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Amazon.com, Inc.'s AWS revenue surged 36.7% YoY to $42.2 billion, marking five consecutive quarters of accelerating growth for AMZN despite its enormous scale. AWS backlog reached $496 billion, rising $130 billion QoQ, while 2027 capacity is largely reserved and 2028 demand remains strong. AWS operating margin expanded to approximately 39.4%, strengthening the case that rapidly growing AI workloads can deliver attractive profitability.

Posted by Defense World Staff on Aug 13th, 2026

FinArc Investments Inc. purchased a new position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm purchased 6,214 shares of the e-commerce giant’s stock, valued at approximately $1,294,000. Amazon.com comprises approximately 1.2% of FinArc Investments Inc.’s investment portfolio, making the stock its 27th largest position.

A number of other institutional investors have also made changes to their positions in the stock. TrueWealth Financial Partners bought a new stake in Amazon.com in the first quarter valued at about $5,253,000. Pathway Wealth Management LLC lifted its stake in Amazon.com by 4.2% in the first quarter. Pathway Wealth Management LLC now owns 24,775 shares of the e-commerce giant’s stock valued at $5,160,000 after buying an additional 1,000 shares during the period. Norris Financial Group LLC bought a new position in Amazon.com during the first quarter worth about $3,560,000. Front Row Advisors LLC boosted its holdings in Amazon.com by 0.3% during the first quarter. Front Row Advisors LLC now owns 15,134 shares of the e-commerce giant’s stock worth $3,152,000 after buying an additional 45 shares during the last quarter. Finally, Western Wealth Management LLC boosted its holdings in Amazon.com by 25.3% during the first quarter. Western Wealth Management LLC now owns 189,362 shares of the e-commerce giant’s stock worth $39,439,000 after buying an additional 38,238 shares during the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.

Amazon.com Price Performance Shares of AMZN opened at $267.28 on Thursday. 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 twelve month low of $196.00 and a twelve month high of $287.20. The stock has a market capitalization of $2.88 trillion, a P/E ratio of 21.50, a P/E/G ratio of 1.81 and a beta of 1.45. The company has a 50 day moving average of $247.35 and a 200-day moving average of $238.30.

Amazon.com (NASDAQ:AMZN – Get Free Report) last announced 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 for the quarter, compared to analyst estimates of $197.03 billion. During the same quarter in the previous year, the firm posted $1.68 earnings per share. The firm’s revenue for the quarter was up 19.6% on a year-over-year basis. As a group, equities research analysts forecast 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. Amazon reportedly raised its 2026 capital-expenditure forecast to approximately $220 billion from $200 billion as cloud demand accelerates; AWS revenue grew 36.7% year over year to $42.2 billion, while its backlog reached $496 billion. Much of Amazon’s 2027 cloud capacity is already committed, improving visibility into future growth. Amazon Stock Eyes AWS Growth as Spending Plan Expands Positive Sentiment: Two OpenAI cybersecurity models, Daybreak Red and Daybreak Blue, launched on Amazon Bedrock, with AWS security teams already using them to identify vulnerabilities. The announcement reinforces the investment case for Bedrock and AWS as enterprise AI adoption expands. Amazon Is Powering OpenAI’s Cyber Models Neutral Sentiment: Amazon expanded its delivery Locker network to more than 750 locations across over 500 U.S. college campuses. The initiative could support convenience and customer engagement, although its near-term financial effect is likely limited. Amazon Expands Locker Pickup to U.S. Colleges Negative Sentiment: Investors are increasingly focused on whether the $220 billion AI spending program will generate adequate returns. The sharp increase from $132 billion in 2025 raises depreciation, financing, and execution risks, particularly if AI demand or monetization slows. Amazon Raises 2026 AI Spending Negative Sentiment: Twitch confirmed that Amazon will use livestream content to train AI models by default unless creators opt out. The policy has triggered backlash from streamers and could create reputational, creator-retention, and regulatory risks. Amazon Will Train on Twitch Content by Default Negative Sentiment: New York City lawmakers are backing legislation that would require large delivery operators to directly employ couriers rather than rely on subcontractors. Amazon warns the proposal could put more than 5,000 jobs at risk and increase delivery costs. Mamdani Takes on Amazon Over Delivery Workers Negative Sentiment: Broader market pressure also weighed on AMZN as investors rotated away from high-valued technology shares and awaited inflation data. Recent insider and founder selling, including Jeff Bezos’ large planned sale, may add sentiment pressure, although the transactions were reportedly made under prearranged trading plans. Analyst Upgrades and Downgrades AMZN has been the subject of a number of recent analyst reports. Jefferies Financial Group reaffirmed a “buy” rating on shares of Amazon.com in a research note on Thursday, June 18th. Piper Sandler reissued an “overweight” rating and set a $320.00 price objective (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Mizuho set a $330.00 price objective on shares of Amazon.com and gave the company an “outperform” rating in a report on Friday, July 31st. Roth Capital restated a “buy” rating and set a $325.00 price objective on shares of Amazon.com in a report on Monday, August 3rd. Finally, Scotiabank reaffirmed an “outperform” rating and issued a $325.00 target price (up from $275.00) on shares of Amazon.com in a research note on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $322.56.

