Track market-moving stories before they get noisy

Varma Mutual Pension Insurance Co acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 1,721,811 shares of the e-commerce giant’s stock, valued at approximately $410,376,000. Amazon.com accounts for approximately 2.2% of Varma Mutual Pension Insurance Co’s holdings, making the stock its 9th biggest holding.

A number of other large investors have also recently made changes to their positions in the stock. Bard Associates Inc. purchased a new position in Amazon.com during the second quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC purchased a new stake in shares of Amazon.com in the second quarter worth $33,000. MilWealth Group LLC increased its stake in shares of Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after purchasing an additional 79 shares in the last quarter. Lifetime Wealth Management P.C. bought a new stake in shares of Amazon.com during the 4th quarter valued at $45,000. Finally, Prudent Man Investment Management Inc. raised its position in shares of Amazon.com by 87.7% during the 4th quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock valued at $53,000 after purchasing an additional 107 shares during the period. 72.20% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Amazon.com In other Amazon.com news, CEO Douglas Herrington sold 1,000 shares of the company’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $254.77, for a total transaction of $254,770.00. Following the sale, the chief executive officer directly owned 475,681 shares in the company, valued at $121,189,248.37. This represents a 0.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of Amazon.com stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $259.77, for a total value of $2,404,950.66. Following the completion of the transaction, the senior vice president owned 41,190 shares of the company’s stock, valued at approximately $10,699,926.30. This trade represents a 18.35% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 71,589 shares of company stock valued at $18,568,785. Corporate insiders own 8.90% of the company’s stock.

Analyst Ratings Changes A number of equities research analysts have issued reports on the company. TD Cowen reiterated a “buy” rating and issued a $350.00 price target (up from $340.00) on shares of Amazon.com in a research note on Friday, July 31st. Morgan Stanley restated an “overweight” rating and issued a $335.00 price objective (up from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. Robert W. Baird set a $310.00 price objective on Amazon.com and gave the stock an “outperform” rating in a research note on Friday, July 31st. Jefferies Financial Group reissued a “buy” rating on shares of Amazon.com in a report on Thursday, June 18th. Finally, Piper Sandler restated an “overweight” rating and issued a $320.00 price target (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Fifty-six equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, Amazon.com presently has a consensus rating of “Moderate Buy” and an average target price of $321.19. View Our Latest Stock Analysis on Amazon.com

Amazon.com Price Performance Amazon.com stock opened at $253.71 on Friday. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $287.20. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. The firm’s fifty day moving average is $256.09 and its 200 day moving average is $245.60. The company has a market cap of $2.74 trillion, a price-to-earnings ratio of 20.41, a PEG ratio of 1.97 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business had revenue of $200.61 billion during the quarter, compared to analysts’ expectations of $197.03 billion. During the same period last year, the company posted $1.68 EPS. The business’s revenue was up 19.6% on a year-over-year basis. Sell-side analysts forecast that Amazon.com, Inc. will post 8.01 EPS for the current fiscal year.

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

Positive Sentiment: Amazon agreed to purchase up to $8 billion of backup generators from Generac, including approximately $2.4 billion of deliveries in 2027–2028. The deal should help Amazon bring AWS data centers online despite grid-connection delays and power shortages, while Amazon receives warrants to purchase Generac shares. Generac Plugs into Amazon for an $8B AI-Powered Deal Positive Sentiment: Analysts and investors continue to point to accelerating AWS demand, with reports citing a $169 billion annualized revenue run rate and a large cloud backlog. That supports expectations that AI-related infrastructure spending can translate into future sales, despite near-term cash-flow pressure. Amazon’s Andy Jassy Just Made a Startling Prediction Positive Sentiment: Project Mercury aims to expand Amazon’s same-day delivery network to more than 1,000 hubs by 2031. Bank of America called the initiative strategically important as Amazon attempts to narrow Walmart’s proximity and convenience advantage. Amazon’s secret weapon against Walmart could be a massive blitz in same-day delivery Positive Sentiment: AWS made its AI-powered hiring product, Amazon Connect Talent, generally available, expanding Amazon’s enterprise AI offerings beyond cloud infrastructure. Amazon has also received favorable attention from UBS analysts among top technology stock picks. Neutral Sentiment: Amazon is promoting industry and government cooperation on AI safety standards, emphasizing testing before release without calling for a broader slowdown in development. The stance may improve trust but is unlikely to materially change near-term results. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: Amazon faces European Commission scrutiny over marketplace rules that may restrict sellers from offering lower prices elsewhere, creating potential regulatory and compliance costs. Negative Sentiment: Investors remain concerned that roughly $220 billion of planned 2026 capital expenditures could keep free cash flow negative. Higher wages, delivery costs and possible electricity-grid charges for data centers add to the spending burden. Negative Sentiment: U.S. senators have urged the FTC to investigate Amazon’s AI shopping tools over alleged suppression of U.S.-made products and misleading “Made in USA” labels. The company also continues to face reputational and legal attention related to its Prime settlement. Amazon.com Profile (Free Report)

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

Featured Stories Five stocks we like better than Amazon.com Lennar’s Earnings Miss May Be Sending a Bigger Warning About U.S. Housing Priced for a Pullback or More Gains? These 3 Stocks Are Testing the Limits These 3 Agentic AI Stocks Have More Than Hype Behind Their Growth Stories Not Just Banks: 3 Trading Stocks to Watch After the Fed Rate Hike Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).

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When SpaceX debuted in June, it became the largest IPO ever. However, that title does not look like it will last long, with Anthropic poised to top it with a valuation of $2 trillion.

In fact, it has been reported that Nvidia is negotiating with the frontier AI model company to become the IPO's lead investor, taking a $10 billion stake at a $2.3 trillion valuation. However, the two stocks set to benefit the most from an Anthropic IPO will be Amazon (AMZN +1.00%) and Alphabet (GOOGL +0.64%) (GOOG +0.21%).

While Nvidia is making a sizable bet on Anthropic, it is late to the game. A $10 billion investment at a $2.3 trillion valuation is less than a 0.5% stake in the frontier lab. According to PitchBook, around 300 institutional investors have already invested more than $130 billion in the company. However, the two that stand out are Amazon and Alphabet.

Image source: Getty Images

Early backers Amazon was an early Anthropic backer and has invested $18 billion in the company, with an additional $15 billion in investments contingent on it hitting certain milestones. At the end of the second quarter, Amazon's investment was worth $190.4 billion, with Anthropic valued at $965 billion. That would represent an approximate 20% stake.

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Alphabet, meanwhile, has also been a big investor in Anthropic. The search and cloud computing giant poured in $13.3 billion into the Claude model maker, with another $30 billion in commitments dependent on the company reaching certain commercial benchmarks. Alphabet revealed that at the end of Q2 that it had $124.3 billion worth of non-public equity securities, of which Anthropic likely made up the bulk. That would put its stake at nearly 13%.

That, in and of itself, will represent a huge payday for both Amazon and Alphabet when Anthropic IPOs. However, don't expect either company to sell its shares soon, as this is a strategic investment in one of the most important AI companies in the world.

Anthropic is growing rapidly, with it reportedly seeing its Q2 revenue increase 14-fold from $787 million a year ago to $11.5 billion. That was also more than double the revenue it reported in Q1. It also said its adjusted gross margins are above 80% when excluding the cut cloud partners receive for selling Claude and the cost of model training. It also recorded an adjusted operating profit in the quarter. With that type of growth, the stock could have more room once it goes public.

Huge compute commitments Perhaps the even bigger benefit that Amazon and Alphabet get from an Anthropic IPO is that it will provide the company with the currency to continue its aggressive AI infrastructure investments. According to The Information, Anthropic has committed to spending $517 billion on compute deals over the next several years in just the past 11 months. A lot of this will be sent Amazon and Alphabet's way.

In April, Anthropic expanded its partnership with Amazon, agreeing to spend more than $100 billion over the next decade to both train and run Claude using Amazon Web Services (AWS). As part of the partnership, Anthropic will use both Amazon's Trainium AI accelerators and its Graviton central processing units (CPUs). Amazon also collects a fee when it resells Claude through AWS.

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Alphabet, meanwhile, secured $200 billion in commitments for Google Cloud from Anthropic over the next five years this spring, according to The Information. This likely includes a combination of cloud compute and chip sales. Alphabet and partner Broadcom formed a partnership with Anthropic to use its Tensor Processing Units (TPUs), and Broadcom has since said that Anthropic will become its largest customer in the coming years. For any direct chip sales, Alphabet gets a high-gross-margin licensing stream of revenue.

With large positions in Anthropic's upcoming IPO and massive compute commitments, both Amazon and Alphabet investors look poised to continue to partake in Anthropic's success. They are also two of my favorite AI stocks.

Concord Investment Counsel Inc. acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 106,190 shares of the e-commerce giant’s stock, valued at approximately $25,137,000. Amazon.com comprises approximately 6.9% of Concord Investment Counsel Inc.’s investment portfolio, making the stock its 3rd largest position.

A number of other hedge funds have also recently bought and sold shares of the company. Red Crane Wealth Management LLC boosted its holdings in Amazon.com by 2.3% in the first quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant’s stock valued at $346,000 after acquiring an additional 38 shares during the last quarter. Robinson Smith Wealth Advisors LLC lifted its position in Amazon.com by 0.7% during the 1st quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock valued at $1,147,000 after purchasing an additional 40 shares during the period. Sfam LLC lifted its position in Amazon.com by 3.4% during the 1st quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant’s stock valued at $255,000 after purchasing an additional 40 shares during the period. Measured Risk Portfolios Inc. boosted its stake in shares of Amazon.com by 3.4% in the 1st quarter. Measured Risk Portfolios Inc. now owns 1,206 shares of the e-commerce giant’s stock valued at $251,000 after purchasing an additional 40 shares during the last quarter. Finally, CoreFirst Bank & Trust boosted its stake in shares of Amazon.com by 1.1% in the 1st quarter. CoreFirst Bank & Trust now owns 3,620 shares of the e-commerce giant’s stock valued at $754,000 after purchasing an additional 40 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors.

Amazon.com Stock Performance Shares of Amazon.com stock opened at $253.71 on Friday. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The firm has a market cap of $2.74 trillion, a price-to-earnings ratio of 20.41, a price-to-earnings-growth ratio of 1.95 and a beta of 1.44. The stock’s 50-day moving average is $256.09 and its 200-day moving average is $245.60. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20.

Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The business had revenue of $200.61 billion for the quarter, compared to analysts’ expectations of $197.03 billion. During the same quarter in the prior year, the business earned $1.68 EPS. The firm’s revenue for the quarter was up 19.6% on a year-over-year basis. Equities analysts predict that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year. Key Amazon.com News Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon agreed to purchase up to $8 billion of backup generators from Generac, including approximately $2.4 billion of deliveries in 2027–2028. The deal should help Amazon bring AWS data centers online despite grid-connection delays and power shortages, while Amazon receives warrants to purchase Generac shares. Generac Plugs into Amazon for an $8B AI-Powered Deal Positive Sentiment: Analysts and investors continue to point to accelerating AWS demand, with reports citing a $169 billion annualized revenue run rate and a large cloud backlog. That supports expectations that AI-related infrastructure spending can translate into future sales, despite near-term cash-flow pressure. Amazon’s Andy Jassy Just Made a Startling Prediction Positive Sentiment: Project Mercury aims to expand Amazon’s same-day delivery network to more than 1,000 hubs by 2031. Bank of America called the initiative strategically important as Amazon attempts to narrow Walmart’s proximity and convenience advantage. Amazon’s secret weapon against Walmart could be a massive blitz in same-day delivery Positive Sentiment: AWS made its AI-powered hiring product, Amazon Connect Talent, generally available, expanding Amazon’s enterprise AI offerings beyond cloud infrastructure. Amazon has also received favorable attention from UBS analysts among top technology stock picks. Neutral Sentiment: Amazon is promoting industry and government cooperation on AI safety standards, emphasizing testing before release without calling for a broader slowdown in development. The stance may improve trust but is unlikely to materially change near-term results. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: Amazon faces European Commission scrutiny over marketplace rules that may restrict sellers from offering lower prices elsewhere, creating potential regulatory and compliance costs. Negative Sentiment: Investors remain concerned that roughly $220 billion of planned 2026 capital expenditures could keep free cash flow negative. Higher wages, delivery costs and possible electricity-grid charges for data centers add to the spending burden. Negative Sentiment: U.S. senators have urged the FTC to investigate Amazon’s AI shopping tools over alleged suppression of U.S.-made products and misleading “Made in USA” labels. The company also continues to face reputational and legal attention related to its Prime settlement. Wall Street Analysts Forecast Growth A number of analysts have commented on the stock. Telsey Advisory Group set a $335.00 target price on shares of Amazon.com and gave the stock an “outperform” rating in a report on Friday, July 31st. UBS Group set a $200.00 price target on Amazon.com in a research note on Thursday. Citigroup restated a “market outperform” rating on shares of Amazon.com in a research report on Friday, August 14th. Robert W. Baird set a $310.00 price objective on Amazon.com and gave the stock an “outperform” rating in a research note on Friday, July 31st. Finally, Citizens Jmp reiterated a “market outperform” rating and issued a $315.00 price objective on shares of Amazon.com in a report on Friday, July 31st. Fifty-six investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Amazon.com presently has a consensus rating of “Moderate Buy” and a consensus target price of $321.19.

