Jan. 15 at 5:50 PM
$AMPL $10.41 ask. BUY/3X ADD TO LONG POSITION
prior:
$AMPL $10.00 ask. BUY/NEW LONG POSITION as earrings play to
$13.50 (EA11.5) with SPM 87.94 tag.
https://stocktwits.com/G101SPM/message/634532591
DAC (dollar average cost includes this BUY) (4)
$10.31
CHANGE EXIT TO
$20.00 FROM
$13.50.
BRIEF: Revenue Acceleration: Project company's revenue growth will accelerate, potentially exceeding 20% in fiscal year 2026. This growth is driven by easing macroeconomic headwinds, strong enterprise sales execution, and increasing multi-product adoption.
AI Monetization: The integration of AI agents and new features (like AI Feedback and the InfiniGrow acquisition) is expected to increase average contract values (ACV) and data ingestion from customers, ultimately driving higher revenue and potentially supporting margin expansion.
Operating Leverage: Positive operating leverage will stem from the combination of strong top-line growth and disciplined expense management, particularly in sales and marketing costs, which have historically been a large percentage of revenue.
