Vanguard Group Inc. Purchases 934,350 Shares of Amplitude, Inc. $AMPL

Vanguard Group Inc. raised its position in Amplitude, Inc. (NASDAQ:AMPL) by 9.4% in the 4th quarter, Holdings Channel reports. The firm owned 10,825,568 shares of the company’s stock after buying an additional 934,350 shares during the quarter. Vanguard Group Inc. owned 0.08% of Amplitude worth $125,360,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in AMPL. Marathon Capital Management bought a new position in Amplitude in the 4th quarter worth about $1,026,000. Zurcher Kantonalbank Zurich Cantonalbank raised its position in Amplitude by 28.4% during the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 53,441 shares of the company’s stock valued at $619,000 after purchasing an additional 11,834 shares in the last quarter. Merit Financial Group LLC bought a new stake in Amplitude during the fourth quarter worth about $120,000. CWM LLC boosted its holdings in shares of Amplitude by 19.0% in the 4th quarter. CWM LLC now owns 44,951 shares of the company’s stock worth $521,000 after purchasing an additional 7,172 shares in the last quarter. Finally, Baillie Gifford & Co. increased its position in shares of Amplitude by 2.2% during the 4th quarter. Baillie Gifford & Co. now owns 2,741,880 shares of the company’s stock valued at $31,751,000 after purchasing an additional 59,984 shares during the last quarter. Institutional investors own 73.20% of the company’s stock.

Amplitude Stock Down 2.8%

Shares of AMPL opened at $6.18 on Wednesday. The stock has a market capitalization of $641.90 million, a P/E ratio of -9.22 and a beta of 1.43. The firm has a fifty day simple moving average of $6.95 and a two-hundred day simple moving average of $8.83. Amplitude, Inc. has a twelve month low of $5.51 and a twelve month high of $14.49.

Amplitude (NASDAQ:AMPL) last released its earnings results on Wednesday, May 6th. The company reported ($0.02) EPS for the quarter, missing the consensus estimate of ($0.01) by ($0.01). Amplitude had a negative return on equity of 34.98% and a negative net margin of 25.11%.The company had revenue of $93.49 million during the quarter, compared to the consensus estimate of $92.95 million. Amplitude’s revenue for the quarter was up 16.9% compared to the same quarter last year. Amplitude has set its Q2 2026 guidance at -0.020–0.010 EPS and its FY 2026 guidance at 0.030-0.060 EPS. Sell-side analysts expect that Amplitude, Inc. will post -0.65 EPS for the current fiscal year.

Amplitude declared that its board has authorized a stock buyback program on Wednesday, February 18th that allows the company to repurchase $100.00 million in shares. This repurchase authorization allows the company to repurchase up to 11.8% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board of directors believes its stock is undervalued.

Insiders Place Their Bets

In other Amplitude news, CTO Curtis Liu sold 17,586 shares of the stock in a transaction on Monday, May 4th. The stock was sold at an average price of $8.12, for a total value of $142,798.32. Following the completion of the sale, the chief technology officer owned 1,067,259 shares in the company, valued at approximately $8,666,143.08. This represents a 1.62% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 21.59% of the company’s stock.

Wall Street Analyst Weigh In

AMPL has been the subject of a number of recent research reports. Morgan Stanley set a $16.00 target price on Amplitude and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Piper Sandler decreased their price target on shares of Amplitude from $10.00 to $9.00 and set an “overweight” rating on the stock in a research note on Tuesday, April 14th. DA Davidson cut their price objective on shares of Amplitude from $16.00 to $12.00 and set a “buy” rating for the company in a research note on Thursday, February 19th. KeyCorp reduced their target price on shares of Amplitude from $16.00 to $14.00 and set an “overweight” rating on the stock in a report on Thursday, February 19th. Finally, BTIG Research decreased their target price on shares of Amplitude from $14.00 to $10.00 and set a “buy” rating on the stock in a research report on Thursday, February 19th. Nine investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Amplitude currently has a consensus rating of “Moderate Buy” and a consensus price target of $12.44.

Amplitude Company Profile

Amplitude, Inc is a software company specializing in digital analytics and product intelligence solutions for businesses seeking to optimize user engagement and drive growth. Its core offering, the Amplitude Analytics platform, enables customers to collect and analyze behavioral data from web and mobile applications in real time. The platform provides advanced segmentation, funnel analysis, retention tracking and pathfinding tools that help product, marketing and data teams understand user journeys, identify friction points and measure the impact of new features.

Founded in 2012 by Spenser Skates, Curtis Liu and Jeffrey Wang, Amplitude is headquartered in Redwood City, California, with additional offices spanning North America, Europe and Asia.