Amplitude Scheduled to Announce Q4 Earnings Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 17 2026
0mins
Should l Buy AMPL?
Source: seekingalpha
- Earnings Announcement Date: Amplitude (AMPL) is set to announce its Q4 2023 earnings on February 18th after market close, with a consensus EPS estimate of $0.05, reflecting a 25% year-over-year increase, indicating ongoing improvements in profitability.
- Revenue Expectations: Analysts forecast revenue to reach $90.35 million, representing a 15.7% year-over-year growth, suggesting enhanced market demand and growth potential despite ongoing operational losses.
- Historical Performance: Over the past two years, Amplitude has exceeded EPS estimates 100% of the time and revenue estimates 88% of the time, demonstrating reliability in financial forecasting and bolstering market confidence.
- Market Analysis: Despite facing high risks in AI and significant operating losses, analysts' ratings reflect cautious optimism regarding Amplitude's future growth, indicating recognition of the potential value of its technology and products.
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Analyst Views on AMPL
Wall Street analysts forecast AMPL stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 7.800
Low
12.00
Averages
14.25
High
16.00
Current: 7.800
Low
12.00
Averages
14.25
High
16.00
About AMPL
Amplitude, Inc. provides a digital analytics platform that helps companies unlock the power of their products. The Company’s Digital Analytics Platform helps businesses understand how people are using their products so they can build digital experiences. Its platform comprises several primary offerings: Amplitude Analytics, Amplitude Session Replay, Amplitude Feature Experimentation, Amplitude Web Experimentation, Amplitude Activation and Amplitude Guides and Surveys. Amplitude Analytics is the cornerstone of the platform and provides real-time insights into user behavior. Amplitude Activation unifies data across multiple sources, creating a single, enriched dataset that fuels analytics and personalization. Amplitude Guides and Surveys helps companies to deploy in-product guides, tours, and surveys, using the power of behavioral insights to fuel great results. The Company's portfolio includes InfiniGrow, which is an AI marketing analytics platform.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Holding Changes: Following the sale, Meros's holdings in Photronics were reduced to 108,004 shares, valued at $3.4 million, reflecting a diminished confidence in the stock's future performance.
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- Record Cash Flow: The company reported a record free cash flow of $23.5 million for the year and $11.2 million in Q4, demonstrating solid financial health that supports future investments and shareholder returns.
- Increased Customer Confidence: Remaining performance obligations grew by 35% to $417.7 million, reflecting enhanced customer confidence in its products, particularly after the implementation of new pricing and packaging strategies.
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See More
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- Share Sale Details: Meros Investment Management disclosed the sale of 396,804 shares of Photronics in Q4 2025, with an estimated transaction value of approximately $10 million, indicating sensitivity to market fluctuations.
- Holding Changes: Following the sale, Meros's holdings in Photronics were reduced to 108,004 shares, valued at $3.4 million, reflecting a diminished confidence in the stock's future performance.
- Market Performance: As of February 16, 2026, Photronics shares were priced at $38.80, representing a 74.2% increase over the past year, significantly outperforming the S&P 500 by 62.4 percentage points, showcasing its robust market performance.
- Investment Strategy Analysis: Meros's divestment indicates a classic value investing approach, locking in gains from Photronics while reallocating funds to other potentially undervalued stocks, demonstrating keen insight into market dynamics.
See More
Meros Investment Management Reduces Stake in Photronics
- Stake Reduction Details: Meros Investment Management reduced its stake in Photronics by 396,804 shares in Q4 2025, resulting in an $8.1 million decline in position value, reflecting the impact of market fluctuations and strategic trading decisions.
- Current Holdings: After the sale, Meros holds 108,004 shares of Photronics valued at $3.4 million, which now accounts for 1.4% of its reportable assets under management (AUM), indicating a significant drop in the company's standing within the fund's portfolio.
- Market Performance Analysis: Despite Photronics' strong performance over the past year, Meros opted to lock in gains by reducing its position, suggesting that the firm views the current stock price as fairly valued while identifying other holdings like Magnite and Amplitude as having greater upside potential.
- Investment Strategy Reflection: The reduction in stake illustrates classic value investing principles, particularly in a volatile market, where the firm chooses to secure profits at high valuations while seeking out other potentially undervalued investment opportunities.
See More
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- AI Platform Launch: The company launched its Agentic AI Analytics platform, leveraging the world's largest user behavior database and coding assistants from Anthropic and OpenAI to enhance customer data insights, which is expected to further boost customer satisfaction and market competitiveness.
- Cash Flow and Buyback Plan: Amplitude reported $23.5 million in free cash flow for the year and announced a $100 million share buyback program, representing about 11% of outstanding shares, aimed at enhancing shareholder returns by capitalizing on the current stock price dip.
- Future Outlook: The company anticipates adjusted earnings per share of $0.08 to $0.13 for 2026, reflecting management's confidence in future growth, although uncertainties in the software sector persist, necessitating cautious risk assessment by investors.
See More
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- Strong Financial Performance: Amplitude reported a 17% revenue growth in Q4, reaching $91.4 million, surpassing the market expectation of $90.4 million, despite a 41% year-to-date stock decline, indicating market concerns about the software sector.
- Record Cash Flow: The company reported a record free cash flow of $23.5 million for the year and $11.2 million in Q4, demonstrating solid financial health that supports future investments and shareholder returns.
- Increased Customer Confidence: Remaining performance obligations grew by 35% to $417.7 million, reflecting enhanced customer confidence in its products, particularly after the implementation of new pricing and packaging strategies.
- Stock Buyback Plan: To capitalize on the current stock price discount, Amplitude announced a $100 million share buyback authorization, equivalent to 11% of outstanding shares, which will help boost earnings per share and enhance investor confidence.
See More
Amplitude Reports In-Line Q4 Earnings with Sales Beat
- Earnings In-Line: Amplitude reported Q4 earnings of 4 cents per share, matching analyst consensus estimates, indicating stability in the company's profitability.
- Sales Beat Expectations: The company achieved quarterly sales of $91.427 million, surpassing the analyst consensus of $90.344 million, reflecting strong market demand and revenue growth.
- Cautious Future Outlook: Amplitude projects FY2026 adjusted EPS between 8 to 13 cents, slightly below the market estimate of 12 cents, indicating a cautious stance on future growth.
- Analyst Rating Adjustments: Piper Sandler and BTIG lowered their price targets for Amplitude from $12 and $14 to $10 while maintaining Overweight and Buy ratings, reflecting mixed market sentiment regarding the company's outlook.
See More
Amplitude Reports Strong Q4 2025 Earnings with AI-Driven Growth
- Strong Financial Performance: Amplitude reported Q4 revenue of $91.4 million, a 17% year-over-year increase, with annual recurring revenue (ARR) reaching $366 million, indicating robust growth potential in the enterprise market that is expected to drive future revenue increases.
- AI-Driven Innovation: CEO Spenser Skates highlighted that the Agentic analytics platform achieved a 76% success rate on complex queries, which is 7 times better than traditional text-to-SQL methods, demonstrating that the application of AI technology will significantly enhance customer experience and operational efficiency.
- Customer Base Expansion: The number of customers with over $100,000 in ARR grew to 698, an 18% year-over-year increase, while those with over $1 million in ARR rose to 56, a 33% increase, indicating the company's increasing appeal among high-value customer segments.
- Optimistic Future Outlook: Amplitude expects Q1 2026 revenue to be between $91.7 million and $93.7 million, representing a 16% annual growth rate, while full-year revenue guidance is set between $390 million and $398 million, reflecting the company's confidence in future growth.
See More
