Amplitude (NASDAQ:AMPL) Board Initiates Stock Buyback Plan

Amplitude (NASDAQ:AMPL) announced that its board has approved a stock repurchase plan on Wednesday, February 18th, RTT News reports. The company plans to buyback $100.00 million in outstanding shares. This buyback authorization allows the company to purchase up to 11.8% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Amplitude Stock Performance

NASDAQ AMPL traded up $0.84 on Wednesday, hitting $7.18. 4,992,873 shares of the stock were exchanged, compared to its average volume of 2,052,166. Amplitude has a 52-week low of $5.99 and a 52-week high of $14.88. The firm has a market capitalization of $959.89 million, a P/E ratio of -8.97 and a beta of 1.48. The stock has a fifty day moving average price of $9.93 and a two-hundred day moving average price of $10.48.

Amplitude (NASDAQ:AMPL) last released its earnings results on Wednesday, February 18th. The company reported $0.04 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.04. Amplitude had a negative return on equity of 36.27% and a negative net margin of 31.36%.The business’s revenue was up 17.0% on a year-over-year basis. During the same period last year, the business earned $0.02 EPS. Amplitude has set its FY 2026 guidance at 0.080-0.130 EPS and its Q1 2026 guidance at -0.020–0.010 EPS. Sell-side analysts expect that Amplitude will post -0.62 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have commented on AMPL shares. BTIG Research started coverage on shares of Amplitude in a research report on Tuesday, December 16th. They issued a “buy” rating and a $14.00 price target for the company. UBS Group raised shares of Amplitude from a “neutral” rating to a “buy” rating and set a $13.00 target price for the company in a report on Friday, October 31st. Piper Sandler cut their price target on Amplitude from $16.00 to $12.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. Robert W. Baird raised their price target on Amplitude from $14.00 to $15.00 and gave the company an “outperform” rating in a report on Friday, December 19th. Finally, Morgan Stanley set a $16.00 price objective on Amplitude and gave the stock an “overweight” rating in a research note on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Amplitude has an average rating of “Moderate Buy” and a consensus price target of $14.40.

Insider Transactions at Amplitude

In other Amplitude news, CEO Spenser Skates sold 42,743 shares of the firm’s stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $12.01, for a total value of $513,343.43. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Erica Schultz sold 10,000 shares of Amplitude stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $10.88, for a total transaction of $108,800.00. Following the completion of the sale, the director owned 114,906 shares of the company’s stock, valued at $1,250,177.28. This trade represents a 8.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 52,843 shares of company stock valued at $623,343 over the last quarter. 23.83% of the stock is currently owned by corporate insiders.

Key Stories Impacting Amplitude

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.