Get emailed when AMPL changes direction
Insider selling: $7,830,931 sold by 14 insiders (30d)
Est. revisions:
+0.0%
(1 up, 7 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.1)
Factor Model
net -1.1 2.1 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-0.9
Narrative Gap
+0.0
Best-ever Q4 at 17% growth, new CFO pivots to enterprise
Watch: Next quarter's revenue mix and enterprise customer additions will show whether the go-to-market realignment is gaining traction with larger accounts.
Amplitude posted its strongest Q4 ever with 17% growth. The company brought in Andrew Casey as CFO to lead a go-to-market shift targeting enterprise customers. Casey joined on the same day Fortinet acquired Lacework, where he'd slashed cash burn by roughly 50% before the sale.
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.
Evidence
7d ago
Piper Sandler main AMPL: Overweight → Overweight
8d ago
Insider buy by CASEY ANDREW (AMPL): $239,765
8d ago
Insider buy by CASEY ANDREW (AMPL): $299,790
Fundamentals & Data ▾
Amplitude, Inc.
Technology · Software - Application
Mkt Cap
$947M
Beta
1.49
52w Range
$5.51 - $14.49
Short Interest
7.5M 7.47%
Days to Cover
4.3 +9%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+19.0%
Insiders
selling
0B / 6S
Analysts
mixed
EPS Estimate
$-0.01
+0.0% 30d
1up / 7dn
Analyst Target
$12
$7 - $20
Options P/C
2.21
Insider Cluster
strong sell
1B / 4S (officer)
Fund Convergence
strong
D.E. Shaw, Citadel, Two Sigma, Renaissance
Financials
Revenue
$91M +17% YoY
FCF
$11M
Gross Margin
75%
Op Margin
-21%
Momentum:
decelerating
Top Holders
D.E. Shaw
$23M
Citadel
$17M
Two Sigma
$6M
Renaissance
Recent Filings & Data
insider trade
66
net selling
· $7,830,931 sold
· $539,555 bought
14 insiders · 66 transactions (30d)
Recent transactions
CROOK NATHANIEL GLENN · award
TZUO TIEN · award
LIU CURTIS · sell · $265,840
LIU CURTIS · sell · $240,539
TZUO TIEN · award
SKATES SPENSER · sell · $1,200
SKATES SPENSER · other
SKATES SPENSER · sell · $513,433
SKATES SPENSER · other
SCHULTZ ERICA RULIFFSON · sell · $108,758
SCHULTZ ERICA RULIFFSON · exercise · $41,900
SCHULTZ ERICA RULIFFSON · sell · $102,295
SKATES SPENSER · sell · $4,395,320
SKATES SPENSER · other
CASEY ANDREW · buy · $299,790
SCHULTZ ERICA RULIFFSON · sell · $101,229
TZUO TIEN · award
SCHULTZ ERICA RULIFFSON · sell · $110,633
SCHULTZ ERICA RULIFFSON · sell · $85,968
SCHULTZ ERICA RULIFFSON · exercise · $31,425
SCHULTZ ERICA RULIFFSON · sell · $94,205
SCHULTZ ERICA RULIFFSON · exercise · $62,850
TZUO TIEN · award
WHITEHURST JAMES MOON · award
GILL RONALD S · award
SCHULTZ ERICA RULIFFSON · award
GRADY PATRICK W · award
WONG CATHERINE JEN · award
VISHRIA ERIC · award
SCHULTZ ERICA RULIFFSON · sell · $329,730
WONG CATHERINE JEN · sell · $106,204
WONG CATHERINE JEN · sell · $41,306
VISHRIA ERIC · sell · $120,000
VISHRIA ERIC · other
VISHRIA ERIC · sell · $253,658
LIU CURTIS · award
CASEY ANDREW · award
HANSEN THOMAS NEERGAARD · award
TZUO TIEN · award
VISHRIA ERIC · award
CASEY ANDREW · buy · $239,765
WONG CATHERINE JEN · sell · $42,336
VISHRIA ERIC · sell · $447,836
TZUO TIEN · award
VISHRIA ERIC · other
VISHRIA ERIC · sell · $42,756
VISHRIA ERIC · award
VISHRIA ERIC · sell · $77,353
WONG CATHERINE JEN · sell · $33,644
VISHRIA ERIC · sell · $254,482
VISHRIA ERIC · award
CASEY ANDREW · award
WONG CATHERINE JEN · sell · $30,007
VISHRIA ERIC · award
WHITEHURST JAMES MOON · award
GILL RONALD S · award
SCHULTZ ERICA RULIFFSON · award
STEELE ELISA A · award
GRADY PATRICK W · award
WONG CATHERINE JEN · award
VISHRIA ERIC · award
WONG CATHERINE JEN · sell · $32,199
HARMS CHRISTOPHER D · award
HANSEN THOMAS NEERGAARD · award
SCHULTZ ERICA RULIFFSON · award
LIU CURTIS · award
5 signals · latest 7d ago
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