Mirabella Financial Services LLP Acquires 38,827 Shares of Amazon.com, Inc. $AMZN

Mirabella Financial Services LLP lifted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 68.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 95,726 shares of the e-commerce giant’s stock after acquiring an additional 38,827 shares during the quarter. Amazon.com accounts for about 1.8% of Mirabella Financial Services LLP’s holdings, making the stock its 12th largest position. Mirabella Financial Services LLP’s holdings in Amazon.com were worth $20,984,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Fairway Wealth LLC raised its stake in shares of Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock worth $25,000 after purchasing an additional 60 shares during the period. Sellwood Investment Partners LLC purchased a new position in shares of Amazon.com in the 3rd quarter worth about $27,000. Bridge Generations Wealth Management LLC grew its position in Amazon.com by 2,330.0% during the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock valued at $53,000 after buying an additional 233 shares during the period. Cooksen Wealth LLC increased its holdings in Amazon.com by 23.5% during the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after buying an additional 47 shares during the last quarter. Finally, PayPay Securities Corp increased its holdings in Amazon.com by 62.3% during the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock worth $55,000 after buying an additional 96 shares during the last quarter. 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: AWS doubles down on AI infrastructure — Amazon has agreed to buy 1 million Nvidia GPUs through 2027, signaling massive AWS demand for AI inference and reinforcing AWS’s revenue runway. Read More.
• Positive Sentiment: Delivery automation push — Amazon acquired Rivr, a stair‑climbing delivery‑robot startup, which can reduce last‑mile costs and support scaling of doorstep delivery pilots. This is a strategic operational bet that could lower long‑term delivery costs. Read More.
• Positive Sentiment: Prime Day moved to June — Pulling Prime Day earlier can front‑load sales into Q2, helping near‑term revenue and advertising trends at a time when quarterly momentum matters to investors. That timing shift is being viewed as a tactical way to support quarterly results. Read More.
• Neutral Sentiment: New consumer device strategy — Multiple outlets report Amazon is developing an AI‑centric smartphone codenamed “Transformer” built around Alexa and personalization; the project highlights Amazon’s push to embed services but brings execution risk vs. incumbents. Read More.
• Neutral Sentiment: Alexa+ Europe rollout — Amazon is broadening Alexa+ in the U.K., expanding its AI voice footprint which supports services/retention but is incremental to revenue for now. Read More.
• Negative Sentiment: CapEx and valuation concerns persist — Large AI infrastructure orders and Bezos‑linked fundraising chatter underline heavy spending plans; investors remain worried about margin impact and large capital commitments despite long‑term upside. See ongoing debate over Amazon’s aggressive AI spend. Read More.
• Negative Sentiment: Analyst and insider signals — Wolfe Research trimmed a price target recently and there’s visible insider selling noted in market summaries, which can weigh on near‑term sentiment even amid bullish long‑term analyst views. Read More.

Insider Activity at Amazon.com

In other news, CEO Matthew S. Garman sold 17,751 shares of Amazon.com 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 sale, the chief executive officer directly owned 9,405 shares in the company, valued at approximately $1,930,094.10. This trade represents a 65.37% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Andrew R. Jassy sold 19,872 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.18, for a total value of $4,077,336.96. Following the transaction, the chief executive officer directly owned 2,238,118 shares in the company, valued at $459,217,051.24. This trade represents a 0.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,686 shares of company stock worth $14,688,739 over the last 90 days. 9.70% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several brokerages have commented on AMZN. Monness Crespi & Hardt lowered their price objective on shares of Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Oppenheimer set a $260.00 target price on shares of Amazon.com and gave the company an “outperform” rating in a research report on Friday, February 6th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Amazon.com in a report on Monday, February 2nd. Arete Research upped their price objective on Amazon.com from $283.00 to $285.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $300.00 price objective on shares of Amazon.com in a report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, Amazon.com currently has a consensus rating of “Moderate Buy” and an average price target of $286.84.

Amazon.com Price Performance

Shares of Amazon.com stock opened at $205.37 on Friday. The company’s fifty day simple moving average is $219.76 and its two-hundred day simple moving average is $226.03. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $258.60. The firm has a market cap of $2.20 trillion, a PE ratio of 28.64, a price-to-earnings-growth ratio of 1.57 and a beta of 1.40. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data 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 firm 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 revenue was up 13.6% on a year-over-year basis. During the same period last year, the company posted $1.86 earnings per share. As a group, equities analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current year.

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.