Amazon.com (NASDAQ:AMZN) Shares Up 2.9% – What’s Next?

Shares of Amazon.com, Inc. (NASDAQ:AMZN) rose 2.9% during trading on Monday . The stock traded as high as $234.00 and last traded at $233.06. Approximately 47,935,840 shares were traded during mid-day trading, a decline of 4% from the average daily volume of 49,685,074 shares. The stock had previously closed at $226.50.

Amazon.com News Summary

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

• Positive Sentiment: Alexa+ moves to the web and CES product updates massively raise Amazon’s AI playbook — a browser-based Alexa and fresh Fire TV / Bee device announcements increase addressable user engagement, which can drive AWS usage, advertising monetization and platform stickiness. Amazon lets some users chat with Alexa+ on the web in bid to take on ChatGPT
• Positive Sentiment: Analysts are lifting targets and becoming more bullish: Jefferies and other firms have raised price targets and many analysts revised estimates higher after Q4, signaling potential upside from reaccelerating AWS growth and AI monetization. This institutional re-rating supports buying flows. Jefferies Top Analyst Boosts Price Targets on Amazon and Alphabet Stocks
• Positive Sentiment: Research suggesting AI shopping tools and agentic features could add material revenue — analysts and boutiques highlight multi‑billion dollar upside from AI-driven shopping, recommendations and automation that expand margins over time. That underpins the bullish medium‑term thesis. AI shopping tools could add $31 billion revenue by 2028
• Neutral Sentiment: Retail investor interest remains strong — Amazon tops retail polls and is featured on several “stocks to own” lists, which can support retail inflows but isn’t a fundamental catalyst by itself. 5 Stocks Retail Investors Are Betting on for 2026
• Neutral Sentiment: Jeff Bezos’ 2025 stock sales (~$5.7B) drew headlines — large insider sales can spook some investors even if they’re often for diversification or other personal reasons; monitor for any pattern of incremental insider selling. Jeff Bezos Sold $5.7 Billion of Amazon Stock in 2025
• Neutral Sentiment: Regional and policy items (e.g., Chinese e‑commerce tax pressure, Brazilian conservation pact news) are background risks for global marketplace operations but are not immediate company earnings shocks. Stay aware of regulatory and macro developments in key markets. Chinese eCommerce Sellers Say New Tax ‘Will Kill Us’
• Negative Sentiment: Legal risk: a U.S. judge denied Amazon’s bid to dismiss a consumer price‑gouging class action tied to the pandemic — this keeps the case alive and raises potential litigation costs, damages exposure and reputational risk. Investors will watch any developments and potential settlements. Amazon must face price gouging lawsuit, US judge rules

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on AMZN shares. Citigroup reaffirmed an “overweight” rating on shares of Amazon.com in a research report on Wednesday, November 26th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Amazon.com in a research report on Wednesday, December 3rd. CICC Research upped their price objective on Amazon.com from $240.00 to $280.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 5th. Mizuho cut shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Finally, Piper Sandler reiterated an “overweight” rating on shares of Amazon.com in a research note on Wednesday, December 3rd. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $296.21.

Amazon.com Stock Up 2.9%

The firm has a market cap of $2.49 trillion, a price-to-earnings ratio of 32.92, a PEG ratio of 1.42 and a beta of 1.37. The business has a fifty day simple moving average of $232.10 and a 200 day simple moving average of $226.86. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.01 and a quick ratio of 0.80.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 EPS for the quarter, topping the consensus estimate of $1.57 by $0.38. Amazon.com had a return on equity of 23.62% and a net margin of 11.06%.The firm had revenue of $180.17 billion during the quarter, compared to analysts’ expectations of $177.53 billion. During the same period in the previous year, the business earned $1.43 earnings per share. The firm’s revenue for the quarter was up 13.4% on a year-over-year basis. As a group, equities analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Director Daniel P. Huttenlocher sold 1,237 shares of the firm’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $226.61, for a total transaction of $280,316.57. Following the completion of the sale, the director directly owned 26,148 shares in the company, valued at approximately $5,925,398.28. This trade represents a 4.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $216.94, for a total transaction of $4,311,031.68. Following the sale, the chief executive officer directly owned 2,208,310 shares in the company, valued at approximately $479,070,771.40. The trade was a 0.89% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 79,734 shares of company stock worth $18,534,017. 10.80% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Amazon.com

Several large investors have recently added to or reduced their stakes in AMZN. Fairway Wealth LLC grew its stake in shares of Amazon.com by 113.2% during the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock worth $25,000 after purchasing an additional 60 shares in the last quarter. Sellwood Investment Partners LLC acquired a new position in shares of Amazon.com during the 3rd quarter worth about $27,000. Carderock Capital Management Inc. purchased a new position in shares of Amazon.com in the 2nd quarter valued at about $27,000. Maryland Capital Advisors Inc. raised its position in shares of Amazon.com by 81.9% during the 2nd quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock worth $46,000 after acquiring an additional 95 shares in the last quarter. Finally, Ryan Investment Management Inc. purchased a new stake in Amazon.com during the second quarter worth approximately $48,000. 72.20% of the stock is owned by hedge funds and other institutional investors.

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.