Share Repurchase Plan Declared by Amplitude (NASDAQ:AMPL)

Amplitude (NASDAQ:AMPL) announced that its Board of Directors has initiated a stock buyback plan on Wednesday, February 18th, RTT News reports. The company plans to repurchase $100.00 million in outstanding shares. This repurchase authorization authorizes the company to reacquire up to 11.8% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

Wall Street Analyst Weigh In

AMPL has been the topic of a number of research reports. Piper Sandler decreased their price target on shares of Amplitude from $16.00 to $12.00 and set an “overweight” rating on the stock in a research note on Monday, February 2nd. UBS Group upgraded Amplitude from a “neutral” rating to a “buy” rating and set a $13.00 price objective on the stock in a report on Friday, October 31st. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Amplitude in a report on Monday, December 29th. Robert W. Baird raised their price target on shares of Amplitude from $14.00 to $15.00 and gave the stock an “outperform” rating in a research note on Friday, December 19th. Finally, BTIG Research assumed coverage on shares of Amplitude in a research note on Tuesday, December 16th. They set a “buy” rating and a $14.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Amplitude presently has a consensus rating of “Moderate Buy” and an average price target of $14.40.

Amplitude Stock Performance

Shares of Amplitude stock traded up $0.84 on Wednesday, reaching $7.18. The company had a trading volume of 4,992,873 shares, compared to its average volume of 2,052,166. The firm’s 50 day moving average price is $9.93 and its two-hundred day moving average price is $10.48. Amplitude has a 52-week low of $5.99 and a 52-week high of $14.88. The firm has a market cap of $959.89 million, a PE ratio of -8.97 and a beta of 1.48.

Amplitude (NASDAQ:AMPL) last issued its quarterly earnings data on Wednesday, February 18th. The company reported $0.04 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.04. Amplitude had a negative return on equity of 36.27% and a negative net margin of 31.36%.Amplitude’s revenue was up 17.0% on a year-over-year basis. During the same period in the previous year, the firm earned $0.02 earnings per share. 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, sell-side analysts predict that Amplitude will post -0.62 EPS for the current year.

Insider Activity at Amplitude

In related news, CEO Spenser Skates sold 42,743 shares of the business’s stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $12.01, for a total transaction of $513,343.43. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Erica Schultz sold 10,000 shares of the stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $10.88, for a total value of $108,800.00. Following the completion of the sale, the director directly owned 114,906 shares in the company, valued at $1,250,177.28. This represents a 8.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 52,843 shares of company stock worth $623,343. 23.83% of the stock is owned by insiders.

Key Amplitude News

Here are the key news stories impacting Amplitude this week:

• Positive Sentiment: Company raised FY‑2026 and Q1‑2026 guidance well above consensus (FY EPS guide 0.08–0.13 vs. consensus ~‑0.17; Q1 guide ‑0.02–‑0.01 vs. consensus ~‑0.06), signaling faster recovery to profitability and helping lift sentiment. Amplitude Announces Fourth Quarter and Fiscal Year 2025 Financial Results
• Positive Sentiment: Launched “Agentic” AI analytics — a new product push that positions Amplitude as an AI-forward analytics platform and could drive new enterprise bookings and higher ARPU over time. Amplitude Introduces Agentic AI Analytics
• Neutral Sentiment: Q4 results: EPS of $0.04 met consensus and revenue grew ~17% YoY — confirms top‑line momentum but not a surprise to estimates. Amplitude, Inc. (AMPL) Meets Q4 Earnings Estimates
• Neutral Sentiment: Company held a conference call / filed the press release with details; management commentary around AI and go‑to‑market execution will be watched for forward booking cadence. Press Release / Results PDF Listen to Conference Call
• Neutral Sentiment: Reported short‑interest data in recent reports showed effectively zero reported short shares (data appears anomalous/unchanged), so short‑squeeze dynamics are not a clear driver.
• Negative Sentiment: Profitability still weak: negative net margin (~‑31%) and negative ROE (~‑36%), meaning the company must convert revenue growth into sustained profit improvement to justify higher multiples. MarketBeat Earnings Summary
• Negative Sentiment: Competitive intensity and at least one critical review raise execution risks as Amplitude scales AI features and competes in crowded analytics/AI markets. Competitive Landscape Intensifies Critical Review: Nano-X & Amplitude

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.