Feed / AMPL

Amplitude, Inc.

AMPL

Technology · 12.47 +0.7% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Amplitude, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 8 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company+0.7% todayVolume comparison unavailable
Market group0 of 8 activeEnterprise Tech Exposure · unavailable
Disclosed network0 of 7 confirmingNo filing-linked name is confirming now
What would change this read
  • AMPL's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if AMPL's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Software - Application

No new filing conclusion is available. 0 of 8 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • AMPL's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods7
Price observations319
Usable filing statements100
Verified relationships1
Evidence supporting the case
  • Latest annual revenue changed +14.7% year over year.
  • Net margin changed +5.7 percentage points in the latest annual period.
Evidence challenging the case
  • Diluted shares increased 6.5% in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

12.47
6m+70.8%12m+8.9%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$167.3M+63.2%$-1.46
2022-12-31$238.1M+42.3%$-0.84
2023-12-31$276.3M+16.1%$-0.77+4.9%
2024-12-31$299.3M+8.3%$-0.76+6.0%
2025-12-31$343.2M+14.7%$-0.67+6.5%

What management says matters

Persistent and emerging business drivers

Product pipeline and R&Dmixed · 2 filings
Three Months Ended March 31, 2026 2025 Revenue 100 % 100% Cost of revenue 27 % 25% Gross margin 73 % 75% Operating expenses: Research and development 27 % 29% Sales and marketing 54 % 55% General and administrative 17 % 20% Total operating expenses 98 % 105%…
10-Q · May 7, 2026
Restructuring and cost reductionsmixed · 2 filings
Although we previously experienced cost savings due to our restructuring, as we continue to invest in our sales efforts, we expect our sales and marketing expenses to increase in dollar amount over time.
10-K · Feb 19, 2026
Macroeconomic conditionsnegative · 1 filings
recessions, inflationary pressures, rising interest rates, tariffs, trade wars, financial market fluctuations, and reduced credit availability; • other events or factors, including those resulting from war or armed conflicts (including those in Ukraine and th…
10-Q · Nov 6, 2025
Tariffs and trade policynegative · 1 filings
recessions, inflationary pressures, rising interest rates, tariffs, trade wars, financial market fluctuations, and reduced credit availability; • other events or factors, including those resulting from war or armed conflicts (including those in Ukraine and th…
10-Q · Nov 6, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 4.8× · EV/sales 4.6×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

12.47+0.7% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for AMPL. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for AMPL. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind AMPL

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

AMPL is currently a Participant in the organic co-movement group Enterprise Tech Exposure. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for AMPL; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.