Read Our Latest Stock Report on AMZN

Insider Buying and Selling In other news, CEO Andrew Jassy sold 20,000 shares of the stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the completion of the sale, the chief executive officer directly owned 2,235,766 shares in the company, valued at $579,085,751.66. This represents a 0.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of the business’s stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $259.77, for a total value of $2,404,950.66. Following the completion of the transaction, the senior vice president directly owned 41,190 shares in the company, valued at $10,699,926.30. This represents a 18.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 71,589 shares of company stock valued at $18,568,785 in the last ninety days. 8.90% of the stock is currently owned by company insiders.

Amazon.com Profile (Free Report)

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

Recommended Stories Five stocks we like better than Amazon.com J.B. Hunt’s Stock Plunges After Market Misprices Profit Warning 2 Stocks Breaking Out Post-FOMC With One Thing in Common Lennar’s Q3 Miss Hides a Stronger Operating Story Beneath the Housing Slump These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons

Receive News & Ratings for Amazon.com Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amazon.com and related companies with MarketBeat.com's FREE daily email newsletter.

Korea Investment CORP acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 6,990,711 shares of the e-commerce giant’s stock, valued at approximately $1,666,166,000. Amazon.com makes up approximately 3.2% of Korea Investment CORP’s investment portfolio, making the stock its 5th biggest position. Korea Investment CORP owned approximately 0.06% of Amazon.com as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of AMZN. Auto Owners Insurance Co lifted its position in shares of Amazon.com by 27,376.7% during the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock valued at $2,272,397,000 after acquiring an additional 98,090,585 shares during the period. Bank of New York Mellon Corp purchased a new stake in shares of Amazon.com during the second quarter worth about $16,341,405,000. Amundi lifted its stake in Amazon.com by 14.1% during the first quarter. Amundi now owns 61,400,503 shares of the e-commerce giant’s stock worth $12,787,883,000 after purchasing an additional 7,590,952 shares during the last quarter. Invesco Ltd. lifted its position in Amazon.com by 3.3% in the 4th quarter. Invesco Ltd. now owns 59,604,857 shares of the e-commerce giant’s stock valued at $13,757,993,000 after purchasing an additional 1,879,630 shares during the last quarter. Finally, Dimensional Fund Advisors LP grew its position in Amazon.com by 23.0% in the 1st quarter. Dimensional Fund Advisors LP now owns 39,029,984 shares of the e-commerce giant’s stock valued at $8,126,338,000 after buying an additional 7,305,560 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Wall Street Analysts Forecast Growth A number of equities analysts have recently weighed in on the stock. Mizuho set a $330.00 price target on shares of Amazon.com and gave the stock an “outperform” rating in a research note on Friday, July 31st. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $325.00 price target (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. Citizens Jmp reissued a “market outperform” rating and set a $315.00 target price on shares of Amazon.com in a report on Friday, July 31st. HSBC reissued a “buy” rating and issued a $310.00 price target on shares of Amazon.com in a research note on Friday, July 31st. Finally, Robert W. Baird set a $310.00 price objective on shares of Amazon.com and gave the stock an “outperform” rating in a research report on Friday, July 31st. Fifty-six investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $321.19.

Read Our Latest Research Report on Amazon.com Amazon.com Stock Up 1.0% Shares of NASDAQ AMZN opened at $253.71 on Friday. The stock has a market capitalization of $2.74 trillion, a PE ratio of 20.41, a price-to-earnings-growth ratio of 1.95 and a beta of 1.44. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $287.20. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. The stock’s fifty day simple moving average is $256.09 and its two-hundred day simple moving average is $245.60.

Amazon.com (NASDAQ:AMZN – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. During the same quarter last year, the firm posted $1.68 EPS. The firm’s revenue for the quarter was up 19.6% on a year-over-year basis. As a group, analysts expect that Amazon.com, Inc. will post 8.01 EPS for the current fiscal year.

Insider Buying and Selling at Amazon.com In other Amazon.com news, CEO Matthew S. Garman sold 14,541 shares of the company’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.06, for a total transaction of $3,766,991.46. Following the completion of the sale, the chief executive officer directly owned 17,794 shares in the company, valued at $4,609,713.64. This represents a 44.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas Herrington sold 6,362 shares of the firm’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $1,647,821.62. Following the completion of the transaction, the chief executive officer owned 476,681 shares in the company, valued at approximately $123,465,145.81. The trade was a 1.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is owned by corporate insiders.

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

Positive Sentiment: Amazon agreed to purchase up to $8 billion of backup generators from Generac, including approximately $2.4 billion of deliveries in 2027–2028. The deal should help Amazon bring AWS data centers online despite grid-connection delays and power shortages, while Amazon receives warrants to purchase Generac shares. Generac Plugs into Amazon for an $8B AI-Powered Deal Positive Sentiment: Analysts and investors continue to point to accelerating AWS demand, with reports citing a $169 billion annualized revenue run rate and a large cloud backlog. That supports expectations that AI-related infrastructure spending can translate into future sales, despite near-term cash-flow pressure. Amazon’s Andy Jassy Just Made a Startling Prediction Positive Sentiment: Project Mercury aims to expand Amazon’s same-day delivery network to more than 1,000 hubs by 2031. Bank of America called the initiative strategically important as Amazon attempts to narrow Walmart’s proximity and convenience advantage. Amazon’s secret weapon against Walmart could be a massive blitz in same-day delivery Positive Sentiment: AWS made its AI-powered hiring product, Amazon Connect Talent, generally available, expanding Amazon’s enterprise AI offerings beyond cloud infrastructure. Amazon has also received favorable attention from UBS analysts among top technology stock picks. Neutral Sentiment: Amazon is promoting industry and government cooperation on AI safety standards, emphasizing testing before release without calling for a broader slowdown in development. The stance may improve trust but is unlikely to materially change near-term results. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: Amazon faces European Commission scrutiny over marketplace rules that may restrict sellers from offering lower prices elsewhere, creating potential regulatory and compliance costs. Negative Sentiment: Investors remain concerned that roughly $220 billion of planned 2026 capital expenditures could keep free cash flow negative. Higher wages, delivery costs and possible electricity-grid charges for data centers add to the spending burden. Negative Sentiment: U.S. senators have urged the FTC to investigate Amazon’s AI shopping tools over alleged suppression of U.S.-made products and misleading “Made in USA” labels. The company also continues to face reputational and legal attention related to its Prime settlement. About Amazon.com (Free Report)

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

See Also Five stocks we like better than Amazon.com J.B. Hunt’s Stock Plunges After Market Misprices Profit Warning 2 Stocks Breaking Out Post-FOMC With One Thing in Common Lennar’s Q3 Miss Hides a Stronger Operating Story Beneath the Housing Slump These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons

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Iyo Bank Ltd. bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 48,359 shares of the e-commerce giant’s stock, valued at approximately $11,526,000. Amazon.com comprises 3.5% of Iyo Bank Ltd.’s holdings, making the stock its 9th biggest position.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AMZN. Trust Asset Management LLC raised its stake in Amazon.com by 3.3% during the second quarter. Trust Asset Management LLC now owns 107,563 shares of the e-commerce giant’s stock worth $26,000 after acquiring an additional 3,414 shares in the last quarter. Bard Associates Inc. bought a new stake in shares of Amazon.com during the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC acquired a new position in shares of Amazon.com in the 2nd quarter valued at approximately $33,000. MilWealth Group LLC lifted its holdings in shares of Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after purchasing an additional 79 shares in the last quarter. Finally, Lifetime Wealth Management P.C. bought a new position in Amazon.com in the fourth quarter valued at $45,000. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Amazon.com Trading Up 1.0% AMZN opened at $253.71 on Friday. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The firm has a market capitalization of $2.74 trillion, a price-to-earnings ratio of 20.41, a PEG ratio of 1.95 and a beta of 1.44. The business has a 50 day simple moving average of $256.09 and a two-hundred day simple moving average of $245.60. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20.

Amazon.com (NASDAQ:AMZN – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. The company had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm’s revenue was up 19.6% on a year-over-year basis. During the same quarter last year, the firm posted $1.68 earnings per share. Analysts predict that Amazon.com, Inc. will post 8.01 EPS for the current year. Key Amazon.com News Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon agreed to purchase up to $8 billion of backup generators from Generac, including approximately $2.4 billion of deliveries in 2027–2028. The deal should help Amazon bring AWS data centers online despite grid-connection delays and power shortages, while Amazon receives warrants to purchase Generac shares. Generac Plugs into Amazon for an $8B AI-Powered Deal Positive Sentiment: Analysts and investors continue to point to accelerating AWS demand, with reports citing a $169 billion annualized revenue run rate and a large cloud backlog. That supports expectations that AI-related infrastructure spending can translate into future sales, despite near-term cash-flow pressure. Amazon’s Andy Jassy Just Made a Startling Prediction Positive Sentiment: Project Mercury aims to expand Amazon’s same-day delivery network to more than 1,000 hubs by 2031. Bank of America called the initiative strategically important as Amazon attempts to narrow Walmart’s proximity and convenience advantage. Amazon’s secret weapon against Walmart could be a massive blitz in same-day delivery Positive Sentiment: AWS made its AI-powered hiring product, Amazon Connect Talent, generally available, expanding Amazon’s enterprise AI offerings beyond cloud infrastructure. Amazon has also received favorable attention from UBS analysts among top technology stock picks. Neutral Sentiment: Amazon is promoting industry and government cooperation on AI safety standards, emphasizing testing before release without calling for a broader slowdown in development. The stance may improve trust but is unlikely to materially change near-term results. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: Amazon faces European Commission scrutiny over marketplace rules that may restrict sellers from offering lower prices elsewhere, creating potential regulatory and compliance costs. Negative Sentiment: Investors remain concerned that roughly $220 billion of planned 2026 capital expenditures could keep free cash flow negative. Higher wages, delivery costs and possible electricity-grid charges for data centers add to the spending burden. Negative Sentiment: U.S. senators have urged the FTC to investigate Amazon’s AI shopping tools over alleged suppression of U.S.-made products and misleading “Made in USA” labels. The company also continues to face reputational and legal attention related to its Prime settlement. Analyst Ratings Changes A number of equities analysts have recently weighed in on AMZN shares. Rosenblatt Securities started coverage on Amazon.com in a research note on Thursday, August 20th. They set a “buy” rating and a $335.00 target price on the stock. HSBC restated a “buy” rating and set a $310.00 price target on shares of Amazon.com in a report on Friday, July 31st. TD Cowen restated a “buy” rating and set a $350.00 price target (up from $340.00) on shares of Amazon.com in a report on Friday, July 31st. Bank of America upped their price objective on shares of Amazon.com from $310.00 to $320.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Finally, Wolfe Research reissued an “outperform” rating and set a $315.00 price objective on shares of Amazon.com in a research report on Friday, July 31st. Fifty-six equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, Amazon.com presently has an average rating of “Moderate Buy” and a consensus target price of $321.19.

Get Our Latest Research Report on Amazon.com

Insider Transactions at Amazon.com In other Amazon.com news, CEO Andrew R. Jassy sold 20,000 shares of the firm’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $5,180,200.00. Following the transaction, the chief executive officer directly owned 2,235,766 shares of the company’s stock, valued at approximately $579,085,751.66. This trade represents a 0.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Garman sold 14,541 shares of the business’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.06, for a total value of $3,766,991.46. Following the completion of the sale, the chief executive officer owned 17,794 shares in the company, valued at $4,609,713.64. This represents a 44.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 71,589 shares of company stock worth $18,568,785. 8.90% of the stock is owned by corporate insiders.

