Shares of the behavior-tracking software company Amplitude Inc. edged barely higher in late trading today after it posted its latest financial results, maintaining momentum after rising more than 12% during regular trading hours.
The after-hours gain was surprising, because Amplitude could only deliver mixed fourth-quarter results and guidance. It reported adjusted earnings of just 4 cents per share, worse than the 5-cent-per-share analyst estimate, while its revenue came to $91.4 million, edging past the $90.3 million consensus.
Amplitude’s revenue rose 17% year-over-year, which is impressive, but the company remains unprofitable. It recorded a negative net margin of 31% along with a negative return on equity of 36%. All told, it delivered a net loss of $17.6 million, improving from the $32.6 million loss in the same period one year ago.
Amplitude sells a highly rated digital analytics platform that’s used by businesses to track, analyze and optimize user behavior across their websites, mobile applications and other digital products. It provides real-time data on user engagement, retention and conversions, which is then used by product teams to inform their decision-making.
The company’s stock had a roller-coaster ride today. It rose more than 12% in the afternoon after launching a new series of artificial intelligence agents Tuesday aimed at helping companies monitor how products are used, identify which features work and which ones don’t. But shortly after the market closed, the stock fell more than 5%, before rebounding.
Amplitude Chief Executive Spenser Skates (pictured) said the new AI agents are designed to provide recommendations on how to improve digital products, based on user behavior. According to Skates, the agents open the door to a “new era of analytics” that will aid in improving customer experiences.
“We’re entering a new era of analytics, where AI can monitor your product around the clock, and free up your team to focus on improving the experience,” he said. “The real advantage is how quickly a team can learn, iterate, improve and automate. Agentic analytics is the key.”
Amplitude’s guidance for the current quarter and full year was mixed, too. It said it’s looking for a first-quarter loss of between one and two cents per share, below the analyst consensus of a one-cent profit. But its revenue forecast was brighter. It’s guiding for sales of between $91.7 million and $93.7 million, the midpoint of that range just ahead of Wall Street’s forecast of $92.1 million.
For the full year, the company is targeting earnings of eight to 13 cents per share, below the Street’s 12-cent-per-share target. For revenue, it’s looking at a range of $390 million to $398 million versus the analysts’ consensus of $390 million.
Despite today’s gains, Amplitude’s stock has endured a pretty miserable start to 2026, down 38% in the year to date. In contrast, the broader S&P 500 Index is up by about half a percentage point this year.
Photo: Amplitude
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