Amplitude Inc Class A (AMPL)

Amplitude's stock experienced several notable events in the past six months. The company reported strong Q2 and Q3 2025 financial results, exceeding market revenue expectations. Amplitude launched AI Feedback and AI Visibility. BTIG initiated coverage with a "Buy" rating, UBS upgraded the stock rating to "Buy", and Needham reiterated its "Buy" rating. Andrew Casey, the CFO, made insider purchases of AMPL stock. The share price increased by 6.34% from January 13, 2025, but underperformed the US Software industry and the broader US Market over the past year and fell 5.1% on January 13, 2026.

Amplitude operates primarily on a SaaS model, generating revenue through recurring subscription fees, which mitigates strong demand seasonality. The company's focus on enterprise customers and the increasing adoption of multi-year, multi-product contracts contribute to a consistent revenue base, suggesting that demand is not significantly impacted by seasonal fluctuations.

Amplitude, Inc. is an American publicly traded software company specializing in digital analytics and product intelligence solutions, operating within the Software and Information Technology sectors. Its core offering is the Digital Analytics Platform, which helps businesses understand user interactions to optimize engagement and drive growth. Major products include Amplitude Analytics, Amplitude Experiment, Amplitude CDP, Amplitude Session Replay, Amplitude Recommend, Amplitude Activation, Amplitude Guides and Surveys, Amplitude AI Agents, and AI Feedback.

Amplitude, Inc. has a global presence with its headquarters in San Francisco, California, and offices and remote teams across North America, Europe, and Asia-Pacific. While it operates internationally, a majority of its revenue is derived from the United States; approximately 39% of its revenue was generated outside the United States as of November 2025.

Amplitude has maintained a strong brand reputation over the past year, recognized as a leader in digital analytics and product intelligence. It received positive reviews from industry analysts, including being named a Leader in The Forrester Wave™ Digital Analytics Solutions report and consistently holding the #1 position in Product Analytics on G2 for 20 consecutive quarters. Its commitment to innovation, particularly with AI-driven analytics experiences and new marketing capabilities, further reinforces its market standing.

Amplitude, Inc. has a diverse ownership structure. Institutional investors hold a significant portion, ranging from approximately 58% to 73.2% of the stock. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Alliancebernstein L.p., T. Rowe Price Investment Management, Inc., and Sequoia Capital Operations LLC. Individual insiders hold between 4.8% and 20% of the company's shares. Key individual shareholders include Curtis Liu, Spenser Skates, and Neeraj Agrawal. The general public holds around a 13-14% stake.