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 8.5%

Shares of AMPL stock traded down $1.07 during trading on Friday, hitting $11.53. The company had a trading volume of 3,467,822 shares, compared to its average volume of 1,371,280. The stock's 50-day moving average is $12.41 and its two-hundred day moving average is $11.56. The stock has a market capitalization of $1.14 billion, a price-to-earnings ratio of -15.17 and a beta of 1.54. Amplitude has a 52 week low of $7.55 and a 52 week high of $14.88.

Amplitude (NASDAQ:AMPL - Get Free Report) last issued its quarterly earnings results on Wednesday, August 6th. The company reported $0.01 EPS for the quarter, hitting analysts' consensus estimates of $0.01. Amplitude had a negative net margin of 30.43% and a negative return on equity of 32.73%. The firm had revenue of $83.27 million for the quarter, compared to analyst estimates of $81.29 million. The company's revenue was up 13.6% compared to the same quarter last year. On average, research analysts predict that Amplitude will post -0.62 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

AMPL has been the subject of a number of research reports. Wall Street Zen cut Amplitude from a "buy" rating to a "hold" rating in a report on Sunday, July 20th. DA Davidson dropped their target price on Amplitude from $16.00 to $12.00 and set a "buy" rating for the company in a report on Monday, April 14th. Benchmark reaffirmed a "buy" rating on shares of Amplitude in a research note on Friday, July 11th. Robert W. Baird lowered their price target on shares of Amplitude from $17.00 to $14.00 and set an "outperform" rating for the company in a report on Thursday, May 8th. Finally, Bank of America upped their price target on shares of Amplitude from $13.00 to $15.00 and gave the company a "buy" rating in a report on Monday, June 16th. Five equities research analysts have rated the stock with a hold rating, seven have assigned a buy rating and one has given a strong buy rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $13.80.

Insider Buying and Selling at Amplitude

In related news, Director Erica Schultz sold 7,500 shares of Amplitude stock in a transaction on Tuesday, July 15th. The shares were sold at an average price of $12.56, for a total value of $94,200.00. Following the sale, the director owned 107,406 shares in the company, valued at $1,349,019.36. The trade was a 6.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Catherine Wong sold 8,502 shares of Amplitude 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 completion of the sale, the director owned 79,152 shares in the company, valued at approximately $988,608.48. This trade represents a 9.70% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 45,911 shares of company stock worth $571,352. 23.83% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Amplitude

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Caxton Associates LLP purchased a new position in Amplitude during the first quarter valued at $131,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Amplitude by 4.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 46,399 shares of the company's stock valued at $473,000 after buying an additional 2,038 shares during the period. NewEdge Advisors LLC purchased a new position in Amplitude during the first quarter valued at $580,000. Jones Financial Companies Lllp lifted its position in Amplitude by 93,569.0% during the first quarter. Jones Financial Companies Lllp now owns 93,669 shares of the company's stock valued at $954,000 after buying an additional 93,569 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Amplitude by 36.9% during the first 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 buying an additional 53,791 shares during the period. Hedge funds and other institutional investors own 73.20% of the company's stock.

About Amplitude

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.