First Trust Advisors LP Has $2.90 Million Position in Amplitude, Inc. $AMPL

First Trust Advisors LP raised its position in Amplitude, Inc. (NASDAQ:AMPL) by 362.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 424,566 shares of the company’s stock after purchasing an additional 332,830 shares during the quarter. First Trust Advisors LP’s holdings in Amplitude were worth $2,896,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the company. Madison Asset Management LLC grew its holdings in shares of Amplitude by 302.6% during the first quarter. Madison Asset Management LLC now owns 314,060 shares of the company’s stock worth $2,142,000 after purchasing an additional 236,060 shares during the last quarter. Dimensional Fund Advisors LP boosted its position in Amplitude by 368.1% during the 1st quarter. Dimensional Fund Advisors LP now owns 617,713 shares of the company’s stock worth $4,213,000 after buying an additional 485,752 shares during the period. Hsbc Holdings PLC grew its holdings 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 acquiring an additional 17,279 shares during the last quarter. Y Intercept Hong Kong Ltd bought a new stake in Amplitude during the 1st quarter worth approximately $3,097,000. Finally, Inspire Investing LLC increased its position in Amplitude by 85.4% in the 1st quarter. Inspire Investing LLC now owns 74,731 shares of the company’s stock valued at $510,000 after acquiring an additional 34,431 shares during the period. 73.20% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, Director Catherine Wong sold 7,453 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $6.79, for a total transaction of $50,605.87. Following the transaction, the director directly owned 111,462 shares of the company’s stock, valued at approximately $756,826.98. This represents a 6.27% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, 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 value of $178,274.03. Following the completion of the transaction, the chief technology officer owned 1,004,779 shares in the company, valued at approximately $8,068,375.37. The trade was a 2.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 21.59% of the company’s stock.

Amplitude News Roundup

Here are the key news stories impacting Amplitude this week:

• Positive Sentiment: Revenue beat and stronger outlook: Amplitude reported second-quarter revenue of $100.89 million, above the $98.16 million consensus estimate. Management also guided third-quarter revenue to $105.6 million-$108.0 million and full-year revenue to $407.2 million-$411.2 million, both ahead of Wall Street expectations. Amplitude Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Profitability guidance exceeded estimates: The company forecast third-quarter adjusted EPS of $0.02-$0.03 versus a consensus estimate of breakeven, while full-year EPS guidance of $0.06-$0.08 compared favorably with analysts’ expected loss of $0.08. The outlook supports the investment case that Amplitude’s AI analytics strategy is improving operating performance. Amplitude Reports Q2 Loss, Tops Revenue Estimates
• Positive Sentiment: Analysts raised targets: BTIG Research increased its price target from $10 to $13 and assigned a “buy” rating. Piper Sandler likewise raised its target from $11 to $13 and maintained an “overweight” rating, signaling greater confidence in Amplitude’s growth and earnings trajectory. Analyst Target Revisions
• Neutral Sentiment: AI analytics strategy remains a focus: The earnings call emphasized Amplitude’s transformation into an AI analytics company and the potential benefits of combining Amplitude with Statsig. Investors will look for evidence that this strategy produces sustained customer adoption and growth. Amplitude Q2 2026 Earnings Call Transcript
• Negative Sentiment: Current profitability remains weak: Amplitude posted a quarterly loss of $0.01 per share, though it matched expectations, and continues to report a negative net margin and negative return on equity. The improved forecast therefore still needs to translate into consistent profitability.

Amplitude Stock Up 7.6%

Shares of NASDAQ AMPL opened at $10.77 on Friday. The firm has a market cap of $1.12 billion, a PE ratio of -14.36 and a beta of 1.42. Amplitude, Inc. has a 12-month low of $5.51 and a 12-month high of $14.49. The company’s fifty day simple moving average is $8.27 and its 200 day simple moving average is $7.61.

Amplitude (NASDAQ:AMPL) last posted its quarterly earnings results on Wednesday, August 5th. The company reported ($0.01) earnings per share for the quarter, meeting the consensus estimate of ($0.01). Amplitude had a negative net margin of 26.59% and a negative return on equity of 37.97%. The firm 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 predict that Amplitude, Inc. will post -0.59 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on AMPL. BTIG Research raised their price target on shares of Amplitude from $10.00 to $13.00 and gave the company a “buy” rating in a research note on Thursday. Piper Sandler boosted their price objective on shares of Amplitude from $11.00 to $13.00 and gave the stock an “overweight” rating in a research note on Thursday. Weiss Ratings restated a “sell (e+)” rating on shares of Amplitude in a report on Tuesday, July 21st. Bank of America reaffirmed a “neutral” rating and set a $8.00 target price (down from $10.00) on shares of Amplitude in a research report on Thursday, May 7th. Finally, Raymond James Financial started coverage on Amplitude in a report on Tuesday, June 30th. They set a “strong-buy” rating and a $10.00 target price on the stock. One investment 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 stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $12.45.

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.