Amplitude (NASDAQ:AMPL) Stock: Insider Spenser Skates Sells 6,651 Shares

Amplitude, Inc. (NASDAQ:AMPL) CEO Spenser Skates sold 6,651 shares of the company’s stock in a transaction on Wednesday, October 28th. The shares were sold at an average price of $17.53, for a total value of $116,592.03. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

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

• 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 23rd, Spenser Skates sold 107,136 shares of Amplitude stock. The stock was sold at an average price of $17.52, for a total value of $1,877,022.72.
• 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 transaction 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 transaction 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 transaction 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 transaction of $2,275,500.00.

Amplitude Price Performance

Shares of AMPL stock opened at $17.10 on Friday. Amplitude, Inc. has a 1-year low of $5.51 and a 1-year high of $17.84. The firm has a market cap of $1.73 billion, a PE ratio of -22.80 and a beta of 1.49. The company has a 50-day moving average of $14.39 and a two-hundred day moving average of $9.60.

Amplitude (NASDAQ:AMPL) last released its quarterly 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). Amplitude had a negative net margin of 26.59% and a negative return on equity of 42.62%. The business had revenue of $100.89 million for the quarter, compared to the consensus estimate of $98.16 million. Amplitude has set its Q3 2026 guidance at 0.020-0.030 EPS and its FY 2026 guidance at 0.060-0.080 EPS. Sell-side analysts anticipate that Amplitude, Inc. will post -0.66 EPS for the current fiscal year.

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

A number of research analysts have commented on AMPL shares. Citigroup upped their price target on Amplitude from $10.00 to $11.00 and gave the stock a “neutral” rating in a research note on Friday, August 7th. Piper Sandler boosted their price objective on Amplitude from $13.00 to $18.00 and gave the company an “overweight” rating in a report on Wednesday, September 30th. Weiss Ratings raised Amplitude from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Tuesday, August 11th. UBS Group increased their target price on Amplitude from $8.50 to $13.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Finally, Morgan Stanley raised their target price on Amplitude from $12.00 to $16.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $14.30.

Hedge Funds Weigh In On Amplitude

Institutional investors have recently modified their holdings of the business. Mirae Asset Global Investments Co. Ltd. purchased a new stake in shares of Amplitude during the third quarter worth $337,000. Vise Technologies Inc. boosted its holdings in Amplitude by 6.4% in the third quarter. Vise Technologies Inc. now owns 14,040 shares of the company’s stock valued at $194,000 after purchasing an additional 843 shares during the period. State of Wyoming boosted its holdings in Amplitude by 614.5% in the third quarter. State of Wyoming now owns 59,409 shares of the company’s stock valued at $823,000 after purchasing an additional 51,094 shares during the period. Sterling Capital Management LLC raised its position in Amplitude by 838.1% in the 3rd quarter. Sterling Capital Management LLC now owns 3,180 shares of the company’s stock valued at $44,000 after purchasing an additional 2,841 shares in the last quarter. Finally, Nisa Investment Advisors LLC raised its position in Amplitude by 169.1% in the 3rd quarter. Nisa Investment Advisors LLC now owns 2,465 shares of the company’s stock valued at $34,000 after purchasing an additional 1,549 shares in the last quarter. Institutional investors and hedge funds own 73.20% of the company’s stock.

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.