely correlated | +0.28% | ||
| CLSK - GTM | 55% Loosely correlated | -1.46% | ||
| CRM - GTM | 55% Loosely correlated | +2.20% | ||
| DOCU - GTM | 53% Loosely correlated | -0.09% | ||
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