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AMAMPL

Amplitude, Inc.

$AMPL·$1.5B·Software - Application·Technology
$12.65-2.9%YTD-15.6%1Y+14.7%
Mentions · last 7 days
2026-08-10: 13 posts2026-08-11: 17 posts2026-08-12: 2 posts2026-08-13: 15 posts2026-08-14: 8 posts2026-08-15: 3 posts2026-08-16: 9 posts71+16%
Price updated 3m ago·X counts updated 20h ago
AMAMPL
$AMPLAmplitude, Inc.
$12.66-2.88%71 posts+16%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AMPL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

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

Product analytics Q2 +17% growth + $19M organic ARR + Fidelity crosses 5% — at 100% of range, needs continued execution.

Amplitude is the digital-product-analytics SaaS company whose Q2 print showed 17% revenue growth with specific organic-ARR momentum — +$19M net organic ARR and 57 organic $100K+ customer adds after adjusting for the Statsig acquisition. Up 14% year-over-year, coiled at 100% of range and 53% above the 50-day.

  • The Q2 print showed real organic momentum: revenue of $93.5M grew 17% year-over-year with a 73% gross margin — the specific product-analytics SaaS profile where organic growth (excluding Statsig contribution) supports the compounder framing.
  • The Fidelity ownership crossing 5% is a specific institutional signal: passing that ownership threshold requires 13G filing and reflects specific active-management commitment — the type of institutional flow signal that historically supports continued upside.
  • The Statsig-adjusted metrics are the load-bearing signal: the +$19M net organic ARR and 57 organic $100K+ customer adds after specifically excluding the Statsig acquisition contribution reflects genuine underlying momentum — the type of clean-organic-execution metric that supports the multiple.
  • The technical setup is essentially at all-time-quarter highs: shares at 100% of 52-week range and 53% above the 50-day reflects specific-magnitude institutional buying — the type of setup where continued execution is required to hold levels.

Coming into Nov 4 earnings, the tape needs continued 15%+ organic revenue growth, sustained enterprise-customer-add momentum, and any AI-and-platform-strategy execution updates. A clean beat plus visible AI-monetization commentary extends the trend past current highs; any organic-ARR-growth deceleration on top of the elevated technical position is what would compress the setup fast.

Agrees with X sentimentAgree with the bullish read — the Statsig-adjusted organic ARR, Fidelity crossing 5%, and continued platform-momentum are all real, aligned signals. The 'trusted too much in QTRX, didn't hold AMPL' post-mortem X notes reflects specific regret at not sizing bigger — a market-sentiment signal that supports continuation.

What to watch: Nov 4 Q3 earnings — continued 15%+ organic revenue growth, sustained enterprise-customer-add momentum, and any AI-and-platform-strategy execution updates. Any organic-ARR-growth deceleration on top of the elevated technical position compresses the setup fast.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-14

Amplitude is bullish. Q2 impressive step-up post Statsig adjustment — ARR $19M net organic, 57 organic customers >$100k added, MS PT raised to $16. Stock doubled from initial call as market misunderstood OpenAI's Statsig give-away as an AI-loser signal when it was the opposite. Some regret from a seller who exited too early.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $AMPL

Neutral — Product analytics and experimentation platform that helps teams analyze user behavior, run A/B tests, and optimize digital product engagement; limited read-through from software - application macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-3.9%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$400.7M$398.8M – $401.4M$0.05$0.04 – $0.059
FY27$462.0M$433.5M – $479.7M$0.13$0.07 – $0.189
FY28$549.1M$519.8M – $578.6M$0.24$0.23 – $0.255
FY29$625.1M$600.4M – $642.8M$0.38$0.36 – $0.392
FY30$698.0M$670.4M – $717.8M$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.1.2×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.93%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.+48.1%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.+50.9%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 today2.8% 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.β1.435-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

SellJun 12Catherine WongDirector7.5K sh$51KSellJun 1Curtis LiuCTO22.8K sh$183KSellMay 4Curtis LiuCTO17.6K sh$143KSellMar 6Curtis LiuCTO33.2K sh$266KSellMar 5Curtis LiuCTO30.1K sh$241K
+ 18 other (13 awards · 4 inkinds · 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
Free, forever. No credit card.

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
3New insider — initial holdingsMar 173
8-KOfficer or director changeFeb 248-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 17 other (7 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

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

Amplitude Conference: CFO Sees Platform, Enterprise Push and AI Fueling Growthmarketbeat.com·6d agoAmplitude to Present at Upcoming Investor Conferencesbusinesswire.com·7d agoNTTYY or AMPL: Which Is the Better Value Stock Right Now?zacks.com·11d agoAmplitude, Inc. (AMPL) Q2 2026 Earnings Call Transcriptseekingalpha.com·12d agoAmplitude, Inc. (AMPL) Reports Q2 Loss, Tops Revenue Estimateszacks.com·12d 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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