Amazon.com (NASDAQ:AMZN)‘s stock had its “buy” rating reiterated by Jefferies Financial Group in a research note issued on Monday,MarketScreener reports.
AMZN has been the topic of a number of other research reports. Guggenheim reissued a “buy” rating and set a $300.00 price objective on shares of Amazon.com in a research report on Friday, February 6th. Argus reaffirmed a “buy” rating and set a $325.00 price target on shares of Amazon.com in a research note on Friday, February 6th. Barclays reiterated a “buy” rating on shares of Amazon.com in a report on Monday. Raymond James Financial reduced their price objective on Amazon.com from $260.00 to $225.00 and set an “outperform” rating for the company in a research note on Friday, February 6th. Finally, DZ Bank upgraded Amazon.com to a “strong-buy” rating in a report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, Amazon.com presently has an average rating of “Moderate Buy” and an average price target of $286.57.
Read Our Latest Report on AMZN
Amazon.com Stock Up 2.3%
Amazon.com (NASDAQ:AMZN – Get Free Report) last released 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). The business had revenue of $213.39 billion for the quarter, compared to analyst estimates of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The company’s revenue for the quarter was up 13.6% on a year-over-year basis. During the same period in the prior year, the business earned $1.86 EPS. Equities research analysts predict that Amazon.com will post 6.31 earnings per share for the current year.
Insider Activity at Amazon.com
In related news, CEO Douglas J. Herrington sold 6,835 shares of the company’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.82, for a total transaction of $1,406,779.70. Following the completion of the sale, the chief executive officer owned 522,361 shares in the company, valued at approximately $107,512,341.02. This represents a 1.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Matthew S. Garman sold 17,751 shares of the stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.22, for a total value of $3,642,860.22. Following the completion of the sale, the chief executive officer directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,686 shares of company stock valued at $14,688,739 over the last 90 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 the company. Brighton Jones LLC lifted its holdings in Amazon.com by 10.9% during the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after acquiring an additional 397,007 shares during the period. Revolve Wealth Partners LLC grew its stake in Amazon.com by 4.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after purchasing an additional 986 shares during the period. Bank Pictet & Cie Europe AG grew its stake in Amazon.com by 2.8% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after purchasing an additional 54,987 shares during the period. Highview Capital Management LLC DE increased its position in shares of Amazon.com by 5.5% during the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock valued at $6,357,000 after purchasing an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC purchased a new stake in shares of Amazon.com during the 4th quarter valued at $2,153,000. 72.20% of the stock is currently owned by hedge funds and other institutional investors.
Amazon.com News Roundup
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.
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