About Amazon.com (Free Report)

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

Further Reading Five stocks we like better than Amazon.com J.B. Hunt’s Stock Plunges After Market Misprices Profit Warning 2 Stocks Breaking Out Post-FOMC With One Thing in Common Lennar’s Q3 Miss Hides a Stronger Operating Story Beneath the Housing Slump These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons

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In 2025, Amazon settled allegations brought by the Federal Trade Commission (FTC) that it used deceptive practices to enroll customers in its Prime membership.

Although the e-commerce giant did not admit to any wrongdoing, Amazon agreed to pay affected customers a total of $1.5 billion, with each individual getting up to $51.

Now, however, the FTC has announced that additional monetary compensation will be coming to affected Prime subscribers, with each individual potentially entitled to as much as $200. Here’s what you need to know.

What’s happened?Yesterday, the FTC announced additional payouts to affected individuals covered by its Amazon Prime settlement.

Subscribe to the Daily newsletter.Fast Company's trending stories delivered to you every day

While the original settlement paid affected individuals up to $51 each, they may now be eligible for another payment of up to $149. In addition, more people are now entitled to receive a payout than were in the original settlement offer.

The reason for the potentially larger payout and larger pool of eligible individuals is that, under the original settlement, Amazon agreed to pay out $1.5 billion to affected Prime subscribers.

However, to date, the company has distributed only about $845 million of that pot.

Explore TopicsAmazon PrimeFTClawsuits

Mystic Asset Management Inc. bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 25,661 shares of the e-commerce giant’s stock, valued at approximately $6,116,000. Amazon.com accounts for approximately 1.3% of Mystic Asset Management Inc.’s portfolio, making the stock its 16th biggest holding.

Several other institutional investors and hedge funds have also recently modified their holdings of AMZN. Auto Owners Insurance Co grew its position in shares of Amazon.com by 27,376.7% during the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock worth $2,272,397,000 after buying an additional 98,090,585 shares in the last quarter. Bank of New York Mellon Corp purchased a new stake in Amazon.com in the second quarter worth about $16,341,405,000. Amundi lifted its stake in Amazon.com by 14.1% in the first quarter. Amundi now owns 61,400,503 shares of the e-commerce giant’s stock worth $12,787,883,000 after acquiring an additional 7,590,952 shares during the period. Invesco Ltd. grew its holdings in Amazon.com by 3.3% during the 4th quarter. Invesco Ltd. now owns 59,604,857 shares of the e-commerce giant’s stock worth $13,757,993,000 after acquiring an additional 1,879,630 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its holdings in Amazon.com by 23.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 39,029,984 shares of the e-commerce giant’s stock worth $8,126,338,000 after acquiring an additional 7,305,560 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.

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

Positive Sentiment: Amazon agreed to purchase backup generators from Generac, with initial deliveries valued at approximately $2.4 billion in 2027 and 2028 and potential total payments of up to $8 billion through 2033. Amazon also received warrants to buy up to about 1.69 million Generac shares. The agreement underscores the scale of Amazon Web Services’ data-center expansion and its efforts to bypass strained power grids. Generac, Amazon strike $2.4 billion long-term generator supply deal Positive Sentiment: Amazon reportedly plans to expand same-day delivery hubs from 85 to more than 1,000 by 2031, potentially placing facilities within 10 miles of about 80% of U.S. Prime members. The investment could help narrow Walmart’s proximity advantage and support faster, higher-frequency purchases. Amazon’s next move could reshape how America shops Positive Sentiment: Management indicated AWS has reached a $169 billion annualized revenue run rate, highlighting continued demand for AI and traditional cloud services. Recent quarterly revenue also grew nearly 20% year over year, reinforcing the growth thesis. Amazon’s Andy Jassy Just Made a Startling Prediction Neutral Sentiment: Amazon-owned Zoox is poised to expand its Las Vegas robotaxi fleet after Nevada’s 100-vehicle regulatory cap expires, creating a longer-term transportation opportunity but also exposing the business to intensifying competition and regulatory execution risk. Amazon-owned Zoox’s 100-robotaxi limit in Nevada is about to disappear Neutral Sentiment: Amazon joined calls for stronger AI safety testing and industry-government standards. The stance may reduce regulatory risk, although it could increase compliance requirements over time. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: A fatal Amazon cargo-plane crash in Miami has placed the company’s air-cargo network and logistics oversight under scrutiny, raising potential operational, legal and reputational risks. A Deadly Amazon Cargo Plane Crash in Miami Puts its Air Network Under Scrutiny Negative Sentiment: Two senators asked the FTC to investigate whether Amazon’s Alexa for Shopping suppresses U.S.-made products or fails to flag misleading “Made in USA” claims, adding regulatory and compliance uncertainty. Amazon, Walmart chatbots attract senator ire over made in USA label snags Negative Sentiment: Amazon’s $1-per-hour wage increase and new benefits improve labor competitiveness but raise operating costs. Separately, surging AI capital expenditures are weighing on free cash flow and increasing reliance on debt financing. Amazon raises minimum hourly pay by $1 to $20 for US operations workers Insiders Place Their Bets In other Amazon.com news, SVP David Zapolsky sold 9,258 shares of the firm’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $259.77, for a total value of $2,404,950.66. Following the completion of the sale, the senior vice president owned 41,190 shares of the company’s stock, valued at approximately $10,699,926.30. This trade represents a 18.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,343 shares of the company’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $606,860.43. Following the transaction, the vice president owned 119,780 shares in the company, valued at approximately $31,024,217.80. This trade represents a 1.92% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is currently owned by corporate insiders. Amazon.com Price Performance NASDAQ AMZN opened at $251.19 on Friday. The firm’s fifty day simple moving average is $255.93 and its two-hundred day simple moving average is $245.54. The firm has a market capitalization of $2.71 trillion, a P/E ratio of 20.21, a P/E/G ratio of 1.91 and a beta of 1.44. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $287.20.

Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating the consensus estimate of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. During the same quarter in the prior year, the business posted $1.68 EPS. The business’s revenue for the quarter was up 19.6% compared to the same quarter last year. Analysts forecast that Amazon.com, Inc. will post 8.01 EPS for the current fiscal year.

Analysts Set New Price Targets Several equities research analysts have recently weighed in on AMZN shares. Bank of America upped their price target on shares of Amazon.com from $310.00 to $320.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Benchmark boosted their price objective on shares of Amazon.com from $370.00 to $400.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $325.00 target price (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. HSBC reaffirmed a “buy” rating and set a $310.00 target price on shares of Amazon.com in a research report on Friday, July 31st. Finally, Wolfe Research reiterated an “outperform” rating and issued a $315.00 price target on shares of Amazon.com in a report on Friday, July 31st. Fifty-six investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $321.19.

Check Out Our Latest Report on Amazon.com

Amazon.com Company Profile (Free Report)

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

Read More Five stocks we like better than Amazon.com Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse

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Silvant Capital Management LLC purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 252,013 shares of the e-commerce giant’s stock, valued at approximately $60,065,000. Amazon.com accounts for approximately 1.7% of Silvant Capital Management LLC’s investment portfolio, making the stock its 13th largest position.

A number of other institutional investors have also recently bought and sold shares of the business. Trust Asset Management LLC increased its holdings in shares of Amazon.com by 3.3% during the 2nd quarter. Trust Asset Management LLC now owns 107,563 shares of the e-commerce giant’s stock worth $26,000 after acquiring an additional 3,414 shares during the last quarter. Longfellow Investment Management Co. LLC acquired a new position in shares of Amazon.com in the second quarter valued at $33,000. MilWealth Group LLC raised its position in shares of Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after purchasing an additional 79 shares during the period. Lifetime Wealth Management P.C. bought a new position in shares of Amazon.com in the fourth quarter valued at about $45,000. Finally, Prudent Man Investment Management Inc. boosted its holdings in shares of Amazon.com by 87.7% during the 4th quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock worth $53,000 after buying an additional 107 shares during the period. Institutional investors and hedge funds own 72.20% of the company’s stock.

Analysts Set New Price Targets AMZN has been the subject of a number of research analyst reports. BMO Capital Markets restated an “outperform” rating and set a $360.00 price objective (up from $355.00) on shares of Amazon.com in a report on Tuesday, July 28th. Telsey Advisory Group set a $335.00 price target on Amazon.com and gave the company an “outperform” rating in a research note on Friday, July 31st. Needham & Company LLC reaffirmed a “buy” rating and issued a $300.00 price objective on shares of Amazon.com in a report on Friday, July 31st. Benchmark lifted their target price on Amazon.com from $370.00 to $400.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Finally, The Goldman Sachs Group restated a “buy” rating and set a $375.00 target price (up from $335.00) on shares of Amazon.com in a research report on Friday, July 31st. Fifty-six analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $321.19.

Check Out Our Latest Research Report on AMZN Amazon.com Price Performance Shares of NASDAQ:AMZN opened at $251.19 on Friday. The firm has a 50 day moving average of $255.93 and a 200-day moving average of $245.54. The stock has a market capitalization of $2.71 trillion, a PE ratio of 20.21, a PEG ratio of 1.91 and a beta of 1.44. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $287.20.

Amazon.com (NASDAQ:AMZN – Get Free Report) last released its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, topping the consensus estimate of $1.82 by $3.93. The firm had revenue of $200.61 billion during the quarter, compared to analysts’ expectations of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company’s quarterly revenue was up 19.6% on a year-over-year basis. During the same period in the prior year, the company earned $1.68 earnings per share. On average, equities research analysts predict that Amazon.com, Inc. will post 8.01 EPS for the current fiscal year.

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

Positive Sentiment: Amazon agreed to purchase backup generators from Generac, with initial deliveries valued at approximately $2.4 billion in 2027 and 2028 and potential total payments of up to $8 billion through 2033. Amazon also received warrants to buy up to about 1.69 million Generac shares. The agreement underscores the scale of Amazon Web Services’ data-center expansion and its efforts to bypass strained power grids. Generac, Amazon strike $2.4 billion long-term generator supply deal Positive Sentiment: Amazon reportedly plans to expand same-day delivery hubs from 85 to more than 1,000 by 2031, potentially placing facilities within 10 miles of about 80% of U.S. Prime members. The investment could help narrow Walmart’s proximity advantage and support faster, higher-frequency purchases. Amazon’s next move could reshape how America shops Positive Sentiment: Management indicated AWS has reached a $169 billion annualized revenue run rate, highlighting continued demand for AI and traditional cloud services. Recent quarterly revenue also grew nearly 20% year over year, reinforcing the growth thesis. Amazon’s Andy Jassy Just Made a Startling Prediction Neutral Sentiment: Amazon-owned Zoox is poised to expand its Las Vegas robotaxi fleet after Nevada’s 100-vehicle regulatory cap expires, creating a longer-term transportation opportunity but also exposing the business to intensifying competition and regulatory execution risk. Amazon-owned Zoox’s 100-robotaxi limit in Nevada is about to disappear Neutral Sentiment: Amazon joined calls for stronger AI safety testing and industry-government standards. The stance may reduce regulatory risk, although it could increase compliance requirements over time. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: A fatal Amazon cargo-plane crash in Miami has placed the company’s air-cargo network and logistics oversight under scrutiny, raising potential operational, legal and reputational risks. A Deadly Amazon Cargo Plane Crash in Miami Puts its Air Network Under Scrutiny Negative Sentiment: Two senators asked the FTC to investigate whether Amazon’s Alexa for Shopping suppresses U.S.-made products or fails to flag misleading “Made in USA” claims, adding regulatory and compliance uncertainty. Amazon, Walmart chatbots attract senator ire over made in USA label snags Negative Sentiment: Amazon’s $1-per-hour wage increase and new benefits improve labor competitiveness but raise operating costs. Separately, surging AI capital expenditures are weighing on free cash flow and increasing reliance on debt financing. Amazon raises minimum hourly pay by $1 to $20 for US operations workers Insider Activity at Amazon.com In related news, CEO Matthew S. Garman sold 14,541 shares of the company’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.06, for a total transaction of $3,766,991.46. Following the completion of the sale, the chief executive officer directly owned 17,794 shares in the company, valued at $4,609,713.64. This represents a 44.97% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Jassy sold 20,000 shares of Amazon.com stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $5,180,200.00. Following the completion of the transaction, the chief executive officer owned 2,235,766 shares in the company, valued at approximately $579,085,751.66. This represents a 0.89% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 71,589 shares of company stock worth $18,568,785 in the last three months. Insiders own 8.90% of the company’s stock.

