Curtis Liu Sells 17,586 Shares of Amplitude (NASDAQ:AMPL) Stock

May 7, 2026 by InsiderTrades.com

Key Points

CTO Curtis Liu sold 17,586 Amplitude shares on May 4 at an average of $8.12 for $142,798, but still holds 1,067,259 shares (a 1.62% reduction in his stake).
Amplitude beat Q1 revenue expectations with ~$93.5M (≈+16.9% y/y) but reported a GAAP/non‑GAAP loss of ~$0.02 and issued Q2 EPS guidance of -$0.02 to -$0.01, driving negative market reaction.
The Board authorized a $100 million share repurchase (up to ~11.8% of shares) while analysts maintain a consensus "Moderate Buy" with an average target of $12.44.

Amplitude, Inc. (NASDAQ:AMPL - Get Free Report) CTO Curtis Liu sold 17,586 shares of the stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $8.12, for a total value of $142,798.32. Following the transaction, the chief technology officer owned 1,067,259 shares of the company's stock, valued at $8,666,143.08. This represents a 1.62% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

Amplitude Stock Performance

Is Amplitude an AI Sleeper Stock in the Making for 2025?

NASDAQ AMPL opened at $7.52 on Thursday. The company has a market capitalization of $780.43 million, a P/E ratio of -11.22 and a beta of 1.43. Amplitude, Inc. has a one year low of $5.51 and a one year high of $14.49. The stock has a 50 day moving average price of $7.02 and a 200-day moving average price of $8.94.

Amplitude (NASDAQ:AMPL - Get Free Report) last posted its earnings results on Wednesday, February 18th. The company reported $0.04 EPS for the quarter, meeting analysts' consensus estimates of $0.04. The firm had revenue of $91.43 million during the quarter, compared to the consensus estimate of $90.35 million. Amplitude had a negative return on equity of 32.33% and a negative net margin of 25.80%.The company's quarterly revenue was up 17.0% compared to the same quarter last year. During the same period in the prior year, the company earned $0.02 EPS. Amplitude has set its FY 2026 guidance at 0.080-0.130 EPS and its Q1 2026 guidance at -0.020--0.010 EPS. As a group, equities analysts predict that Amplitude, Inc. will post -0.63 EPS for the current fiscal year.

Amplitude announced that its Board of Directors has initiated a share repurchase program on Wednesday, February 18th that authorizes the company to repurchase $100.00 million in shares. This repurchase authorization authorizes the company to repurchase up to 11.8% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company's leadership believes its shares are undervalued.

Wall Street Analyst Weigh In

AMPL has been the subject of several research analyst reports. Morgan Stanley set a $16.00 target price on Amplitude and gave the stock an "overweight" rating in a research report on Thursday, January 15th. UBS Group decreased their target price on Amplitude from $13.00 to $10.00 and set a "buy" rating for the company in a research report on Thursday, February 19th. BTIG Research decreased their target price on Amplitude from $14.00 to $10.00 and set a "buy" rating for the company in a research report on Thursday, February 19th. Weiss Ratings downgraded Amplitude from a "sell (d-)" rating to a "sell (e+)" rating in a research report on Friday, April 24th. Finally, KeyCorp cut their price target on Amplitude from $16.00 to $14.00 and set an "overweight" rating on the stock in a research note on Thursday, February 19th. Nine analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $12.44.

Check Out Our Latest Stock Report on AMPL

Amplitude News Roundup

Here are the key news stories impacting Amplitude this week:

Positive Sentiment: Raised FY‑2026 outlook — Amplitude updated full‑year guidance to EPS $0.03–$0.06 and revenue $397M–$403M, topping consensus EPS expectations and signaling improved full‑year profitability visibility. Amplitude Announces First Quarter 2026 Financial Results
Positive Sentiment: Top‑line beat and growth — Q1 revenue came in at $93.49M, up ~16.9% y/y and slightly above analyst estimates, driven by enterprise customer additions and adoption of new pricing. Strong revenue growth supports long‑term SaaS expansion thesis. Q1 Press Release / Slide Deck
Positive Sentiment: Partner win — New partnership with Adswerve to connect acquisition, product growth and AI analytics could expand go‑to‑market reach and drive additional enterprise adoption. Adswerve Partners with Amplitude
Neutral Sentiment: Earnings call transcript posted — the call provides management color on pricing changes, AI product adoption, and customer metrics; useful for parsing whether revenue quality will sustain. Q1 2026 Earnings Call Transcript
Negative Sentiment: EPS miss — GAAP/non‑GAAP loss of $0.02 in Q1 missed the consensus loss of $0.01, keeping near‑term profitability a concern despite revenue growth. Amplitude Reports Q1 Loss, Beats Revenue Estimates
Negative Sentiment: Near‑term guidance weakens sentiment — Q2 EPS guidance of -$0.02 to -$0.01 is slightly below consensus, reinforcing short‑term profitability risk even though Q2 revenue guidance was modestly above Street estimates. Q1 Press Release / Slide Deck
Negative Sentiment: Insider sale — CTO Curtis Liu sold ~17.6k shares, which can add to negative sentiment even though his remaining holding remains large. SEC Filing - Insider Sale
Negative Sentiment: Market reacted negatively to the mixed print — headlines noted a sell‑off despite the revenue beat, suggesting traders focused on the EPS miss, near‑term guide and sentiment drivers rather than top‑line strength. Amplitude Exceeds Q1 Expectations But Stock Drops

Hedge Funds Weigh In On Amplitude

Several institutional investors have recently made changes to their positions in AMPL. Alliancebernstein L.P. increased its stake in shares of Amplitude by 2,126.0% during the second quarter. Alliancebernstein L.P. now owns 4,160,481 shares of the company's stock valued at $51,590,000 after buying an additional 3,973,575 shares during the period. TimesSquare Capital Management LLC purchased a new position in shares of Amplitude during the third quarter valued at $21,922,000. Wellington Management Group LLP increased its stake in shares of Amplitude by 783.5% during the third quarter. Wellington Management Group LLP now owns 2,026,598 shares of the company's stock valued at $21,725,000 after buying an additional 1,797,228 shares during the period. Vanguard Group Inc. increased its stake in shares of Amplitude by 9.4% during the fourth quarter. Vanguard Group Inc. now owns 10,825,568 shares of the company's stock valued at $125,360,000 after buying an additional 934,350 shares during the period. Finally, Baillie Gifford & Co. increased its stake in shares of Amplitude by 35.5% during the third quarter. Baillie Gifford & Co. now owns 2,681,896 shares of the company's stock valued at $28,750,000 after buying an additional 703,328 shares during the period. Hedge funds and other institutional investors own 73.20% of the company's stock.

About Amplitude

(Get Free Report)

Amplitude, Inc is a software company specializing in digital analytics and product intelligence solutions for businesses seeking to optimize user engagement and drive growth. Its core offering, the Amplitude Analytics platform, enables customers to collect and analyze behavioral data from web and mobile applications in real time. The platform provides advanced segmentation, funnel analysis, retention tracking and pathfinding tools that help product, marketing and data teams understand user journeys, identify friction points and measure the impact of new features.

Founded in 2012 by Spenser Skates, Curtis Liu and Jeffrey Wang, Amplitude is headquartered in Redwood City, California, with additional offices spanning North America, Europe and Asia.