Check Out Our Latest Stock Analysis on AMZN

Insider Transactions at Amazon.com In other Amazon.com news, CEO Matthew S. Garman sold 15,467 shares of Amazon.com stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total value of $4,074,007.80. Following the sale, the chief executive officer directly owned 14,159 shares in the company, valued at approximately $3,729,480.60. The trade was a 52.21% decrease in their position. The sale was disclosed in a filing 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 R. Jassy sold 20,000 shares of the business’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the sale, the chief executive officer directly owned 2,205,766 shares in the company, valued at $581,042,879.72. This trade represents a 0.90% 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 ninety days, insiders sold 77,867 shares of company stock worth $20,532,092. 8.90% of the stock is owned by insiders.

Amazon.com Company Profile (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

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Posted by Defense World Staff on Aug 13th, 2026

Evolutionary Tree Capital Management LLC decreased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 37.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 19,781 shares of the e-commerce giant’s stock after selling 11,684 shares during the period. Amazon.com accounts for approximately 7.7% of Evolutionary Tree Capital Management LLC’s portfolio, making the stock its 2nd biggest holding. Evolutionary Tree Capital Management LLC’s holdings in Amazon.com were worth $4,120,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Gryphon Financial Partners LLC grew its stake in shares of 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 valued at $15,221,000 after buying an additional 5,125 shares in the last quarter. First Citizens Bank & Trust Co. increased its holdings in Amazon.com by 1.7% during 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 buying an additional 5,104 shares during the last quarter. Narwhal Capital Management raised its position in Amazon.com by 2.3% during the fourth quarter. Narwhal Capital Management now owns 216,606 shares of the e-commerce giant’s stock worth $49,997,000 after acquiring an additional 4,854 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in Amazon.com by 21.0% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 24,653,228 shares of the e-commerce giant’s stock worth $5,690,463,000 after acquiring an additional 4,275,942 shares in the last quarter. Finally, Weaver Capital Management LLC lifted its stake in Amazon.com by 13.6% in the fourth quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant’s stock valued at $9,063,000 after acquiring an additional 4,713 shares during the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

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

Positive Sentiment: AWS remains the primary bullish catalyst. Amazon reportedly raised its 2026 capital-expenditure forecast to approximately $220 billion from $200 billion as cloud demand accelerates; AWS revenue grew 36.7% year over year to $42.2 billion, while its backlog reached $496 billion. Much of Amazon’s 2027 cloud capacity is already committed, improving visibility into future growth. Amazon Stock Eyes AWS Growth as Spending Plan Expands Positive Sentiment: Two OpenAI cybersecurity models, Daybreak Red and Daybreak Blue, launched on Amazon Bedrock, with AWS security teams already using them to identify vulnerabilities. The announcement reinforces the investment case for Bedrock and AWS as enterprise AI adoption expands. Amazon Is Powering OpenAI’s Cyber Models Neutral Sentiment: Amazon expanded its delivery Locker network to more than 750 locations across over 500 U.S. college campuses. The initiative could support convenience and customer engagement, although its near-term financial effect is likely limited. Amazon Expands Locker Pickup to U.S. Colleges Negative Sentiment: Investors are increasingly focused on whether the $220 billion AI spending program will generate adequate returns. The sharp increase from $132 billion in 2025 raises depreciation, financing, and execution risks, particularly if AI demand or monetization slows. Amazon Raises 2026 AI Spending Negative Sentiment: Twitch confirmed that Amazon will use livestream content to train AI models by default unless creators opt out. The policy has triggered backlash from streamers and could create reputational, creator-retention, and regulatory risks. Amazon Will Train on Twitch Content by Default Negative Sentiment: New York City lawmakers are backing legislation that would require large delivery operators to directly employ couriers rather than rely on subcontractors. Amazon warns the proposal could put more than 5,000 jobs at risk and increase delivery costs. Mamdani Takes on Amazon Over Delivery Workers Negative Sentiment: Broader market pressure also weighed on AMZN as investors rotated away from high-valued technology shares and awaited inflation data. Recent insider and founder selling, including Jeff Bezos’ large planned sale, may add sentiment pressure, although the transactions were reportedly made under prearranged trading plans. Analysts Set New Price Targets AMZN has been the subject of a number of analyst reports. UBS Group set a $318.00 price objective on shares of Amazon.com and gave the company a “buy” rating in a research report on Friday, July 31st. Canaccord Genuity Group upped their target price on shares of Amazon.com from $300.00 to $330.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Wedbush raised their target price on shares of Amazon.com from $293.00 to $310.00 and gave the company an “outperform” rating in a research note on Friday, July 31st. Roth Capital reiterated a “buy” rating and set a $325.00 price target on shares of Amazon.com in a report on Monday, August 3rd. Finally, Truist Financial boosted their price target on Amazon.com from $320.00 to $350.00 and gave the stock a “buy” rating 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 stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $322.56.