Amazon.com Company Profile (Free Report)

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

Featured Stories Five stocks we like better than Amazon.com Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse

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A regulatory cap limiting Zoox to 100 robotaxis in Nevada is set to expire this month, clearing the way for the Amazon-owned company to expand its commercial fleet of custom-built robotaxis in Las Vegas just as competition heats up.

The Nevada Transportation Authority (NTA) permit that imposed the 100-vehicle cap is set to expire September 25, TechCrunch has learned. An NTA official and a Zoox spokesperson confirmed the change, which is also outlined in an updated permit.

This doesn’t mean Las Vegas is about to be inundated with hundreds of Zoox robotaxis. But it does give Zoox more freedom to grow — and at a critical moment. Waymo recently launched a commercial service in Las Vegas, while Tesla and Uber have secured their own driverless ride-hailing permits.

Today, Zoox has about 100 custom-built robotaxis — cube-like vehicles that lack steering wheels and pedals — spread across four U.S. cities, including Austin and Miami. The bulk of the fleet is in Las Vegas and San Francisco. And for now, Las Vegas remains the only city where Zoox is charging for rides. Zoox must still obtain another permit from California regulators before it can charge for passengers there.

Zoox began charging for robotaxi rides in Las Vegas last month after receiving a temporary exemption from certain federal motor vehicle safety standards from the National Highway Traffic Safety Administration (NHTSA).

That exemption was crucial for Zoox because unlike Waymo, its robotaxis were designed without a steering wheel, pedals, or other traditional and federally mandated controls. The commercial exemption allows Zoox to deploy up to 2,500 vehicles per year for the next two years.

It’s unclear how quickly Zoox will take advantage of its newfound freedom in Nevada. A Zoox spokesperson declined to say how many robotaxis the company plans to add to its Las Vegas fleet or even how many are in operation there today. Robotaxi Tracker, which collects data on autonomous vehicles, estimates Zoox has more than 30 vehicles operating in the city.

The spokesperson told TechCrunch that Zoox plans to steadily increase the size of its robotaxi fleet over the next several months “to meet the high demand in Las Vegas and other markets.” 

Zoox will have lots of company, no matter how fast it expands. In August, the NTA approved three permits that will allow Tesla, Uber, and Waymo to operate commercial robotaxi services in Clark County, home to Las Vegas. Together, the permits could bring up to 7,000 robotaxis to the area over the next 12 months.

Waymo has wasted little time acting on that permit. The company opened its robotaxi service to customers in Las Vegas earlier this month. Waymo told TechCrunch at the time that it would start with “dozens” of its new Ojai minivan robotaxis in a 23-square-mile area that includes the Strip south of Highway 589 and into Boulder Junction.

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

Kirsten Korosec is a reporter and editor who has covered the future of transportation from EVs and autonomous vehicles to urban air mobility and in-car tech for more than a decade. She is currently the transportation editor at TechCrunch and co-host of TechCrunch’s Equity podcast. She is also co-founder and co-host of the podcast, “The Autonocast.” She previously wrote for Fortune, The Verge, Bloomberg, MIT Technology Review and CBS Interactive.

You can contact or verify outreach from Kirsten by emailing [email protected] or via encrypted message at kkorosec.07 on Signal.

Amazon's stock chart tells one story while the business underneath tells a completely different one, and the gap between those two narratives is exactly where the opportunity lives.

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I keep buying Amazon (NASDAQ:AMZN | AMZN Price Prediction) because the setup in front of me is the cleanest risk-reward asymmetry I own. The stock is down 5.87% over the past month and up only 6.56% year to date, while the business underneath it just posted the fastest AWS growth in 18 quarters. That gap is why I keep adding.

What Keeps Pulling Me Back to the Buy Button My thesis is simple. Amazon is spending like a company that sees demand it cannot fill, and the market is pricing it like a company whose free cash flow just went negative. Both statements are true. Only one of them matters in ten years. Trailing-twelve-month free cash flow is -$7.6 billion, and Q2 capital expenditures hit $54.2 billion. That is the near-term pain. On the other side of it sits a data-center footprint management said can be monetized for 30-plus years once online.

Three Reasons the Thesis Holds First, AWS is compounding into something larger. Q2 AWS revenue was $42.23 billion, up 37% year over year, with an annualized revenue run rate of $169 billion and a backlog of $496 billion, growing triple digits year over year. Andy Jassy told the Street he now believes AWS can be a “trillion dollar annual revenue business for us in time.” The 39.4% AWS operating margin tells me the growth is not being bought with giveaways.

Second, the ad business keeps quietly turning into a monster. Advertising revenue was $19.81 billion, up 26% year over year. That is a high-margin stream layered directly on top of the retail flywheel, and it flows through operating income, which grew 43.24% year over year in Q2.

Third, the balance sheet lets Amazon absorb the capex cycle without sweating. Debt-to-equity is 0.37, net debt to EBITDA is 0.45, and interest coverage is 35.17 times. Return on equity still runs 22.29%. Companies with a broken model do not post those numbers.

Why Not the Obvious Alternatives I own cloud peers, but my incremental dollar goes here. Microsoft (NASDAQ:MSFT) and Alphabet (NASDAQ:GOOGL) are strong hyperscaler operators, but neither has Amazon’s specific setup: an AWS unit that just accelerated for the fifth straight quarter, custom-silicon economics where Graviton offers 30% to 40% better price performance and is used by 98% of the top 1,000 EC2 customers, and an AI plus chips run rate that each eclipsed $25 billion growing triple digits. On the retail side, Walmart (NYSE:WMT) is the natural comparison, but Amazon is already the second-largest grocer in the United States with grocery gross merchandise sales exceeding $150 billion last year, and it owns AWS, ads, Prime Video, and Zoox on top of that. I am paying 20 times trailing earnings for the whole stack.

Risk I Will Not Wave Away The real risk is the capex bill. 2026 capex is planned at roughly $200 billion, and prediction markets currently price a 91.5% chance capex exceeds $200 billion. If AI demand softens before those data centers monetize, free cash flow stays ugly. What keeps me buying anyway is that the “lion’s share” of 2027 capacity is largely reserved and most AI capacity is being contracted for at least five-year terms. That is contracted revenue waiting for a switch to flip, and it is also why the power, cooling, and networking suppliers behind those data centers keep showing up in our free report on seven AI infrastructure stocks that aren’t chipmakers.

Why the Buy Button Stays Active I own Amazon because the market is charging me for the risk today and giving me the compounding for free. As long as AWS backlog keeps building and Jassy keeps writing checks against contracted demand, my finger stays on the button.

Contact [email protected] for any questions or corrections.

Amazon weighed in on the artificial intelligence safety debate roiling Silicon Valley, saying AI labs should ‌ensure models are released only when they are safe and fully tested, but stopped short of calling for an industry slowdown.

“"We don't see it as a choice between progress and safety,” a spokesperson for the Seattle firm told Reuters. “Models should be released when they're ready and safe to ​use, which comes from rigorous testing and strong safeguards.”

The company provided its views in response to a Reuters inquiry ​days after many of the largest labs called for slower AI development, following an outcry among researchers ⁠and others who fear the technology could evade human control and threaten global systems and even humanity itself.

“There are risks ​if that doesn't happen collectively,” said Amazon, referring to progress in developing AI. “We believe that as an industry, in partnership with government, ​we'll work through the right protections.”

Amazon develops AI models through its Amazon Web Services subsidiary and in a unit devoted to artificial general intelligence, or AGI, in part to power voice assistant Alexa, among other services. It also is a leading infrastructure provider for AI labs and helps ​other companies gain access to competitors’ models through its Bedrock marketplace.

After Anthropic CEO Dario Amodei published a nearly 4,000-word essay on ​Saturday calling on the industry to slow the pace of AI development, known as pacing, the heads of OpenAI, xAI, Google’s DeepMind and ‌Microsoft all ⁠came out in favor of a more measured approach, marking a rare moment of unity.

The companies also agreed to work together to ensure safety is paramount. Amazon did not say whether it planned to take similar measures.

Researchers at Anthropic, OpenAI and DeepMind had posted on social media about their anxieties that AI, left unchecked, threatened to potentially wipe out human civilization. Fears over AI's ​safety came to a head ​after an Anthropic researcher last ⁠week quit saying in a social media post that AI developers "believe that it could kill us all by the end of the decade.”

That followed revelations that AI models from OpenAI and ​Anthropic escaped tests and hacked other companies’ systems, evading notice for months at a time.

But ​Amazon had remained ⁠silent until late Wednesday. That was after the CEOs of Nvidia and Meta on Tuesday distanced themselves from other AI developers, arguing it is the responsibility of individual companies to assess and control whatever risks AI poses to mankind.

The concerns have reached the White House, ⁠though President ​Donald Trump has called safety worries a “hoax.”

"The only control or 'guardrails' that AI ​needs is a STRONG AND SMART (High IQ!) PRESIDENT, and the U.S.A. has that, in spades!" Trump wrote on Truth Social. He is expected to meet with AI ​executives this week or early next week.

It couldn’t be learned if Amazon will be invited.

J. Michael Jones/iStock Editorial via Getty Images

Download this episode on Apple Podcasts/Spotify or listen below:

Generac (GNRC) lands an $8B opportunity with Amazon (AMZN). (00:14) One food safety issue cost Kroger (KR) $100M. (01:23) The Fed raised rates. Trump responded. (02:23)

This is an abridged transcript.

Generac Holdings (GNRC) is up 33% in premarket action after disclosing a long-term supply agreement with Amazon (AMZN).

The agreement calls for $2.4 billion of initial generator deliveries in 2027 and 2028.

It could eventually generate as much as $8 billion in payments to Generac (GNRC) and its global affiliates, according to a regulatory filing. The generators will provide backup power for Amazon data centers.

As part of the transaction, Generac issued an Amazon subsidiary a warrant to purchase as many as 1.69 million Generac shares at an exercise price of $200.9266 each.

About 307,954 shares covered by the warrant vested immediately. The remainder will vest in stages as Generac receives payments connected with Amazon’s generator purchases, up to the $8 billion threshold.

The warrant can be exercised through Sept. 16, 2033, subject to its vesting terms and other conditions. Amazon may exercise it by paying cash or through a cashless transaction.

Kroger (KR) said a summer outbreak of cyclosporiasis cost the grocer more than $100M in lost sales as concerns over contaminated produce weighed on customer traffic.

The outbreak reduced identical-store sales excluding fuel by about 0.35 percentage points in fiscal Q2, CEO Greg Foran said. The impact was broader than iceberg lettuce, which was linked to the outbreak, as some customers avoided produce more generally.

The U.S. Food and Drug Administration said the multistate outbreak resulted in 12,883 reported illnesses across 21 states. The outbreak was declared over on Sept. 11.

Kroger lowered its FY identical-store sales outlook excluding fuel to 0.2%-0.8%, from its previous forecast of 1%-2%, citing the outbreak along with other factors. The company said the impact continued into Q3.

President Trump once again insisted that the U.S. should have the lowest interest rates in the world — at 1% or less.

The commentary came after the Federal Reserve implemented its first interest rate hike in more than three years, boosting it by 25 basis points to 3.75%-4.00%.

Earlier, a White House spokesman, in an interview with Fox News, called the rate hike "rather unfortunate."

While Trump didn't name Chairman Kevin Warsh or criticize him personally in the post, he ended his missive, saying, "LOWER THE INTEREST RATES FOR THE UNITED STATES OF AMERICA, AND FAST! President DONALD J. TRUMP."

The president said the new investment coming into the U.S. also justified a rate cut.

That story has more than 370 comments thus far.

What’s Trending on Seeking Alpha:

SA Asks: What was the main takeaway from the FOMC's rate decision?

China's Huawei sets 2027 launch for new AI chips as it targets Nvidia

Trump orders block on Canadian goods for US federal contracts

Catalyst watch:

The SEC will hold a public roundtable to discuss how to prepare for 24-hour trading. Notable participants include NYSE (owned by Intercontinental Exchange, ICE), Nasdaq (NDAQ), Cboe Global Markets (CBOE), Robinhood Markets (HOOD), Charles Schwab (SCHW), Interactive Brokers (IBKR), BlackRock (BLK), Virtu Financial (VIRT), and the private firms Citadel Securities, Jane Street, DTCC, and FINRA.

Notable investor events include Intuit's (INTU) Investor Day, Ashland's (ASH) Innovation Day, Amer Sports' (AS) Investor Day, HubSpot's (HUBS) Investor Day, Yeti Holdings' (YETI) Investor Day, and Brinker International's (EAT) Investor Day.

