Amplitude Q4 revenue beats estimates

Amplitude

18/02/2026 21:27

Overview

AI analytics platform's Q4 revenue rose 17%, beating analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Company increased share repurchase program by $100 mln

Outlook

Amplitude expects Q1 2026 revenue between $91.7 mln and $93.7 mln

Amplitude forecasts FY 2026 revenue between $390.0 mln and $398.0 mln

Company anticipates FY 2026 non-GAAP operating income between $7.0 mln and $13.0 mln

Result Drivers

AI PLATFORM ADOPTION - Amplitude attributed revenue growth to increased adoption of its AI analytics platform, especially among enterprise and multi-product customers

PRODUCT INNOVATION - Introduction of AI-driven features like Global Agent and Specialized Agents contributed to improved customer engagement and revenue growth

STRATEGIC ACQUISITIONS - Acquisition of InfiniGrow reinforced focus on helping marketers make smarter decisions and drive business outcomes

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$91.40 mln
$90.34 mln (10 Analysts)
Q4 Adjusted EPS
Miss
$0.04
$0.05 (11 Analysts)
Q4 EBIT
-$19.10 mln
Q4 Free Cash Flow
$11.20 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Amplitude Inc is $15.50, about 144.5% above its February 17 closing price of $6.34

The stock recently traded at 55 times the next 12-month earnings vs. a P/E of 99 three months ago

Press Release: ID:nBw6FHZmwa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)