Amazon.com (NASDAQ:AMZN) Stock Price Up 1.8% – Should You Buy?

Amazon.com, Inc. (NASDAQ:AMZN) shot up 1.8% during mid-day trading on Wednesday . The company traded as high as $206.86 and last traded at $204.79. 50,682,972 shares traded hands during trading, a decline of 8% from the average session volume of 55,066,887 shares. The stock had previously closed at $201.15.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Big cloud revenue opportunity — Anthropic’s forecasted plan to pay cloud partners roughly $80 billion through 2029 would directly benefit AWS as a major run‑time provider if realized, supporting longer‑term revenue visibility for Amazon’s cloud business. Anthropic Set to Pay Cloud Partners $80 Billion Through 2029
• Positive Sentiment: Analyst/bull commentary highlights underappreciated AI upside for AWS and retail — pieces arguing AI could unlock significant upside for Amazon are helping sentiment and attracting buyers who view near‑term weakness as a buying opportunity. How Amazon’s ‘underappreciated’ AI potential could drive the stock 50% higher
• Positive Sentiment: Notable investor buying — value manager Seth Klarman’s Baupost added Amazon shares in latest filings, a vote of confidence that attracts other long‑term investors. Billionaire Seth Klarman of Baupost Group Is Piling Into Dual Industry Leader Amazon
• Neutral Sentiment: Product/strategy moves — reports that Amazon is building an AI content marketplace (AWS‑adjacent product) and planning a second big‑box store near Chicago show diversification and commercialization efforts but are early stage. Amazon Is Working On an AI Content Marketplace for Publishers Amazon Plans Second Big-Box Store Near Chicago
• Negative Sentiment: Berkshire Hathaway sharply reduced its AMZN holding (roughly a 77% cut), a high‑profile sell that feeds headlines and may pressure sentiment among momentum and institutional investors. Berkshire & AI Hyperscalers: Buffett Holds GOOGL, Dumps AMZN
• Negative Sentiment: Market anxiety over Amazon’s $200B CapEx and a multi‑day selloff — concerns that massive 2026 AI infrastructure spending will pressure free cash flow and valuations have driven a steep pullback and amplify volatility. Amazon has lost $450 billion in value during this historic losing streak. Here’s what’s dragging it down
• Negative Sentiment: Operational setback — Amazon paused the short‑lived “Blue Jay” warehouse robot program, which highlights execution risk in capital‑intensive automation efforts (limited impact on revenue but negative for optics). Amazon halts Blue Jay robotics project after less than six months

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Needham & Company LLC reaffirmed a “buy” rating and issued a $265.00 target price on shares of Amazon.com in a research report on Friday, February 6th. Piper Sandler restated an “overweight” rating and issued a $260.00 price target (down previously from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. Arete Research upped their price target on shares of Amazon.com from $283.00 to $285.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Stifel Nicolaus set a $300.00 price objective on shares of Amazon.com and gave the company a “buy” rating in a research note on Tuesday, January 27th. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $310.00 target price (up previously from $304.00) on shares of Amazon.com in a research report on Tuesday, February 3rd. One research analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $287.30.

Amazon.com Price Performance

The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. The stock has a market capitalization of $2.20 trillion, a price-to-earnings ratio of 28.56, a price-to-earnings-growth ratio of 1.27 and a beta of 1.37. The business’s 50 day simple moving average is $229.59 and its 200-day simple moving average is $228.48.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The business had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The business’s quarterly revenue was up 13.6% on a year-over-year basis. During the same period last year, the firm posted $1.86 EPS. Research analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Insiders Place Their Bets

In other Amazon.com news, CEO Matthew S. Garman sold 17,768 shares of the business’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $216.90, for a total transaction of $3,853,879.20. Following the completion of the transaction, the chief executive officer owned 6,273 shares in the company, valued at approximately $1,360,613.70. The trade was a 73.91% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Andrew R. Jassy sold 19,872 shares of the firm’s stock in a transaction 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 transaction, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 42,377 shares of company stock worth $9,236,277. Insiders own 9.70% of the company’s stock.

Institutional Trading of Amazon.com

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Fairway Wealth LLC boosted its stake in Amazon.com by 113.2% during the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after buying an additional 60 shares in the last quarter. Sellwood Investment Partners LLC acquired a new position in shares of Amazon.com in the 3rd quarter worth approximately $27,000. MilWealth Group LLC raised its holdings in shares of Amazon.com by 79.0% in 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 in the last quarter. Elkhorn Partners Limited Partnership lifted its stake 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 purchasing an additional 180 shares during the last quarter. Finally, Prudent Man Investment Management Inc. lifted its stake 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 valued at $53,000 after purchasing an additional 107 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors.

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.