Amplitude Inc Class A (AMPL)

Amplitude's stock has experienced significant volatility and a downward trend over the past six months. In November 2025, the company reported Q3 results, exceeding revenue expectations, and UBS upgraded its outlook. In February 2026, Q4 results were announced with a new AI launch, initially causing the stock to jump, but later fell. A $100 million share repurchase program was also announced. Some analysts downgraded Amplitude due to high operating losses and slowing growth. In April 2026, the stock experienced significant drops due to broader market concerns and the vulnerability of legacy platforms to AI solutions. Overall, AMPL's stock has decreased significantly since the beginning of 2026 and over the past 12 months.

As a SaaS company, Amplitude's revenue can be influenced by seasonality. The B2B SaaS sector often experiences a revenue increase in Q4 followed by a dip in Q1. Demand for digital analytics tools can also be affected by industry-specific events and customer budget cycles.

Amplitude, Inc. is a digital analytics platform operating in the Technology Services sector, specifically the Software - Application industry. Its core offering is the Digital Analytics Platform, which includes integrated components such as Amplitude Analytics, Amplitude Experiment, Amplitude CDP, and Amplitude Session Replay. Amplitude Analytics helps software product developers understand user behavior. Amplitude Experiment allows teams to test new capabilities. Amplitude CDP is an insight-driven solution offering data infrastructure and audience management. Amplitude Session Replay offers a qualitative perspective by reconstructing user journeys. Amplitude AI automates analytics, tracks brand performance in LLM search, and analyzes customer feedback at scale. Amplitude Plus is a self-service offering providing core platform capabilities at a lower cost.

Amplitude, Inc. is headquartered in San Francisco, California, United States, and has an international presence with offices in New York City, Vancouver, Amsterdam, London, Paris, and Singapore. While it operates globally, a majority of its revenue is derived from the United States. In 2024, international sales accounted for 40% of its revenue.

Amplitude generally holds a strong brand reputation within the digital analytics industry and is consistently ranked as a leader by prominent review sites and research firms. It has received industry recognition and positive customer sentiment for its collaborative approach, ease of use, and seamless product integration. However, some negative reviews cite implementation complexity and documentation challenges.

Amplitude, Inc. has significant institutional ownership, with over 50% of the company owned by 216 institutional owners and shareholders. Major institutional owners include Vanguard Group Inc and BlackRock, Inc. Key individual owners include Curtis Liu, Neeraj Agrawal, and Spenser Skates. The general public holds a 14% stake in Amplitude.