Amplitude, Inc. (NASDAQ:AMPL) Receives Average Rating of “Moderate Buy” from Analysts

Amplitude, Inc. (NASDAQ:AMPL) has received an average rating of “Moderate Buy” from the eleven ratings firms that are covering the stock, Marketbeat reports. One research analyst has rated the stock with a sell rating and ten have issued a buy rating on the company. The average 12 month price objective among analysts that have updated their coverage on the stock in the last year is $13.2222.

AMPL has been the topic of a number of recent research reports. Weiss Ratings cut shares of Amplitude from a “sell (d-)” rating to a “sell (e+)” rating in a report on Friday, April 24th. UBS Group cut their target price on shares of Amplitude from $13.00 to $10.00 and set a “buy” rating on the stock in a report on Thursday, February 19th. Piper Sandler cut their target price on shares of Amplitude from $10.00 to $9.00 and set an “overweight” rating on the stock in a report on Tuesday, April 14th. BTIG Research cut their target price on shares of Amplitude from $14.00 to $10.00 and set a “buy” rating on the stock in a report on Thursday, February 19th. Finally, KeyCorp cut their target price on shares of Amplitude from $16.00 to $14.00 and set an “overweight” rating on the stock in a report on Thursday, February 19th.

Insider Transactions at Amplitude

In other Amplitude news, CTO Curtis Liu sold 17,586 shares of the firm’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $8.12, for a total value of $142,798.32. Following the transaction, the chief technology officer owned 1,067,259 shares of the company’s stock, valued at $8,666,143.08. This trade represents a 1.62% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 21.59% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Amplitude

Several large investors have recently made changes to their positions in AMPL. Quarry LP acquired a new stake in shares of Amplitude in the third quarter valued at approximately $32,000. State of Alaska Department of Revenue acquired a new stake in shares of Amplitude in the third quarter valued at approximately $48,000. Osaic Holdings Inc. increased its stake in shares of Amplitude by 57.8% in the second quarter. Osaic Holdings Inc. now owns 5,132 shares of the company’s stock valued at $64,000 after purchasing an additional 1,879 shares during the period. Krilogy Financial LLC acquired a new stake in shares of Amplitude in the first quarter valued at approximately $77,000. Finally, Legato Capital Management LLC acquired a new stake in shares of Amplitude in the third quarter valued at approximately $112,000. Institutional investors and hedge funds own 73.20% of the company’s stock.

Amplitude Stock Performance

Shares of Amplitude stock opened at $7.52 on Friday. The firm has a market cap of $780.43 million, a PE ratio of -11.22 and a beta of 1.43. The firm’s 50-day simple moving average is $7.02 and its 200-day simple moving average is $8.94. Amplitude has a 1 year low of $5.51 and a 1 year high of $14.49.

Amplitude (NASDAQ:AMPL) last released its quarterly earnings data on Wednesday, February 18th. The company reported $0.04 earnings per share for the quarter, hitting the consensus estimate of $0.04. Amplitude had a negative net margin of 25.80% and a negative return on equity of 32.33%. The firm had revenue of $91.43 million for the quarter, compared to analyst estimates of $90.35 million. During the same quarter in the prior year, the business earned $0.02 earnings per share. Amplitude’s quarterly revenue was up 17.0% on a year-over-year basis. Amplitude has set its FY 2026 guidance at 0.080-0.130 EPS and its Q1 2026 guidance at -0.020–0.010 EPS. On average, equities analysts predict that Amplitude will post -0.63 earnings per share for the current year.

Amplitude declared that its Board of Directors has initiated a share buyback program on Wednesday, February 18th that allows the company to repurchase $100.00 million in outstanding shares. This repurchase authorization allows the company to buy up to 11.8% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s leadership believes its stock is undervalued.

Key Stories Impacting Amplitude

Here are the key news stories impacting Amplitude this week:

• Positive Sentiment: Company raised full‑year 2026 guidance (EPS 0.03–0.06 vs. consensus negative) and lifted revenue range to roughly $397M–$403M, topping consensus — this signals management expects a return to profitability and stronger top‑line momentum. Press Release
• Positive Sentiment: Management highlighted enterprise customer expansion and adoption of new pricing, which support recurring revenue growth and margin improvement prospects. Press Release
• Positive Sentiment: Partnership with Adswerve to connect acquisition, product analytics and AI-driven measurement could expand GTM reach and customer use cases. Adswerve Partnership
• Neutral Sentiment: Q1 revenue modestly beat expectations ($93.49M vs. ~$92.95M) but EPS missed by $0.01 (reported $(0.02) vs. $(0.01) consensus); results were mixed between top‑line strength and profitability metrics. Earnings Report
• Negative Sentiment: Q2 guidance was slightly below consensus on EPS (guide: -0.02 to -0.01 vs. consensus ~-0.01), which disappointed investors focused on near‑term profitability, despite a revenue guide slightly above consensus. Guidance Details
• Negative Sentiment: Insider selling: CTO Curtis Liu sold shares earlier in the week (SEC filing), which can amplify negative sentiment even though the holding remains large. SEC Filing
• Negative Sentiment: Market reaction: the combination of the EPS miss and the softer near‑term guide drove a sharp intraday selloff. Market Reaction

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.