Amazon.com (NASDAQ:AMZN) Trading Up 1.6% – Here’s Why

Shares of Amazon.com, Inc. (NASDAQ:AMZN) traded up 1.6% during trading on Tuesday . The company traded as high as $232.45 and last traded at $232.14. 28,729,593 shares were traded during trading, a decline of 36% from the average session volume of 44,964,270 shares. The stock had previously closed at $228.43.

Key Headlines Impacting Amazon.com

Here are the key news stories impacting Amazon.com this week:

• Positive Sentiment: AWS + AI momentum: Analysts and outlets highlight AI-driven demand for AWS (reported ~19% AWS growth in recent coverage), positioning cloud as the primary near-term catalyst for revenue and margin expansion. Institutional upgrades and growing adoption of Amazon’s AI services are supporting sentiment. Is Amazon Stock Poised to Rally With AI Expansion in Cloud & Retail?
• Positive Sentiment: Amazon Now — delivery expansion could increase order frequency and drive higher retail spend if executed without disastrous margin impact; analysts view it as a strategic upside that could boost 2026 outlook if early adoption is strong. Amazon Now Delivery Push Could Boost Its 2026 Outlook
• Positive Sentiment: Frontier AI agents unveiled: Coverage points to new high-profile generative/“frontier” AI agents from Amazon that bolster the AWS/AI story and give investors more conviction around high-margin, cloud-driven growth. Positive press may help justify lofty analyst targets. Amazon Just Unveiled Some Seriously Impressive “Frontier” AI Agents. It’s Time to Buy.
• Neutral Sentiment: Analyst consensus and price targets remain constructive (many targets clustering near $300), supporting medium-term upside but markets are waiting for proof points before chasing further. Wall Street Analysts Think Amazon (AMZN) Could Surge 30.11%
• Neutral Sentiment: Retail seasonality and logistics automation stories (holiday fulfillment using AI & robotics) support the retail thesis but are incremental unless they translate to sustained margin improvement. Holiday Sales Boom: 4 Retail Stocks Ready for 2026 Gains
• Negative Sentiment: Zoox recall — Amazon’s self-driving unit is recalling 332 U.S. vehicles for an automated driving software error that could raise safety, regulatory and reputational risk for its autonomous-vehicle ambitions. This is a headline risk that could pressure sentiment around capital allocation and new-growth initiatives. Amazon’s Zoox to recall 332 US vehicles over software error, NHTSA says
• Negative Sentiment: Political/regulatory scrutiny on AI data-center costs: Senator Elizabeth Warren’s warning and inquiries about whether big tech is offloading AI data-center energy costs onto consumers could lead to policy/PR headwinds if escalated. Elizabeth Warren Warns Amazon And Meta Could Be Passing AI Data Center Costs Onto Consumers
• Negative Sentiment: Insider selling and some large institutional shifts are visible in data summaries, which can weigh on sentiment even as buy-side interest remains broad; watch insider/hedge-fund filings for direction. Amazon Stock (AMZN) Opinions on AI and Cloud Expansion

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Citigroup reissued an “overweight” rating on shares of Amazon.com in a research report on Wednesday, November 26th. Maxim Group raised their price objective on shares of Amazon.com from $272.00 to $280.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. TD Cowen reaffirmed a “buy” rating and issued a $300.00 target price on shares of Amazon.com in a research report on Thursday, December 11th. Cowen reiterated a “buy” rating on shares of Amazon.com in a report on Tuesday, November 25th. Finally, New Street Research upped their price target on Amazon.com from $270.00 to $340.00 and gave the company a “buy” rating in a research report on Tuesday, November 4th. Two research analysts have rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $295.50.

Amazon.com Stock Performance

The stock’s 50-day moving average price is $229.69 and its 200 day moving average price is $225.79. The company has a quick ratio of 0.80, a current ratio of 1.01 and a debt-to-equity ratio of 0.14. The company has a market cap of $2.48 trillion, a P/E ratio of 32.79, a price-to-earnings-growth ratio of 1.56 and a beta of 1.37.

Amazon.com (NASDAQ:AMZN) last posted its earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.57 by $0.38. The business had revenue of $180.17 billion for the quarter, compared to analyst estimates of $177.53 billion. Amazon.com had a net margin of 11.06% and a return on equity of 23.62%. Amazon.com’s revenue was up 13.4% compared to the same quarter last year. During the same period last year, the business posted $1.43 EPS. As a group, research analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Insider Buying and Selling at Amazon.com

In related news, CEO Douglas J. Herrington sold 22,000 shares of the stock in a transaction that occurred on Friday, October 31st. The stock was sold at an average price of $250.03, for a total transaction of $5,500,660.00. Following the completion of the sale, the chief executive officer owned 493,507 shares in the company, valued at $123,391,555.21. This represents a 4.27% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Andrew R. Jassy sold 19,872 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $216.94, for a total value of $4,311,031.68. Following the completion of the sale, the chief executive officer directly owned 2,208,310 shares in the company, valued at $479,070,771.40. This trade represents a 0.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 82,234 shares of company stock worth $19,076,767 in the last ninety days. 10.80% of the stock is owned by insiders.

Hedge Funds Weigh In On Amazon.com

Several large investors have recently bought and sold shares of the stock. Barlow Wealth Partners Inc. lifted its position in shares of Amazon.com by 0.4% in the 2nd quarter. Barlow Wealth Partners Inc. now owns 12,565 shares of the e-commerce giant’s stock worth $2,763,000 after acquiring an additional 44 shares during the period. Ridgecrest Wealth Partners LLC raised its stake in shares of Amazon.com by 0.5% in the second quarter. Ridgecrest Wealth Partners LLC now owns 8,399 shares of the e-commerce giant’s stock valued at $1,843,000 after purchasing an additional 45 shares in the last quarter. Probity Advisors Inc. lifted its position in Amazon.com by 0.4% in the second quarter. Probity Advisors Inc. now owns 12,157 shares of the e-commerce giant’s stock worth $2,667,000 after purchasing an additional 45 shares during the period. IMPACTfolio LLC boosted its stake in Amazon.com by 3.8% during the third quarter. IMPACTfolio LLC now owns 1,225 shares of the e-commerce giant’s stock worth $269,000 after buying an additional 45 shares in the last quarter. Finally, Cadence Wealth Management LLC increased its holdings in Amazon.com by 3.5% in the 3rd quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant’s stock valued at $292,000 after buying an additional 45 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Amazon.com Company Profile

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.