Amazon.com (NASDAQ:AMZN)‘s stock had its “buy” rating reissued by Jefferies Financial Group in a note issued to investors on Friday,MarketScreener reports.
Several other equities research analysts have also commented on the stock. Rosenblatt Securities reaffirmed a “buy” rating and set a $296.00 price target on shares of Amazon.com in a research report on Wednesday, April 15th. Roth Mkm reaffirmed a “buy” rating on shares of Amazon.com in a research report on Tuesday, April 14th. Weiss Ratings lowered shares of Amazon.com from a “buy (b)” rating to a “buy (b-)” rating in a research report on Wednesday. Monness Crespi & Hardt reduced their target price on shares of Amazon.com from $300.00 to $280.00 and set a “buy” rating for the company in a report on Friday, February 6th. Finally, Barclays reissued a “buy” rating on shares of Amazon.com in a report on Friday, April 17th. One investment analyst has rated the stock with a Strong Buy rating, fifty-four have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $289.21.
View Our Latest Research Report on Amazon.com
Amazon.com Stock Performance
Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly 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 net margin of 10.83% and a return on equity of 21.87%. The business had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. During the same period in the previous year, the company earned $1.86 EPS. Amazon.com’s revenue for the quarter was up 13.6% compared to the same quarter last year. On average, analysts forecast that Amazon.com will post 7.72 earnings per share for the current year.
Insider Buying and Selling
In other Amazon.com news, SVP David Zapolsky sold 10,649 shares of the company’s stock in a transaction that occurred on 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 completion of the transaction, the senior vice president directly owned 41,190 shares in the company, valued at $8,461,661.70. This represents a 20.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Matthew S. Garman sold 17,751 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.22, for a total value of $3,642,860.22. Following the completion of the transaction, the chief executive officer owned 9,405 shares of the company’s stock, valued at $1,930,094.10. The trade was a 65.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 124,186 shares of company stock worth $27,826,739 in the last ninety days. Corporate insiders own 9.70% of the company’s stock.
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently added to or reduced their stakes in AMZN. Norges Bank bought a new position in Amazon.com in the 4th quarter worth approximately $32,868,735,000. Auto Owners Insurance Co boosted its stake in 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 purchasing an additional 98,090,585 shares during the period. J. Stern & Co. LLP boosted its stake in Amazon.com by 20,598.0% in the 4th quarter. J. Stern & Co. LLP now owns 87,982,814 shares of the e-commerce giant’s stock worth $20,308,193,000 after purchasing an additional 87,557,736 shares during the period. Nuveen LLC bought a new position in Amazon.com in the 1st quarter worth approximately $11,674,091,000. Finally, Cardano Risk Management B.V. boosted its stake in Amazon.com by 879.4% in the 4th quarter. Cardano Risk Management B.V. now owns 27,862,400 shares of the e-commerce giant’s stock worth $6,431,199,000 after purchasing an additional 25,017,588 shares during the period. 72.20% of the stock is currently owned by institutional investors.
Key Amazon.com News
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Meta signed a multiyear, multibillion-dollar agreement to run agentic AI workloads on AWS Graviton CPUs — “tens of millions of cores” — which materially boosts near‑ and medium‑term demand for AWS infrastructure and Graviton capacity. Meta strikes deal with Amazon’s cloud unit to use its CPU chips
- Positive Sentiment: Multiple brokerages (BMO, Bernstein, UBS, Arete, Sanford C. Bernstein, Oppenheimer, Cantor Fitzgerald) raised AMZN price targets and maintained buy/outperform ratings, citing AWS and AI momentum — a near‑term catalyst for further investor inflows. UBS maintains buy rating / price target update
- Positive Sentiment: Amazon’s expanded Anthropic partnership and related AI commitments continue to signal large, long‑duration AWS revenue and compute demand (analysts link this to >$100B of potential cloud spend). This reinforces the narrative that AWS is the primary earnings driver. Amazon deepens AI push with expanded Anthropic deal
- Neutral Sentiment: Amazon‑backed X‑Energy’s successful $1.02B IPO is a win for Amazon’s investment portfolio but has limited near‑term revenue impact on AMZN. Amazon-Backed X-Energy Raises $1.02 Billion in IPO
- Neutral Sentiment: Internal moves (AWS exec added to the S‑team, promotions) signal operational focus on cloud scale; positive for execution but not an immediate earnings driver. Amazon names AWS exec to S-team
- Negative Sentiment: Insider selling: Amazon’s CEO sold roughly $7.9M of stock — a modest red flag investors may watch for timing/intent, though not uncommon at this scale. Insider Selling: Amazon CEO Sells Stock
- Negative Sentiment: Regulatory/legal risk: California AG alleges Amazon pressured rivals on pricing; new filings amplify scrutiny and potential litigation/regulatory costs. This is a material downside risk if it escalates. California attorney general says Amazon used ‘intimidation’
- Negative Sentiment: Workforce and culture changes (stripping job titles to “builder” roles) have drawn media attention and could affect morale/retention — a softer operational risk to monitor. In two Amazon units, ‘builder’ replaces traditional job titles
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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