Amplitude (NASDAQ:AMPL) Releases Q3 2025 Earnings Guidance

Key Points

• Amplitude has issued its Q3 2025 earnings guidance, projecting an EPS of -0.000 to 0.02, below the consensus estimate of 0.032, while anticipating revenue of $85.0 million to $87.0 million, exceeding the $83.2 million estimate.
• Despite the positive revenue outlook, Amplitude's stock fell by 0.8% to $12.12 amid mixed analyst ratings and strong trading volume.
• Institutional investors have increased their stakes in Amplitude, with notable boosts from UBS and Goldman Sachs, indicating growing confidence from large investors.

Amplitude (NASDAQ:AMPL - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of -0.000-0.02 for the period, compared to the consensus earnings per share estimate of 0.032. The company issued revenue guidance of $85.0 million-$87.0 million, compared to the consensus revenue estimate of $83.2 million. Amplitude also updated its FY 2025 guidance to 0.040-0.08 EPS.

Amplitude Stock Down 2.9%

Shares of AMPL traded down $0.33 during trading hours on Monday, hitting $11.20. The company had a trading volume of 1,789,446 shares, compared to its average volume of 1,185,974. The firm has a market cap of $1.11 billion, a P/E ratio of -14.74 and a beta of 1.54. The stock's 50 day moving average price is $12.41 and its 200 day moving average price is $11.56. Amplitude has a 52-week low of $7.55 and a 52-week high of $14.88.

Amplitude (NASDAQ:AMPL - Get Free Report) last announced its quarterly earnings results on Wednesday, August 6th. The company reported $0.01 earnings per share (EPS) for the quarter, meeting analysts' consensus estimates of $0.01. Amplitude had a negative return on equity of 33.08% and a negative net margin of 30.43%. The company had revenue of $83.27 million for the quarter, compared to the consensus estimate of $81.29 million. The business's quarterly revenue was up 13.6% on a year-over-year basis. On average, research analysts expect that Amplitude will post -0.62 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

AMPL has been the topic of a number of research analyst reports. Scotiabank reduced their price target on Amplitude from $12.00 to $10.00 and set a "sector perform" rating on the stock in a report on Thursday, April 24th. Piper Sandler boosted their price target on Amplitude from $15.00 to $16.00 and gave the company an "overweight" rating in a report on Thursday. Bank of America lifted their price objective on Amplitude from $13.00 to $15.00 and gave the company a "buy" rating in a research report on Monday, June 16th. Morgan Stanley lifted their price objective on Amplitude from $11.00 to $12.00 and gave the company an "equal weight" rating in a research report on Friday, May 9th. Finally, Needham & Company LLC lifted their price objective on Amplitude from $16.00 to $18.00 and gave the company a "buy" rating in a research report on Thursday. Five investment analysts have rated the stock with a hold rating, seven have assigned a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $13.80.

Insider Activity at Amplitude

In other Amplitude news, Director Erica Schultz sold 26,394 shares of the business's stock in a transaction on Wednesday, June 11th. The shares were sold at an average price of $12.49, for a total transaction of $329,661.06. Following the completion of the sale, the director directly owned 92,500 shares in the company, valued at approximately $1,155,325. The trade was a 22.20% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Catherine Wong sold 8,502 shares of the business's stock in a transaction on Wednesday, June 11th. The shares were sold at an average price of $12.49, for a total transaction of $106,189.98. Following the sale, the director owned 79,152 shares of the company's stock, valued at approximately $988,608.48. This represents a 9.70% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 45,911 shares of company stock worth $571,352 over the last ninety days. 23.83% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Amplitude

A number of hedge funds have recently added to or reduced their stakes in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Amplitude by 4.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 46,399 shares of the company's stock worth $473,000 after buying an additional 2,038 shares during the period. Caxton Associates LLP bought a new position in shares of Amplitude during the 1st quarter valued at about $131,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of Amplitude by 36.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 199,634 shares of the company's stock valued at $2,034,000 after purchasing an additional 53,791 shares during the last quarter. NewEdge Advisors LLC bought a new position in shares of Amplitude during the 1st quarter valued at about $580,000. Finally, Jones Financial Companies Lllp boosted its holdings in shares of Amplitude by 93,569.0% during the 1st quarter. Jones Financial Companies Lllp now owns 93,669 shares of the company's stock valued at $954,000 after purchasing an additional 93,569 shares during the last quarter. 73.20% of the stock is currently owned by hedge funds and other institutional investors.

Amplitude Company Profile

Amplitude, Inc, together with its subsidiaries, provides a digital analytics platform that analyzes customer behavior in the United States and internationally. It offers Amplitude Analytics, which provides real-time product data and reconstructed user visits; Amplitude Experiment, a solution that allows teams to test new capabilities and safely roll out new features; Amplitude CDP, an insight-driven solution that encompasses the data infrastructure, audience management, and data streaming capabilities; and Amplitude Session Replay used by product, marketing, and data teams to understand user behavior, diagnose product issues, and improve product outcomes.