UBS Group AG Increases Stock Position in Amplitude, Inc. $AMPL

UBS Group AG boosted its stake in Amplitude, Inc. (NASDAQ:AMPL) by 173.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 544,805 shares of the company’s stock after buying an additional 345,813 shares during the quarter. UBS Group AG’s holdings in Amplitude were worth $6,309,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Vanguard Group Inc. lifted its position in Amplitude by 9.4% in the fourth 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 last quarter. Alliancebernstein L.P. lifted its position in Amplitude by 44.8% in the third 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 last quarter. Baillie Gifford & Co. lifted its position in Amplitude by 2.2% in the fourth 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 last quarter. TimesSquare Capital Management LLC purchased a new stake in Amplitude in the third quarter valued at $21,922,000. Finally, Wellington Management Group LLP lifted its position in Amplitude by 783.5% in the third 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 last quarter. 73.20% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

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

Amplitude Stock Performance

NASDAQ AMPL opened at $6.36 on Wednesday. The firm has a market cap of $660.61 million, a PE ratio of -9.49 and a beta of 1.43. Amplitude, Inc. has a one year low of $5.51 and a one year high of $14.49. The firm’s fifty day moving average is $6.80 and its two-hundred day moving average is $8.70.

Amplitude (NASDAQ:AMPL) last posted its quarterly earnings data on Wednesday, May 6th. The company reported ($0.02) EPS for the quarter, missing analysts’ consensus estimates of ($0.01) by ($0.01). The business had revenue of $93.49 million during the quarter, compared to analyst estimates of $92.95 million. Amplitude had a negative net margin of 25.11% and a negative return on equity of 34.98%. The business’s 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. Research analysts predict that Amplitude, Inc. will post -0.59 earnings per share for the current year.

Amplitude declared that its Board of Directors has initiated 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 purchase up to 11.8% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s leadership believes its stock is undervalued.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on AMPL. DA Davidson reduced their price target on shares of Amplitude from $16.00 to $12.00 and set a “buy” rating for the company in a research report on Thursday, February 19th. Bank of America reissued a “neutral” rating and issued a $8.00 price target (down from $10.00) on shares of Amplitude in a research report on Thursday, May 7th. BTIG Research reduced their price target on shares of Amplitude from $14.00 to $10.00 and set a “buy” rating for the company in a research report on Thursday, February 19th. Weiss Ratings lowered shares of Amplitude from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Friday, April 24th. Finally, KeyCorp dropped 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 equities research 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. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $12.44.

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.