Amplitude (NASDAQ:AMPL – Get Free Report) issued an update on its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.020-0.030 for the period, compared to the consensus earnings per share estimate of 0.000. The company issued revenue guidance of $105.6 million-$108.0 million, compared to the consensus revenue estimate of $102.4 million. Amplitude also updated its FY 2026 guidance to 0.060-0.080 EPS.
Amplitude Stock Up 1.3%
Amplitude stock traded up $0.13 during mid-day trading on Wednesday, reaching $10.01. 2,306,120 shares of the company’s stock were exchanged, compared to its average volume of 1,912,529. The firm has a market capitalization of $1.04 billion, a PE ratio of -14.94 and a beta of 1.42. Amplitude has a one year low of $5.51 and a one year high of $14.49. The business’s fifty day simple moving average is $8.19 and its 200 day simple moving average is $7.60.
Amplitude (NASDAQ:AMPL – Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The company reported ($0.01) EPS for the quarter, meeting the consensus estimate of ($0.01). Amplitude had a negative return on equity of 34.98% and a negative net margin of 25.11%.The business had revenue of $100.89 million for the quarter, compared to the consensus estimate of $98.16 million. Amplitude has set its Q3 2026 guidance at 0.020-0.030 EPS and its FY 2026 guidance at 0.060-0.080 EPS. On average, sell-side analysts forecast that Amplitude will post -0.59 earnings per share for the current year.
Analysts Set New Price Targets
Get Our Latest Analysis on AMPL
Insider Activity
In other news, Director Catherine Wong sold 7,453 shares of the stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $6.79, for a total value of $50,605.87. Following the sale, the director directly owned 111,462 shares in the company, valued at approximately $756,826.98. This represents a 6.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CTO Curtis Liu sold 22,201 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $8.03, for a total transaction of $178,274.03. Following the completion of the transaction, the chief technology officer directly owned 1,004,779 shares in the company, valued at $8,068,375.37. This represents a 2.16% decrease in their position. The SEC filing for this sale provides additional information. 21.59% of the stock is owned by insiders.
Key Headlines Impacting Amplitude
Here are the key news stories impacting Amplitude this week:
- Positive Sentiment: Raised full-year outlook: Amplitude now expects fiscal 2026 EPS of $0.06–$0.08, compared with the consensus estimate of a $0.08 loss per share. Revenue guidance of $407.2 million–$411.2 million also exceeds the $400.4 million analyst forecast. Amplitude Q2 sales and full-year outlook article
- Positive Sentiment: Third-quarter guidance topped expectations: The company forecast EPS of $0.02–$0.03 and revenue of $105.6 million–$108.0 million, ahead of consensus estimates of breakeven EPS and $102.4 million in revenue.
- Positive Sentiment: Revenue beat estimates: Second-quarter revenue reached $100.89 million, above the $98.16 million consensus estimate. Management highlighted its transformation into an AI analytics company and described the combination of Amplitude and Statsig as strengthening its ability to measure product performance and improve product decisions. Amplitude second-quarter 2026 financial results
- Neutral Sentiment: Quarterly EPS matched expectations: Amplitude reported a loss of $0.01 per share, in line with analyst estimates. The result was not a downside surprise, but the company remains in a period of transition toward sustained profitability.
- Negative Sentiment: Profitability remains a risk: Amplitude posted a negative net margin of 25.11% and negative return on equity of 34.98%. Investors will likely continue watching whether the improved guidance translates into consistent earnings and cash-flow generation.
Institutional Trading of Amplitude
Several hedge funds and other institutional investors have recently made changes to their positions in AMPL. Invesco Ltd. lifted its holdings in shares of Amplitude by 16.4% during the fourth quarter. Invesco Ltd. now owns 113,682 shares of the company’s stock worth $1,316,000 after purchasing an additional 16,009 shares during the period. Mercer Global Advisors Inc. ADV boosted its stake in shares of Amplitude by 1,106.9% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 140,708 shares of the company’s stock worth $1,629,000 after acquiring an additional 129,049 shares during the last quarter. Mackenzie Financial Corp purchased a new stake in Amplitude during the 4th quarter valued at about $1,017,000. nVerses Capital LLC purchased a new position in Amplitude during the fourth quarter worth approximately $167,000. Finally, VARCOV Co. acquired a new stake in Amplitude during the fourth quarter worth about $229,000. Hedge funds and other institutional investors own 73.20% of the company’s stock.
About Amplitude
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.
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