Amplitude, Inc. (NASDAQ:AMPL) Given Consensus Recommendation of "Moderate Buy" by Brokerages

Key Points

• Broker consensus: Amplitude has an average "Moderate Buy" from 11 brokerages (10 buys, 1 sell) with a mean 1‑year price target of $13.22 and individual targets recently revised in a $9–$16 range.
• Recent results and outlook: Q4 revenue was $91.43M (+17% y/y) with EPS $0.04 (in line), but the company remains unprofitable (net margin -25.8%, ROE -32.3%); FY26 EPS guidance is $0.08–0.13 while Q1 is guided slightly negative, and management approved a $100M buyback (~11.8% of shares).
• Market snapshot: Shares trade well below their 12‑month high (range $5.51–$14.49) with a market cap of about $808M, 50/200‑day SMAs near $6.98/$8.98, and ~73% institutional ownership including large stakes added by Vanguard, AllianceBernstein and Wellington.

Shares of Amplitude, Inc. (NASDAQ:AMPL - Get Free Report) have received an average rating of "Moderate Buy" from the eleven brokerages that are currently covering the stock, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation and ten have issued a buy recommendation on the company. The average 1-year price target among brokers that have issued a report on the stock in the last year is $13.2222.

AMPL has been the subject of several recent research reports. Morgan Stanley set a $16.00 price target on Amplitude and gave the company an "overweight" rating in a report on Thursday, January 15th. KeyCorp cut their price target on Amplitude from $16.00 to $14.00 and set an "overweight" rating for the company in a report on Thursday, February 19th. DA Davidson cut their price target on Amplitude from $16.00 to $12.00 and set a "buy" rating for the company in a report on Thursday, February 19th. Piper Sandler cut their price target on Amplitude from $10.00 to $9.00 and set an "overweight" rating for the company in a report on Tuesday, April 14th. Finally, Weiss Ratings cut Amplitude from a "sell (d-)" rating to a "sell (e+)" rating in a report on Friday, April 24th.

Amplitude Stock Performance

NASDAQ AMPL opened at $7.79 on Friday. Amplitude has a twelve month low of $5.51 and a twelve month high of $14.49. The stock has a market capitalization of $808.45 million, a PE ratio of -11.63 and a beta of 1.43. The stock has a 50-day simple moving average of $6.98 and a 200 day simple moving average of $8.98.

Amplitude (NASDAQ:AMPL - Get Free Report) 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 return on equity of 32.33% and a negative net margin of 25.80%.The business had revenue of $91.43 million during the quarter, compared to analysts' expectations of $90.35 million. During the same quarter in the previous year, the firm earned $0.02 EPS. The firm's revenue was up 17.0% compared to the same quarter last year. 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 research analysts forecast that Amplitude will post -0.63 EPS for the current fiscal year.

Amplitude declared that its board has approved a stock repurchase plan on Wednesday, February 18th that permits the company to repurchase $100.00 million in shares. This repurchase authorization permits the company to buy up to 11.8% of its shares through open market purchases. Shares repurchase plans are often an indication that the company's leadership believes its stock is undervalued.

Hedge Funds Weigh In On Amplitude

Several large investors have recently added to or reduced their stakes in AMPL. Alliancebernstein L.P. raised its holdings in shares of Amplitude by 2,126.0% in the 2nd quarter. Alliancebernstein L.P. now owns 4,160,481 shares of the company's stock worth $51,590,000 after buying an additional 3,973,575 shares in the last quarter. TimesSquare Capital Management LLC bought a new stake in Amplitude during the 3rd quarter worth approximately $21,922,000. Wellington Management Group LLP grew its position in Amplitude by 783.5% during the 3rd quarter. Wellington Management Group LLP now owns 2,026,598 shares of the company's stock worth $21,725,000 after acquiring an additional 1,797,228 shares during the last quarter. Vanguard Group Inc. grew its position in Amplitude by 9.4% during the 4th quarter. Vanguard Group Inc. now owns 10,825,568 shares of the company's stock worth $125,360,000 after acquiring an additional 934,350 shares during the last quarter. Finally, Baillie Gifford & Co. grew its position in Amplitude by 35.5% during the 3rd quarter. Baillie Gifford & Co. now owns 2,681,896 shares of the company's stock worth $28,750,000 after acquiring an additional 703,328 shares during the last quarter. Institutional investors and hedge funds own 73.20% of the company's stock.

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.

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