Well Done LLC Boosts Stake in Amazon.com, Inc. $AMZN

Well Done LLC boosted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 27.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 19,596 shares of the e-commerce giant’s stock after purchasing an additional 4,236 shares during the period. Well Done LLC’s holdings in Amazon.com were worth $4,523,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of AMZN. Fairway Wealth LLC lifted its position 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 valued at $25,000 after buying an additional 60 shares in the last quarter. Sellwood Investment Partners LLC purchased a new stake in Amazon.com in the 3rd quarter worth approximately $27,000. Bridge Generations Wealth Management LLC increased its holdings in Amazon.com by 2,330.0% in the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after acquiring an additional 233 shares in the last quarter. Cooksen Wealth LLC raised its stake in Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after acquiring an additional 47 shares during the period. Finally, PayPay Securities Corp lifted 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 valued at $55,000 after purchasing an additional 96 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Amazon is reportedly in talks to acquire satellite operator Globalstar for about $9B, a deal that would accelerate its LEO “Amazon Leo” rollout and position AMZN to better compete with SpaceX’s Starlink — markets lifted on the strategic upside despite deal complexity. Amazon in talks to buy $9 billion Globalstar (Reuters)
• Positive Sentiment: Delta Air Lines agreed to use Amazon Leo on hundreds of planes starting in 2028 — a major commercial customer that validates Leo’s market path and could create recurring revenue as the service scales. Amazon, Delta team up for in‑flight Wi‑Fi (Reuters)
• Positive Sentiment: Amazon participated in or backed OpenAI’s massive $122B funding round, reinforcing AMZN’s strategic ties to the leading AI ecosystem and supporting AWS’s role in AI infrastructure demand. Amazon goes big on OpenAI’s fund raise (Barron’s)
• Positive Sentiment: Analysts and large funds remain overweight Amazon on AI/cloud growth (upgrades and institutional buying cited), supporting a bullish medium‑term narrative for AWS monetization. Amazon upgraded on AI-driven growth (Yahoo Finance)
• Neutral Sentiment: SpaceX has filed an FCC complaint accusing Amazon of violating orbital‑debris mitigation plans for LEO satellites — a regulatory/legal spat that raises program uncertainty but is not an immediate financial hit. SpaceX files FCC complaint against Amazon (Benzinga)
• Negative Sentiment: Reports say an Iranian strike damaged an AWS data center in Bahrain — a direct operational and geopolitical risk to cloud availability and potential remediation costs that could weigh on sentiment. AWS Bahrain data center damaged by Iran strike (Reuters)
• Negative Sentiment: Commentary and analysis highlight that heavy AI capex is pressuring Amazon’s free cash flow; some investors view current spending as a near‑term drag on profitability even if it supports long‑term share gains. AI spending is draining free cash flow (The Motley Fool)
• Negative Sentiment: Early tests of Amazon’s chatbot‑integrated ads showed weak results and the company also reported some AI leadership departures — execution hiccups that could slow ad monetization and product rollouts. Chatbot ads testing shows weak results (TipRanks)

Insider Activity at Amazon.com

In other Amazon.com news, SVP David Zapolsky sold 10,649 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the completion of the transaction, the senior vice president owned 41,190 shares in the company, valued at $8,461,661.70. This trade represents a 20.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, VP Shelley Reynolds sold 2,695 shares of Amazon.com stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.90, for a total value of $554,900.50. Following the completion of 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 71,686 shares of company stock valued at $14,688,739 in the last 90 days. 9.70% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of equities analysts have weighed in on AMZN shares. JPMorgan Chase & Co. upped their price target on shares of Amazon.com from $265.00 to $280.00 and gave the stock an “overweight” rating in a research report on Wednesday, March 25th. BMO Capital Markets restated an “outperform” rating and set a $310.00 price objective (up from $304.00) on shares of Amazon.com in a research report on Tuesday, February 3rd. Bank of America lowered their target price on shares of Amazon.com from $303.00 to $286.00 and set a “buy” rating on the stock in a research note on Tuesday, January 27th. Jefferies Financial Group reiterated a “buy” rating on shares of Amazon.com in a research note on Monday, March 23rd. Finally, Zacks Research cut Amazon.com from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 1st. One analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $286.57.

Amazon.com Stock Up 1.1%

Shares of AMZN stock opened at $210.57 on Thursday. The stock has a market cap of $2.26 trillion, a P/E ratio of 29.37, a PEG ratio of 1.56 and a beta of 1.38. Amazon.com, Inc. has a 52 week low of $161.38 and a 52 week high of $258.60. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. The company’s fifty day simple moving average is $214.78 and its two-hundred day simple moving average is $224.63.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The firm had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. During the same quarter in the previous year, the business earned $1.86 EPS. The company’s revenue for the quarter was up 13.6% on a year-over-year basis. Analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current fiscal 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.