45,008 Amplitude, Inc. $AMPL Shares Sold by Inspire Investing LLC

Inspire Investing LLC cut its holdings in shares of Amplitude, Inc. (NASDAQ:AMPL) by 49.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 45,899 shares of the company’s stock after selling 45,008 shares during the period. Inspire Investing LLC’s holdings in Amplitude were worth $636,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the business. Nisa Investment Advisors LLC boosted its stake in shares of Amplitude by 169.1% in the third quarter. Nisa Investment Advisors LLC now owns 2,465 shares of the company’s stock valued at $34,000 after purchasing an additional 1,549 shares during the period. Integrated Wealth Concepts LLC acquired a new position in shares of Amplitude in the second quarter valued at approximately $48,000. Hsbc Holdings PLC increased its stake in Amplitude by 12.2% during the 1st quarter. Hsbc Holdings PLC now owns 159,275 shares of the company’s stock worth $1,108,000 after buying an additional 17,279 shares during the period. Vontobel Holding Ltd. purchased a new stake in Amplitude during the 3rd quarter worth approximately $1,011,000. Finally, Corient Private Wealth LP increased its stake in Amplitude by 982.2% during the 2nd quarter. Corient Private Wealth LP now owns 178,613 shares of the company’s stock worth $1,366,000 after buying an additional 162,109 shares during the period. Institutional investors and hedge funds own 73.20% of the company’s stock.

More Amplitude News

Here are the key news stories impacting Amplitude this week:

• Positive Sentiment: Coinbase clarified that its own systems, customer funds, passwords and sensitive financial information were not compromised. The incident appears limited to customer contact and related data handled by analytics vendor Amplitude, which may reduce the risk of broader financial or operational damage. Amplitude shares move following security update
• Positive Sentiment: Amplitude and Netyear co-hosted a discussion on customer strategy in the artificial-intelligence era, highlighting the company’s positioning in AI-enabled product analytics. The event supports brand visibility but does not provide a material near-term financial catalyst. Next-Generation Customer Strategy as Envisioned by Leaders in the AI Era
• Neutral Sentiment: Analysts remain broadly constructive, with a “Moderate Buy” consensus, but the reported average price target of approximately $14.30 is below Amplitude’s recent trading range. That valuation gap could limit upside unless analysts raise their estimates. The company’s latest reported quarter also exceeded revenue expectations, although it remained unprofitable.
• Negative Sentiment: Reports linked exposure of Coinbase customer contact information to a security incident at Amplitude. Although Coinbase said funds and highly sensitive data were safe, the incident could increase scrutiny of Amplitude’s security controls, compliance obligations, reputation and customer-retention risks. Coinbase Customer Data Exposed in Vendor’s Breach
• Negative Sentiment: CEO Spenser Skates sold 6,651 shares for approximately $116,600 on October 28, following sales of 300 shares and 107,136 shares in recent days. The reported transactions total roughly 114,000 shares and nearly $2.0 million. Insider selling does not necessarily signal weakening fundamentals, but its timing near the stock’s highs may reinforce investor caution. Amplitude CEO Insider Sales

Analysts Set New Price Targets

A number of equities research analysts have issued reports on AMPL shares. Piper Sandler increased their target price on shares of Amplitude from $13.00 to $18.00 and gave the stock an “overweight” rating in a report on Wednesday, September 30th. DA Davidson upped their price objective on Amplitude from $10.00 to $12.50 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Morgan Stanley increased their price objective on Amplitude from $12.00 to $16.00 and gave the company an “overweight” rating in a research note on Thursday, August 13th. Weiss Ratings upgraded Amplitude from a “sell (e+)” rating to a “sell (d-)” rating in a report on Tuesday, August 11th. Finally, Bank of America lifted their target price on Amplitude from $14.00 to $16.50 and gave the company a “neutral” rating in a report on Wednesday, October 14th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $14.30.

Insider Buying and Selling at Amplitude

In related news, insider Nathaniel Glenn Crook sold 300,000 shares of the stock in a transaction on Friday, September 4th. The stock was sold at an average price of $12.99, for a total value of $3,897,000.00. Following the transaction, the insider owned 1,622,696 shares of the company’s stock, valued at $21,078,821.04. This represents a 15.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Spenser Skates sold 6,651 shares of the firm’s stock in a transaction on Wednesday, October 28th. The shares were sold at an average price of $17.53, for a total value of $116,592.03. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 674,087 shares of company stock valued at $9,260,009. Corporate insiders own 21.59% of the company’s stock.

Amplitude Stock Down 1.9%

Shares of NASDAQ:AMPL opened at $17.10 on Friday. The firm’s 50 day moving average price is $14.39 and its 200 day moving average price is $9.60. The stock has a market cap of $1.73 billion, a price-to-earnings ratio of -22.80 and a beta of 1.49. Amplitude, Inc. has a fifty-two week low of $5.51 and a fifty-two week high of $17.84.

Amplitude (NASDAQ:AMPL) last issued its quarterly earnings results on Wednesday, August 5th. The company reported ($0.01) earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of ($0.01). Amplitude had a negative net margin of 26.59% and a negative return on equity of 42.62%. The company had revenue of $100.89 million during the quarter, compared to the consensus estimate of $98.16 million. Amplitude has set its Q3 2026 guidance at 0.020-0.030 EPS and its FY 2026 guidance at 0.060-0.080 EPS. On average, equities analysts anticipate that Amplitude, Inc. will post -0.66 EPS for the current year.

About Amplitude

Amplitude, Inc is a software company that provides digital analytics and product experience solutions. Its platform helps organizations collect, analyze and act on user behavior data across websites, mobile applications and other digital products.

The company’s offerings include Amplitude Analytics, which enables teams to measure user engagement, retention and conversion; experimentation tools for testing product changes; session replay capabilities for reviewing user interactions; and data management and governance features.