Get Our Latest Report on AMZN

Amazon.com Stock Performance Shares of NASDAQ:AMZN opened at $267.28 on Thursday. The company’s 50 day moving average price is $247.35 and its two-hundred day moving average price is $238.30. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $287.20. The firm has a market cap of $2.88 trillion, a PE ratio of 21.50, a PEG ratio of 1.81 and a beta of 1.45. 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 (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. The company 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 firm’s quarterly revenue was up 19.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.68 earnings per share. Equities research analysts predict that Amazon.com, Inc. will post 8.05 earnings per share for the current year.

Insider Activity In other Amazon.com news, SVP David Zapolsky sold 9,270 shares of Amazon.com stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $268.53, for a total value of $2,489,273.10. Following the completion of the transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at $11,060,750.70. The trade was a 18.37% 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, CEO Douglas J. Herrington sold 6,370 shares of the company’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $262.39, for a total value of $1,671,424.30. Following the sale, the chief executive officer owned 486,527 shares of the company’s stock, valued at approximately $127,659,819.53. The trade was a 1.29% 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. Over the last 90 days, insiders have sold 77,867 shares of company stock worth $20,532,092. 8.90% of the stock is currently owned by insiders.

Amazon.com Profile (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

Read More Five stocks we like better than Amazon.com GE Vernova’s AI Power Boom Faces a Profit Test Cardinal Health Earnings: Can Perfection Get Priced In Twice? Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand Legacy Jet Builders Stall While Embraer Accelerates to New Highs 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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Posted by Defense World Staff on Aug 13th, 2026

Argent Capital Management LLC decreased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 7.6% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 871,185 shares of the e-commerce giant’s stock after selling 71,954 shares during the period. Amazon.com makes up 5.7% of Argent Capital Management LLC’s portfolio, making the stock its 3rd largest position. Argent Capital Management LLC’s holdings in Amazon.com were worth $181,442,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Brighton Jones LLC lifted its position in Amazon.com by 10.9% in the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock valued at $885,478,000 after acquiring an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Amazon.com by 4.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock worth $5,495,000 after purchasing an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG increased its holdings in Amazon.com by 2.8% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock worth $442,481,000 after purchasing an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE raised its stake in shares of Amazon.com by 5.5% in the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock valued at $6,357,000 after purchasing an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC acquired a new stake in shares of Amazon.com in the 4th quarter valued at about $2,153,000. Institutional investors own 72.20% of the company’s stock.

Analysts Set New Price Targets Several research analysts have recently weighed in on AMZN shares. Evercore reaffirmed an “outperform” rating on shares of Amazon.com in a research report on Tuesday, July 28th. Needham & Company LLC reissued a “buy” rating and issued a $300.00 target price on shares of Amazon.com in a research report on Friday, July 31st. Rosenblatt Securities boosted their target price on Amazon.com from $332.00 to $345.00 and gave the company a “buy” rating in a research note on Friday, July 31st. HSBC reaffirmed a “buy” rating and set a $310.00 price target on shares of Amazon.com in a research report on Friday, July 31st. Finally, DA Davidson reaffirmed a “neutral” rating and set a $250.00 price target on shares of Amazon.com in a research note on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $322.56.