Stock index futures are in the green.

Crude oil is down 0.8% at $101. Brent crude is down 1.2% at $104.

The FTSE 100 is up 0.5% and the DAX is up 0.6%.

One stock on the biggest movers list: Viant Technology (DSP) -10% - Shares fell after the advertising technology company launched an underwritten public offering of 8.5M Class A shares by a selling stockholder.

Economic calendar:

8:30 am Housing Starts and Permits

8:30 am Jobless Claims

10:00 am Pending Home Sales Index

Key Takeaways AWS revenues rose 37% to $42.2B in Q2 as AI services and custom chips each topped $25B run rates.Amazon's TTM free cash flow swung to a $7.6B outflow as capex climbed to $169B.Amazon's TTM ROIC is 12.4%, above its 10-year median, while debt nearly doubled in two quarters. Amazon (AMZN - Free Report) posted its fastest AWS (Amazon Web Services) growth in 18 quarters in the second quarter of 2026. Revenues jumped 37% year over year to $42.2 billion, with segment operating income surging 64% and margin expanding to 39.4% from 32.9%. That's strong evidence that the company's massive AI infrastructure spending is generating real demand. Yet over the same trailing 12 months (TTM), free cash flow (FCF) swung negative.

The gap comes down to timing. Revenues are benefiting from capacity already in use, while FCF is absorbing the cost of capacity Amazon is still building. The question is whether that new capacity can generate enough revenues and cash flow to justify the investment.

The AI Revenue Base Is Getting BiggerAWS' AI-services business has surpassed a $25 billion annualized revenue run rate, growing at a triple-digit percentage rate year over year. Its custom-chip business— comprising Trainium for AI training and inference and Graviton for general cloud computing— has also crossed a $25 billion run-rate threshold, growing at triple digits. 

AWS as a whole is now operating at a $169 billion annualized revenue rate. So, Amazon isn't building AI capacity without a visible revenue base. 

The tension shows up not in whether the business is growing, but in how the cash statement is currently keeping score.

AMZN’s Operating Cash Flow Isn't the ProblemLet’s look at the cash flow conversion metric. It measures how much of reported earnings actually becomes real operating cash. According to our proprietary calculations, Amazon's TTM cash flow conversion is 119.3%— meaning operating cash flow is still comfortably outrunning net income. That's a healthy number in absolute terms, even though it sits a little below Amazon's own 126.9% TTM median.

Operating cash flow for the trailing 12 months increased to $161.4 billion compared with $121.1 billion in the prior-year period.

So, the core business is converting profit into cash just as well. The problem shows up one step further down the cash flow statement.

The Lagging Indicator: FCF Conversion FCF conversion measures what's left over after a company reinvests in itself. Our proprietary calculations show that Amazon's TTM FCF conversion is -5.6% versus a -3.1% TTM median. Free cash flow for the trailing 12 months swung to an outflow of $7.6 billion compared with an inflow of $18.2 billion a year earlier, driven by a $66.1 billion year-over-year increase in net property and equipment purchases tied to AI infrastructure investment. 

In the second quarter alone, capex hit $54.2 billion, up from $32.2 billion a year earlier, and the trailing-12-month total climbed to $169 billion from $103 billion. Management has guided roughly $220 billion in cash capex for 2026.

The FCF pressure should ease as new data centers actually come online and start generating revenues. Until that happens, Amazon is spending more on infrastructure than its current cash generation can cover, and free cash flow is absorbing the difference.

Most hyperscalers are spending big to capture the growing AI opportunity. For instance, Alphabet (GOOGL - Free Report) lifted its 2026 capex target to $195-$205 billion and expects spending to increase significantly again in 2027. Microsoft (MSFT - Free Report) expects roughly $175 billion in fiscal 2027 capex, underscoring that this is an industry-wide arms race.

Debt Is Filling the GapWith FCF negative, Amazon is relying on debt to help fund the buildout. Long-term debt was $128.9 billion at the end of the second quarter of 2026, essentially double the $65.6 billion Amazon carried just two quarters earlier, reflecting roughly $67 billion in new borrowing in the first half of the year alone. 

Is the Capital Actually Working? What ROIC SaysAmazon's TTM ROIC (Return on Invested Capital) is 12.4%, above its own 10-year median of 11.5%. In other words, even while the company pours unprecedented sums into new infrastructure, it's still earning returns on its total capital base that are consistent with or even slightly better than its own long-term track record.

Image Source: Zacks Investment Research

Management says server and networking investments typically break even in under three years, while much of the current AI capacity is already contracted for five years or more. If that demand converts as planned, both FCF and ROIC should improve together as the new capacity starts earning revenues instead of just consuming cash.

How Quickly Will the FCF Catch Up?Amazon's AI investment is already translating into strong AWS and AI-related revenue growth, while operating cash flow remains healthy. But the scale of new capex is currently large enough to push FCF into negative territory and requires more debt financing.

If AWS growth remains strong and new capacity is monetized as expected— with ROIC already holding above its long-term average— today's FCF pressure could ease. The key is how quickly that revenue growth translates into cash flow and closes the gap created by today's heavy investment.

Amazon stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Anthropic's confidential June S-1 filing has set up what could be the year's defining public offering, with Reuters reporting a target listing window in mid-October.

Goldman Sachs, Morgan Stanley, and JPMorgan are leading the offering, while Chief Financial Officer Krishna Rao has been holding early investor meetings.

Private chatter floats valuation numbers approaching $2 trillion – roughly double the $965 billion mark set during its Series H round in May.

Beyond providing a test for AI valuations, Anthropic’s IPO will enrich Amazon and Alphabet, which hold multi-billion-dollar equity stakes alongside long-term cloud infrastructure contracts with the startup.

Amazon holds an estimated 15% to 21% equity stake in Anthropic, built through a structured capital layout that includes an early $8 billion tranche, $5 billion added in April 2026, and up to $20 billion tied to commercial milestones.

In return, Anthropic committed over $100 billion to Amazon Web Services and Trainium hardware over the next decade.

The financial dividend is already landing on Amazon's balance sheet: Q2 2026 non-operating income contained roughly $53 billion in mark-to-market adjustments from Anthropic, pushing GAAP earnings per share far past consensus estimates.

For investors, this exposure means Amazon increasingly trades not just as an e-commerce and cloud platform, but as a leveraged holding company for premier private AI equity.

Wall Street currently has a consensus Buy rating on AMZN stock.

Alphabet maintains a 14% to 15% position in Anthropic – a stake contractually capped to manage the competitive tension between Google's internal Gemini models and Anthropic's Claude.

Despite this rivalry, Alphabet committed up to $40 billion in additional funding in April 2026, securing a massive commercial lock-in: Anthropic pledged roughly $200 billion toward Google Cloud, including access to up to 1 million Tensor Processing Units.

Markups on the holding helped drive Alphabet's record $112.1 billion in Q2 2026 net income.

Because this position carries a smaller proportional weight relative to Alphabet's overall market capitalization than Amazon's stake, the core strategic payoff rests less on pure equity expansion and more on guaranteed Google Cloud TPU utilization.

Wall Street currently has a consensus Buy rating on GOOGL shares.

Both balance sheets share a fundamental vulnerability: these earnings are unrealized, mark-to-market gains.

Any softness in Anthropic's final IPO pricing or initial trading will reverse reported windfalls and trigger non-operating write-downs.

This structure creates a feedback loop for mega-cap tech valuations.

An aggressive listing print will inflate near-term earnings metrics for both corporate backers, anchoring public equity multiples directly to private markups.

Conversely, if public markets price Anthropic below private investor expectations, the resulting earnings contraction will test how much of Big Tech's recent outperformance was driven by core operating cash flows versus paper accounting adjustments.

Strathmore Capital Advisors Inc. bought a new stake in Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 3,717 shares of the e-commerce giant’s stock, valued at approximately $920,000. Amazon.com makes up approximately 0.2% of Strathmore Capital Advisors Inc.’s investment portfolio, making the stock its 27th largest position.

A number of other hedge funds have also made changes to their positions in AMZN. Northstar Financial Companies Inc. bought a new stake in shares of Amazon.com during the 2nd quarter valued at about $3,376,000. Gryphon Financial Partners LLC lifted its holdings in Amazon.com by 7.5% in the first quarter. Gryphon Financial Partners LLC now owns 73,085 shares of the e-commerce giant’s stock worth $15,221,000 after acquiring an additional 5,125 shares during the last quarter. First Citizens Bank & Trust Co. lifted its holdings in Amazon.com by 1.7% in the first quarter. First Citizens Bank & Trust Co. now owns 303,862 shares of the e-commerce giant’s stock worth $63,285,000 after acquiring an additional 5,104 shares during the last quarter. GSA Capital Partners LLP acquired a new position in Amazon.com in the second quarter valued at approximately $2,261,000. Finally, Narwhal Capital Management boosted its stake in Amazon.com by 2.3% in the fourth quarter. Narwhal Capital Management now owns 216,606 shares of the e-commerce giant’s stock valued at $49,997,000 after acquiring an additional 4,854 shares during the period. Institutional investors and hedge funds own 72.20% of the company’s stock.

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

Positive Sentiment: Large AI infrastructure commitments support AWS growth. Amazon reportedly could purchase up to $60 billion of Qualcomm AI chips, while its partnership with Wiwynn will expand U.S. server manufacturing capacity and create nearly 1,000 jobs. These developments reinforce Amazon’s long-term investment in cloud and artificial-intelligence infrastructure. Amazon Could Buy Up to $60 Billion From Qualcomm Positive Sentiment: Anthropic stake and operating outlook remain potential value drivers. Reports that Anthropic expects a second consecutive quarter of adjusted operating profit—and could pursue a valuation of as much as $2 trillion—highlight the potential value of Amazon’s roughly $13 billion investment in the AI developer. Anthropic Expects a Second Straight Quarter of Adjusted Operating Profit Positive Sentiment: Retail and advertising initiatives offer additional support. Amazon India’s rapid-delivery service reportedly surpassed $1 billion in annualized sales, and the company scheduled Prime Big Deal Days for October 6–7. Amazon also expanded its advertising reach through a pilot with ChatGPT. Amazon India’s Amazon Now Tops $1 Billion Neutral Sentiment: Analysts remain broadly optimistic. Coverage indicates Amazon has no sell ratings and continued confidence in earnings, cash flow and AWS growth, although bullish ratings have not prevented near-term volatility. Is It Worth Investing in Amazon Based on Wall Street’s Bullish Views? Negative Sentiment: AWS cannot restore access to damaged facilities in Bahrain and the UAE. The prolonged loss of access to customer data and cloud availability zones raises concerns about service resilience, customer retention, potential costs and reputational damage. This was the most direct company-specific pressure on AMZN. AWS Unable to Restore Access After War Damage Negative Sentiment: Macro and competitive pressures weighed on technology stocks. Investors prepared for a Federal Reserve rate decision amid higher yields and oil prices, while commentary suggested AWS cloud growth is lagging Microsoft Azure and Google Cloud in AI. Amazon also paused operations with 21 Air after a fatal cargo-plane crash, adding logistics and reputational risk. Amazon Stock Slides: What’s Happening? Analyst Upgrades and Downgrades A number of research analysts recently commented on the company. HSBC restated a “buy” rating and set a $310.00 price objective on shares of Amazon.com in a research note on Friday, July 31st. Monness Crespi & Hardt boosted their price target on shares of Amazon.com from $315.00 to $330.00 and gave the company a “buy” rating in a report on Friday, July 31st. Morgan Stanley restated an “overweight” rating and set a $335.00 price target (up from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. Citigroup reaffirmed a “market outperform” rating on shares of Amazon.com in a report on Friday, August 14th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $320.00 price objective (up from $315.00) on shares of Amazon.com in a research report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $323.26. Read Our Latest Research Report on AMZN

Amazon.com Stock Down 2.0% AMZN stock opened at $248.42 on Wednesday. The firm’s 50-day moving average is $255.80 and its two-hundred day moving average is $244.98. The company has a market capitalization of $2.68 trillion, a price-to-earnings ratio of 19.99, a price-to-earnings-growth ratio of 1.95 and a beta of 1.44. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $287.20. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23.

Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. During the same quarter last year, the business earned $1.68 earnings per share. The business’s revenue for the quarter was up 19.6% on a year-over-year basis. On average, analysts forecast that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Insider Activity at Amazon.com In other news, CEO Andrew R. Jassy sold 20,000 shares of the company’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $5,180,200.00. Following the completion of the sale, the chief executive officer owned 2,235,766 shares in the company, valued at $579,085,751.66. This represents a 0.89% decrease in their ownership of the stock. The sale 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 Douglas J. Herrington sold 6,362 shares of the firm’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $1,647,821.62. Following the transaction, the chief executive officer directly owned 476,681 shares of the company’s stock, valued at $123,465,145.81. This represents a 1.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 71,589 shares of company stock worth $18,568,785 in the last quarter. Company insiders own 8.90% of the company’s stock.

About Amazon.com (Free Report)

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

See Also Five stocks we like better than Amazon.com Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).

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A worker scans an Amazon package on a Prime delivery truck in New York Bloomberg/Getty Images Amazon is plotting an unprecedented expansion of its same-day delivery operation that could redraw the map of American retail and take on Walmart's biggest advantage in everyday shopping.

The initiative, codenamed Project Mercury, would expand Amazon's same-day fulfillment network to more than 1,000 locations by 2031, an increase of more than tenfold from the roughly 85 facilities the company operates today, according to internal planning documents reviewed by Business Insider.

The effort will cost billions of dollars and could reshape how Americans shop for everyday items such as fresh food, paper towels, and cough medicine.

Walmart, with thousands of huge stores close to most US consumers, has dominated this valuable, sticky market. Amazon is betting it can rewrite the rules of everyday retail by moving inventory dramatically closer to customers through hundreds of new Same Day Fulfillment Centers, or SSDs, which stock its 90,000 most popular products.

"Transformational"One document described Project Mercury as a "transformational initiative to reshape the Same-Day Delivery network."

The project fundamentally redesigns this network around shorter distances. Amazon currently puts these same-day facilities about a 90-minute drive from customers. Now, it aims to put SSDs within a 10-mile straight-line radius of 80% of Prime subscribers in the US by 2031, according to the documents.

An Amazon spokesperson told Business Insider that internal projections are "preliminary, subject to significant revision, and shouldn't be treated as finalized plans." Amazon's same-day network currently serves more than 10,000 cities and towns, including rural communities, the spokesperson added, though same-day orders aren't exclusively fulfilled through SSD facilities.

"That said, it's no secret that we're focused on delivering faster for customers and the expansion of our same-day delivery network is playing a big role in that," the spokesperson said. "We continue to invest in fast delivery speed and convenience alongside wide selection and everyday low prices."

Taking on Walmart's physical advantageThe plan could help Amazon attack one of Walmart's biggest advantages in the fight over groceries and other everyday purchases: physical proximity to customers.

Roughly 90% of the US population lives within 10 miles of a Walmart or Sam's Club, giving the retailer thousands of stores that double as local fulfillment hubs. Walmart says 95% of US households can now receive delivery in under three hours.

Amazon has been attacking the problem from several directions. Business Insider previously reported on Project Kobe, Amazon's plan for Walmart-sized stores with large automated backrooms that could fulfill online orders and function as local-delivery hubs.

Amazon is also testing an all-day delivery model with 10 overlapping delivery windows, while expanding Amazon Now, its ultrafast service for everyday essentials, and using SSDs as launch points for its drone delivery service Prime Air.

Amazon's worryIn some regions, Amazon has expressed concern about its lack of really fast delivery speeds, and how that undermines efforts to gain more retail market share.

In Canada, an internal planning document noted that major retailers were "outpacing our delivery capabilities," citing investments by Walmart and Best Buy.

Mercury takes a different approach. Instead of replicating Walmart's store network, Amazon would build a much denser web of specialized fulfillment centers designed to get popular inventory closer to customers.

That proximity is increasingly important as Amazon pushes deeper into groceries and everyday essentials. Amazon says its grocery business now generates more than $150 billion in annual gross sales, though that includes nonperishable products beyond traditional fresh grocery. Walmart's grocery business is much bigger.

Employees unload online pickup orders at a Walmart store in Grand Prairie, Texas  Bloomberg/Getty Images A smaller warehouse for a bigger networkMercury would require Amazon to build hundreds of facilities in just a few years.

One way Amazon hopes to accelerate the expansion is through Orbital, a smaller warehouse system Business Insider previously reported on.

These roughly 100,000-square-foot facilities are expected to process about 75,000 same-day and perishable units a day, according to the documents. Amazon estimated each Orbital facility would require about $48.4 million in capital spending.

Mercury's internal projections show how important SSDs could eventually become. They are projected to account for about 28% of Amazon-fulfilled volume in 2029 and 50% by 2035, according to the documents.

Amazon's vision of same-day delivery doesn't necessarily mean instant delivery. Internal forecasts show roughly 94% of packages moving through its dedicated same-day buildings would fall into a five-hour delivery window by 2029.

Amazon sees billions in potential valueAmazon's finance team has already reviewed Mercury's economics, with Udit Madan, an up-and-coming SVP overseeing worldwide operations, directly involved, according to the documents.

Its three-year operating plan budgets $6.8 billion for US SSD capacity across 2026 and 2027. Separately, an Amazon finance review estimated Mercury could generate $7.1 billion in economic value over 10 years and turn cash-flow positive by 2030. The company also believes some Mercury spending could be offset by avoiding conventional delivery facilities it would otherwise need to build.

The logic behind the expansion is simpler: Amazon believes faster delivery can make customers shop more.

"When we speed up the service, the probability that somebody buys a product from us goes up," Doug Herrington, Amazon's CEO of Worldwide Stores, said on a podcast earlier this year. "And what's even more interesting is that if they buy it, they're going to come back sooner, and they're going to shop more when they do."

Have a tip? Contact this reporter via email at [email protected] or Signal, Telegram, or WhatsApp at 650-942-3061. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.

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Eugene Kim You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Eugene is Business Insider’s Chief Tech Correspondent, where he leads coverage of Amazon. His reporting spans the company’s retail and logistics operations to AWS, Alexa, and its internal culture.Previously, he worked at CNBC, Fortune Magazine Korea, and Japan's Yomiuri Shimbun. He holds degrees from NYU and Columbia University’s Graduate School of Journalism.In 2022, Eugene reported on internal documents indicating that Amazon allegedly used deceptive tactics to enroll customers in Prime and made cancellation difficult. The Federal Trade Commission sued Amazon the following year, citing his reporting. The case ended in a record $2.5 billion settlement in 2025.His work has received multiple honors, including the SF Press Club’s Bay Area Journalism Award and SPJ NorCal’s Excellence in Journalism Award.Eugene lives in the Bay Area. Contact him via email at [email protected], or Signal, Telegram, or WhatsApp at 650-942-3061. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.

Amazon Walmart Delivery More E-Commerce Logistics Retail Exclusive Shopping Best Buy

Amazon just booked six more rockets and locked in enterprise deals with Delta, JetBlue, and Vodafone, yet Starlink still holds advantages that launch contracts alone cannot solve.

Amazon (NASDAQ:AMZN | AMZN Price Prediction) just ordered six additional Ariane 6 launches, expanding its Arianespace commitment for the Amazon Leo satellite network through 2031. Arianespace has already flown three missions in less than five months, placing 100 Amazon satellites into orbit.

The order shows both Amazon’s real commitment to chase SpaceX’s (NASDAQ:SPCX) Starlink and how much of the constellation remains unbuilt. As of the latest quarter, Amazon Leo had nearly 400 satellites in orbit, while Starlink’s fleet already serves millions.

AMZN trades at $256.78, up 11.25% year to date. Analysts carry an average target of $328.17, with 44 buy ratings, 2 hold, and no sells.

Gap Rockets Alone Cannot Close A constellation is useless until enough of it is in orbit to offer continuous coverage, so cadence becomes the binding constraint for a late entrant. Starlink’s lead runs across launch cadence, satellite manufacturing rate, coverage, service pricing, and subscriber acquisition. Connectivity is a $1.6 trillion market that SpaceX targets through Starlink.

Amazon CEO Andy Jassy told investors Amazon Leo has “close to 400 satellites in orbit, enough to begin initial satellite internet service this year.” Initial service falls well short of scaled service. Amazon has signed real enterprise anchors: JetBlue, Australia’s National Broadband Network, and Kazakhtelecom; Vodafone across Europe and Africa; and Delta Air Lines in-flight Wi-Fi starting in 2028.

Amazon’s Strongest Case Amazon has the balance sheet almost no challenger can assemble. Its Q2 FY26 revenue reached $200.6 billion with operating income of $27.5 billion. AWS alone grew 37% year over year to $42.2 billion, its fastest pace in 18 quarters.

Jassy earmarked about $200 billion in 2026 capital expenditures across AI, chips, robotics, and low earth orbit satellites. That buildout has to be powered, cooled, and networked by somebody, which is why we pulled together seven suppliers behind the AI data-center wave in a free report.

Free cash flow turned negative at -$7.6 billion TTM because of that build. Diversifying launch across Arianespace, ULA, Blue Origin, and SpaceX itself reduces single-provider risk. Enterprise and government buyers may value a second option, particularly outside the United States.

For the case to become credible over the next year, Amazon needs a visible jump in launch cadence, a public coverage map, and disclosed subscriber or ARPU metrics. Jassy said, “Amazon Leo continues to resonate with prospective customers, with Delta Airlines the latest to sign on.”

Is AMZN Stock a Buy? Amazon Leo is one line item inside a very large company. AWS backlog stood at $496 billion, and the analyst 2026 EPS estimate has climbed to 1.9549 for Q3, with a full-year average of 12.5686, up from roughly 8.6574 ninety days ago.

Can Amazon close the gap with Starlink fast enough to matter before Starlink becomes harder to displace? Probably not in consumer broadband, although enterprise, aviation, and government deals give Leo a defensible niche. Trading at a 21x trailing P/E with AWS accelerating and satellite optionality attached, AMZN rates a Buy. The satellite gap is real, yet the stock is priced for AWS to keep compounding, with Leo as optionality.

Contact [email protected] for any questions or corrections.

Amazon AMZN , the e-commerce and cloud-computing giant, fell approximately 1.5% to $249.65 Tuesday as investors assessed a rare infrastructure failure inside Amazon Web Services. AWS said it remains unable to restore its Bahrain cloud region or one damaged availability zone in the United Arab Emirates after the Iran war caused destruction beyond what the regional architecture was designed to withstand. The chart puts that decline in perspective: Amazon at $249.65 still trades just 0.47% above its GuruFocus GF Value™ estimate of $248.48.

The Bahrain disruption was serious enough to cut across multiple availability zones, challenging one of the core ideas behind AWS infrastructure redundancy. Most customers shifted workloads elsewhere before a second zone went offline, but resources that were not moved remain unavailable. AWS expects another update on Bahrain in early 2027, while restoration progress for the affected UAE zone is expected within the coming months. For cloud customers, that is a sharp reminder that geographic redundancy matters just as much as raw computing capacity.

The financial stakes are huge. AWS generated $42.23 billion of second-quarter revenue and $16.62 billion of operating income, implying a roughly 39.4% operating margin. That profitability depends partly on selling reliability at enormous scale, so infrastructure resilience is not a side issue—it is central to the product. As Amazon builds more AI-heavy data-center capacity around the world, exposed regions may require wider geographic separation, stronger physical protection and more aggressive cross-region backup systems. Those investments could push costs higher, but they could also make AWS harder to displace when customers are choosing where to run their most critical workloads.

Great Lakes Advisors LLC purchased a new position in Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 2,187,677 shares of the e-commerce giant’s stock, valued at approximately $521,412,000. Amazon.com comprises 4.0% of Great Lakes Advisors LLC’s holdings, making the stock its largest position.

Several other large investors also recently modified their holdings of AMZN. Longfellow Investment Management Co. LLC purchased a new position in Amazon.com in the second quarter worth about $33,000. MilWealth Group LLC increased its position in shares of Amazon.com by 79.0% during the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after purchasing an additional 79 shares during the last quarter. Lifetime Wealth Management P.C. purchased a new stake in shares of Amazon.com during the 4th quarter valued at about $45,000. Prudent Man Investment Management Inc. lifted its stake in shares of Amazon.com by 87.7% in the 4th quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock worth $53,000 after purchasing an additional 107 shares during the period. Finally, Strategic Wealth Advisors LLC purchased a new position in shares of Amazon.com in the fourth quarter worth approximately $68,000. Institutional investors own 72.20% of the company’s stock.

