Meros Investment Management LP Has $9.98 Million Stake in Amplitude, Inc. $AMPL

Meros Investment Management LP grew its stake in Amplitude, Inc. (NASDAQ:AMPL) by 12.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 861,874 shares of the company’s stock after purchasing an additional 96,779 shares during the quarter. Amplitude comprises about 4.0% of Meros Investment Management LP’s holdings, making the stock its 5th biggest holding. Meros Investment Management LP owned about 0.64% of Amplitude worth $9,981,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. raised its holdings in Amplitude by 9.4% in the 4th quarter. Vanguard Group Inc. now owns 10,825,568 shares of the company’s stock worth $125,360,000 after purchasing an additional 934,350 shares in the last quarter. Alliancebernstein L.P. increased its stake in shares of Amplitude by 44.8% in the 3rd quarter. Alliancebernstein L.P. now owns 6,025,390 shares of the company’s stock worth $64,592,000 after acquiring an additional 1,864,909 shares in the last quarter. Baillie Gifford & Co. increased its stake in shares of Amplitude by 2.2% in the 4th quarter. Baillie Gifford & Co. now owns 2,741,880 shares of the company’s stock worth $31,751,000 after acquiring an additional 59,984 shares in the last quarter. Nuveen LLC increased its stake in shares of Amplitude by 18.8% in the 4th quarter. Nuveen LLC now owns 2,645,618 shares of the company’s stock worth $30,636,000 after acquiring an additional 418,376 shares in the last quarter. Finally, TimesSquare Capital Management LLC increased its stake in shares of Amplitude by 22.9% in the 4th quarter. TimesSquare Capital Management LLC now owns 2,513,383 shares of the company’s stock worth $29,105,000 after acquiring an additional 468,418 shares in the last quarter. 73.20% of the stock is currently owned by institutional investors.

Amplitude Stock Performance

Shares of AMPL stock opened at $6.84 on Tuesday. Amplitude, Inc. has a one year low of $5.51 and a one year high of $14.49. The company’s 50-day moving average is $6.85 and its 200 day moving average is $8.30. The company has a market capitalization of $710.47 million, a price-to-earnings ratio of -10.21 and a beta of 1.45.

Amplitude (NASDAQ:AMPL) last announced its quarterly earnings data 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 net margin of 25.11% and a negative return on equity of 34.98%. The firm had revenue of $93.49 million for the quarter, compared to analysts’ expectations of $92.95 million. Amplitude’s revenue for the quarter was up 16.9% on a year-over-year basis. Amplitude has set its Q2 2026 guidance at -0.020–0.010 EPS and its FY 2026 guidance at 0.030-0.060 EPS. As a group, research analysts predict that Amplitude, Inc. will post -0.59 earnings per share for the current fiscal year.

Amplitude announced that its Board of Directors has approved a stock buyback plan on Wednesday, February 18th that permits the company to buyback $100.00 million in outstanding shares. This buyback authorization permits the company to purchase up to 11.8% of its shares through open market purchases. Shares buyback plans are generally a sign that the company’s board believes its stock is undervalued.

Analyst Ratings Changes

Several research analysts recently issued reports on AMPL shares. Weiss Ratings lowered shares of Amplitude from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Friday, April 24th. Piper Sandler decreased their price target on shares of Amplitude from $10.00 to $9.00 and set an “overweight” rating for the company in a research note on Tuesday, April 14th. UBS Group decreased their price target on shares of Amplitude from $13.00 to $10.00 and set a “buy” rating for the company in a research note on Thursday, February 19th. KeyCorp decreased their price target on shares of Amplitude from $16.00 to $14.00 and set an “overweight” rating for the company in a research note on Thursday, February 19th. Finally, DA Davidson decreased their price target 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. Nine investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $12.44.

Insider Activity

In related news, Director Catherine Wong sold 7,453 shares of the stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $6.79, for a total transaction of $50,605.87. Following the sale, the director directly owned 111,462 shares of the company’s stock, valued at approximately $756,826.98. This represents a 6.27% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CTO Curtis Liu sold 22,201 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $8.03, for a total transaction of $178,274.03. Following the sale, the chief technology officer directly owned 1,004,779 shares in the company, valued at $8,068,375.37. This trade represents a 2.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 47,240 shares of company stock worth $371,678 over the last three months. 21.59% of the stock is currently owned by insiders.

Amplitude 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.