Read Our Latest Report on Amazon.com

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

Positive Sentiment: AWS remains the primary bullish catalyst. Amazon reportedly raised its 2026 capital-expenditure forecast to approximately $220 billion from $200 billion as cloud demand accelerates; AWS revenue grew 36.7% year over year to $42.2 billion, while its backlog reached $496 billion. Much of Amazon’s 2027 cloud capacity is already committed, improving visibility into future growth. Amazon Stock Eyes AWS Growth as Spending Plan Expands Positive Sentiment: Two OpenAI cybersecurity models, Daybreak Red and Daybreak Blue, launched on Amazon Bedrock, with AWS security teams already using them to identify vulnerabilities. The announcement reinforces the investment case for Bedrock and AWS as enterprise AI adoption expands. Amazon Is Powering OpenAI’s Cyber Models Neutral Sentiment: Amazon expanded its delivery Locker network to more than 750 locations across over 500 U.S. college campuses. The initiative could support convenience and customer engagement, although its near-term financial effect is likely limited. Amazon Expands Locker Pickup to U.S. Colleges Negative Sentiment: Investors are increasingly focused on whether the $220 billion AI spending program will generate adequate returns. The sharp increase from $132 billion in 2025 raises depreciation, financing, and execution risks, particularly if AI demand or monetization slows. Amazon Raises 2026 AI Spending Negative Sentiment: Twitch confirmed that Amazon will use livestream content to train AI models by default unless creators opt out. The policy has triggered backlash from streamers and could create reputational, creator-retention, and regulatory risks. Amazon Will Train on Twitch Content by Default Negative Sentiment: New York City lawmakers are backing legislation that would require large delivery operators to directly employ couriers rather than rely on subcontractors. Amazon warns the proposal could put more than 5,000 jobs at risk and increase delivery costs. Mamdani Takes on Amazon Over Delivery Workers Negative Sentiment: Broader market pressure also weighed on AMZN as investors rotated away from high-valued technology shares and awaited inflation data. Recent insider and founder selling, including Jeff Bezos’ large planned sale, may add sentiment pressure, although the transactions were reportedly made under prearranged trading plans. Insider Activity at Amazon.com In other news, CEO Andrew R. Jassy sold 20,000 shares of the stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $263.42, for a total value of $5,268,400.00. Following the completion of the sale, the chief executive officer owned 2,205,766 shares of the company’s stock, valued at approximately $581,042,879.72. This represents a 0.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 15,467 shares of the firm’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the completion of the transaction, the chief executive officer directly owned 14,159 shares of the company’s stock, valued at $3,729,480.60. This represents a 52.21% 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. Over the last quarter, insiders have sold 77,867 shares of company stock worth $20,532,092. Insiders own 8.90% of the company’s stock.

Amazon.com Stock Performance AMZN opened at $267.28 on Thursday. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $287.20. The firm has a market capitalization of $2.88 trillion, a PE ratio of 21.50, a PEG ratio of 1.81 and a beta of 1.45. 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 business’s 50-day simple moving average is $247.35 and its 200 day simple moving average is $238.30.

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. The firm had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The business’s revenue was up 19.6% compared to the same quarter last year. During the same period last year, the company earned $1.68 earnings per share. As a group, sell-side analysts expect that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

About Amazon.com (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

Recommended Stories Five stocks we like better than Amazon.com GE Vernova’s AI Power Boom Faces a Profit Test Cardinal Health Earnings: Can Perfection Get Priced In Twice? Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand Legacy Jet Builders Stall While Embraer Accelerates to New Highs 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).

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.

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Amazon CEO Andy Jassy Bloomberg/Getty Images Amazon's huge e-commerce business is redesigning its cloud setup as power and data center capacity become increasingly constrained.

The multiyear effort, known internally as "Region Flex," aims to reduce the concentration of Amazon's online retail operations in a handful of large AWS regions and run systems across more locations at a smaller scale, according to internal planning documents obtained by Business Insider.

Internal plans include efforts to reduce Amazon e-commerce footprint in major AWS hubs such as Northern Virginia and Dublin, Ireland, according to the documents.

The AI boom has sparked an industrywide scramble for power and computing capacity. Amazon is racing to expand AWS data centers and says it added more capacity globally than any other company last year. Even so, CEO Andy Jassy said last month that AWS still can't build capacity fast enough to meet demand.

