Insider Selling: Amplitude (NASDAQ:AMPL) CEO Sells $1,877,022.72 in Stock

Amplitude, Inc. (NASDAQ:AMPL) CEO Spenser Skates sold 107,136 shares of the stock in a transaction that occurred on Friday, October 23rd. The stock was sold at an average price of $17.52, for a total value of $1,877,022.72. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.

Spenser Skates also recently made the following trade(s):

• On Wednesday, October 28th, Spenser Skates sold 6,651 shares of Amplitude stock. The stock was sold at an average price of $17.53, for a total value of $116,592.03.
• On Monday, October 26th, Spenser Skates sold 300 shares of Amplitude stock. The stock was sold at an average price of $17.46, for a total value of $5,238.00.
• On Friday, October 2nd, Spenser Skates sold 70,087 shares of Amplitude stock. The shares were sold at an average price of $14.52, for a total value of $1,017,663.24.
• On Thursday, October 1st, Spenser Skates sold 3,539 shares of Amplitude stock. The shares were sold at an average price of $14.45, for a total value of $51,138.55.
• On Wednesday, September 30th, Spenser Skates sold 1,374 shares of Amplitude stock. The shares were sold at an average price of $14.45, for a total value of $19,854.30.
• On Thursday, September 10th, Spenser Skates sold 185,000 shares of Amplitude stock. The stock was sold at an average price of $12.30, for a total value of $2,275,500.00.

Amplitude Stock Down 1.9%

AMPL stock opened at $17.10 on Friday. Amplitude, Inc. has a twelve month low of $5.51 and a twelve month high of $17.84. The firm has a market cap of $1.73 billion, a price-to-earnings ratio of -22.80 and a beta of 1.49. The business’s fifty day simple moving average is $14.39 and its two-hundred day simple moving average is $9.60.

Amplitude (NASDAQ:AMPL) last issued its earnings results on Wednesday, August 5th. The company reported ($0.01) earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of ($0.01). The firm had revenue of $100.89 million during the quarter, compared to analyst estimates of $98.16 million. Amplitude had a negative net margin of 26.59% and a negative return on equity of 42.62%. Amplitude has set its Q3 2026 guidance at 0.020-0.030 EPS and its FY 2026 guidance at 0.060-0.080 EPS. Research analysts expect that Amplitude, Inc. will post -0.66 EPS for the current year.

Hedge Funds Weigh In On Amplitude

Several institutional investors have recently made changes to their positions in AMPL. Dimensional Fund Advisors LP lifted its stake in Amplitude by 368.1% in the first quarter. Dimensional Fund Advisors LP now owns 617,713 shares of the company’s stock worth $4,213,000 after acquiring an additional 485,752 shares during the period. First Trust Advisors LP grew its holdings in Amplitude by 362.8% during the 1st quarter. First Trust Advisors LP now owns 424,566 shares of the company’s stock worth $2,896,000 after acquiring an additional 332,830 shares in the last quarter. Y Intercept Hong Kong Ltd purchased a new position in Amplitude during the 1st quarter valued at about $3,097,000. Bank of New York Mellon Corp purchased a new position in Amplitude during the 2nd quarter valued at about $2,204,000. Finally, Squarepoint Ops LLC increased its position in Amplitude by 43.4% during the 2nd quarter. Squarepoint Ops LLC now owns 1,021,647 shares of the company’s stock valued at $7,816,000 after purchasing an additional 309,252 shares during the period. Hedge funds and other institutional investors own 73.20% of the company’s stock.

Key Amplitude News

Here are the key news stories impacting Amplitude this week:

• Positive Sentiment: Coinbase clarified that its own systems, customer funds, passwords and sensitive financial information were not compromised. The incident appears limited to customer contact and related data handled by analytics vendor Amplitude, which may reduce the risk of broader financial or operational damage. Amplitude shares move following security update
• Positive Sentiment: Amplitude and Netyear co-hosted a discussion on customer strategy in the artificial-intelligence era, highlighting the company’s positioning in AI-enabled product analytics. The event supports brand visibility but does not provide a material near-term financial catalyst. Next-Generation Customer Strategy as Envisioned by Leaders in the AI Era
• Neutral Sentiment: Analysts remain broadly constructive, with a “Moderate Buy” consensus, but the reported average price target of approximately $14.30 is below Amplitude’s recent trading range. That valuation gap could limit upside unless analysts raise their estimates. The company’s latest reported quarter also exceeded revenue expectations, although it remained unprofitable.
• Negative Sentiment: Reports linked exposure of Coinbase customer contact information to a security incident at Amplitude. Although Coinbase said funds and highly sensitive data were safe, the incident could increase scrutiny of Amplitude’s security controls, compliance obligations, reputation and customer-retention risks. Coinbase Customer Data Exposed in Vendor’s Breach
• Negative Sentiment: CEO Spenser Skates sold 6,651 shares for approximately $116,600 on October 28, following sales of 300 shares and 107,136 shares in recent days. The reported transactions total roughly 114,000 shares and nearly $2.0 million. Insider selling does not necessarily signal weakening fundamentals, but its timing near the stock’s highs may reinforce investor caution. Amplitude CEO Insider Sales

Analyst Ratings Changes

Several research firms have issued reports on AMPL. Citigroup boosted their price objective on shares of Amplitude from $10.00 to $11.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. BTIG Research raised their target price on shares of Amplitude from $13.00 to $17.00 and gave the stock a “buy” rating in a research report on Tuesday, October 20th. Piper Sandler lifted their price target on shares of Amplitude from $13.00 to $18.00 and gave the company an “overweight” rating in a research note on Wednesday, September 30th. DA Davidson lifted their price target on shares of Amplitude from $10.00 to $12.50 and gave the company a “buy” rating in a research note on Thursday, August 6th. Finally, UBS Group boosted their price target on Amplitude from $8.50 to $13.00 and gave the company a “buy” rating in a report on Thursday, August 6th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $14.30.

Amplitude Company Profile

Amplitude, Inc is a software company that provides digital analytics and product experience solutions. Its platform helps organizations collect, analyze and act on user behavior data across websites, mobile applications and other digital products.

The company’s offerings include Amplitude Analytics, which enables teams to measure user engagement, retention and conversion; experimentation tools for testing product changes; session replay capabilities for reviewing user interactions; and data management and governance features.