FY2027 EPS Estimates for Amazon.com Cut by Erste Group Bank

Amazon.com, Inc. (NASDAQ:AMZN) – Equities research analysts at Erste Group Bank lowered their FY2027 earnings per share estimates for Amazon.com in a research note issued to investors on Tuesday, March 24th. Erste Group Bank analyst S. Lingnau now anticipates that the e-commerce giant will earn $9.40 per share for the year, down from their prior forecast of $9.42. The consensus estimate for Amazon.com’s current full-year earnings is $6.31 per share.

A number of other equities analysts also recently weighed in on AMZN. Tigress Financial upped their target price on Amazon.com from $305.00 to $315.00 and gave the company a “buy” rating in a report on Wednesday. Daiwa Securities Group decreased their price target on shares of Amazon.com from $300.00 to $280.00 and set a “buy” rating for the company in a report on Wednesday, February 11th. The Goldman Sachs Group boosted their price objective on shares of Amazon.com from $290.00 to $300.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. Cantor Fitzgerald set a $250.00 price objective on shares of Amazon.com and gave the company an “overweight” rating in a research note on Friday, February 6th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $300.00 target price (down from $315.00) on shares of Amazon.com in a research report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $286.66.

Amazon.com Stock Up 2.2%

Shares of Amazon.com stock opened at $211.71 on Thursday. Amazon.com has a 1 year low of $161.38 and a 1 year high of $258.60. The company has a market cap of $2.27 trillion, a P/E ratio of 29.53, a P/E/G ratio of 1.55 and a beta of 1.40. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. The stock has a 50-day moving average price of $217.83 and a 200 day moving average price of $225.58.

Amazon.com (NASDAQ:AMZN) last issued its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing the consensus estimate 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 last year, the business earned $1.86 EPS. The business’s quarterly revenue was up 13.6% on a year-over-year basis.

Insider Activity at Amazon.com

In other news, SVP David Zapolsky sold 10,649 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total value of $2,187,624.07. Following the sale, the senior vice president directly owned 41,190 shares of the company’s stock, valued at approximately $8,461,661.70. This trade represents a 20.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Shelley Reynolds sold 2,695 shares of Amazon.com stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.90, for a total value of $554,900.50. Following the completion of the transaction, the vice president owned 119,780 shares in the company, valued at $24,662,702. The trade was a 2.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 71,686 shares of company stock valued at $14,688,739. 9.70% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in AMZN. Fairway Wealth LLC boosted its holdings in Amazon.com by 113.2% in the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after purchasing an additional 60 shares during the period. Sellwood Investment Partners LLC bought a new position in shares of Amazon.com during the 3rd quarter worth about $27,000. MilWealth Group LLC raised its position in shares of Amazon.com by 79.0% during the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after buying an additional 79 shares during the last quarter. Lifetime Wealth Management P.C. acquired a new position in shares of Amazon.com during the fourth quarter valued at about $45,000. Finally, Elkhorn Partners Limited Partnership lifted its stake in shares of Amazon.com by 900.0% in the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock valued at $46,000 after buying an additional 180 shares during the period. 72.20% of the stock is owned by institutional investors.

Key Amazon.com News

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

• Positive Sentiment: Analysts raise targets and reiterate buys. Citi and JPMorgan raised price targets (Citi to $285, JPMorgan to $280) and other shops (Tigress) boosted targets, signaling renewed confidence in AWS AI tailwinds and margin leverage. Analyst Price Target Raises
• Positive Sentiment: Acquisition of Fauna Robotics — Amazon confirmed it bought Fauna Robotics (kid‑size humanoid robots), expanding its push into consumer robotics and signaling longer‑term product growth beyond logistics and cloud. Fauna Robotics Acquisition
• Positive Sentiment: AWS AI demand is accelerating — Reports and analyst commentary point to stronger AI‑related commitments (large partnerships and GPU deployments), which boost higher‑margin AWS revenue expectations and are a core reason for the recent upgrades. AWS AI Demand
• Positive Sentiment: Logistics/returns partnership expands customer convenience. Amazon’s expanded free returns program with FedEx adds 10,000+ U.S. drop‑off points (improves customer experience and may lower returns friction/costs). FedEx Returns Expansion
• Neutral Sentiment: Zoox expands robotaxi footprint. Amazon’s autonomous‑vehicle arm is broadening service areas (Austin, Miami, SF, Las Vegas), reinforcing long‑term mobility upside but with near‑term regulatory/operational work. Zoox Expansion
• Neutral Sentiment: Investor positioning mixed. High‑profile funds moved in opposite directions (Ackman added materially while Buffett trimmed in past filings), which can increase trading volume and headline volatility without changing fundamentals. Buffett vs Ackman
• Negative Sentiment: AWS disruptions in Bahrain raise resiliency questions. Repeated service disruptions tied to regional drone activity have triggered customer migrations and highlight geopolitical operational risk for AWS in certain geographies. AWS Bahrain Outage
• Negative Sentiment: Regulatory/antitrust scrutiny persists. New U.S. antitrust proposals and EU-level scrutiny of Big Tech could complicate future M&A and lead to longer, more intrusive reviews. Antitrust Bill

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.