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AMAMPL

Amplitude, Inc.

$AMPL·$1.9B·Software - Application·Technology
$14.52+1.5%YTD+24.1%1Y+42.1%
Price updated 6h ago·X counts updated 5d ago
AMAMPL
$AMPLAmplitude, Inc.
$14.52+1.54%45 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $AMPL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

45X posts · last 7 days
Sep 20Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AMPL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-04

$AMPL (Amplitude) chatter is bullish. Bulls set starter position $17C April 2027 super small size. '2 possible multibaggers about to activate: Angler Gaming ANGL > 6.30 and Amplitude AMPL > 15.' Bulls note holding more AMPL than own startup RSU. '<$1B in May this year was such a steal.' Bullish setup.

Read what X is saying about $AMPL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AMPL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptAcceleratingAI verdict · as of 2026-10-01

The move is getting stronger, with heavier trading behind it.

Product-analytics SaaS up 29% T12M, 52-week range 90%, Q1 revenue +17%, bulls flagging $15 breakout

Amplitude is a $1.8B product-analytics SaaS at 90% of its 52-week range — revenue +17% in Q1, operating losses still large but shrinking, and the retail bull case anchors on the $15 breakout trigger.

  • Q1 2026 revenue $93.5M (+16.9% year over year), operating margin -25.8%, EPS -$0.17; last two surprises -1.8% and -100% — EPS is bouncing on a thin consensus, so the recent price gain is largely multiple expansion
  • 2026 consensus is $410M revenue and $0.07 EPS; forward P/E on $0.07 is noisy but the operating leverage trajectory is what matters — from a $0.17 Q1 loss to a $0.07 full-year EPS implies back-half profitability
  • Debt-to-equity 0.05 (balance-sheet clean), ROIC -41% (still spending heavily on growth), 52-week range position 90%, 14% above the 50-day

Nov 4 Q3 earnings is the test. The 'multibaggers about to activate' retail framing is a trader setup; the fundamental question is whether operating margin crosses zero.

Agrees with X sentimentX is bullish — small starter $17C April 2027 call positions, '2 possible multibaggers about to activate: Angler Gaming ANGL > 6.30 and Amplitude AMPL > 15', 'holding more AMPL than own startup RSU', 'sub-$1B in May was a steal.' The data confirms the operational trajectory (16.9% revenue growth, improving margin) but the specific $15 trigger and multibagger framing is a trader structure, not a fundamentals case.

What to watch: Nov 4 Q3 earnings — revenue growth cadence, enterprise customer additions, net revenue retention, operating-margin direction, and whether the $15 technical level holds through the print.

On the calendar: 2026-11-04 — Q3 2026 earnings

Read the AI verdict on $AMPL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Product analytics and experimentation platform that helps teams analyze user behavior, run A/B tests, and optimize digital product engagement.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $AMPL.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $AMPL

Partial — Product analytics and experimentation platform that helps teams analyze user behavior, run A/B tests, and optimize digital product engagement.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+1.8%YTD
-6.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-13.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-41.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-26.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-35.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
73.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$-0.01$-0.01-1.8%
Q1 2026May 6, 2026$-0.02$-0.01-100.0%
Q4 2025Feb 18, 2026$0.04$0.040.0%
Q3 2025Nov 5, 2025$0.02$0.01+100.0%
Next earningsWed, Nov 4·consensus EPS $0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$93.5M+16.9%73.0%-25.8%$-0.17$-12.0M
Q4 FY25$91.4M+17.0%74.6%-20.8%$-0.13$12.7M
Q3 FY25$88.6M+17.7%73.9%-29.0%$-0.18$3.4M
Q2 FY25$83.3M+13.6%72.6%-32.5%$-0.19$18.2M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$410.2M$409.9M – $410.5M$0.07$0.07 – $0.089
FY27$477.2M$458.9M – $491.3M$0.17$0.13 – $0.209
FY28$568.4M$551.1M – $585.6M$0.27$0.26 – $0.284
FY29$632.2M$616.4M – $645.3M$0.41$0.40 – $0.422
FY30$698.0M$680.6M – $712.5M$0.00$0.00 – $0.002

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.97%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+16.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+58.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 97.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.505-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 1Spenser SkatesCEO3.5K sh$51KSellSep 30Spenser SkatesCEO1.4K sh$20KSellSep 10Spenser SkatesCEO185.0K sh$2.3MSellSep 4Crook Nathaniel GlennChief Commercial Officer300.0K sh$3.9MSellJun 12Catherine WongDirector7.5K sh$51KSellJun 1Curtis LiuCTO22.8K sh$183KSellMay 4Curtis LiuCTO17.6K sh$143K
+ 23 other (11 awards · 8 inkinds · 3 conversions · 1 gift) in window

See when $AMPL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 108-K — Item 5.07: Shareholder vote
+ 13 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ceribell Receives FDA 510(k) Clearance for Quantitative EEG Trending and Amplitude-Integrated EEG Analysisglobenewswire.com·3d agoAustralia's Amplitude Energy approves final investment decision for East Coast Supply Projectreuters.com·3d agoAMADY vs. AMPL: Which Stock Is the Better Value Option?zacks.com·17d agoSpenser Skates Sells 185,000 Shares of Amplitude (NASDAQ:AMPL) Stockdefenseworld.net·17d agoAmplitude: The Rebound Rally Is Here, Fueled By Impressive Backlog Growthseekingalpha.com·18d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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