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 guidance of 0.080-0.130 for the period, compared to the consensus earnings per share estimate of -0.170. The company issued revenue guidance of $390.0 million-$398.0 million, compared to the consensus revenue estimate of $388.6 million. Amplitude also updated its Q1 2026 guidance to -0.020–0.010 EPS.

Amplitude Trading Up 13.2%

AMPL stock traded up $0.84 during trading on Wednesday, hitting $7.18. 4,966,952 shares of the stock traded hands, compared to its average volume of 1,917,424. The stock has a market cap of $959.89 million, a price-to-earnings ratio of -8.97 and a beta of 1.48. Amplitude has a one year low of $5.99 and a one year high of $14.88. The company has a 50 day simple moving average of $10.02 and a 200 day simple moving average of $10.51.

Amplitude (NASDAQ:AMPL) last posted 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 31.36% and a negative return on equity of 36.27%. Amplitude has set its FY 2026 guidance at 0.080-0.130 EPS and its Q1 2026 guidance at -0.020–0.010 EPS. As a group, analysts predict that Amplitude will post -0.62 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

AMPL has been the topic of several research analyst reports. Robert W. Baird increased their target price on Amplitude from $14.00 to $15.00 and gave the stock an “outperform” rating in a report on Friday, December 19th. Piper Sandler decreased their price objective on shares of Amplitude from $16.00 to $12.00 and set an “overweight” rating on the stock in a report on Monday, February 2nd. Morgan Stanley set a $16.00 target price on shares of Amplitude and gave the stock an “overweight” rating in a research note on Thursday, January 15th. BTIG Research began coverage on shares of Amplitude in a research report on Tuesday, December 16th. They set a “buy” rating and a $14.00 target price on the stock. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Amplitude in a report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $14.40.

Insider Buying and Selling

In related news, Director Erica Schultz sold 10,000 shares of Amplitude stock in a transaction on Monday, December 15th. The stock was sold at an average price of $10.88, for a total transaction of $108,800.00. Following the completion of the sale, the director directly owned 114,906 shares of the company’s stock, valued at $1,250,177.28. The trade was a 8.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Spenser Skates sold 42,743 shares of the company’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $12.01, for a total value of $513,343.43. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 52,843 shares of company stock worth $623,343. Insiders own 4.80% of the company’s stock.

Amplitude News Summary

Here are the key news stories impacting Amplitude this week:

• Positive Sentiment: Amplitude launched “Agentic” AI analytics—a suite of AI agents aimed at automating product and customer-behavior analysis, which could help drive product-led growth and upsell opportunities. Amplitude Introduces Agentic AI Analytics
• Neutral Sentiment: The company reported Q4 EPS of $0.04, in line with Street estimates, which removes near-term downside risk from an earnings miss. Press Release
• Neutral Sentiment: Analyst previews and earnings write-ups are circulating, providing detail on key metrics and management expectations that investors will parse for guidance and subscription growth trends. An Overview of Amplitude’s Earnings
• Neutral Sentiment: Reported short-interest data for February appears anomalous (zeros/NaN) and is not providing a meaningful signal on bearish positioning; treat reported changes skeptically until clarified.
• Negative Sentiment: Despite meeting EPS, Amplitude remains unprofitable — Q4 showed a negative net margin (~31%) and negative return on equity (~36%) — which keeps long-term valuation and margin-improvement questions in focus. Press Release
• Negative Sentiment: Commentary and sector pieces note intensifying competition in the analytics/AI space, which could pressure pricing and growth if Amplitude cannot differentiate quickly. Competitive Landscape Intensifies

Institutional Investors Weigh In On Amplitude

Several large investors have recently modified their holdings of AMPL. AQR Capital Management LLC raised its holdings in shares of Amplitude by 120.7% in the first quarter. AQR Capital Management LLC now owns 226,486 shares of the company’s stock valued at $2,308,000 after purchasing an additional 123,886 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Amplitude by 4.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 46,399 shares of the company’s stock valued at $473,000 after buying an additional 2,038 shares during the last quarter. NewEdge Advisors LLC bought a new stake in Amplitude during the 1st quarter worth about $580,000. Jones Financial Companies Lllp boosted its stake in shares of Amplitude by 93,569.0% during the 1st quarter. Jones Financial Companies Lllp now owns 93,669 shares of the company’s stock worth $954,000 after buying an additional 93,569 shares during the last quarter. Finally, Goldman Sachs Group Inc. grew its holdings in shares of Amplitude by 60.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 473,491 shares of the company’s stock valued at $4,825,000 after acquiring an additional 177,599 shares in the last quarter. 73.20% of the stock is currently owned by institutional investors.

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.