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

Positive Sentiment: Amazon’s advertising business is expanding beyond its own properties through a pilot partnership that lets select advertisers extend Amazon campaigns into ChatGPT. The initiative could broaden Amazon DSP’s reach and create a new revenue channel, although financial terms remain undisclosed. Amazon Is Becoming a Gateway to ChatGPT Ads Positive Sentiment: Zoox is entering San Francisco’s robotaxi market, increasing Amazon’s exposure to autonomous transportation and creating potential long-term upside if the service scales successfully. Amazon’s Zoox Enters San Francisco’s Crowded Robotaxi Market Positive Sentiment: Amazon completed a £4.242 billion sterling-denominated senior debt offering, supporting its U.K. operations and broader funding needs. The issuance improves liquidity flexibility but also adds to the company’s debt load. Amazon Boosts UK Presence With Sterling Debt Offering Amazon.com Stock Performance Shares of NASDAQ AMZN opened at $253.54 on Tuesday. The company has a market cap of $2.73 trillion, a P/E ratio of 20.40, a P/E/G ratio of 1.98 and a beta of 1.44. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $287.20. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03. The firm’s fifty day moving average is $255.75 and its two-hundred day moving average is $244.72. Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating the consensus estimate of $1.82 by $3.93. The business had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business’s revenue was up 19.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.68 EPS. As a group, analysts anticipate that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

Insider Buying and Selling In other news, CEO Andrew R. Jassy sold 20,000 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the sale, the chief executive officer directly owned 2,235,766 shares of the company’s stock, valued at $579,085,751.66. This represents a 0.89% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of the stock in a transaction on Monday, August 24th. The shares were sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the transaction, the senior vice president owned 41,190 shares of the company’s stock, valued at $10,699,926.30. This trade represents a 18.35% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 71,589 shares of company stock valued at $18,568,785 in the last ninety days. Company insiders own 8.90% of the company’s stock.

Analysts Set New Price Targets Several research analysts have weighed in on the stock. Evercore set a $355.00 price target on shares of Amazon.com and gave the stock an “outperform” rating in a research report on Friday, August 28th. Jefferies Financial Group reissued a “buy” rating on shares of Amazon.com in a research report on Thursday, June 18th. Roth Capital reaffirmed a “buy” rating and issued a $325.00 target price on shares of Amazon.com in a report on Monday, August 3rd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amazon.com in a report on Monday, August 3rd. Finally, Pivotal Research reiterated a “buy” rating and set a $333.00 target price (up from $320.00) on shares of Amazon.com in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $323.26.

Read Our Latest Report on Amazon.com

About Amazon.com (Free Report)

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

See Also Five stocks we like better than Amazon.com Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).

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Stevens Capital Partners bought a new stake in Amazon.com, Inc. (NASDAQ:AMZN) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 13,346 shares of the e-commerce giant’s stock, valued at approximately $3,181,000. Amazon.com makes up about 0.6% of Stevens Capital Partners’ investment portfolio, making the stock its 20th largest holding.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Auto Owners Insurance Co grew its stake in Amazon.com by 27,376.7% in the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock valued at $2,272,397,000 after purchasing an additional 98,090,585 shares in the last quarter. Bank of New York Mellon Corp acquired a new position in shares of Amazon.com during the 2nd quarter worth approximately $16,341,405,000. Amundi raised its stake in shares of Amazon.com by 14.1% during the 1st quarter. Amundi now owns 61,400,503 shares of the e-commerce giant’s stock worth $12,787,883,000 after purchasing an additional 7,590,952 shares in the last quarter. Invesco Ltd. raised its stake in shares of Amazon.com by 3.3% during the 4th quarter. Invesco Ltd. now owns 59,604,857 shares of the e-commerce giant’s stock worth $13,757,993,000 after purchasing an additional 1,879,630 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its position in Amazon.com by 23.0% during the first quarter. Dimensional Fund Advisors LP now owns 39,029,984 shares of the e-commerce giant’s stock worth $8,126,338,000 after acquiring an additional 7,305,560 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors and hedge funds.

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

Positive Sentiment: Amazon’s advertising business is expanding beyond its own properties through a pilot partnership that lets select advertisers extend Amazon campaigns into ChatGPT. The initiative could broaden Amazon DSP’s reach and create a new revenue channel, although financial terms remain undisclosed. Amazon Is Becoming a Gateway to ChatGPT Ads Positive Sentiment: Zoox is entering San Francisco’s robotaxi market, increasing Amazon’s exposure to autonomous transportation and creating potential long-term upside if the service scales successfully. Amazon’s Zoox Enters San Francisco’s Crowded Robotaxi Market Positive Sentiment: Amazon completed a £4.242 billion sterling-denominated senior debt offering, supporting its U.K. operations and broader funding needs. The issuance improves liquidity flexibility but also adds to the company’s debt load. Amazon Boosts UK Presence With Sterling Debt Offering Analyst Upgrades and Downgrades A number of brokerages have recently commented on AMZN. Benchmark lifted their price objective on shares of Amazon.com from $370.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Sanford C. Bernstein reissued an “outperform” rating and set a $320.00 target price (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. Truist Financial increased their price target on Amazon.com from $320.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Wolfe Research reaffirmed an “outperform” rating and set a $315.00 price target on shares of Amazon.com in a report on Friday, July 31st. Finally, KeyCorp upped their price objective on shares of Amazon.com from $335.00 to $350.00 and gave the company an “overweight” rating in a report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $323.26. Check Out Our Latest Research Report on AMZN

Insiders Place Their Bets In other Amazon.com news, VP Shelley Reynolds sold 2,343 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $606,860.43. Following the sale, the vice president owned 119,780 shares in the company, valued at $31,024,217.80. This trade represents a 1.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Garman sold 14,541 shares of the company’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.06, for a total transaction of $3,766,991.46. Following the transaction, the chief executive officer owned 17,794 shares of the company’s stock, valued at $4,609,713.64. This trade represents a 44.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 71,589 shares of company stock valued at $18,568,785 over the last ninety days. 8.90% of the stock is owned by insiders.

Amazon.com Price Performance Shares of NASDAQ:AMZN opened at $253.54 on Tuesday. The firm has a 50 day moving average of $255.75 and a 200-day moving average of $244.72. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $287.20. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. The stock has a market capitalization of $2.73 trillion, a PE ratio of 20.40, a PEG ratio of 1.98 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.82 by $3.93. The business had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm’s revenue for the quarter was up 19.6% on a year-over-year basis. During the same quarter last year, the business posted $1.68 EPS. On average, equities research analysts predict that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

About Amazon.com (Free Report)

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

Featured Stories Five stocks we like better than Amazon.com Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).

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Alamar Capital Management LLC purchased a new position in Amazon.com, Inc. (NASDAQ:AMZN) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 4,760 shares of the e-commerce giant’s stock, valued at approximately $1,134,000.

A number of other large investors also recently bought and sold shares of AMZN. Vanguard Group Inc. raised its stake in Amazon.com by 1.1% during the first quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock valued at $158,348,557,000 after buying an additional 8,913,959 shares during the last quarter. State Street Corp grew its position in Amazon.com by 1.8% in the 4th quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock worth $89,708,913,000 after purchasing an additional 6,971,680 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Amazon.com by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock valued at $51,753,622,000 after buying an additional 2,479,324 shares during the period. Norges Bank purchased a new position in shares of Amazon.com in the 4th quarter worth $32,868,735,000. Finally, Auto Owners Insurance Co grew its holdings in shares of Amazon.com by 27,376.7% in the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock worth $2,272,397,000 after acquiring an additional 98,090,585 shares during the period. 72.20% of the stock is owned by hedge funds and other institutional investors.

Amazon.com Price Performance Shares of NASDAQ AMZN opened at $256.78 on Monday. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The company has a market cap of $2.77 trillion, a P/E ratio of 20.66, a PEG ratio of 1.98 and a beta of 1.44. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20. The firm has a 50-day simple moving average of $255.56 and a two-hundred day simple moving average of $244.40.

Amazon.com (NASDAQ:AMZN – Get Free Report) last released its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm had revenue of $200.61 billion for the quarter, compared to analysts’ expectations of $197.03 billion. During the same quarter in the prior year, the firm posted $1.68 earnings per share. The company’s quarterly revenue was up 19.6% on a year-over-year basis. Research analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current year. Key Stories Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: AWS remains the primary bullish catalyst. Analysts and market commentators described AWS as the “heartbeat” of the AI trade, citing its fastest growth in 18 quarters and Amazon’s ability to combine cloud AI services with its large e-commerce ecosystem. AWS Cloud Heartbeat of AI Trade Positive Sentiment: A major Qualcomm partnership strengthens Amazon’s AI infrastructure position. Amazon could purchase as much as $60 billion of Qualcomm AI data-center chips and related products under a long-term agreement. The deal supports AWS capacity expansion and signals confidence in sustained AI demand, although it also implies substantial future capital spending. Qualcomm AI Ambitions Get a Boost From Amazon Partnership Positive Sentiment: Amazon’s AI products are gaining enterprise validation. Rivian used Amazon Bedrock to automate finance work and eliminate more than 15 days of manual effort per close cycle, offering a concrete example of potential Bedrock demand. Amazon also expanded its Quick AI assistant to mobile devices. Rivian’s AI Agents Cut 15 Days From Every Close Positive Sentiment: Prime Air is moving closer to broader UK drone deliveries. Amazon completed more than 500 flights during a UK trial and is seeking approval to expand service in Darlington. Successful deployment could improve delivery economics and support longer-term logistics automation. Amazon delivery drones set for UK expansion Neutral Sentiment: Amazon Pay India is considering travel insurance and other financial products, expanding its potential addressable market but providing limited near-term earnings impact. Amazon Pay plans to expand insurance offerings Negative Sentiment: Risks remain around costs, leverage, and operations. Amazon’s AI buildout requires heavy capital spending and new debt, while potential changes to Ohio data-center tax incentives could reduce project economics. Separately, a fatal accident involving an aircraft operating for Prime Air has increased regulatory and reputational risk. Amazon’s Aviation Network Faces a Sobering Test Wall Street Analyst Weigh In Several equities research analysts recently issued reports on AMZN shares. The Goldman Sachs Group reissued a “buy” rating and issued a $375.00 target price (up from $335.00) on shares of Amazon.com in a report on Friday, July 31st. Cantor Fitzgerald restated an “overweight” rating and set a $320.00 price objective (down from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. TD Cowen reaffirmed a “buy” rating and issued a $350.00 target price (up from $340.00) on shares of Amazon.com in a report on Friday, July 31st. Wedbush boosted their price objective on Amazon.com from $293.00 to $310.00 and gave the company an “outperform” rating in a research report on Friday, July 31st. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Amazon.com in a research report on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $323.26.

Read Our Latest Stock Report on Amazon.com

Insiders Place Their Bets In other news, VP Shelley Reynolds sold 2,343 shares of Amazon.com stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $606,860.43. Following the completion of the sale, the vice president directly owned 119,780 shares in the company, valued at approximately $31,024,217.80. This trade represents a 1.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of the company’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the completion of the transaction, the senior vice president owned 41,190 shares in the company, valued at approximately $10,699,926.30. The trade was a 18.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 71,589 shares of company stock valued at $18,568,785. Insiders own 8.90% of the company’s stock.

About Amazon.com (Free Report)

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

See Also Five stocks we like better than Amazon.com Why Bitcoin ETFs May Be Worth Another Look as Inflows Rebound 3 Small-Cap Biotechs With Binary Catalysts on the Calendar Planet Labs Has Fallen Back to Earth, But Wall Street Still Sees a Rebound As Homeowners’ Premiums Surge, This Insurer Is Posting Record Profits Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).

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Amazon (AMZN.O) said on Sunday it was pausing operations with Miami-based 21 Air, the cargo carrier that operated the ​Amazon-branded plane that crashed in Miami, killing five people.

"After the ‌tragic incident last weekend, we've spent time supporting the investigation and reviewing some of the surrounding circumstances and we’ve decided to pause our operations with 21 ​Air, the operator of Flight 7598," Amazon spokesperson Kelly Nantel ​said in a statement to Reuters.

"We'll continue working to ⁠support the investigation and everyone affected."

Last week, an Amazon Prime Air ​cargo flight overran a runway and crashed while landing at Miami International ​Airport.

Prime Air Flight 7598 overran the airport's diagonal runway shortly before 2 p.m. EDT (1800 GMT) and struck multiple vehicles on the ground, officials said.

The plane was ​a 32-year-old Boeing (BA.N) 767-300 freighter that operated as a passenger jet ​for various airlines from 1994 to 2015, according to Flightradar24, a flight tracking ‌service.

