Aristides Capital LLC Acquires Shares of 9,968 Amazon.com, Inc. $AMZN

Aristides Capital LLC bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 9,968 shares of the e-commerce giant’s stock, valued at approximately $2,076,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. MilWealth Group LLC raised its stake in shares of Amazon.com by 79.0% during the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after purchasing an additional 79 shares during the period. Lifetime Wealth Management P.C. purchased a new position in shares of Amazon.com in the 4th quarter worth about $45,000. Elkhorn Partners Limited Partnership grew its position in Amazon.com by 900.0% during 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. Fairway Wealth LLC grew its position in Amazon.com by 95.6% during the fourth quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock valued at $51,000 after buying an additional 108 shares during the period. Finally, Prudent Man Investment Management Inc. increased its holdings in Amazon.com by 87.7% during the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock worth $53,000 after buying an additional 107 shares during the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Amazon.com Stock Up 0.8%

Shares of NASDAQ:AMZN opened at $274.48 on Friday. The firm has a fifty day moving average price of $246.35 and a two-hundred day moving average price of $237.46. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20. The company has a market cap of $2.96 trillion, a price-to-earnings ratio of 22.08, a PEG ratio of 1.81 and a beta of 1.45.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. The company had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm’s revenue was up 19.6% compared to the same quarter last year. During the same quarter last year, the business posted $1.68 earnings per share. Analysts anticipate that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

Amazon.com News Roundup

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

• Positive Sentiment: AWS and AI demand remain the main bullish catalysts. Recent coverage highlights AWS growth of roughly 37%, a reported $496 billion backlog, and sustained demand for AI infrastructure. Amazon has raised its 2026 capital-expenditure outlook to approximately $220 billion and plans to expand data-center capacity, signaling confidence that demand will continue. Amazon: $3 Trillion Is a Milestone, Not a Ceiling
• Positive Sentiment: Recent operating results and analyst views support the stock. Amazon’s latest quarter exceeded consensus estimates, with revenue of $200.61 billion, up 19.6% year over year. Zacks upgraded the shares to “Strong Buy,” while other analysts raised price targets, reinforcing the view that AWS, advertising, and retail improvements can offset higher spending. AI Boom: Top Stocks to Consider for Your Portfolio
• Positive Sentiment: Amazon Pharmacy is expanding its healthcare opportunity. Eligible Medicare Part D patients can access certain GLP-1 weight-loss drugs, including Wegovy and Zepbound, for $50 per month through a federal program. The initiative could increase pharmacy traffic and strengthen Amazon’s position in prescription fulfillment, though near-term financial benefits are uncertain. Amazon Pharmacy Offers Weight-Loss Drugs
• Neutral Sentiment: Amazon’s AI spending is producing both optimism and concern. Bullish investors argue strong AWS demand and committed capacity can justify the investment cycle, while valuation experts warn that hyperscalers may be “overinvesting” before returns are clear. The heavier spending could pressure free cash flow and margins if AI monetization slows. Amazon’s Massive Capex Expansion
• Negative Sentiment: Large shareholder sales are creating supply concerns. Jeff Bezos plans to sell roughly 15 million shares valued near $4 billion, while Amazon CEO Douglas Herrington sold 1,000 shares under a pre-arranged Rule 10b5-1 plan. Berkshire Hathaway also exited its Amazon position in the first quarter. These transactions do not change Amazon’s fundamentals but may weigh on sentiment after the stock’s rally. Bezos Plans to Sell Amazon Stock

Analyst Ratings Changes

Several analysts have commented on AMZN shares. Telsey Advisory Group set a $335.00 price objective on shares of Amazon.com and gave the stock an “outperform” rating in a research report on Friday, July 31st. Benchmark increased their target price on shares of Amazon.com from $370.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, July 31st. KeyCorp lifted their price target on shares of Amazon.com from $335.00 to $350.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. Scotiabank reiterated an “outperform” rating and issued a $325.00 price objective (up from $275.00) on shares of Amazon.com in a research note on Thursday, April 30th. Finally, BNP Paribas Exane boosted their target price on Amazon.com from $320.00 to $345.00 and gave the company an “outperform” rating in a research note on Tuesday, May 5th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and a consensus price target of $322.56.

Insider Transactions at Amazon.com

In other news, SVP David Zapolsky sold 9,270 shares of the firm’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $268.53, for a total transaction of $2,489,273.10. Following the transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at approximately $11,060,750.70. This trade represents a 18.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 6,370 shares of the stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $262.39, for a total value of $1,671,424.30. Following the sale, the chief executive officer owned 486,527 shares of the company’s stock, valued at $127,659,819.53. This represents a 1.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 77,867 shares of company stock worth $20,532,092. Company insiders own 8.90% of the company’s stock.

Amazon.com 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.