"AWS power constraints"Region Flex may not have started due to industrywide power constraints caused by the AI boom, but the internal documents obtained by Business Insider show this has become a driving force behind the project.

The Amazon internal documents explicitly cite power and capacity constraints in its cloud planning for the e-commerce business.

One planning document from last year said online retail teams were investing in moving infrastructure out of AWS's Dublin region "to mitigate expansion risk due to AWS power constraints."

A separate online grocery team document said Region Flex was required to ensure Amazon could meet "projected capacity requirements in each region."

Amazon's e-commerce logistics organization described Region Flex as dividing its "service architecture footprint" so it could run "in more AWS regions at a smaller scale, in closer proximity to our customers," according to one planning document from earlier this year.

'S-Team goal'Region Flex is being tracked by Amazon's most senior leaders.

Amazon's grocery business described the initiative as an "S-Team goal," referring to Amazon's senior leadership team, and said teams were planning more than 100 software migrations. The documents also describe Region Flex as improving resilience during AWS disruptions.

The industrywide AI boom has sent demand for computing infrastructure soaring while electricity and available data center space have become major constraints on expansion.

Vacancy rates across North America's largest data center markets fell to a record 1.4% at the end of 2025, according to CBRE. Limited power availability is pushing more data centers beyond established hubs into smaller markets where electricity can be secured more quickly.

Amazon is adding enormous amounts of infrastructure to meet demand. In October, the company said it had added more than 3.8 gigawatts of data center capacity over the previous year, doubling its cloud scale since 2022, and expects to roughly double its power capacity again by the end of 2027.

An AWS data center in Sterling, Virginia  Bloomberg/Getty Images Distributing workloadsDublin has been one focus of Region Flex. Ireland became one of Europe's biggest data center markets over the past decade, putting significant pressure on the country's electricity system.

An internal plan last year called for reducing the Dublin infrastructure footprint of Amazon's e-commerce operation by 40% through migrations and deprecations in 2025. It also contemplated fully moving away from Dublin by the end of 2026 and from AWS regions in Northern Virginia and Oregon by 2029.

In an email to Business Insider, an Amazon spokesperson confirmed Region Flex. The spokesperson added that official internal Amazon documents don't always reflect current plans and described some of the timelines and other details in the documents obtained by Business Insider as "not accurate."

"Evolving our infrastructure is nothing new — it's something we've done for years to deliver the experience our customers expect from Amazon," the spokesperson said.

Using more AWS regions gives Amazon's online retail business greater flexibility to meet customer demand, improve reliability, manage costs, and bring services closer to customers, according to the spokesperson.

The internal documents show Amazon moving workloads from its long-established Dublin hub and distributing them across more AWS regions, including Frankfurt and Zaragoza, Spain.

That can be more expensive. Some services moving from Dublin into those two other regions could see infrastructure costs rise 10% to 15%, according to one document, because distributing workloads can reduce hosting efficiency. Amazon also estimated $90 million in one-time spending on Region Flex in 2025, according to an internal planning document.

Distributing workloads doesn't necessarily eliminate capacity problems. One of the documents noted "capacity constraints" in the Zaragoza region meant the organization planned to move only 65% of its remaining infrastructure costs there, leaving 35% in Dublin.

Despite AWS's rapid expansion, the company still expects shortages to persist. Jassy called power the "single biggest constraint" last year, and said demand will continue to outstrip supply during last month's earnings call.

"Even at that amount, we will still not have enough capacity to meet all the demand we have in 2026," Jassy said, adding that he expected the same dynamic in 2027.

