Neuberger Berman Group LLC Makes New $4.57 Million Investment in Amplitude, Inc. $AMPL

Neuberger Berman Group LLC bought a new stake in shares of Amplitude, Inc. (NASDAQ:AMPL) in the third quarter, HoldingsChannel reports. The institutional investor bought 426,582 shares of the company’s stock, valued at approximately $4,573,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. State of Alaska Department of Revenue purchased a new position in shares of Amplitude during the third quarter valued at $48,000. Osaic Holdings Inc. lifted its stake in Amplitude by 57.8% in the second quarter. Osaic Holdings Inc. now owns 5,132 shares of the company’s stock worth $64,000 after acquiring an additional 1,879 shares during the period. Tower Research Capital LLC TRC lifted its stake in Amplitude by 86.5% in the second quarter. Tower Research Capital LLC TRC now owns 10,477 shares of the company’s stock worth $130,000 after acquiring an additional 4,858 shares during the period. Legato Capital Management LLC bought a new position in Amplitude during the 3rd quarter worth about $112,000. Finally, Prudential Financial Inc. bought a new position in Amplitude during the 2nd quarter worth about $132,000. Institutional investors own 73.20% of the company’s stock.

Analyst Upgrades and Downgrades

AMPL has been the subject of several recent research reports. Piper Sandler reduced their price target on shares of Amplitude from $12.00 to $10.00 and set an “overweight” rating for the company in a report on Thursday, February 19th. KeyCorp reduced their price objective on shares of Amplitude from $16.00 to $14.00 and set an “overweight” rating for the company in a research note on Thursday, February 19th. Morgan Stanley set a $16.00 target price on Amplitude and gave the company an “overweight” rating in a research report on Thursday, January 15th. BTIG Research reduced their price target on Amplitude from $14.00 to $10.00 and set a “buy” rating for the company in a research report on Thursday, February 19th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Amplitude in a research note on Monday, December 29th. Ten investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Amplitude has an average rating of “Moderate Buy” and an average target price of $13.00.

Amplitude Price Performance

Amplitude stock opened at $7.85 on Friday. The business has a fifty day moving average price of $8.91 and a 200-day moving average price of $10.11. Amplitude, Inc. has a 1-year low of $5.99 and a 1-year high of $14.49. The stock has a market capitalization of $817.50 million, a price-to-earnings ratio of -11.72 and a beta of 1.51.

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

Amplitude declared that its board has authorized a share buyback plan 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 stock through open market purchases. Stock buyback plans are generally a sign that the company’s board believes its stock is undervalued.

Insider Activity at Amplitude

In related news, Director Erica Schultz sold 10,000 shares of the firm’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $10.88, for a total value of $108,800.00. Following the completion of the transaction, the director owned 114,906 shares in the company, valued at $1,250,177.28. This trade represents a 8.01% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Spenser Skates sold 42,743 shares of Amplitude stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $12.01, for a total value of $513,343.43. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 52,843 shares of company stock worth $623,343. 23.83% of the stock is owned by insiders.

About Amplitude

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.