Amplitude (NASDAQ:AMPL) to Repurchase $100.00 million in Stock

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

Analysts Set New Price Targets

Several brokerages have recently weighed in on AMPL. Piper Sandler reduced their price objective on shares of Amplitude from $16.00 to $12.00 and set an “overweight” rating for the company in a research report on Monday, February 2nd. Morgan Stanley set a $16.00 price target on shares of Amplitude and gave the company an “overweight” rating in a research report on Thursday, January 15th. UBS Group raised Amplitude from a “neutral” rating to a “buy” rating and set a $13.00 price objective for the company in a report on Friday, October 31st. BTIG Research began coverage on Amplitude in a report on Tuesday, December 16th. They set a “buy” rating and a $14.00 price target on the stock. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Amplitude in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $14.40.

Amplitude Trading Up 13.2%

NASDAQ AMPL opened at $7.18 on Thursday. The stock has a market capitalization of $959.89 million, a price-to-earnings ratio of -8.97 and a beta of 1.48. The business’s 50 day moving average is $9.93 and its two-hundred day moving average is $10.48. Amplitude has a 12-month low of $5.99 and a 12-month high of $14.88.

More Amplitude News

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

Insider Buying and Selling at Amplitude

In other Amplitude news, Director Erica Schultz sold 10,000 shares of the stock in a transaction on Monday, December 15th. The stock was sold at an average price of $10.88, for a total value of $108,800.00. Following the completion of the transaction, the director owned 114,906 shares in the company, valued at approximately $1,250,177.28. This represents a 8.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Spenser Skates sold 42,743 shares of the business’s stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $12.01, for a total transaction of $513,343.43. The SEC filing for this sale provides additional information. Insiders sold 52,843 shares of company stock valued at $623,343 in the last quarter. 23.83% of the stock is currently owned by company insiders.

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.