DA Davidson Estimates Amplitude's Q3 Earnings (NASDAQ:AMPL)

Key Points

• DA Davidson estimates that Amplitude will report earnings of ($0.14) per share for Q3 2025, while maintaining a Buy rating and a $12.00 target price.
• Amplitude's revenue increased by 13.6% year-over-year, totaling $83.27 million for the last quarter, which met analysts' consensus estimates.
• Institutional investors currently own 73.20% of Amplitude stock, with various hedge funds adjusting their stakes in the company during the second quarter.

Amplitude, Inc. (NASDAQ:AMPL - Free Report) - DA Davidson issued their Q3 2025 earnings per share estimates for Amplitude in a research report issued to clients and investors on Thursday, August 7th. DA Davidson analyst C. Wright anticipates that the company will post earnings of ($0.14) per share for the quarter. DA Davidson has a "Buy" rating and a $12.00 price objective on the stock. The consensus estimate for Amplitude's current full-year earnings is ($0.62) per share.

Amplitude (NASDAQ:AMPL - Get Free Report) last posted its quarterly earnings data on Wednesday, August 6th. The company reported $0.01 earnings per share for the quarter, hitting the consensus estimate of $0.01. Amplitude had a negative return on equity of 32.73% and a negative net margin of 30.43%. The business had revenue of $83.27 million for the quarter, compared to analysts' expectations of $81.29 million. The company's quarterly revenue was up 13.6% on a year-over-year basis.

Other research analysts have also recently issued research reports about the company. UBS Group dropped their price target on Amplitude from $13.00 to $11.00 and set a "neutral" rating on the stock in a research report on Thursday, May 8th. Bank of America upped their price target on Amplitude from $13.00 to $15.00 and gave the company a "buy" rating in a research report on Monday, June 16th. Wall Street Zen cut Amplitude from a "buy" rating to a "hold" rating in a research report on Sunday, July 20th. Needham & Company LLC upped their price target on Amplitude from $16.00 to $18.00 and gave the company a "buy" rating in a research report on Thursday. Finally, Morgan Stanley upped their price target on Amplitude from $11.00 to $12.00 and gave the company an "equal weight" rating in a research report on Friday, May 9th. Five equities research analysts have rated the stock with a hold rating, seven have given a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $13.80.

Amplitude Stock Down 8.5%

AMPL stock traded down $1.07 during midday trading on Friday, hitting $11.53. The company's stock 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 price is $12.41 and its 200 day moving average price is $11.56. Amplitude has a 1 year low of $7.55 and a 1 year high of $14.88. The stock has a market cap of $1.14 billion, a price-to-earnings ratio of -15.17 and a beta of 1.54.

Hedge Funds Weigh In On Amplitude

A number of institutional investors have recently added to or reduced their stakes in AMPL. Vanguard Group Inc. increased its stake in Amplitude by 5.1% in the 4th quarter. Vanguard Group Inc. now owns 9,189,698 shares of the company's stock worth $96,951,000 after acquiring an additional 447,277 shares during the last quarter. JPMorgan Chase & Co. increased its stake in Amplitude by 265.5% in the 4th quarter. JPMorgan Chase & Co. now owns 307,225 shares of the company's stock worth $3,241,000 after acquiring an additional 223,175 shares during the last quarter. Geode Capital Management LLC increased its stake in Amplitude by 2.7% in the 4th quarter. Geode Capital Management LLC now owns 1,955,564 shares of the company's stock worth $20,636,000 after acquiring an additional 52,033 shares during the last quarter. Trexquant Investment LP bought a new position in Amplitude in the 4th quarter worth about $1,209,000. Finally, Wells Fargo & Company MN increased its stake in Amplitude by 48.1% in the 4th quarter. Wells Fargo & Company MN now owns 39,988 shares of the company's stock worth $422,000 after acquiring an additional 12,983 shares during the last quarter. 73.20% of the stock is currently owned by institutional investors.

Insider Transactions at Amplitude

In related news, Director Erica Schultz sold 7,500 shares of the stock in a transaction dated Tuesday, July 15th. The stock was sold at an average price of $12.56, for a total transaction of $94,200.00. Following the sale, the director owned 107,406 shares of the company's stock, valued at approximately $1,349,019.36. This represents a 6.53% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Catherine Wong sold 8,502 shares of the stock in a transaction dated Wednesday, June 11th. The stock was sold at an average price of $12.49, for a total value of $106,189.98. Following the sale, the director directly owned 79,152 shares in the company, valued at $988,608.48. This trade represents a 9.70% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 45,911 shares of company stock worth $571,352 in the last three months. 23.83% of the stock is currently owned by insiders.

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.