Neuberger Berman Group LLC Purchases New Shares in Amplitude, Inc. $AMPL

Neuberger Berman Group LLC acquired a new position in Amplitude, Inc. (NASDAQ:AMPL) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 426,582 shares of the company’s stock, valued at approximately $4,573,000. Neuberger Berman Group LLC owned approximately 0.42% of Amplitude as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in AMPL. State of Alaska Department of Revenue bought a new position in shares of Amplitude in the 3rd quarter valued at about $48,000. Osaic Holdings Inc. grew its position 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 in the last quarter. Legato Capital Management LLC bought a new stake in Amplitude during the third quarter worth approximately $112,000. Tower Research Capital LLC TRC increased its stake 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 acquiring an additional 4,858 shares during the last quarter. Finally, Caxton Associates LLP purchased a new stake in Amplitude during the first quarter valued at approximately $131,000. 73.20% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, CEO Spenser Skates sold 42,743 shares of the company’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $12.01, for a total value of $513,343.43. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Erica Schultz sold 10,000 shares of the firm’s stock in a transaction dated Monday, December 15th. The stock was 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 $1,250,177.28. This represents a 8.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 52,843 shares of company stock valued at $623,343 over the last three months. Insiders own 23.83% of the company’s stock.

Analyst Upgrades and Downgrades

AMPL has been the subject of a number of recent research reports. BTIG Research dropped their target price on Amplitude from $14.00 to $10.00 and set a “buy” rating for the company in a report on Thursday, February 19th. Weiss Ratings restated a “sell (d-)” rating on shares of Amplitude in a report on Monday, December 29th. UBS Group lowered their price target on Amplitude from $13.00 to $10.00 and set a “buy” rating for the company in a research report on Thursday, February 19th. KeyCorp cut their price objective on shares of Amplitude from $16.00 to $14.00 and set an “overweight” rating on the stock in a research report on Thursday, February 19th. Finally, Piper Sandler reduced their target price on shares of Amplitude from $12.00 to $10.00 and set an “overweight” rating on the stock in a research note on Thursday, February 19th. Ten analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $13.00.

Amplitude Stock Performance

Shares of AMPL stock opened at $7.85 on Friday. The stock has a 50 day moving average price of $8.91 and a 200 day moving average price of $10.11. Amplitude, Inc. has a 52-week low of $5.99 and a 52-week high of $14.49. The firm has a market capitalization of $817.50 million, a P/E ratio of -11.72 and a beta of 1.51.

Amplitude (NASDAQ:AMPL) last announced its quarterly earnings data on Wednesday, February 18th. The company reported $0.04 EPS 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%.During the same period in the prior year, the firm posted $0.02 EPS. The firm’s quarterly revenue 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. As a group, sell-side analysts forecast that Amplitude, Inc. will post -0.62 EPS for the current year.

Amplitude announced that its Board of Directors has initiated a share repurchase plan on Wednesday, February 18th that permits the company to repurchase $100.00 million in shares. This repurchase authorization permits the company to buy up to 11.8% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board 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.