Amplitude, Inc.

Amplitude, Inc.

AMPL·NASDAQ

$8.11

-2.8%
TechnologySoftware - Application

Amplitude, Inc. provides a digital optimization system to analyze customer behavior within digital products in the United States and internationally. It offers Amplitude analytics for insights of customer behavior; Amplitude Recommend, a no-code personalization solution that helps to increase customer engagement by adapting digital products and campaigns to every user based on behavior; Amplitude Experiment, an integrated solution that enables teams to determine and deliver the product experiences for their customers through A/B tests and controlled feature releases; Amplitude Behavioral Graph, a proprietary database for deep, real-time interactive behavioral analysis, and behavior-driven personalization – instantly joining, analyzing, and correlating any customer actions to outcomes, such as engagement, growth, and loyalty; and data management, a real-time data layer for planning, integrating, and managing data sources to create a foundation with identity resolution, enterprise-level security, and privacy solutions. The company also provides customer support services related to initial implementation setup, ongoing support, and application training. It delivers its application over the Internet as a subscription service using a software-as-a-service model. The company was formerly known as Sonalight, Inc. and changed its name to Amplitude, Inc. in December 2014. Amplitude, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$1.08B
EPS-0.6700
P/E Ratio-12.10
Earnings Date08/05/2026
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Amplitude, Inc. Street Expectations Map

AMPL · NASDAQ

Wall Street analysts project that AMPL stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 12.00, with estimates ranging from a low of 10.00 to a high of 16.00.

Lowest Target
10.00
23.30%
Consensus Target
12.00
47.97%
Highest Target
16.00
97.29%

The consensus 1-year price target stands at 12.00, with estimates ranging from a low of 10.00 to a high of 16.00.

Analyst Consensus Analysis

Upside Potential

+48.0%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

50.0% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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Amplitude, Inc. Forward Estimates of Revenue

AMPL · NASDAQ
Latest Revenue
343.21M
FY 2025
Avg Estimate
400.51M
FY 2026
Estimate Range
398.79M - 401.44M
Analyst Spread

Forward Growth Analysis

Projected Growth+16.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Amplitude, Inc. Forward Estimates of Net Income

AMPL · NASDAQ
Latest Net Income
-88.54M
FY 2025
Avg Estimate
6.08M
FY 2026
Estimate Range
5.32M - 6.85M
Analyst Spread

Forward Growth Analysis

Projected Growth+106.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread25%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Amplitude, Inc. Forward Estimates of EPS

AMPL · NASDAQ
Latest EPS
-0.67
FY 2025
Avg Estimate
$0.05
FY 2026
Estimate Range
$0.04 - $0.05
Analyst Spread

Forward Growth Analysis

Projected Growth+107.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread23%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Amplitude, Inc. Forward Estimates of EBIT

AMPL · NASDAQ
Latest EBIT
-85.33M
FY 2025
Avg Estimate
-24.86M
FY 2026
Estimate Range
-24.92M - -24.76M
Analyst Spread

Forward Growth Analysis

Projected Growth+70.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Amplitude, Inc. Forward Estimates of EBITDA

AMPL · NASDAQ
Latest EBITDA
-75.73M
FY 2025
Avg Estimate
-11.06M
FY 2026
Estimate Range
-11.09M - -11.01M
Analyst Spread

Forward Growth Analysis

Projected Growth+85.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Amplitude, Inc. Forward Estimates of SG&A Expense

AMPL · NASDAQ
Latest SG&A Expense
252.35M
FY 2025
Avg Estimate
311.00M
FY 2026
Estimate Range
309.67M - 311.73M
Analyst Spread

Forward Growth Analysis

Projected Growth+23.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Amplitude, Inc. Insider Positioning

AMPL · NASDAQ

During the last 12 months, insiders have purchased $342K and sold $5.77M worth of AMPL shares, resulting in $5.43M of net selling activity.

3 Months

Bought

0

0.00

Sold

50.8K

408.72K

Net Activity

-409K

-$409K

3-6 Months

Bought

0

0.00

Sold

82.9K

863.93K

Net Activity

-864K

-$864K

6-9 Months

Bought

40.0K

341.69K

Sold

410.0K

4.50M

Net Activity

-4.2M

-$4.16M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
CA

Casey Andrew

Officer: Chief Financial Officer

30.0K shares1 transactions

$300K

2
SE

Schultz Erica

Director

10.0K shares1 transactions

$42K

Top Sellers

1
SS

Skates Spenser

Director, 10 Percent Owner, Officer: Chief Executive Officer

442.8K shares3 transactions

$4.91M

2
LC

Liu Curtis

Director, 10 Percent Owner, Officer: Chief Technology Officer

80.8K shares3 transactions

$649K

3
SE

Schultz Erica

Director

20.0K shares2 transactions

$211K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $5.43M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.06:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$409K

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

Moderate Selling

3 insider sellers vs. 2 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.