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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 operations, AWS, Alexa, and its secretive internal work 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 broke a story uncovering Amazon’s practice of deceptively enrolling customers in Prime and deliberately making cancellation difficult. A year later, the Federal Trade Commission sued the company, citing his reporting. That case culminated in a record $2.5 billion settlement in 2025.His reporting has earned 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. ExpertiseAmazon, Jeff Bezos, Andy Jassy, e-commerce, and cloud computing.Popular ArticlesAmazon:Internal Amazon emails give an exclusive look at how CEO Andy Jassy has started to run the company, with obsessive attention to the retail business and what some employees feel is micromanagingAndy Jassy will be the next CEO of Amazon. Insiders dish on what it's like to work for Jeff Bezos' successor, who built AWS into a $40 billion business.Internal documents show Amazon has for years knowingly tricked people into signing up for Prime subscriptions. 'We have been deliberately confusing,' former employee says.Inside Amazon's flailing brick-and-mortar ambitions: missed projections, pressure to cut costs, and a war with Whole FoodsInside Amazon's complex employee-review system, where workers feel left in the dark and managers expect to give 5% of reports bad reviewsAfter 28 years, 'Day 2' finally arrives at AmazonAWS, Alexa, healthcare:Inside Amazon's struggle to break into the lucrative market for SaaS business applications, including an internal pitch to buy $38 billion HubSpotInside Amazon's struggle to crack Nvidia's AI-chip dominanceAmazon's AI data center dream runs into the reality of 'zombie' facilities, higher costs, and labor shortagesAmazon is gutting its voice assistant, Alexa. Employees describe a division in crisis and huge losses on 'a wasted opportunity.'Amazon is working on a new 'Remarkable Alexa,' but internal politics and technical issues plague the projectAmazon projected huge losses from its healthcare business in 2024, but strong sales growth, internal document reveals

Amazon AWS Cloud Computing More Data Centers Artificial Intelligence Big Tech Exclusive

Amazon's AI models will now train on Twitch livestreams. Illustration by Omar Marques/SOPA Images/LightRocket via Getty Images Amazon is training its AI models on Twitch livestreams, and its users are not happy about it.

Twitch, which Amazon owns, announced on Wednesday that users could opt out to prevent Amazon's AI models from training on their content. That announcement also served as official confirmation that the training was happening at all.

On a livestream explaining the changes, Mary Kish, Twitch's head of community, said she expected a user backlash.

"We don't expect you to be happy or excited about this," she said. "I don't expect anyone to react to this favorably."

She was right.

The live chat function on the livestream was awash with hundreds of anti-AI messages. Several high-profile Twitch streamers also took to X to criticize both Amazon's training of its AI models on Twitch content and the opt-out feature, which means users will be automatically opted in.

"EVERYONE make sure to turn this off and tell Twitch we don't want this crap!" Twitch user Legundo wrote on X.

Twitch chief product officer Mike Minton said he didn't know whether Amazon had already been using Twitch livestreams to train models.

"I don't know what Amazon in this case has done in terms of model training, and what they've used and not used," Minton said. "I'm not responsible for Amazon's training efforts."

Kish and Minton framed the opt-out setting as a privacy feature unique to Twitch. "Almost any publicly available content is being used for model training in one form or another, whether permitted or not," Minton said.

Amazon did not respond to a request for comment on Wednesday.

Users can opt out of the AI training by going to their privacy settings on Twitch and adjusting the slider at the bottom of the page. Minton said on the livestream that Twitch uses AI to create captions, clips, and content classifications, but does not employ generative features.

Amazon, which purchased Twitch in 2014, has been rapidly scaling its AI infrastructure in recent months as it winds down its internal models to start competing in the frontier model race with the likes of OpenAI and Anthropic.

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Truman Dickerson is the Weekend News Fellow at Business Insider, based in New York City. He covers trending tech and business news. He previously reported for The Boston Globe's Express Desk. He graduated from Boston University, where he served as editor in chief of The Daily Free Press, BU's student-run newspaper.Contact him at [email protected]

AI Amazon Generative AI More

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all.

By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.

However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.

Our proprietary system currently recommends Amazon (AMZN - Free Report) as one such stock. This company not only has a favorable Growth Score, but also carries a top Zacks Rank.

Research shows that stocks carrying the best growth features consistently beat the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better.

Here are three of the most important factors that make the stock of this online retailer a great growth pick right now.

Earnings GrowthEarnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration.

While the historical EPS growth rate for Amazon is 43.4%, investors should actually focus on the projected growth. The company's EPS is expected to grow 82.1% this year, crushing the industry average, which calls for EPS growth of 15%.

Cash Flow GrowthWhile cash is the lifeblood of any business, higher-than-average cash flow growth is more important and beneficial for growth-oriented companies than for mature companies. That's because, growth in cash flow enables these companies to expand their businesses without depending on expensive outside funds.

Right now, year-over-year cash flow growth for Amazon is 28%, which is higher than many of its peers. In fact, the rate compares to the industry average of -8.4%.

While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 25.3% over the past 3-5 years versus the industry average of 11.8%.

