Amplitude, Inc. $AMPL Stock Position Increased by Meros Investment Management LP

Meros Investment Management LP grew its stake in shares of Amplitude, Inc. (NASDAQ:AMPL) by 12.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 861,874 shares of the company’s stock after acquiring an additional 96,779 shares during the quarter. Amplitude comprises about 4.0% of Meros Investment Management LP’s investment portfolio, making the stock its 5th biggest holding. Meros Investment Management LP’s holdings in Amplitude were worth $9,981,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Quarry LP purchased a new stake in shares of Amplitude during the 3rd quarter valued at about $32,000. Osaic Holdings Inc. boosted its holdings in shares of Amplitude by 57.8% during the 2nd quarter. Osaic Holdings Inc. now owns 5,132 shares of the company’s stock valued at $64,000 after acquiring an additional 1,879 shares during the last quarter. Morse Asset Management Inc purchased a new stake in shares of Amplitude during the 4th quarter valued at about $116,000. Merit Financial Group LLC purchased a new stake in shares of Amplitude during the 4th quarter valued at about $120,000. Finally, Tower Research Capital LLC TRC boosted its holdings in shares of Amplitude by 86.5% during the 2nd quarter. Tower Research Capital LLC TRC now owns 10,477 shares of the company’s stock valued at $130,000 after acquiring an additional 4,858 shares during the last quarter. Hedge funds and other institutional investors own 73.20% of the company’s stock.

Insider Buying and Selling

In other Amplitude news, CTO Curtis Liu sold 22,201 shares of the firm’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 sale, the chief technology officer owned 1,004,779 shares in the company, valued at approximately $8,068,375.37. This trade represents a 2.16% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Catherine Wong sold 7,453 shares of the firm’s stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $6.79, for a total transaction of $50,605.87. Following the sale, the director owned 111,462 shares in the company, valued at approximately $756,826.98. The trade was a 6.27% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 47,240 shares of company stock worth $371,678. 21.59% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on AMPL. UBS Group lowered their price objective on shares of Amplitude from $13.00 to $10.00 and set a “buy” rating on the stock in a research note on Thursday, February 19th. Weiss Ratings cut shares of Amplitude from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Friday, April 24th. BTIG Research lowered their price objective on shares of Amplitude from $14.00 to $10.00 and set a “buy” rating on the stock in a research note on Thursday, February 19th. Bank of America reiterated a “neutral” rating and issued a $8.00 price objective (down from $10.00) on shares of Amplitude in a research note on Thursday, May 7th. Finally, KeyCorp lowered their price objective on shares of Amplitude from $16.00 to $14.00 and set an “overweight” rating on the stock in a research note on Thursday, February 19th. Nine research 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. According to data from MarketBeat, Amplitude currently has a consensus rating of “Moderate Buy” and an average target price of $12.44.

Amplitude Stock Down 0.7%

Shares of NASDAQ:AMPL opened at $6.84 on Tuesday. The firm’s 50 day moving average price is $6.85 and its 200-day moving average price is $8.30. Amplitude, Inc. has a twelve month low of $5.51 and a twelve month high of $14.49. The stock has a market capitalization of $710.47 million, a PE ratio of -10.21 and a beta of 1.45.

Amplitude (NASDAQ:AMPL) last issued its quarterly earnings data on Wednesday, May 6th. The company reported ($0.02) earnings per share 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 business had revenue of $93.49 million during the quarter, compared to the consensus estimate of $92.95 million. The company’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. Analysts expect that Amplitude, Inc. will post -0.59 earnings per share for the current fiscal year.

Amplitude announced that its board has approved a share repurchase program on Wednesday, February 18th that permits the company to buyback $100.00 million in outstanding shares. This buyback authorization permits the company to reacquire up to 11.8% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s management believes its shares are undervalued.

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.