Insider Trading March 10, 2026

Amplitude CTO Curtis Liu Disposes $240k of Class A Shares Amid Mixed Analyst Views

Executive sale follows recent share decline even as company reports stronger-than-expected revenue and projects above-consensus growth for fiscal 2026

By Priya Menon AMPL
Amplitude CTO Curtis Liu Disposes $240k of Class A Shares Amid Mixed Analyst Views
AMPL

Curtis Liu, Chief Technology Officer of Amplitude Inc (NASDAQ: AMPL), sold 30,061 Class A shares on March 5, 2026, in a transaction disclosed on a Form 4 with the SEC. The disposition generated $240,539 at a weighted average price of $8.0017, with trade prices ranging from $8.00 to $8.02. The sale occurred under a 10b5-1 trading plan adopted November 26, 2025. Post-sale, Liu directly holds 636,957 shares, including 568,585 restricted stock units. The insider action comes as Amplitude shares have fallen about 30 percent over six months, trading at $7.80 versus a 52-week high of $14.49. The company recently reported fiscal fourth-quarter 2025 revenue above expectations and forecast fiscal 2026 revenue growth of 15 percent year-over-year, ahead of the 14 percent consensus, while several investment banks adjusted price targets and ratings amid differing views on valuation, sector pressures, and margin outlooks.

Key Points

  • Curtis Liu sold 30,061 Class A shares of Amplitude on March 5, 2026 for $240,539 at a weighted average price of $8.0017, with trade prices from $8.00 to $8.02.
  • Post-transaction, Liu directly holds 636,957 shares of Amplitude, which includes 568,585 restricted stock units; the sale was made under a 10b5-1 plan adopted November 26, 2025.
  • Amplitude reported fiscal Q4 2025 revenue above expectations and projected fiscal 2026 revenue growth of 15 percent year-over-year, above the 14 percent consensus; analysts have issued mixed target adjustments while several maintain Buy/Overweight ratings.

Curtis Liu, who serves as Chief Technology Officer at Amplitude Inc (NASDAQ: AMPL), sold 30,061 shares of the company’s Class A common stock on March 5, 2026, according to a Form 4 filing submitted to the Securities and Exchange Commission. The shares were sold at a weighted average price of $8.0017, producing proceeds of $240,539.

The filing shows the disposition took place across multiple trades with execution prices between $8.00 and $8.02. The sale was carried out under a pre-existing 10b5-1 trading plan that the insider adopted on November 26, 2025. After completing the March 5 transactions, Liu directly owns 636,957 shares of Amplitude, a total that includes 568,585 restricted stock units.

The insider sale arrives against a backdrop of recent pressure on Amplitude’s stock. Shares have declined roughly 30 percent over the past six months and were trading at $7.80 at the time of reporting, notably below the company’s 52-week high of $14.49.

Market commentary cited in the filing notes an InvestingPro analysis that gauges AMPL as appearing undervalued at current levels. That analysis also reports that analysts expect Amplitude to return to profitability in 2026 despite recent losses, and references seven additional tips offered to investors through the InvestingPro service.

Corporate developments at Amplitude include reported fourth-quarter fiscal 2025 revenue that exceeded expectations and management guidance pointing to continued enterprise strength. For fiscal 2026 the company has projected revenue growth of 15 percent year-over-year, above the consensus estimate of 14 percent - a projection the company characterized as an acceleration in growth.

Leadership changes were also disclosed: President Thomas Hansen will step down on March 31, 2026, and will remain with the company in an advisory capacity through April 1, 2027.

Analysts have reacted with a mix of adjustments to price targets and ratings. DA Davidson, Piper Sandler, and KeyBanc each revised their price targets, citing factors such as a valuation reset, software sector weakness, and margin concerns. Despite those target adjustments, DA Davidson retained a Buy rating, Piper Sandler kept an Overweight rating, and KeyBanc also maintained an Overweight rating. Separately, Morgan Stanley upgraded Amplitude to Overweight, highlighting potential upside from developments in generative AI. These moves reflect a range of analyst perspectives on the company’s near-term performance and longer-term prospects.


Contextual note - The Form 4 filing and the information reported on company results and analyst reactions provide the factual basis for this report. The insider sale was executed via a 10b5-1 plan adopted on November 26, 2025.

Risks

  • Share price decline - Amplitude shares have fallen approximately 30 percent over the past six months, which may signal investor concern and affect market sentiment in the technology and software sectors.
  • Leadership transition - The announced departure of President Thomas Hansen on March 31, 2026 introduces near-term management change and potential uncertainty in corporate direction for investors.
  • Analyst concerns - Recent price target adjustments by DA Davidson, Piper Sandler, and KeyBanc citing valuation reset, software sector weakness, and margin concerns highlight uncertainty around near-term execution and profitability in the software sector.

More from Insider Trading

City Holding Director Purchases $14,948 in Shares Under 10b5-1 Plan Mar 10, 2026 Vicor Executive Sells About $1.03 Million in Stock, Exercises Options on Same Day Mar 10, 2026 NNN REIT CEO Executes $1.49 Million Share Sale as Stock Nears Yearly High Mar 10, 2026 Alpha Teknova CEO Buys $55.8K in Company Stock; Options Awarded Earlier in February Mar 10, 2026 NexPoint Residential CFO Buys 1,000 Shares as Stock Trades Near Year Low Mar 10, 2026