TimesSquare Capital Management LLC Increases Stock Holdings in Amplitude, Inc. $AMPL

TimesSquare Capital Management LLC lifted its stake in Amplitude, Inc. (NASDAQ:AMPL) by 22.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 2,513,383 shares of the company’s stock after buying an additional 468,418 shares during the period. TimesSquare Capital Management LLC’s holdings in Amplitude were worth $29,105,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Vanguard Group Inc. boosted its holdings in Amplitude by 9.4% during the 4th quarter. Vanguard Group Inc. now owns 10,825,568 shares of the company’s stock valued at $125,360,000 after acquiring an additional 934,350 shares during the period. Alliancebernstein L.P. boosted its holdings in Amplitude by 44.8% during the 3rd quarter. Alliancebernstein L.P. now owns 6,025,390 shares of the company’s stock valued at $64,592,000 after acquiring an additional 1,864,909 shares during the period. Baillie Gifford & Co. boosted its holdings in 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 acquiring an additional 59,984 shares during the period. Wellington Management Group LLP boosted its holdings in Amplitude by 783.5% during the 3rd quarter. Wellington Management Group LLP now owns 2,026,598 shares of the company’s stock valued at $21,725,000 after acquiring an additional 1,797,228 shares during the period. Finally, ArrowMark Colorado Holdings LLC boosted its holdings in Amplitude by 25.8% during the 3rd quarter. ArrowMark Colorado Holdings LLC now owns 1,585,582 shares of the company’s stock valued at $16,997,000 after acquiring an additional 324,985 shares during the period. Hedge funds and other institutional investors own 73.20% of the company’s stock.

Amplitude Stock Up 4.8%

Shares of NASDAQ AMPL opened at $6.35 on Tuesday. The business has a fifty day simple moving average of $6.83 and a two-hundred day simple moving average of $8.72. The firm has a market cap of $659.56 million, a PE ratio of -9.48 and a beta of 1.43. Amplitude, Inc. has a twelve month low of $5.51 and a twelve month high of $14.49.

Amplitude (NASDAQ:AMPL) last issued its earnings results on Wednesday, May 6th. The company reported ($0.02) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.01) by ($0.01). The firm had revenue of $93.49 million for the quarter, compared to the consensus estimate of $92.95 million. Amplitude had a negative net margin of 25.11% and a negative return on equity of 34.98%. The firm’s revenue 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. On average, research analysts expect that Amplitude, Inc. will post -0.59 earnings per share for the current year.

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

Analyst Ratings Changes

A number of research firms recently issued reports on AMPL. KeyCorp dropped their price objective on Amplitude from $16.00 to $14.00 and set an “overweight” rating for the company in a report on Thursday, February 19th. DA Davidson dropped their price objective on Amplitude from $16.00 to $12.00 and set a “buy” rating for the company in a report on Thursday, February 19th. Piper Sandler dropped their price objective on Amplitude from $10.00 to $9.00 and set an “overweight” rating for the company in a report on Tuesday, April 14th. UBS Group dropped their price objective on Amplitude from $13.00 to $10.00 and set a “buy” rating for the company in a report on Thursday, February 19th. Finally, Weiss Ratings cut Amplitude from a “sell (d-)” rating to a “sell (e+)” rating in a report on Friday, April 24th. Nine equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $12.44.

Insiders Place Their Bets

In other Amplitude news, CTO Curtis Liu sold 17,586 shares of Amplitude stock in a transaction on Monday, May 4th. The stock was sold at an average price of $8.12, for a total transaction of $142,798.32. Following the completion of the sale, the chief technology officer directly owned 1,067,259 shares of the company’s stock, valued at $8,666,143.08. The trade was a 1.62% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 21.59% of the stock is currently owned by company insiders.

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.