Madison Asset Management LLC Invests $2.39 Million in Amplitude, Inc. $AMPL

Madison Asset Management LLC bought a new stake in Amplitude, Inc. (NASDAQ:AMPL) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 312,399 shares of the company’s stock, valued at approximately $2,390,000. Madison Asset Management LLC owned 0.31% of Amplitude as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently bought and sold shares of AMPL. Dimensional Fund Advisors LP grew its position in Amplitude by 368.1% during the 1st quarter. Dimensional Fund Advisors LP now owns 617,713 shares of the company’s stock worth $4,213,000 after acquiring an additional 485,752 shares during the last quarter. UBS Group AG boosted its holdings in Amplitude by 173.8% in the fourth quarter. UBS Group AG now owns 544,805 shares of the company’s stock valued at $6,309,000 after acquiring an additional 345,813 shares during the last quarter. TimesSquare Capital Management LLC boosted 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 valued at $29,105,000 after purchasing an additional 468,418 shares during the last quarter. Vanguard Group Inc. raised its stake in shares of Amplitude by 9.4% during the fourth quarter. Vanguard Group Inc. now owns 10,825,568 shares of the company’s stock worth $125,360,000 after buying an additional 934,350 shares during the last quarter. Finally, First Trust Advisors LP lifted its holdings in Amplitude by 362.8% in the first quarter. First Trust Advisors LP now owns 424,566 shares of the company’s stock valued at $2,896,000 after buying an additional 332,830 shares during the period. Institutional investors own 73.20% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on AMPL shares. Weiss Ratings raised shares of Amplitude from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Tuesday, August 11th. Bank of America restated a “neutral” rating and issued a $8.00 price target (down from $10.00) on shares of Amplitude in a research report on Thursday, May 7th. Morgan Stanley lifted their price objective on Amplitude from $12.00 to $16.00 and gave the stock an “overweight” rating in a research note on Thursday, August 13th. BTIG Research increased their target price on Amplitude from $10.00 to $13.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Finally, Citigroup raised their target price on Amplitude from $10.00 to $11.00 and gave the stock a “neutral” rating in a report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $12.55.

Amplitude Stock Performance

AMPL opened at $12.93 on Friday. The firm’s fifty day moving average is $9.26 and its two-hundred day moving average is $7.80. The firm has a market cap of $1.31 billion, a PE ratio of -17.24 and a beta of 1.42. Amplitude, Inc. has a twelve month low of $5.51 and a twelve month high of $13.58.

Amplitude (NASDAQ:AMPL) last announced its quarterly earnings results on Wednesday, August 5th. The company reported ($0.01) earnings per share (EPS) for the quarter, meeting the consensus estimate of ($0.01). Amplitude had a negative net margin of 26.59% and a negative return on equity of 42.62%. The company had revenue of $100.89 million during the quarter, compared to analyst estimates of $98.16 million. Amplitude has set its Q3 2026 guidance at 0.020-0.030 EPS and its FY 2026 guidance at 0.060-0.080 EPS. Equities analysts forecast that Amplitude, Inc. will post -0.63 EPS for the current fiscal year.

Insider Activity

In other Amplitude news, Director Catherine Wong sold 7,453 shares of the business’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $6.79, for a total value of $50,605.87. Following the completion of the transaction, the director directly owned 111,462 shares of the company’s stock, valued at approximately $756,826.98. The trade was a 6.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CTO Curtis Liu sold 22,201 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $8.03, for a total value of $178,274.03. Following the completion of the sale, the chief technology officer owned 1,004,779 shares of the company’s stock, 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 own 21.59% of the company’s stock.

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.