AMPL Earnings
Wednesday, May 06 2026
EPS Estimate
$-0.01
$-0.02 – $0.01
Revenue Estimate
$93M
Current Price
$7.08
Our Position
bullishBest-ever Q4 at 17% growth, new CFO pivots to enterprise
structured data
est. revisions rising
(+160.4pp / 30d)
The CFO hire and enterprise pivot signal a move toward higher-value contracts and margin discipline — Casey's track record at Lacework and ServiceNow suggests he can execute operational tightening while scaling upmarket.
Watch: Next quarter's revenue mix and enterprise customer additions will show whether the go-to-market realignment is gaining traction with larger accounts.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.6 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
Est. Revisions (30d)
+0.0% 1up/7dn
Analyst Target (mean)
$12 $7–$20 +75%
Options P/C Ratio
0.62
Insider Cluster
strong sell (officer)
Fund Convergence
strong D.E. Shaw, Citadel, Two Sigma, Renaissance
Recent Activity
insider trades
66 transactions
Award
·
CROOK NATHANIEL GLENN (Officer)
·1,253,481 shares
Award
·
TZUO TIEN (Director)
·1,538 shares
Sell
·
LIU CURTIS (Chief Technology Officer)
·33,201 shares
·$265,840
Sell
·
LIU CURTIS (Chief Technology Officer)
·30,061 shares
·$240,539
Award
·
TZUO TIEN (Director)
·999 shares
61 more
Sell
·
SKATES SPENSER
·100 shr
·$1,200
Other
·
SKATES SPENSER
·100 shr
Sell
·
SKATES SPENSER
·42,743 shr
·$513,433
Other
·
SKATES SPENSER
·42,743 shr
Sell
·
SCHULTZ ERICA RULIFFSON
·10,000 shr
·$108,758
Exercise
·
SCHULTZ ERICA RULIFFSON
·10,000 shr
·$41,900
Sell
·
SCHULTZ ERICA RULIFFSON
·10,000 shr
·$102,295
Sell
·
SKATES SPENSER
·400,000 shr
·$4,395,320
Other
·
SKATES SPENSER
·400,000 shr
Buy
·
CASEY ANDREW
·30,000 shr
·$299,790
Sell
·
SCHULTZ ERICA RULIFFSON
·10,000 shr
·$101,229
Award
·
TZUO TIEN
·977 shr
Sell
·
SCHULTZ ERICA RULIFFSON
·10,000 shr
·$110,633
Sell
·
SCHULTZ ERICA RULIFFSON
·7,500 shr
·$85,968
Exercise
·
SCHULTZ ERICA RULIFFSON
·7,500 shr
·$31,425
Sell
·
SCHULTZ ERICA RULIFFSON
·7,500 shr
·$94,205
Exercise
·
SCHULTZ ERICA RULIFFSON
·15,000 shr
·$62,850
Award
·
TZUO TIEN
·894 shr
Award
·
WHITEHURST JAMES MOON
·14,906 shr
Award
·
GILL RONALD S
·14,906 shr
Award
·
SCHULTZ ERICA RULIFFSON
·14,906 shr
Award
·
GRADY PATRICK W
·14,906 shr
Award
·
WONG CATHERINE JEN
·14,906 shr
Award
·
VISHRIA ERIC
·14,906 shr
Sell
·
SCHULTZ ERICA RULIFFSON
·26,394 shr
·$329,730
Sell
·
WONG CATHERINE JEN
·8,502 shr
·$106,204
Sell
·
WONG CATHERINE JEN
·3,515 shr
·$41,306
Sell
·
VISHRIA ERIC
·10,000 shr
·$120,000
Other
·
VISHRIA ERIC
·1,685,008 shr
Sell
·
VISHRIA ERIC
·25,000 shr
·$253,658
Award
·
LIU CURTIS
·852,878 shr
Award
·
CASEY ANDREW
·159,914 shr
Award
·
HANSEN THOMAS NEERGAARD
·565,031 shr
Award
·
TZUO TIEN
·398 shr
Award
·
VISHRIA ERIC
·643 shr
Buy
·
CASEY ANDREW
·21,000 shr
·$239,765
Sell
·
WONG CATHERINE JEN
·3,515 shr
·$42,336
Sell
·
VISHRIA ERIC
·35,000 shr
·$447,836
Award
·
TZUO TIEN
·44,462 shr
Other
·
VISHRIA ERIC
·1,000,000 shr
Sell
·
VISHRIA ERIC
·3,563 shr
·$42,756
Award
·
VISHRIA ERIC
·683 shr
Sell
·
VISHRIA ERIC
·6,437 shr
·$77,353
Sell
·
WONG CATHERINE JEN
·3,515 shr
·$33,644
Sell
·
VISHRIA ERIC
·25,000 shr
·$254,482
Award
·
VISHRIA ERIC
·854 shr
Award
·
CASEY ANDREW
·1,125,592 shr
Sell
·
WONG CATHERINE JEN
·3,515 shr
·$30,007
Award
·
VISHRIA ERIC
·859 shr
Award
·
WHITEHURST JAMES MOON
·18,894 shr
Award
·
GILL RONALD S
·18,894 shr
Award
·
SCHULTZ ERICA RULIFFSON
·18,894 shr
Award
·
STEELE ELISA A
·18,894 shr
Award
·
GRADY PATRICK W
·18,894 shr
Award
·
WONG CATHERINE JEN
·18,894 shr
Award
·
VISHRIA ERIC
·18,894 shr
Sell
·
WONG CATHERINE JEN
·3,515 shr
·$32,199
Award
·
HARMS CHRISTOPHER D
·275,624 shr
Award
·
HANSEN THOMAS NEERGAARD
·1,000,000 shr
Award
·
SCHULTZ ERICA RULIFFSON
·1,678 shr
Award
·
LIU CURTIS
·417,827 shr
analyst ratings
1 rating
Piper Sandler
→Overweight
7d ago
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