Amplitude (AMPL) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Amplitude offers a compelling opportunity as capital rotates from large-cap AI stocks to smaller-cap names in H2 FY26. AMPL's high-teens revenue and ARR growth, expanding margins, and improving net expansion rates highlight resilient fundamentals amid macro and AI-driven shifts. Backlog growth exceeding 30% y/y and a blue-chip customer base underscore AMPL's strategic relevance and customer stickiness.
Amplitude NASDAQ: AMPL Chief Financial Officer Andrew Casey outlined the company's platform strategy, its agreement involving Statsig assets and customers, and its push into AI-enabled product development during a Needham fireside chat hosted by senior analyst Scott Berg.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 587 | $6,752.47 | $5,699.77 | -$1,052.7 | -15.59% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 23,717 | $161,749.94 | $229,227.18 | $67,477.24 | 41.72% |
| BG Bart Gancher Intech Investment Management LLC | 19,759 | $226,911.7 | $190,046.01 | -$36,865.69 | -16.25% |
Point72 Asset Management LP Point72 Asset Management LP | 2.41M | $27.94M | $23.06M | -$4.88M | -17.47% |
| YA Yinka Akinsola Blue Trust Inc. | 40,204 | $407,315.28 | $384,490.95 | -$22,824.33 | -5.6% |
| Software Industry | Information Technology Sector | Spenser Skates CEO | NASDAQ (CM) Exchange | 03213A104 CUSIP |
| US Country | 740 Employees | - Last Dividend | 23 Jul 2012 Last Split | - IPO Date |
Amplitude, Inc., initially founded as Sonalight, Inc., transitioned its name to Amplitude, Inc. in December 2014 and was incorporated in 2011. This San Francisco, California-based company, along with its subsidiaries, offers a comprehensive digital analytics platform on an international scale, focused primarily on analyzing customer behavior. Specializing in delivering its services via a software-as-a-service (SaaS) model, Amplitude provides a subscription-based application accessible over the Internet. This approach ensures that customers can leverage real-time insights into product usage and user behavior, aiding in making informed decisions for product development, marketing strategies, and overall business growth. In addition to its technology solutions, Amplitude commits to supporting its customers through a range of support services including initial implementation setup, ongoing support, and application training, positioning itself as a pivotal partner in its clients' pursuit of digital excellence.
Amplitude's product portfolio is tailored to meet various needs around digital analytics, experimentation, customer data management, and user behavior analysis. Here's an overview of their key offerings:
Complementing its product suite, Amplitude also emphasizes customer support, offering services that range from help with the initial setup and ongoing technical support to comprehensive application training. These services ensure customers can maximize the value of Amplitude's offerings, guiding them through every step of their digital analytics journey.