Amplitude (NASDAQ:AMPL) Price Target Lowered to $10.00 at Piper Sandler

Amplitude (NASDAQ:AMPL) had its target price lowered by Piper Sandler from $12.00 to $10.00 in a research report released on Thursday morning,Benzinga reports. The firm currently has an overweight rating on the stock.

Several other research analysts have also recently weighed in on the company. UBS Group upgraded Amplitude from a “neutral” rating to a “buy” rating and set a $13.00 price target for the company in a research report on Friday, October 31st. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Amplitude in a report on Monday, December 29th. Morgan Stanley set a $16.00 price target on shares of Amplitude and gave the stock an “overweight” rating in a report on Thursday, January 15th. BTIG Research dropped their price target on shares of Amplitude from $14.00 to $10.00 and set a “buy” rating on the stock in a research report on Thursday. Finally, Robert W. Baird upped their price objective on shares of Amplitude from $14.00 to $15.00 and gave the stock an “outperform” rating in a research report on Friday, December 19th. Ten investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $13.18.

Amplitude Price Performance

NASDAQ AMPL opened at $7.16 on Thursday. Amplitude has a 1 year low of $5.99 and a 1 year high of $14.88. The company has a market capitalization of $957.22 million, a PE ratio of -10.69 and a beta of 1.48. The company has a fifty day moving average of $9.85 and a 200 day moving average of $10.46.

Amplitude (NASDAQ:AMPL) last announced its quarterly earnings results on Wednesday, February 18th. The company reported $0.04 earnings per share for the quarter, hitting the consensus estimate of $0.04. The company had revenue of $91.43 million for the quarter, compared to the consensus estimate of $90.35 million. Amplitude had a negative return on equity of 31.40% and a negative net margin of 25.80%.The firm’s revenue for the quarter was up 17.0% compared to the same quarter last year. During the same period last year, the firm earned $0.02 EPS. Amplitude has set its FY 2026 guidance at 0.080-0.130 EPS and its Q1 2026 guidance at -0.020–0.010 EPS. Research analysts expect that Amplitude will post -0.62 earnings per share for the current year.

Amplitude announced that its board has initiated a share repurchase plan on Wednesday, February 18th that authorizes the company to repurchase $100.00 million in outstanding shares. This repurchase authorization authorizes the company to buy up to 11.8% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Insiders Place Their Bets

In other news, CEO Spenser Skates sold 42,743 shares of the business’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $12.01, for a total transaction of $513,343.43. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Erica Schultz sold 10,000 shares of the firm’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $10.88, for a total transaction of $108,800.00. Following the completion of the transaction, the director directly owned 114,906 shares in the company, valued at $1,250,177.28. This represents a 8.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 52,843 shares of company stock valued at $623,343 over the last 90 days. 23.83% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Amplitude

Several large investors have recently bought and sold shares of AMPL. Quarry LP purchased a new position in shares of Amplitude in the third quarter valued at approximately $32,000. State of Alaska Department of Revenue purchased a new stake in shares of Amplitude during the third quarter worth approximately $48,000. Osaic Holdings Inc. increased its position in shares of Amplitude by 57.8% during the second quarter. Osaic Holdings Inc. now owns 5,132 shares of the company’s stock worth $64,000 after purchasing an additional 1,879 shares in the last quarter. Morse Asset Management Inc acquired a new position in Amplitude in the 4th quarter valued at $116,000. Finally, Kemnay Advisory Services Inc. purchased a new position in Amplitude in the 4th quarter valued at $119,000. 73.20% of the stock is currently owned by hedge funds and other institutional investors.

Amplitude News Roundup

Here are the key news stories impacting Amplitude this week:

• Positive Sentiment: Q4 results beat revenue expectations and management issued stronger-than-expected guidance: revenue of $91.4M (+17% YoY) topped estimates and the company gave FY2026 EPS guidance of $0.08–0.13 (vs. street estimates that were negative) and Q1 EPS guidance better than consensus. This is the main fundamental bullish catalyst supporting the rally that followed the release. Business Wire: Amplitude Announces Fourth Quarter and Fiscal Year 2025 Financial Results
• Positive Sentiment: Management launched “Agentic” AI analytics and highlighted that AI agents now drive ~25% of platform queries and set a 2026 revenue-growth target of ~15% — product momentum and AI adoption provide a growth narrative that investors reward. DestinationCRM: Amplitude Introduces Agentic AI Analytics
• Positive Sentiment: Board authorized a $100M buyback (up to ~11.8% of shares), signaling management believes the stock is undervalued and supporting near-term demand for shares. RTT News: Stock Buybacks
• Neutral Sentiment: Company met EPS consensus ($0.04) and provided slide deck + earnings call transcript for deeper inspection — useful for modeling but not a surprise after the press release. Seeking Alpha: Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Media coverage summarized the moves and product news; these stories amplified intraday volatility but don’t change the underlying earnings/guidance mix. MSN: Amplitude outlines 15% 2026 revenue growth target
• Neutral Sentiment: Short-interest notices published for February show zero reported short shares (and some data quirks/NaNs) — appears unreliable and not a current driver. (Watch for any corrected filings.)
• Negative Sentiment: Several sell-side analysts cut price targets (KeyCorp $16→$14, Piper Sandler $12→$10, BTIG $14→$10) despite keeping overweight/buy ratings — the lower targets and cautious tone cap upside and likely pressured intraday trading. StreetInsider: AMPL PT Lowered to $14 at KeyBanc

Amplitude Company Profile

Amplitude, Inc is a software company specializing in digital analytics and product intelligence solutions for businesses seeking to optimize user engagement and drive growth. Its core offering, the Amplitude Analytics platform, enables customers to collect and analyze behavioral data from web and mobile applications in real time. The platform provides advanced segmentation, funnel analysis, retention tracking and pathfinding tools that help product, marketing and data teams understand user journeys, identify friction points and measure the impact of new features.

Founded in 2012 by Spenser Skates, Curtis Liu and Jeffrey Wang, Amplitude is headquartered in Redwood City, California, with additional offices spanning North America, Europe and Asia.