The ⁠National Transportation Safety Board, which is investigating the crash, said last week the pilots of the Amazon Prime Air cargo plane considered aborting the landing after the aircraft touched down, citing evidence from a flight ​data recorder.

The NTSB ​also said one ⁠pilot cautioned that they were flying "too fast" just over a minute before touching down on the runway that ​they overran.

"We remain focused on supporting the families and ​loved ⁠ones who were impacted by this accident, as well as working closely with the NTSB and all our partners, like Amazon, as the investigation ⁠continues. ​We are confident in our safety policies, ​procedures and training," 21 Air said in a statement to Reuters.

Banco BTG Pactual S.A. bought a new position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 18,233 shares of the e-commerce giant’s stock, valued at approximately $4,346,000. Amazon.com comprises about 0.4% of Banco BTG Pactual S.A.’s portfolio, making the stock its 28th largest position.

Other large investors also recently modified their holdings of the company. Pavion Blue Capital LLC bought a new stake in shares of Amazon.com in the 2nd quarter valued at $6,212,000. UNIVEST FINANCIAL Corp acquired a new stake in shares of Amazon.com during the second quarter worth about $64,204,000. K.J. Harrison & Partners Inc bought a new position in shares of Amazon.com during the 2nd quarter valued at about $20,701,000. Lee Johnson Capital Management LLC bought a new position in shares of Amazon.com during the 2nd quarter valued at about $1,216,000. Finally, Grandfield & Dodd LLC acquired a new position in shares of Amazon.com in the 2nd quarter valued at approximately $2,653,000. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets In related news, SVP David Zapolsky sold 9,258 shares of the stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the completion of the transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at approximately $10,699,926.30. This represents a 18.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $5,180,200.00. Following the completion of the transaction, the chief executive officer owned 2,235,766 shares of the company’s stock, valued at approximately $579,085,751.66. This represents a 0.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 71,589 shares of company stock valued at $18,568,785 in the last quarter. 8.90% of the stock is currently owned by corporate insiders.

Amazon.com Stock Up 1.9% Amazon.com stock opened at $256.78 on Friday. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The company has a fifty day simple moving average of $255.56 and a 200 day simple moving average of $244.13. The company has a market cap of $2.77 trillion, a P/E ratio of 20.66, a price-to-earnings-growth ratio of 1.98 and a beta of 1.44. Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping the consensus estimate of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm had revenue of $200.61 billion for the quarter, compared to analysts’ expectations of $197.03 billion. During the same period in the previous year, the firm posted $1.68 EPS. The company’s revenue for the quarter was up 19.6% on a year-over-year basis. Research analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

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

Positive Sentiment: AWS remains the primary bullish catalyst. Analysts and market commentators described AWS as the “heartbeat” of the AI trade, citing its fastest growth in 18 quarters and Amazon’s ability to combine cloud AI services with its large e-commerce ecosystem. AWS Cloud Heartbeat of AI Trade Positive Sentiment: A major Qualcomm partnership strengthens Amazon’s AI infrastructure position. Amazon could purchase as much as $60 billion of Qualcomm AI data-center chips and related products under a long-term agreement. The deal supports AWS capacity expansion and signals confidence in sustained AI demand, although it also implies substantial future capital spending. Qualcomm AI Ambitions Get a Boost From Amazon Partnership Positive Sentiment: Amazon’s AI products are gaining enterprise validation. Rivian used Amazon Bedrock to automate finance work and eliminate more than 15 days of manual effort per close cycle, offering a concrete example of potential Bedrock demand. Amazon also expanded its Quick AI assistant to mobile devices. Rivian’s AI Agents Cut 15 Days From Every Close Positive Sentiment: Prime Air is moving closer to broader UK drone deliveries. Amazon completed more than 500 flights during a UK trial and is seeking approval to expand service in Darlington. Successful deployment could improve delivery economics and support longer-term logistics automation. Amazon delivery drones set for UK expansion Neutral Sentiment: Amazon Pay India is considering travel insurance and other financial products, expanding its potential addressable market but providing limited near-term earnings impact. Amazon Pay plans to expand insurance offerings Negative Sentiment: Risks remain around costs, leverage, and operations. Amazon’s AI buildout requires heavy capital spending and new debt, while potential changes to Ohio data-center tax incentives could reduce project economics. Separately, a fatal accident involving an aircraft operating for Prime Air has increased regulatory and reputational risk. Amazon’s Aviation Network Faces a Sobering Test Analyst Ratings Changes A number of research firms recently issued reports on AMZN. Benchmark increased their target price on Amazon.com from $370.00 to $400.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Monness Crespi & Hardt lifted their price target on shares of Amazon.com from $315.00 to $330.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Citizens Jmp reiterated a “market outperform” rating and issued a $315.00 price target on shares of Amazon.com in a report on Friday, July 31st. Roth Capital reissued a “buy” rating and set a $325.00 price objective on shares of Amazon.com in a research report on Monday, August 3rd. Finally, Zacks Research upgraded shares of Amazon.com from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 4th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $323.26.

Get Our Latest Stock Analysis on Amazon.com

About Amazon.com (Free Report)

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

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Commerzbank Aktiengesellschaft FI acquired a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 376,150 shares of the e-commerce giant’s stock, valued at approximately $89,652,000. Amazon.com comprises approximately 1.8% of Commerzbank Aktiengesellschaft FI’s holdings, making the stock its 19th biggest holding.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in AMZN. Professional Financial Solutions LLC ADV purchased a new stake in Amazon.com during the 2nd quarter valued at about $235,000. John Boyer Inc. boosted its position in Amazon.com by 1.7% in the second quarter. John Boyer Inc. now owns 9,146 shares of the e-commerce giant’s stock valued at $2,176,000 after buying an additional 157 shares during the last quarter. Oak Barrel Wealth Advisory LLC acquired a new position in Amazon.com in the 2nd quarter worth approximately $2,578,000. Pursue Wealth Partners LLC purchased a new position in Amazon.com during the 2nd quarter worth approximately $7,463,000. Finally, Phillips Wealth Planners LLC acquired a new stake in Amazon.com during the 2nd quarter valued at approximately $794,000. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Insider Buying and Selling at Amazon.com In related news, CEO Douglas J. Herrington sold 6,362 shares of the business’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $1,647,821.62. Following the completion of the sale, the chief executive officer owned 476,681 shares of the company’s stock, valued at approximately $123,465,145.81. The trade was a 1.32% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of the company’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $260.31, for a total transaction of $1,606,633.32. Following the transaction, the chief financial officer owned 109,207 shares of the company’s stock, valued at $28,427,674.17. This represents a 5.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 71,589 shares of company stock worth $18,568,785. 8.90% of the stock is currently owned by corporate insiders.

Amazon.com Price Performance NASDAQ:AMZN opened at $256.78 on Friday. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $287.20. The stock’s 50-day moving average price is $255.56 and its 200-day moving average price is $244.13. The stock has a market capitalization of $2.77 trillion, a PE ratio of 20.66, a price-to-earnings-growth ratio of 1.94 and a beta of 1.44. Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same quarter in the prior year, the business posted $1.68 earnings per share. Amazon.com’s revenue for the quarter was up 19.6% on a year-over-year basis. As a group, equities analysts expect that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

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

Positive Sentiment: AWS remains the primary bullish catalyst. Analysts and market commentators described AWS as the “heartbeat” of the AI trade, citing its fastest growth in 18 quarters and Amazon’s ability to combine cloud AI services with its large e-commerce ecosystem. AWS Cloud Heartbeat of AI Trade Positive Sentiment: A major Qualcomm partnership strengthens Amazon’s AI infrastructure position. Amazon could purchase as much as $60 billion of Qualcomm AI data-center chips and related products under a long-term agreement. The deal supports AWS capacity expansion and signals confidence in sustained AI demand, although it also implies substantial future capital spending. Qualcomm AI Ambitions Get a Boost From Amazon Partnership Positive Sentiment: Amazon’s AI products are gaining enterprise validation. Rivian used Amazon Bedrock to automate finance work and eliminate more than 15 days of manual effort per close cycle, offering a concrete example of potential Bedrock demand. Amazon also expanded its Quick AI assistant to mobile devices. Rivian’s AI Agents Cut 15 Days From Every Close Positive Sentiment: Prime Air is moving closer to broader UK drone deliveries. Amazon completed more than 500 flights during a UK trial and is seeking approval to expand service in Darlington. Successful deployment could improve delivery economics and support longer-term logistics automation. Amazon delivery drones set for UK expansion Neutral Sentiment: Amazon Pay India is considering travel insurance and other financial products, expanding its potential addressable market but providing limited near-term earnings impact. Amazon Pay plans to expand insurance offerings Negative Sentiment: Risks remain around costs, leverage, and operations. Amazon’s AI buildout requires heavy capital spending and new debt, while potential changes to Ohio data-center tax incentives could reduce project economics. Separately, a fatal accident involving an aircraft operating for Prime Air has increased regulatory and reputational risk. Amazon’s Aviation Network Faces a Sobering Test Wall Street Analysts Forecast Growth A number of analysts have recently weighed in on the stock. Phillip Securities lowered shares of Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. Citizens Jmp reaffirmed a “market outperform” rating and set a $315.00 price target on shares of Amazon.com in a research report on Friday, July 31st. Mizuho set a $330.00 price objective on Amazon.com and gave the company an “outperform” rating in a research note on Friday, July 31st. KeyCorp boosted their price objective on Amazon.com from $335.00 to $350.00 and gave the company an “overweight” rating in a report on Friday, July 31st. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $320.00 target price (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amazon.com has a consensus rating of “Moderate Buy” and a consensus price target of $323.26.

View Our Latest Stock Report on AMZN

Amazon.com Company Profile (Free Report)

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

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HBK Sorce Advisory LLC bought a new position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 91,425 shares of the e-commerce giant’s stock, valued at approximately $24,927,000. Amazon.com accounts for about 0.5% of HBK Sorce Advisory LLC’s portfolio, making the stock its 17th biggest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. MilWealth Group LLC lifted its holdings in shares of Amazon.com by 79.0% during the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after buying an additional 79 shares during the last quarter. Lifetime Wealth Management P.C. acquired a new stake in Amazon.com in the 4th quarter worth $45,000. Elkhorn Partners Limited Partnership increased its holdings in shares of Amazon.com by 900.0% during the 4th quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock worth $46,000 after purchasing an additional 180 shares during the period. Fairway Wealth LLC raised its position in shares of Amazon.com by 95.6% during the fourth quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock valued at $51,000 after buying an additional 108 shares during the last quarter. Finally, Prudent Man Investment Management Inc. lifted its stake in shares of Amazon.com by 87.7% in the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock valued at $53,000 after buying an additional 107 shares during the period. Institutional investors and hedge funds own 72.20% of the company’s stock.

Amazon.com Stock Down 0.2% Shares of AMZN opened at $251.89 on Friday. The company has a market capitalization of $2.72 trillion, a P/E ratio of 20.26, a PEG ratio of 1.95 and a beta of 1.44. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20. The business’s 50 day simple moving average is $255.28 and its 200-day simple moving average is $244.04.

Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm had revenue of $200.61 billion during the quarter, compared to analysts’ expectations of $197.03 billion. During the same period last year, the firm posted $1.68 EPS. The business’s revenue was up 19.6% on a year-over-year basis. As a group, sell-side analysts predict that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year. Insider Buying and Selling In other news, CFO Brian Olsavsky sold 6,172 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $260.31, for a total transaction of $1,606,633.32. Following the transaction, the chief financial officer directly owned 109,207 shares in the company, valued at approximately $28,427,674.17. This represents a 5.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Jassy sold 20,000 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the sale, the chief executive officer directly owned 2,235,766 shares in the company, valued at $579,085,751.66. This trade represents a 0.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 71,589 shares of company stock valued at $18,568,785. Insiders own 8.90% of the company’s stock.

Wall Street Analyst Weigh In AMZN has been the topic of several research reports. Evercore set a $355.00 price target on Amazon.com and gave the company an “outperform” rating in a research note on Friday, August 28th. Oppenheimer restated an “outperform” rating on shares of Amazon.com in a research report on Friday, July 31st. JPMorgan Chase & Co. upped their target price on Amazon.com from $330.00 to $365.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Truist Financial raised their price target on shares of Amazon.com from $320.00 to $350.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Finally, DA Davidson reissued a “neutral” rating and issued a $250.00 target price on shares of Amazon.com in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, Amazon.com currently has an average rating of “Moderate Buy” and an average target price of $323.26.

Get Our Latest Report on AMZN

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

Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock Amazon.com Profile (Free Report)

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

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