Amazon.com (NASDAQ:AMZN)‘s stock had its “buy” rating reissued by investment analysts at Jefferies Financial Group in a research report issued to clients and investors on Monday,MarketScreener reports.
AMZN has been the subject of several other research reports. Monness Crespi & Hardt upped their target price on shares of Amazon.com from $280.00 to $315.00 and gave the company a “buy” rating in a report on Thursday. Sanford C. Bernstein reiterated an “outperform” rating and set a $315.00 price target (up from $300.00) on shares of Amazon.com in a research note on Thursday. JPMorgan Chase & Co. upped their price objective on shares of Amazon.com from $280.00 to $330.00 and gave the company an “overweight” rating in a research note on Thursday. Pivotal Research reaffirmed a “buy” rating and set a $320.00 price objective (up from $300.00) on shares of Amazon.com in a report on Thursday. Finally, Needham & Company LLC lifted their target price on Amazon.com from $265.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, fifty-five have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $311.50.
Get Our Latest Stock Report on Amazon.com
Amazon.com Trading Up 1.4%
Amazon.com (NASDAQ:AMZN – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.63 by $1.15. The firm had revenue of $181.52 billion during the quarter, compared to the consensus estimate of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The firm’s quarterly revenue was up 16.6% compared to the same quarter last year. During the same period in the prior year, the company posted $1.59 earnings per share. As a group, equities research analysts expect that Amazon.com will post 7.71 EPS for the current fiscal year.
Insider Buying and Selling at Amazon.com
In related news, Director Jonathan Rubinstein sold 3,849 shares of the firm’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $260.00, for a total transaction of $1,000,740.00. Following the transaction, the director owned 78,654 shares of the company’s stock, valued at $20,450,040. This trade represents a 4.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 17,751 shares of the business’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.22, for a total value of $3,642,860.22. Following the completion of the transaction, the chief executive officer owned 9,405 shares in the company, valued at $1,930,094.10. This trade represents a 65.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 128,035 shares of company stock valued at $28,827,479. Corporate insiders own 8.90% of the company’s stock.
Institutional Investors Weigh In On Amazon.com
Several hedge funds have recently modified their holdings of AMZN. American Capital Advisory LLC grew its holdings in shares of Amazon.com by 63.9% during the 3rd quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant’s stock worth $1,774,000 after purchasing an additional 3,152 shares during the period. Compagnie Lombard Odier SCmA acquired a new position in Amazon.com during the third quarter valued at approximately $451,642,000. Weaver Capital Management LLC lifted its position in Amazon.com by 13.6% during the fourth quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant’s stock valued at $9,063,000 after buying an additional 4,713 shares in the last quarter. Ethos Financial Group LLC grew its stake in Amazon.com by 9.6% during the fourth quarter. Ethos Financial Group LLC now owns 36,485 shares of the e-commerce giant’s stock worth $8,421,000 after buying an additional 3,196 shares during the period. Finally, Baltimore Washington Financial Advisors Inc. grew its stake in Amazon.com by 1.9% during 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 during the period. 72.20% of the stock is owned by institutional investors and hedge funds.
Amazon.com News Roundup
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Amazon launched “Amazon Supply Chain Services” (ASCS), opening its freight, fulfillment and parcel network to third parties — a direct new revenue stream that management pitched as an “AWS-like” business for logistics and could lift margins over time by monetizing existing capacity. Amazon Launches Amazon Supply Chain Services
- Positive Sentiment: Markets reacted immediately: carriers like UPS and FedEx fell in pre-market trading as investors priced in competitive pressure from ASCS — that reaction underscores the strategic and near-term competitive implications of Amazon moving beyond internal logistics. Amazon Throws Open Its Logistics Fortress — UPS, FedEx Feel the Heat
- Positive Sentiment: AWS and AI remain major growth drivers: coverage highlights Amazon’s massive AI/capex commitments (Amazon leads hyperscaler spending) and continued AWS revenue acceleration — a thesis that supports higher long‑term revenue and multiple expansion. Amazon Stock Forecast: Could AI and Chips Make AMZN a $4 Trillion Company?
- Neutral Sentiment: Analysts and commentators are mixed on timing and valuation — many still bullish with raised price targets, but some note the stock may be consolidating after the Q1 beat; this leaves room for volatility while investors digest guidance vs. capex. Is It Too Late To Consider Amazon.com (AMZN)?
- Negative Sentiment: Heavy capex is a real near-term headwind: analysts and articles point out Amazon’s massive spending reduces free cash flow and compresses near-term FCF metrics — investors worried about cash conversion or capital intensity may pressure the stock. Amazon’s Massive Capex Spending Reduces FCF to a Trickle
- Negative Sentiment: Macro and market forces could sap momentum: hedge funds trimming tech exposure and recent insider selling have been noted by market watchers — a tech-wide pullback or continued insider disposals could amplify short-term downside. Hedge Funds Launch Biggest Tech Stock Pullback In Over 10 Years
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.
Further Reading
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