Shares of Amplitude, Inc. (NASDAQ:AMPL – Get Free Report) have been assigned an average recommendation of “Moderate Buy” from the eleven brokerages that are covering the firm, Marketbeat Ratings reports. One analyst has rated the stock with a sell recommendation, one has assigned a hold recommendation and nine have assigned a buy recommendation to the company. The average 1 year price target among brokers that have updated their coverage on the stock in the last year is $12.4444.
AMPL has been the subject of several recent research reports. Weiss Ratings lowered shares of Amplitude from a “sell (d-)” rating to a “sell (e+)” rating in a report on Friday, April 24th. DA Davidson reduced their price target on shares of Amplitude from $16.00 to $12.00 and set a “buy” rating for the company in a report on Thursday, February 19th. KeyCorp reduced their price target on shares of Amplitude from $16.00 to $14.00 and set an “overweight” rating for the company in a report on Thursday, February 19th. UBS Group reduced their price target on shares of Amplitude from $13.00 to $10.00 and set a “buy” rating for the company in a report on Thursday, February 19th. Finally, Piper Sandler reduced their price target on shares of Amplitude from $10.00 to $9.00 and set an “overweight” rating for the company in a report on Tuesday, April 14th.
View Our Latest Analysis on AMPL
Key Stories Impacting Amplitude
- Positive Sentiment: Amplitude lifted full-year FY2026 guidance, now expecting EPS of $0.03 to $0.06 and revenue of $397 million to $403 million, which came in ahead of consensus and suggests better visibility into profitability. Amplitude Announces First Quarter 2026 Financial Results
- Positive Sentiment: Q1 revenue of $93.49 million beat estimates and rose 16.9% year over year, showing the business is still growing despite the market’s focus on profitability. Q1 Press Release / Slide Deck
- Positive Sentiment: Amplitude said its Statsig partnership could add about $16 million in incremental ARR, potentially supporting future top-line growth. Amplitude, Inc. Q1 2026 Earnings Call Summary
- Neutral Sentiment: Management’s earnings call and transcript offer additional detail on pricing, AI product adoption, and customer metrics, but the market is still parsing whether these trends will offset near-term margin pressure. Amplitude, Inc. (AMPL) Q1 2026 Earnings Call Transcript
- Negative Sentiment: Q1 EPS missed expectations, with a loss of $0.02 per share versus the expected loss of $0.01, keeping profitability concerns front and center. Amplitude, Inc. (AMPL) Reports Q1 Loss, Beats Revenue Estimates
- Negative Sentiment: Bank of America downgraded Amplitude to Neutral from Buy and cut its price target to $8 from $10, citing higher execution risk and a weaker profitability outlook. Amplitude downgraded by Bank of America on profitability concerns
- Negative Sentiment: News about the Statsig deal raised customer concerns and added uncertainty around execution, which may be contributing to the stock’s weakness. Amplitude and Statsig deal raises questions for customers
- Negative Sentiment: Insider selling by CTO Curtis Liu also weighed on sentiment, even though the sale was relatively small versus his remaining holdings. SEC Filing – Insider Sale
Amplitude Price Performance
Shares of AMPL opened at $6.39 on Friday. Amplitude has a 1-year low of $5.51 and a 1-year high of $14.49. The company has a 50-day moving average of $7.00 and a 200 day moving average of $8.91. The firm has a market capitalization of $663.15 million, a price-to-earnings ratio of -9.54 and a beta of 1.43.
Amplitude (NASDAQ:AMPL – Get Free Report) last announced its quarterly earnings data on Wednesday, May 6th. The company reported ($0.02) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.01) by ($0.01). Amplitude had a negative net margin of 25.11% and a negative return on equity of 33.48%. The company had revenue of $93.49 million for the quarter, compared to the consensus estimate of $92.95 million. The company’s revenue for the quarter was up 16.9% on a year-over-year basis. Amplitude has set its Q2 2026 guidance at -0.020–0.010 EPS and its FY 2026 guidance at 0.030-0.060 EPS. On average, equities analysts anticipate that Amplitude will post -0.63 earnings per share for the current fiscal year.
Amplitude announced that its board has approved a stock repurchase plan on Wednesday, February 18th that allows the company to repurchase $100.00 million in shares. This repurchase authorization allows the company to buy up to 11.8% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board believes its stock is undervalued.
Insider Activity at Amplitude
In other news, CTO Curtis Liu sold 17,586 shares of the business’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 completion of the sale, the chief technology officer owned 1,067,259 shares in the company, valued at approximately $8,666,143.08. The trade was a 1.62% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 21.59% of the company’s stock.
Institutional Investors Weigh In On Amplitude
Several large investors have recently modified their holdings of the business. Vanguard Group Inc. raised its holdings in shares of Amplitude by 9.4% in the 4th quarter. Vanguard Group Inc. now owns 10,825,568 shares of the company’s stock valued at $125,360,000 after purchasing an additional 934,350 shares in the last quarter. Alliancebernstein L.P. raised its stake in shares of Amplitude by 44.8% during the 3rd quarter. Alliancebernstein L.P. now owns 6,025,390 shares of the company’s stock worth $64,592,000 after acquiring an additional 1,864,909 shares in the last quarter. Baillie Gifford & Co. raised its stake in shares of Amplitude by 2.2% during the 4th quarter. Baillie Gifford & Co. now owns 2,741,880 shares of the company’s stock worth $31,751,000 after acquiring an additional 59,984 shares in the last quarter. Nuveen LLC raised its stake in shares of Amplitude by 18.8% during the 4th quarter. Nuveen LLC now owns 2,645,618 shares of the company’s stock worth $30,636,000 after acquiring an additional 418,376 shares in the last quarter. Finally, TimesSquare Capital Management LLC raised its stake in shares of Amplitude by 22.9% during the 4th quarter. TimesSquare Capital Management LLC now owns 2,513,383 shares of the company’s stock worth $29,105,000 after acquiring an additional 468,418 shares in the last quarter. 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.
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