Amplitude, Inc. $AMPL Shares Bought by ArrowMark Colorado Holdings LLC

ArrowMark Colorado Holdings LLC raised its stake in Amplitude, Inc. (NASDAQ:AMPL) by 25.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,585,582 shares of the company’s stock after buying an additional 324,985 shares during the period. ArrowMark Colorado Holdings LLC owned approximately 1.19% of Amplitude worth $16,997,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of AMPL. State of Alaska Department of Revenue purchased a new stake in shares of Amplitude during the 3rd quarter worth approximately $48,000. Osaic Holdings Inc. increased its stake in Amplitude by 57.8% in the 2nd quarter. Osaic Holdings Inc. now owns 5,132 shares of the company’s stock valued at $64,000 after purchasing an additional 1,879 shares in the last quarter. Legato Capital Management LLC purchased a new position in Amplitude in the 3rd quarter valued at approximately $112,000. Schonfeld Strategic Advisors LLC acquired a new position in Amplitude during the third quarter worth $113,000. Finally, Tower Research Capital LLC TRC raised its holdings in Amplitude by 86.5% during the second quarter. Tower Research Capital LLC TRC now owns 10,477 shares of the company’s stock worth $130,000 after purchasing an additional 4,858 shares during the last quarter. 73.20% of the stock is currently owned by institutional investors and hedge funds.

Amplitude Price Performance

Shares of NASDAQ:AMPL opened at $7.35 on Friday. The business has a 50-day moving average of $8.51 and a two-hundred day moving average of $9.99. The firm has a market capitalization of $765.43 million, a PE ratio of -10.97 and a beta of 1.51. Amplitude, Inc. has a 12 month low of $5.99 and a 12 month high of $14.49.

Amplitude (NASDAQ:AMPL) last released its quarterly earnings data on Wednesday, February 18th. The company reported $0.04 earnings per share for the quarter, meeting the consensus estimate of $0.04. Amplitude had a negative return on equity of 32.33% and a negative net margin of 25.80%.The firm’s quarterly revenue was up 17.0% on a year-over-year basis. During the same period last year, the company posted $0.02 EPS. Amplitude has set its FY 2026 guidance at 0.080-0.130 EPS and its Q1 2026 guidance at -0.020–0.010 EPS. As a group, research analysts anticipate that Amplitude, Inc. will post -0.62 earnings per share for the current year.

Amplitude announced that its Board of Directors has initiated a stock repurchase plan on Wednesday, February 18th that authorizes the company to repurchase $100.00 million in shares. This repurchase authorization authorizes the company to repurchase up to 11.8% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s management believes its shares are undervalued.

Insider Buying and Selling

In other news, CEO Spenser Skates sold 42,743 shares of the firm’s stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $12.01, for a total value of $513,343.43. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Erica Schultz sold 10,000 shares of the firm’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $10.88, for a total transaction of $108,800.00. Following the completion of the transaction, the director directly owned 114,906 shares in the company, valued at approximately $1,250,177.28. This represents a 8.01% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 52,843 shares of company stock worth $623,343. 23.83% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

AMPL has been the topic of several research reports. DA Davidson lowered their price target on shares of Amplitude from $16.00 to $12.00 and set a “buy” rating on the stock in a research report on Thursday, February 19th. Morgan Stanley set a $16.00 price objective on Amplitude and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Piper Sandler reduced their target price on Amplitude from $12.00 to $10.00 and set an “overweight” rating on the stock in a research note on Thursday, February 19th. Robert W. Baird increased their target price on Amplitude from $14.00 to $15.00 and gave the company an “outperform” rating in a report on Friday, December 19th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Amplitude in a research report on Monday, December 29th. Ten investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $13.00.

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.