Amplitude (NASDAQ:AMPL) Releases FY 2026 Earnings Guidance

Amplitude (NASDAQ:AMPL) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 0.060-0.080 for the period, compared to the consensus EPS estimate of -0.080. The company issued revenue guidance of $407.2 million-$411.2 million, compared to the consensus revenue estimate of $400.4 million. Amplitude also updated its Q3 2026 guidance to 0.020-0.030 EPS.

Analyst Upgrades and Downgrades

AMPL has been the topic of a number of recent analyst reports. Weiss Ratings reissued a “sell (e+)” rating on shares of Amplitude in a research report on Tuesday, July 21st. Citigroup raised their target price on shares of Amplitude from $7.00 to $10.00 and gave the company a “neutral” rating in a research note on Thursday, July 9th. Bank of America reiterated a “neutral” rating and issued a $8.00 target price (down from $10.00) on shares of Amplitude in a report on Thursday, May 7th. Raymond James Financial assumed coverage on shares of Amplitude in a research report on Tuesday, June 30th. They set a “strong-buy” rating and a $10.00 target price for the company. Finally, Piper Sandler upped their price target on shares of Amplitude from $9.00 to $11.00 and gave the company an “overweight” rating in a report on Tuesday, July 21st. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $12.18.

Amplitude Stock Up 1.3%

Amplitude stock traded up $0.13 during mid-day trading on Wednesday, reaching $10.01. The company had a trading volume of 2,306,120 shares, compared to its average volume of 1,912,529. The firm has a market cap of $1.04 billion, a price-to-earnings ratio of -14.94 and a beta of 1.42. The company has a 50 day moving average of $8.19 and a 200-day moving average of $7.60. Amplitude has a 52 week low of $5.51 and a 52 week high of $14.49.

Amplitude (NASDAQ:AMPL) last posted its quarterly earnings results on Wednesday, August 5th. The company reported ($0.01) EPS for the quarter, meeting the consensus estimate of ($0.01). Amplitude had a negative return on equity of 34.98% and a negative net margin of 25.11%.The firm had revenue of $100.89 million during the quarter, compared to analysts’ expectations of $98.16 million. Amplitude has set its Q3 2026 guidance at 0.020-0.030 EPS and its FY 2026 guidance at 0.060-0.080 EPS. On average, analysts predict that Amplitude will post -0.59 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Amplitude news, Director Catherine Wong sold 7,453 shares of the business’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $6.79, for a total value of $50,605.87. Following the sale, the director owned 111,462 shares of the company’s stock, valued at $756,826.98. The trade was a 6.27% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CTO Curtis Liu sold 22,201 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $8.03, for a total transaction of $178,274.03. Following the completion of the transaction, the chief technology officer owned 1,004,779 shares of the company’s stock, valued at approximately $8,068,375.37. This represents a 2.16% decrease in their position. The SEC filing for this sale provides additional information. 21.59% of the stock is owned by insiders.

Trending Headlines about Amplitude

Here are the key news stories impacting Amplitude this week:

• Positive Sentiment: Raised full-year outlook: Amplitude now expects fiscal 2026 EPS of $0.06–$0.08, compared with the consensus estimate of a $0.08 loss per share. Revenue guidance of $407.2 million–$411.2 million also exceeds the $400.4 million analyst forecast. Amplitude Q2 sales and full-year outlook article
• Positive Sentiment: Third-quarter guidance topped expectations: The company forecast EPS of $0.02–$0.03 and revenue of $105.6 million–$108.0 million, ahead of consensus estimates of breakeven EPS and $102.4 million in revenue.
• Positive Sentiment: Revenue beat estimates: Second-quarter revenue reached $100.89 million, above the $98.16 million consensus estimate. Management highlighted its transformation into an AI analytics company and described the combination of Amplitude and Statsig as strengthening its ability to measure product performance and improve product decisions. Amplitude second-quarter 2026 financial results
• Neutral Sentiment: Quarterly EPS matched expectations: Amplitude reported a loss of $0.01 per share, in line with analyst estimates. The result was not a downside surprise, but the company remains in a period of transition toward sustained profitability.
• Negative Sentiment: Profitability remains a risk: Amplitude posted a negative net margin of 25.11% and negative return on equity of 34.98%. Investors will likely continue watching whether the improved guidance translates into consistent earnings and cash-flow generation.

Institutional Investors Weigh In On Amplitude

Large investors have recently modified their holdings of the stock. Quarry LP bought a new stake in Amplitude in the third quarter valued at $32,000. Osaic Holdings Inc. lifted its holdings in shares of Amplitude by 57.8% during the second quarter. Osaic Holdings Inc. now owns 5,132 shares of the company’s stock valued at $64,000 after acquiring an additional 1,879 shares during the period. Tower Research Capital LLC TRC boosted its stake in shares of Amplitude by 86.5% in the 2nd quarter. Tower Research Capital LLC TRC now owns 10,477 shares of the company’s stock valued at $130,000 after purchasing an additional 4,858 shares in the last quarter. Magnetar Financial LLC acquired a new stake in shares of Amplitude in the 4th quarter valued at $122,000. Finally, Schonfeld Strategic Advisors LLC bought a new stake in shares of Amplitude in the 3rd quarter worth about $113,000. 73.20% of the stock is currently owned by institutional investors.

About Amplitude

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.