Jefferies Financial Group reissued their buy rating on shares of Amazon.com (NASDAQ:AMZN) in a research report released on Monday morning,MarketScreener reports.
A number of other research analysts also recently commented on the company. New Street Research lowered their target price on Amazon.com from $350.00 to $285.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. Barclays reiterated a “buy” rating on shares of Amazon.com in a research note on Monday. Bank of America dropped their target price on shares of Amazon.com from $303.00 to $286.00 and set a “buy” rating for the company in a research report on Tuesday, January 27th. Roth Mkm reissued a “buy” rating and set a $295.00 price target (up from $270.00) on shares of Amazon.com in a report on Monday, January 26th. Finally, Cantor Fitzgerald set a $250.00 price objective on shares of Amazon.com and gave the stock an “overweight” rating in a research note on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $286.57.
View Our Latest Report on Amazon.com
Amazon.com Stock Down 1.6%
Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The business had revenue of $213.39 billion during the quarter, compared to analyst estimates of $211.02 billion. During the same period in the prior year, the firm earned $1.86 EPS. The business’s revenue for the quarter was up 13.6% compared to the same quarter last year. As a group, equities analysts forecast that Amazon.com will post 6.31 EPS for the current fiscal year.
Insider Activity at Amazon.com
In other news, VP Shelley Reynolds sold 2,695 shares of the company’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.90, for a total transaction of $554,900.50. Following the completion of the sale, the vice president directly owned 119,780 shares in the company, valued at approximately $24,662,702. This represents a 2.20% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Matthew S. Garman sold 17,751 shares of Amazon.com stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the sale, the chief executive officer directly owned 9,405 shares in the company, valued at $1,930,094.10. This trade represents a 65.37% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,686 shares of company stock worth $14,688,739 in the last three months. 9.70% of the stock is owned by company insiders.
Institutional Trading of Amazon.com
Several hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. boosted its stake in Amazon.com by 2.1% in the second quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock valued at $186,420,422,000 after acquiring an additional 17,447,045 shares during the last quarter. State Street Corp increased its position in shares of Amazon.com by 1.8% in the fourth quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock valued at $89,708,913,000 after acquiring an additional 6,971,680 shares during the period. Geode Capital Management LLC raised its holdings in shares of Amazon.com by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock valued at $51,753,622,000 after acquiring an additional 2,479,324 shares in the last quarter. Norges Bank purchased a new position in shares of Amazon.com during the fourth quarter valued at about $32,868,735,000. Finally, Auto Owners Insurance Co increased its stake in shares of Amazon.com by 27,376.7% in the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock worth $2,272,397,000 after acquiring an additional 98,090,585 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.
Key Amazon.com News
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Analysts (TD Cowen, Barclays) reaffirmed buy ratings with $300 price targets, citing AWS reacceleration and AI-driven margin upside — a driver of renewed investor optimism. AWS-Driven Reacceleration and AI-Led Margin Strength Underpin Buy Rating on Amazon
- Positive Sentiment: Reports highlight accelerating AI-driven demand at AWS (large enterprise deals, OpenAI/Nvidia partnerships) that shift investor focus toward higher-margin cloud and advertising growth. Is Surging AI-Driven AWS Demand Altering The Investment Case For Amazon.com (AMZN)?
- Positive Sentiment: Zoox (Amazon-owned) plans commercial robotaxi launches in Austin and Miami later this year, extending mobility revenue optionality and showcasing hardware/software commercialization progress. Amazon’s Zoox to debut robotaxis in Austin, Miami later this year as it awaits paid ride approval
- Positive Sentiment: Amazon is expanding in space-based connectivity (Amazon LEO/“Amazon Leo”) as a Starlink competitor and signing reseller deals that could open new enterprise revenue streams for AWS/Connectivity. Amazon Is Ready to Take on StarLink in Space-Based Broadband
- Neutral Sentiment: Amazon’s media arm scored a major box-office win with Project Hail Mary, which supports Prime Video / MGM monetization and marketing reach but is a modest EPS driver versus AWS/retail. ‘Project Hail Mary’ becomes Amazon’s highest-grossing film debut
- Neutral Sentiment: Competitive/operational news: FedEx rolling out same-day options (industry-wide speed upgrades) and reports of Amazon smartphone development are strategic items to watch but not immediate earnings shocks. FedEx launches same-day delivery with OneRail as Amazon, Walmart boost their speeds
- Negative Sentiment: AWS Bahrain region experienced service disruptions tied to drone activity amid Middle East tensions; outages and customer migrations are ongoing risk to regional revenue continuity and could pressure near-term AWS reliability perceptions. Exclusive: Amazon says AWS’s Bahrain region ‘disrupted’ following drone activity
- Negative Sentiment: Investor debate over Amazon’s large AI capex and multi-year build-out continues — critics warn of execution risk and cash strain if investments don’t scale into returns soon. Here’s Why Amazon’s Biggest Bet in 2026 Could Backfire on Shareholders
About Amazon.com
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.
Further Reading
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