Amplitude (NASDAQ:AMPL) to Repurchase $100.00 million in Outstanding Shares

Amplitude (NASDAQ:AMPL) declared that its Board of Directors has initiated a stock repurchase program on Wednesday, February 18th, RTT News reports. The company plans to repurchase $100.00 million in outstanding shares. This repurchase authorization permits the company to buy up to 11.8% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s leadership believes its shares are undervalued.

Analyst Ratings Changes

A number of equities analysts recently commented on AMPL shares. DA Davidson reduced their price objective on shares of Amplitude from $16.00 to $12.00 and set a “buy” rating for the company in a research note on Thursday. UBS Group decreased their price objective on Amplitude from $13.00 to $10.00 and set a “buy” rating for the company in a research note on Thursday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Amplitude in a research report on Monday, December 29th. Piper Sandler reduced their target price on shares of Amplitude from $12.00 to $10.00 and set an “overweight” rating for the company in a report on Thursday. Finally, Morgan Stanley set a $16.00 price target on shares of Amplitude and gave the company an “overweight” rating in a research report on Thursday, January 15th. Ten equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $13.18.

Amplitude Stock Performance

Shares of AMPL stock opened at $7.08 on Friday. Amplitude has a fifty-two week low of $5.99 and a fifty-two week high of $14.49. The firm has a market capitalization of $946.53 million, a price-to-earnings ratio of -10.57 and a beta of 1.48. The stock’s 50-day simple moving average is $9.77 and its 200-day simple moving average is $10.43.

Amplitude (NASDAQ:AMPL) last announced its quarterly earnings data on Wednesday, February 18th. The company reported $0.04 EPS for the quarter, meeting the consensus estimate of $0.04. The firm had revenue of $91.43 million during the quarter, compared to analyst estimates of $90.35 million. Amplitude had a negative net margin of 25.80% and a negative return on equity of 31.40%. Amplitude’s revenue was up 17.0% on a year-over-year basis. During the same period last year, the firm posted $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. As a group, equities analysts forecast that Amplitude will post -0.62 earnings per share for the current year.

Amplitude News Roundup

Here are the key news stories impacting Amplitude this week:

• Positive Sentiment: Board-approved $100 million share buyback (up to ~11.8% of shares) signals management thinks the stock is undervalued; buybacks can support the share price and EPS. RTT News: Buyback
• Positive Sentiment: Q4 results: revenue of $91.4M beat estimates and EPS of $0.04 met expectations; revenue growth of ~17% y/y and management set FY2026 revenue growth target of ~15% driven by AI agent adoption (agents now ~25% of queries). These metrics and AI adoption narrative support bullish sentiment. MSN: AI growth & results
• Neutral Sentiment: Company provided Q1 & FY26 EPS guidance (FY26: $0.080–0.130; Q1: -$0.020 to -$0.010). Guidance shows path toward profitability but still modest; impact depends on execution. Marketbeat: Guidance & metrics
• Neutral Sentiment: Multiple earnings call transcripts and presentations provide more color on product launches (agentic analytics) and customer traction — useful for long‑term thesis but less likely to move price immediately. Seeking Alpha: Call transcript
• Negative Sentiment: Several Wall Street firms trimmed price targets (KeyCorp $16→$14, Piper Sandler $12→$10, BTIG $14→$10) even while keeping buy/overweight ratings — this reduces near‑term analyst upside and may pressure sentiment. Benzinga: PT cuts
• Negative Sentiment: Market reaction appears muted or negative despite the buyback and decent revenue — likely because Amplitude remains unprofitable (negative net margin/ROE), EPS forecasts for the year remain negative, and some investors may be wary of valuation given prior highs. Zacks: Meets estimates
• Neutral Sentiment: Short‑interest entries in filings show odd/zero values and NaN increases (likely a data/reporting anomaly); current reported days‑to‑cover is 0.0 — not actionable until clearer data is available. (internal short‑interest entries)

Insider Buying and Selling at Amplitude

In related news, Director Erica Schultz sold 10,000 shares of the firm’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $10.88, for a total value of $108,800.00. Following the completion of the transaction, the director owned 114,906 shares in the company, valued at $1,250,177.28. This trade represents a 8.01% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Spenser Skates sold 42,743 shares of the firm’s stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $12.01, for a total value of $513,343.43. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 52,843 shares of company stock worth $623,343. 23.83% of the stock is owned by insiders.

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.