Amplitude Inc. (AMPL) Releases Q4 2025 Earnings: Revenue Up but EPS Miss; Operating Loss Widens

Amplitude Inc. (AMPL) reported results for the fourth quarter of 2025. Highlights include:

Total revenue of $88.6 million (up 13.35% year‑over‑year).

Gross profit of -$23.2 million (down 139.77% year‑over‑year).

Operating loss of -$110.5 million (widened 211.19% year‑over‑year).

Net loss attributable to common shareholders of -$17.7 million (down 45.82% year‑over‑year).

Diluted EPS of -$0.13 (declined 50.0% year‑over‑year).

Cash flow and balance sheet snapshot:

Cash from operating activities of $12.8 million (up 306.69% year‑over‑year).

Purchases of property, plant and equipment of -$185,000 (down 75.2% year‑over‑year).

Cash and cash equivalents of $81.1 million (down 52.75% year‑over‑year).

Total liabilities of $175.3 million (up 17.4% year‑over‑year).

Cost of sales of $23.2 million (up 17.12% year‑over‑year).

Against analyst expectations:

Revenue of $88.6 million compared with an estimate of $92.2 million, missing the consensus.

Diluted EPS of -$0.13 versus an estimate of approximately $0.046, falling short of forecasts.

Overall, AMPL delivered year‑over‑year revenue growth but reported widening operating losses and a negative bottom line, while cash generation improved and liquidity remains concentrated in $81.1 million of cash and equivalents.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Amplitude Inc. Insider Trading Activity

Amplitude Inc. insiders have traded $AMPL stock on the open market 8 times in the past 6 months. Of those trades, 1 have been purchases and 7 have been sales.

Here’s a breakdown of recent trading of $AMPL stock by insiders over the last 6 months:

SPENSER SKATES (Chief Executive Officer) has made 0 purchases and 3 sales selling 442,843 shares for an estimated $4,909,953.
ERICA SCHULTZ has made 0 purchases and 4 sales selling 40,000 shares for an estimated $422,915.
ANDREW CASEY (Chief Financial Officer) purchased 30,000 shares for an estimated $299,790

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Amplitude Inc. Hedge Fund Activity

We have seen 121 institutional investors add shares of Amplitude Inc. stock to their portfolio, and 108 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 5,052,552 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $58,508,552
SUNRIVER MANAGEMENT LLC removed 3,339,327 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $35,797,585
POINT72 ASSET MANAGEMENT, L.P. added 2,222,589 shares (+174.2%) to their portfolio in Q4 2025, for an estimated $25,737,580
INSTITUTIONAL VENTURE MANAGEMENT XV, LLC removed 1,895,531 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $20,320,092
LIGHT STREET CAPITAL MANAGEMENT, LLC added 1,500,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $17,370,000
VANGUARD GROUP INC added 934,350 shares (+9.4%) to their portfolio in Q4 2025, for an estimated $10,819,773
CITADEL ADVISORS LLC added 803,478 shares (+140.3%) to their portfolio in Q4 2025, for an estimated $9,304,275

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Amplitude Inc. Analyst Ratings

Wall Street analysts have issued reports on $AMPL in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Piper Sandler issued a "Overweight" rating on 02/03/2026
Morgan Stanley issued a "Overweight" rating on 01/15/2026
BTIG issued a "Buy" rating on 12/17/2025
Baird issued a "Outperform" rating on 11/06/2025
UBS issued a "Buy" rating on 10/31/2025
DA Davidson issued a "Buy" rating on 09/29/2025

To track analyst ratings and price targets for Amplitude Inc., check out Quiver Quantitative's $AMPL forecast page.

Amplitude Inc. Price Targets

Multiple analysts have issued price targets for $AMPL recently. We have seen 6 analysts offer price targets for $AMPL in the last 6 months, with a median target of $14.5.

Here are some recent targets:

Hannah Rudoff from Piper Sandler set a target price of $12.0 on 02/03/2026
Elizabeth Porter from Morgan Stanley set a target price of $16.0 on 01/15/2026
Rob Oliver from Baird set a target price of $15.0 on 12/19/2025
Nick Altmann from BTIG set a target price of $14.0 on 12/17/2025
Taylor McGinnis from UBS set a target price of $13.0 on 10/31/2025
Clark Wright from DA Davidson set a target price of $16.0 on 09/29/2025