Amplitude (NASDAQ:AMPL) Releases Q1 2026 Earnings Guidance

Amplitude (NASDAQ:AMPL) updated its first quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of -0.020–0.010 for the period, compared to the consensus estimate of -0.060. The company issued revenue guidance of $91.7 million-$93.7 million, compared to the consensus revenue estimate of $91.8 million. Amplitude also updated its FY 2026 guidance to 0.080-0.130 EPS.

Amplitude Price Performance

Shares of NASDAQ:AMPL traded up $0.84 during mid-day trading on Wednesday, reaching $7.18. 4,992,873 shares of the company were exchanged, compared to its average volume of 1,920,871. The firm has a market cap of $959.89 million, a price-to-earnings ratio of -8.97 and a beta of 1.48. The firm’s 50-day simple moving average is $10.02 and its 200 day simple moving average is $10.51. Amplitude has a 1 year low of $5.99 and a 1 year high of $14.88.

Amplitude (NASDAQ:AMPL) last announced its earnings results on Wednesday, February 18th. The company reported $0.04 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.04. Amplitude had a negative return on equity of 36.27% and a negative net margin of 31.36%.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, research analysts forecast that Amplitude will post -0.62 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on AMPL. Morgan Stanley set a $16.00 target price on Amplitude and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Weiss Ratings reissued a “sell (d-)” rating on shares of Amplitude in a research report on Monday, December 29th. UBS Group raised shares of Amplitude from a “neutral” rating to a “buy” rating and set a $13.00 price objective for the company in a research note on Friday, October 31st. Piper Sandler dropped their price objective on shares of Amplitude from $16.00 to $12.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. Finally, BTIG Research began coverage on shares of Amplitude in a report on Tuesday, December 16th. They set a “buy” rating and a $14.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $14.40.

Insider Activity

In related news, CEO Spenser Skates sold 42,743 shares of the business’s stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $12.01, for a total transaction of $513,343.43. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Erica Schultz sold 10,000 shares of the stock in a transaction on Monday, December 15th. The shares were sold at an average price of $10.88, for a total value 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 trade represents a 8.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 52,843 shares of company stock valued at $623,343 in the last quarter. Company insiders own 4.80% of the company’s stock.

More Amplitude News

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 Inflows and Outflows

A number of hedge funds have recently made changes to their positions in AMPL. Quarry LP acquired a new stake in Amplitude during the 3rd quarter worth $32,000. Osaic Holdings Inc. increased its stake in 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. Schonfeld Strategic Advisors LLC purchased a new stake in shares of Amplitude in the third quarter valued at about $113,000. Magnetar Financial LLC acquired a new stake in shares of Amplitude during the fourth quarter worth about $122,000. Finally, Mercer Global Advisors Inc. ADV purchased a new position in shares of Amplitude during the third quarter worth about $125,000. Hedge funds and other institutional investors own 73.20% of the company’s stock.

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.