Wells Fargo & Company Increases Amazon.com (NASDAQ:AMZN) Price Target to $305.00

Amazon.com (NASDAQ:AMZN) had its target price raised by equities research analysts at Wells Fargo & Company from $301.00 to $305.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the e-commerce giant’s stock. Wells Fargo & Company‘s price objective would indicate a potential upside of 47.14% from the stock’s previous close.

Other equities research analysts have also issued reports about the company. KeyCorp set a $285.00 price target on Amazon.com in a research report on Friday. New Street Research raised their price target on shares of Amazon.com from $340.00 to $350.00 and gave the company a “buy” rating in a research report on Thursday, January 8th. Roth Mkm reaffirmed a “buy” rating and set a $295.00 price target (up from $270.00) on shares of Amazon.com in a research report on Monday, January 26th. Jefferies Financial Group restated a “buy” rating on shares of Amazon.com in a research note on Monday. Finally, Scotiabank reaffirmed an “outperform” rating on shares of Amazon.com in a research report on Friday. Fifty-five analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $290.37.

Amazon.com Stock Down 6.9%

Shares of NASDAQ:AMZN traded down $15.40 during midday trading on Friday, hitting $207.29. 126,515,744 shares of the company’s stock were exchanged, compared to its average volume of 48,202,477. Amazon.com has a 12 month low of $161.38 and a 12 month high of $258.60. The company has a market cap of $2.22 trillion, a PE ratio of 29.36, a price-to-earnings-growth ratio of 1.45 and a beta of 1.37. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.01 and a quick ratio of 0.80. The stock has a 50 day moving average price of $233.97 and a 200-day moving average price of $229.91.

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 analysts’ consensus estimates of $1.97 by ($0.02). The company had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. Amazon.com had a return on equity of 23.62% and a net margin of 11.06%.The business’s revenue for the quarter was up 13.6% on a year-over-year basis. During the same period in the prior year, the firm posted $1.86 earnings per share. On average, sell-side analysts anticipate that Amazon.com will post 6.31 EPS for the current fiscal year.

Insider Transactions at Amazon.com

In other Amazon.com news, Director Keith Brian Alexander sold 900 shares of the business’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $233.00, for a total transaction of $209,700.00. Following the sale, the director owned 7,170 shares of the company’s stock, valued at $1,670,610. The trade was a 11.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Daniel P. Huttenlocher sold 1,237 shares of the stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $226.61, for a total value of $280,316.57. Following the sale, the director owned 26,148 shares in the company, valued at approximately $5,925,398.28. This represents a 4.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 47,061 shares of company stock valued at $10,351,262. 9.70% of the stock is currently owned by insiders.

Institutional Trading of Amazon.com

A number of hedge funds and other institutional investors have recently made changes to their positions in AMZN. Wilson Asset Management International PTY Ltd. bought a new stake in Amazon.com in the second quarter worth $11,102,000. American Capital Advisory LLC raised its stake in shares of Amazon.com by 63.9% in the third quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant’s stock valued at $1,774,000 after acquiring an additional 3,152 shares during the period. ARK Investment Management LLC lifted its holdings in shares of Amazon.com by 8.3% in the 2nd quarter. ARK Investment Management LLC now owns 1,140,494 shares of the e-commerce giant’s stock worth $250,213,000 after acquiring an additional 86,978 shares during the last quarter. Buckhead Capital Management LLC boosted its stake in shares of Amazon.com by 16.1% during the 2nd quarter. Buckhead Capital Management LLC now owns 28,407 shares of the e-commerce giant’s stock worth $6,232,000 after purchasing an additional 3,948 shares during the period. Finally, Alpha Wealth Funds LLC grew its holdings in Amazon.com by 172.8% during the 2nd quarter. Alpha Wealth Funds LLC now owns 3,012 shares of the e-commerce giant’s stock valued at $667,000 after purchasing an additional 1,908 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors.

More Amazon.com News

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

• Positive Sentiment: AWS momentum: Amazon’s cloud unit posted stronger-than-expected revenue and widened operating margins, showing the core growth engine remains healthy and could justify future returns from AI investments. AWS revenue continues to soar
• Positive Sentiment: Tax tailwind for AI buildout: Changes in U.S. tax rules materially cut Amazon’s 2025 cash tax bill, freeing more cash to fund AI and capex without proportionally increasing cash outflows. That improves near‑term funding flexibility for its AI push. Amazon leverages new tax laws to fuel AI buildout
• Positive Sentiment: Analyst conviction remains: Several firms reiterated Buy ratings and multi‑year upside targets (many still in the $250–$315+ range), arguing near‑term margin pressure masks long‑term AI/AWS upside. Analysts double down on AI upside
• Neutral Sentiment: Ads platform and AI agents: Amazon opened an Ads MCP Server open beta and third parties published implementation guides — a constructive step for ad monetization but likely a longer‑term growth driver rather than immediate EPS relief. Clear Ads implementation guide
• Negative Sentiment: Massive capex shock: Management guided to roughly $200B in 2026 capital expenditures (a >50% increase), centered on AWS/AI data centers, chips and infrastructure — a scale that spooked markets over timing and ROI. Amazon projects $200 billion capex
• Negative Sentiment: Earnings miss + reaction: Q4 EPS came in slightly below consensus (reported $1.95 vs. ~$1.97 expected), and the combination of the miss plus the capex guide triggered a sharp after‑hours selloff. Amazon misses 4Q profit estimates
• Negative Sentiment: Analyst downgrades/concerns: A few shops cut targets or issued cautious notes citing AWS share pressures and near‑term margin risk, amplifying the sell‑off. DA Davidson downgrades Amazon

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.