TD Cowen Reaffirms Buy Rating for Amazon.com (NASDAQ:AMZN)

Amazon.com (NASDAQ:AMZN)‘s stock had its “buy” rating reissued by research analysts at TD Cowen in a report released on Monday,Benzinga reports. They presently have a $300.00 price objective on the e-commerce giant’s stock. TD Cowen’s price target would suggest a potential upside of 41.72% from the stock’s current price.

A number of other research analysts have also issued reports on the company. Truist Financial reduced their price objective on Amazon.com from $290.00 to $280.00 and set a “buy” rating for the company in a research report on Friday, February 6th. Arete Research increased their target price on Amazon.com from $283.00 to $285.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Daiwa Securities Group cut their target price on Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a research note on Wednesday, February 11th. Wall Street Zen lowered shares of Amazon.com from a “buy” rating to a “hold” rating in a research report on Saturday, January 10th. Finally, DA Davidson reaffirmed a “neutral” rating and issued a $175.00 price objective (down from $300.00) on shares of Amazon.com in a report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $286.57.

Amazon.com Stock Performance

AMZN traded up $6.32 on Monday, hitting $211.69. 14,436,378 shares of the company’s stock were exchanged, compared to its average volume of 50,923,109. The firm has a market cap of $2.27 trillion, a PE ratio of 29.55, a P/E/G ratio of 1.54 and a beta of 1.40. Amazon.com has a twelve month low of $161.38 and a twelve month high of $258.60. The stock has a fifty day moving average of $219.76 and a two-hundred day moving average of $226.04. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16.

Amazon.com (NASDAQ:AMZN) last issued its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The company had revenue of $213.39 billion during the quarter, compared to analyst estimates 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 quarter in the previous year, the firm earned $1.86 earnings per share. On average, research analysts anticipate that Amazon.com will post 6.31 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Amazon.com news, VP Shelley Reynolds sold 2,695 shares of the business’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.90, for a total value of $554,900.50. Following the sale, the vice president directly owned 119,780 shares in the company, valued at approximately $24,662,702. The trade was a 2.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Andrew R. Jassy sold 19,872 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the completion of the sale, the chief executive officer directly owned 2,238,118 shares of the company’s stock, valued at $459,217,051.24. The trade was a 0.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 71,686 shares of company stock worth $14,688,739. 10.80% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Amazon.com

Several hedge funds have recently made changes to their positions in AMZN. Purpose Unlimited Inc. acquired a new position in Amazon.com in the fourth quarter worth approximately $103,016,000. Cornerstone Planning LLC acquired a new stake in shares of Amazon.com during the 4th quarter valued at $6,871,000. AMG Asset Management Group Inc. acquired a new stake in shares of Amazon.com during the 4th quarter valued at $947,000. Forty three Eighteen Advisors LLC bought a new stake in shares of Amazon.com during the 4th quarter worth $419,000. Finally, Rockefeller Capital Management L.P. grew its holdings in shares of Amazon.com by 7.6% in the 4th quarter. Rockefeller Capital Management L.P. now owns 5,601,249 shares of the e-commerce giant’s stock worth $1,292,881,000 after acquiring an additional 397,911 shares during the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Amazon MGM/Prime Video scored a major win as Project Hail Mary opened as the studio’s biggest debut, driving higher box‑office receipts and signaling stronger theatrical and streaming monetization potential for Amazon’s content business. This boosts near‑term revenue and long‑term content franchise value. ‘Project Hail Mary’ becomes Amazon’s highest-grossing film debut
• Positive Sentiment: Analysts and investors remain focused on AI-driven upside at AWS: TD Cowen reiterated a Buy with a $300 price target, citing AWS reacceleration and AI margin tailwinds—supportive for multiple expansion and long‑term revenue growth. AWS-Driven Reacceleration and AI-Led Margin Strength Underpin Buy Rating
• Positive Sentiment: AWS continues product momentum on AI governance and agent deployments (partnership with SailPoint) and broader strategy coverage (20th anniversary pieces highlighting AWS’ central role), reinforcing the cloud unit’s long‑term growth narrative and its path to much bigger revenue targets. Amazon (AMZN): 10 Best AI Stocks to Buy for the Next 10 Years
• Positive Sentiment: Amazon Pay is expanding in India and targeting motor‑insurance distribution—an example of fintech initiatives that can grow transaction volume, fees and customer stickiness in a large emerging market. Amazon Pay ready to further disrupt India’s motor insurance market
• Neutral Sentiment: Skyward (Hunt subsidiary) became an authorized reseller for Amazon’s LEO satellite service (Amazon Leo), expanding the ecosystem for satellite connectivity—potentially helpful long‑term for Leo adoption but with unclear near‑term revenue impact. Skyward to Expand Secure Global Satellite Connectivity as an Authorized Reseller of Amazon Leo
• Negative Sentiment: Shares have been pressured by a recent analyst downgrade and headlines noting trading weakness; such downgrades can trigger near‑term selling and amplify volatility. Amazon.com (NASDAQ:AMZN) Trading Down 1.6% After Analyst Downgrade
• Negative Sentiment: Investor concern about Amazon’s large planned AI and automation capital spend (reports and analysis warning the strategy could strain finances if payoffs are delayed) is keeping scrutiny on margins and cash flow, adding downside risk if results don’t meet high expectations. Here’s Why Amazon’s Biggest Bet in 2026 Could Backfire on Shareholders

Amazon.com Company 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.