Amazon.com (NASDAQ:AMZN) had its target price increased by JPMorgan Chase & Co. from $265.00 to $280.00 in a research report sent to investors on Wednesday, Marketbeat.com reports. They currently have an overweight rating on the e-commerce giant’s stock.
AMZN has been the topic of several other research reports. Monness Crespi & Hardt lowered 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 Friday, February 6th. Royal Bank Of Canada reiterated an “outperform” rating and set a $300.00 price target on shares of Amazon.com in a report on Friday, February 6th. Arete Research boosted their price target on shares of Amazon.com from $283.00 to $285.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Guggenheim reiterated a “buy” rating and set a $300.00 target price on shares of Amazon.com in a research report on Friday, February 6th. Finally, Wall Street Zen cut shares of Amazon.com from a “buy” rating to a “hold” rating in a research note on Saturday, January 10th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $286.66.
Read Our Latest Report on AMZN
Amazon.com Stock Performance
Amazon.com (NASDAQ:AMZN – Get Free Report) last released its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The firm had revenue of $213.39 billion for the quarter, compared to analyst estimates of $211.02 billion. During the same period in the previous year, the firm earned $1.86 earnings per share. Amazon.com’s revenue was up 13.6% on a year-over-year basis. Research analysts predict that Amazon.com will post 6.31 EPS for the current fiscal year.
Insider Buying and Selling
In other news, CEO Douglas J. Herrington sold 6,835 shares of the stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.82, for a total value of $1,406,779.70. Following the completion of the transaction, the chief executive officer directly owned 522,361 shares in the company, valued at approximately $107,512,341.02. This represents a 1.29% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the transaction, the chief executive officer owned 2,238,118 shares in the company, valued at approximately $459,217,051.24. This trade represents a 0.88% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 71,686 shares of company stock worth $14,688,739. 9.70% of the stock is owned by company insiders.
Institutional Inflows and Outflows
Hedge funds and other institutional investors have recently made changes to their positions in the business. American Capital Advisory LLC increased its stake in 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 last quarter. Compagnie Lombard Odier SCmA purchased a new position in shares of Amazon.com in the 3rd quarter worth about $451,642,000. DJE Kapital AG boosted its stake in Amazon.com by 12.3% in the second quarter. DJE Kapital AG now owns 1,037,443 shares of the e-commerce giant’s stock worth $229,890,000 after buying an additional 113,345 shares in the last quarter. Baltimore Washington Financial Advisors Inc. boosted its stake in Amazon.com by 1.9% in the third quarter. Baltimore Washington Financial Advisors Inc. now owns 239,862 shares of the e-commerce giant’s stock worth $52,667,000 after buying an additional 4,558 shares in the last quarter. Finally, Bridgewater Advisors Inc. lifted its stake in Amazon.com by 3.4% in the second quarter. Bridgewater Advisors Inc. now owns 69,188 shares of the e-commerce giant’s stock worth $15,983,000 after purchasing an additional 2,275 shares during the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.
Key Amazon.com News
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: AWS AI demand and bank price‑target lifts — Citi and JPMorgan raised price targets and highlighted surging demand for AWS AI capacity, which supports Amazon’s high-margin cloud growth thesis. As Demand for AWS’ AI Surges, Citi and JPMorgan Raise Amazon Price Targets
- Positive Sentiment: Bull case from sell‑side: Bernstein and other analysts point to Amazon as an AI/cloud winner alongside Nvidia, reinforcing longer‑term AI revenue upside for AWS and custom silicon. Bernstein Says Qualcomm Isn’t an AI Winner…
- Positive Sentiment: Robotics/automation expansion — Amazon’s acquisition of Fauna Robotics (humanoid/consumer robotics) and continued investment in delivery/warehouse automation support cost savings and longer‑term efficiency gains for logistics. Deal Dispatch: Amazon Acquires Fauna Robotics
- Neutral Sentiment: Analyst upgrades and mixed estimates — Several analysts and firms have reiterated buy ratings or nudged targets higher (including JPMorgan, Citigroup, Tigress), while small estimate tweaks from the likes of Erste show modest model revisions rather than a major shift. Amazon.com Stock Price Expected to Rise, Tigress Financial Analyst Says
- Neutral Sentiment: Prime/fulfillment pilots could broaden reach — Tests that let merchants offer Prime shipping externally (multi‑channel fulfillment) may expand Prime’s ecosystem, but benefits will be gradual. Amazon testing Prime benefits on third‑party sites
- Negative Sentiment: Executive departures at Annapurna Labs / Trainium chip team — Reports of a senior AI‑chip product leader leaving (a second notable exit in months) raise execution and timeline concerns for Amazon’s custom silicon initiatives. Amazon AI chip product leader leaves Annapurna Labs faces second executive exit
- Negative Sentiment: Macro and market risk — Rising crude oil and Middle East uncertainty have dragged markets lower and hit tech stocks broadly this week, amplifying downside pressure on AMZN despite company‑specific positives. US Equity Markets End Lower After Crude Oil Climbs Tech stocks suffer worst week in nearly a year
- Negative Sentiment: AI capex / credit concerns — Coverage highlighting a large AI‑related debt build and investor unease about heavy AI capex can pressure sentiment while Amazon invests aggressively in GPUs, data centers, and custom chips. AI debt tsunami and JPMorgan risk tools
- Negative Sentiment: Sentiment risks from capex/guidance and insider sales — Articles flag higher capex guidance as a near‑term headwind, and visible insider selling activity can add to short‑term downside pressure. Key Risks To Watch Insider selling and market impact data
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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