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AMAMPL

Amplitude, Inc.

$AMPL·$1.2B·Software - Application·Technology
$8.84+3.4%YTD-24.4%1Y-30.5%
Mentions · last 7 days
2026-06-27: 7 posts2026-06-28: 3 posts2026-06-29: 5 posts2026-06-30: 8 posts2026-07-01: 26 posts2026-07-02: 11 posts2026-07-03: 2 posts62
Price updated 1d ago·X counts updated 1d ago
AMAMPL
$AMPLAmplitude, Inc.
$8.84+3.39%62 posts
AI analysisFundamentalsVoices on X
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What it does

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

Amplitude, Inc. offers a sophisticated digital optimization platform to businesses across the United States and globally, focusing on analyzing and enhancing customer behavior within their digital products. The company's extensive product portfolio includes: Amplitude Analytics, which provides critical insights into user actions. Amplitude Recommend, a codeless personalization tool designed to boost customer engagement by dynamically adjusting digital products and campaigns based on individual user behavior. Amplitude Experiment, an integrated solution that empowers teams to define and deliver optimal customer experiences through systematic A/B testing and controlled feature deployment. Its unique Amplitude Behavioral Graph is a proprietary database capable of deep, real-time interactive behavioral analysis. This graph seamlessly links and correlates customer activities with key business outcomes like engagement, growth, and loyalty, enabling behavior-driven personalization. Data management capabilities, providing a real-time data foundation for organizing, integrating, and overseeing various data sources, complete with identity resolution, robust enterprise-grade security, and privacy safeguards. Additionally, Amplitude furnishes essential customer support services, covering initial setup guidance, continuous assistance, and application training. The company's software is delivered as a cloud-based, subscription service, utilizing a Software-as-a-Service (SaaS) model. Founded in 2011, the company was originally named Sonalight, Inc. before rebranding as Amplitude, Inc. in December 2014. Its corporate headquarters are located in San Francisco, California.

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

AI agent adoption is bifurcating the software landscape — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative Cloud) face multiple compression. The divergence accelerates as enterprise buyers reallocate budgets toward agentic automation.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.1%YTD
-15.9%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
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%
Q2 2025Aug 6, 2025$0.01$0.03-70.0%
Next earningsWed, Aug 5·consensus EPS $-0.01

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$398.9M – $401.6M$0.05$0.04 – $0.059
FY27$462.0M$433.2M – $479.4M$0.13$0.07 – $0.189
FY28$549.1M$549.1M – $549.1M$0.24$0.23 – $0.254
FY29$625.1M$602.4M – $639.2M$0.38$0.36 – $0.393
FY30$698.0M$672.6M – $713.7M$0.00$0.00 – $0.003

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.37%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.+25.1%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.+1.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 96.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.3% 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.β1.455-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
+ 19 other (12 awards · 7 inkinds) 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
+ 15 other (7 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Amplitude (AMPL) Moves 11.8% Higher: Will This Strength Last?zacks.com·3d agoAmplitude: The Market Is Starting To Catch On To Improving Fundamentalsseekingalpha.com·3d agoCOUR or AMPL: Which Is the Better Value Stock Right Now?zacks.com·5d agoAMPL Investors Have Opportunity to Join Amplitude, Inc. Fraud Investigation with the Schall Law Firmprnewswire.com·23d agoAmplitude's Co-Founder and Chief Technology Officer Sold Over 22,000 Company Shares. Here's What That Means for Investors.fool.com·26d 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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