Fox Run Management L.L.C. Acquires Shares of 76,443 Amplitude, Inc. $AMPL

Fox Run Management L.L.C. acquired a new stake in Amplitude, Inc. (NASDAQ:AMPL) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 76,443 shares of the company’s stock, valued at approximately $885,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of AMPL. AQR Capital Management LLC raised its stake in Amplitude by 120.7% in the first quarter. AQR Capital Management LLC now owns 226,486 shares of the company’s stock valued at $2,308,000 after buying an additional 123,886 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Amplitude by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 46,399 shares of the company’s stock valued at $473,000 after buying an additional 2,038 shares during the period. NewEdge Advisors LLC bought a new stake in Amplitude in the first quarter valued at approximately $580,000. Jones Financial Companies Lllp raised its stake in Amplitude by 93,569.0% in the first quarter. Jones Financial Companies Lllp now owns 93,669 shares of the company’s stock valued at $954,000 after buying an additional 93,569 shares during the period. Finally, Goldman Sachs Group Inc. raised its stake in Amplitude by 60.0% in the first quarter. Goldman Sachs Group Inc. now owns 473,491 shares of the company’s stock valued at $4,825,000 after buying an additional 177,599 shares during the period. Institutional investors own 73.20% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on AMPL shares. KeyCorp dropped their price objective on Amplitude from $16.00 to $14.00 and set an “overweight” rating on the stock in a research note on Thursday, February 19th. UBS Group lowered their target price on Amplitude from $13.00 to $10.00 and set a “buy” rating on the stock in a research note on Thursday, February 19th. Piper Sandler lowered their target price on Amplitude from $10.00 to $9.00 and set an “overweight” rating on the stock in a research note on Tuesday, April 14th. Bank of America reiterated a “neutral” rating and set a $8.00 target price (down from $10.00) on shares of Amplitude in a research note on Thursday, May 7th. Finally, DA Davidson lowered their target price on Amplitude from $16.00 to $12.00 and set a “buy” rating on the stock in a research note on Thursday, February 19th. Nine analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Amplitude presently has an average rating of “Moderate Buy” and an average price target of $12.44.

Insider Transactions at Amplitude

In related news, CTO Curtis Liu sold 22,201 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $8.03, for a total transaction of $178,274.03. Following the sale, the chief technology officer owned 1,004,779 shares of the company’s stock, valued at $8,068,375.37. This represents a 2.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 21.59% of the stock is owned by corporate insiders.

Amplitude Trading Down 0.9%

Shares of NASDAQ AMPL opened at $6.90 on Thursday. The firm has a market cap of $716.70 million, a P/E ratio of -10.30 and a beta of 1.45. Amplitude, Inc. has a 1-year low of $5.51 and a 1-year high of $14.49. The business’s 50 day moving average is $6.85 and its 200-day moving average is $8.37.

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

Amplitude announced that its Board of Directors has initiated a share buyback program on Wednesday, February 18th that authorizes the company to buyback $100.00 million in outstanding shares. This buyback authorization authorizes the company to reacquire up to 11.8% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board of directors believes its stock is undervalued.

Amplitude Company 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.