Amplitude (AMPL)
Runs the behavioral database product and growth teams query to see how people use software.
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Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 6, 2026 | DA Davidson | Reiterate | Rating: —Target: $12 | Target: $12.50 |
| Jul 21, 2026 | Piper Sandler | Reiterate | Rating: —Target: — | Target: $11 |
| Jun 30, 2026 | Raymond James | Initiate | Rating: —Target: — | Target: $10 |
| May 7, 2026 | B of A Securities | Downgrade | ||
| Feb 19, 2026 | DA Davidson | Reiterate | Rating: —Target: — | Target: $12 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $140.5M · Total debt $5.5M · Total assets $356.6M · Shareholders' equity $136.2M
- Revenue
- $100.9M
- Operating income
- −$35.2M
- Net income
- −$34.6M
No dividends on record.
| Institutions | 65.03% | 81.23M shares | |
|---|---|---|---|
| 214 holders · as of Jun 30, 2026 | |||
| Insiders | 17.23% | 21.52M shares | |
| 11 holders · as of Sep 14, 2026 | |||
| Strategic holders | 4.15% | 5.18M shares | |
| 1 holder · as of Jan 29, 2024 | |||
| Other | 13.59% | 16.98M shares | |
| remainder | |||
124.92M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Wellington Management Group LLPInstitution | 8.87% | 11.09M A | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 8.04% | 10.04M A | as of Jun 30, 2026 |
Curtis LiuInsiderdirector, 10 percent owner, officer: Chief Technology Officer | 6.67% | 950,316 A · 7.38M B | filed Aug 18, 2026 |
Spenser SkatesInsiderdirector, 10 percent owner, officer: CEO and President | 5.57% | 1.23M A · 5.72M B | filed Sep 14, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.87% | 6.08M A | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 10, 2026 | Spenser Skates | director, 10 percent owner, officer: CEO and President | −185,000 | $12.30 |
| Sep 4, 2026 | Nathaniel Glenn Crook | officer: Chief Commercial Officer | −300,000 | $12.99 |
| Jun 1, 2026 | Curtis Liu | director, 10 percent owner, officer: Chief Technology Officer | −22,786 | $8.03 |
| Jun 12, 2026 | Catherine Wong | director | −7,453 | $6.79 |
| May 4, 2026 | Curtis Liu | director, 10 percent owner, officer: Chief Technology Officer | −17,586 | $8.12 |
- Adobe
Broadest head-to-head rival via Adobe Experience Cloud and Adobe Analytics.
- Alphabet Class A
Google Analytics is the free-tier incumbent on the web-analytics side.
- Microsoft
Free session replay via Clarity plus BI overlap via Power BI and Fabric.
- Twilio
Segment is the dedicated CDP peer Amplitude names in its filings.
- Braze
Narrow personalization overlap; often paired rather than head-to-head.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Amplitude | $12.87 | −4.17% | $1.78B | — | 88.4 | 4.8 | +21.2% |
| Adobe | $240.37 | −3.67% | $99.18B | 13.9 | 8.9 | 3.8 | +12.9% |
| Alphabet Class A | $354.32 | −0.18% | $4.30T | 17.8 | 26.4 | 9.6 | +24.2% |
| Microsoft | $495.48 | −1.22% | $3.72T | 27.9 | 25.3 | 11.2 | +17.8% |
| Twilio | $277.38 | +4.25% | $40.38B | 37.1 | 45.0 | 7.2 | +22.0% |
| Braze | $24.94 | −1.80% | $2.86B | — | 31.2 | 3.4 | +26.2% |
| Median | 22.9 | 26.4 | 7.2 | +22.0% |