Amplitude, Inc. $AMPL Shares Acquired by Gagnon Advisors LLC

Gagnon Advisors LLC grew its holdings in Amplitude, Inc. (NASDAQ:AMPL) by 29.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 457,212 shares of the company’s stock after buying an additional 104,221 shares during the quarter. Amplitude comprises 3.4% of Gagnon Advisors LLC’s investment portfolio, making the stock its 14th biggest holding. Gagnon Advisors LLC owned 0.34% of Amplitude worth $5,295,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. UBS Group AG lifted its holdings in shares of Amplitude by 173.8% in the 4th quarter. UBS Group AG now owns 544,805 shares of the company’s stock valued at $6,309,000 after buying an additional 345,813 shares during the period. Vanguard Group Inc. lifted its holdings in shares of Amplitude by 2.6% in the 3rd quarter. Vanguard Group Inc. now owns 9,891,218 shares of the company’s stock valued at $106,034,000 after buying an additional 252,646 shares during the period. TimesSquare Capital Management LLC lifted its holdings 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 buying an additional 468,418 shares during the period. Neuberger Berman Group LLC acquired a new stake in shares of Amplitude in the 3rd quarter valued at approximately $4,573,000. Finally, ArrowMark Colorado Holdings LLC lifted its holdings in shares of Amplitude by 25.8% in the 3rd quarter. ArrowMark Colorado Holdings LLC now owns 1,585,582 shares of the company’s stock valued at $16,997,000 after buying an additional 324,985 shares during the period. 73.20% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CTO Curtis Liu sold 22,201 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $8.03, for a total transaction of $178,274.03. Following the completion of the transaction, the chief technology officer owned 1,004,779 shares of the company’s stock, valued at approximately $8,068,375.37. This represents a 2.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 21.59% of the company’s stock.

Amplitude Stock Performance

Shares of NASDAQ AMPL opened at $6.89 on Friday. Amplitude, Inc. has a 1 year low of $5.51 and a 1 year high of $14.49. The firm’s 50 day moving average price is $6.85 and its 200 day moving average price is $8.34. The firm has a market cap of $715.66 million, a P/E ratio of -10.28 and a beta of 1.45.

Amplitude (NASDAQ:AMPL) last announced its earnings results on Wednesday, May 6th. The company reported ($0.02) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 firm had revenue of $93.49 million for the quarter, compared to analyst estimates of $92.95 million. The business’s quarterly revenue 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. As a group, equities analysts predict that Amplitude, Inc. will post -0.59 EPS for the current year.

Amplitude declared that its Board of Directors has approved a stock repurchase program on Wednesday, February 18th that authorizes the company to buyback $100.00 million in shares. This buyback authorization authorizes the company to buy up to 11.8% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the company. UBS Group reduced their price target on Amplitude from $13.00 to $10.00 and set a “buy” rating for the company in a report on Thursday, February 19th. KeyCorp reduced their price target on Amplitude from $16.00 to $14.00 and set an “overweight” rating for the company in a report on Thursday, February 19th. BTIG Research lowered their price target on Amplitude from $14.00 to $10.00 and set a “buy” rating on the stock in a report on Thursday, February 19th. Piper Sandler lowered their price target on Amplitude from $10.00 to $9.00 and set an “overweight” rating on the stock in a report on Tuesday, April 14th. Finally, Weiss Ratings cut Amplitude from a “sell (d-)” rating to a “sell (e+)” rating in a report on Friday, April 24th. 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 company’s stock. According to MarketBeat, Amplitude has an average rating of “Moderate Buy” and an average target price 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.