Promising Earnings Estimate RevisionsBeyond the metrics outlined above, investors should consider the trend in earnings estimate revisions. A positive trend is a plus here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

There have been upward revisions in current-year earnings estimates for Amazon. The Zacks Consensus Estimate for the current year has surged 3.9% over the past month.

Bottom LineWhile the overall earnings estimate revisions have made Amazon a Zacks Rank #2 stock, it has earned itself a Growth Score of B based on a number of factors, including the ones discussed above.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

This combination indicates that Amazon is a potential outperformer and a solid choice for growth investors.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

© jetcityimage / iStock Editorial via Getty Images

Amazon (NASDAQ:AMZN | AMZN Price Prediction) shares jumped from $230.08 at the earnings release to $256.82 within an hour after the company reported Q2 2026 numbers on July 30, and by the following week the stock was trading at $274.48. Holders of AMZN captured that move directly.

Anyone owning Amazon for the AWS story has spent years watching a stock that pays no dividend. A newer product from Roundhill Investments aims to solve that problem: Roundhill AMZN WeeklyPay ETF (CBOE:AMZW) delivers weekly cash distributions tied to Amazon exposure, and it recently paid weekly distributions through the summer.

Why Investors Hold Amazon The Q2 report gave AMZN holders the confirmation they had been waiting for. AWS revenue reached $42.232 billion, growing 37% year over year at a 39.4% operating margin, the fastest pace in 18 quarters.

CEO Andy Jassy said on the call that “AWS is booming, growing 36.7% year-over-year in Q2, our fastest growth in 18 quarters, and our AI and Chips businesses each eclipsed run rates of more than $25 billion.” Advertising grew 26% to $19.809 billion. Revenue overall came in at $200.606 billion, up 19.62%. Those figures underpin the growth thesis holders have relied on.

The tradeoff for that growth is well known. Amazon pays no dividend and has committed to roughly $200 billion in 2026 capital expenditures, which turned trailing free cash flow negative. Total return comes entirely from price appreciation.

What AMZW Is Actually Doing A synthetic Amazon position wrapped in an income overlay is what AMZW is structured as. The most recent NPORT filing shows 20.24% in direct AMZN equity, 74.07% in Treasury bills, and 10.92% in a government money market fund, with a small negative derivatives line. Net assets sat at $34.9 million as of March 31, 2026. According to the fund documentation, AMZN exposure is achieved primarily through a total return swap, with T-bills serving as collateral that also generates yield.

The income output has been consistent in frequency, if variable in size. Recent weekly distributions include $0.133728 on August 3, $0.279194 on July 27, $0.285876 on July 20, and $0.342137 on July 13. Trailing 12-month distributions total $16.221937. Against a share price of $40.91, that trailing figure implies a distribution rate near 40%, though amounts fluctuate week to week and forward pace should not be assumed to match.

Did the Structure Capture the AWS Pop? From the day before the earnings release through August 7, AMZW returned 19.58% while AMZN itself moved roughly the same amount. Year-to-date through August 7, AMZW is up 19.43% versus AMZN’s 18.92%. Add the weekly cash on top, and the fund kept pace during a large upside move, which is not the pattern typical covered-call single-stock ETFs show when their reference asset rips.

The Tradeoffs Are Real At 1.00%, the expense ratio on AMZW is materially higher than owning AMZN outright, where the holding cost is effectively zero. Distributions are variable and can include return of capital, which reduces cost basis rather than representing pure income.

The fund launched on June 18, 2025, so it has not been tested through a prolonged Amazon drawdown. The five-year total return on AMZN of 64.12% is the benchmark that any Amazon proxy product ultimately has to defend itself against, and AMZW simply does not have that track record yet.

How to Think About the Swap The reader who values compounding above cash flow gets the cleaner outcome from AMZN itself. The reader who already holds AMZN and wants weekly income without exiting can allocate a slice to AMZW and let the swap-plus-T-bill structure convert some exposure into a payment stream.

Selling AMZN in a taxable account to fund an AMZW purchase realizes capital gains, so the swap generally makes more sense in tax-advantaged accounts or as an add-on rather than a replacement. Sentiment on Amazon itself remains neutral at a composite score of 49.24, suggesting the growth thesis is not yet consensus and that the AWS trajectory still has room to be re-rated.

What to Weigh Before Deciding An income wrapper on an AMZN position is essentially what AMZW functions as, offering weekly cash distributions rather than enhanced Amazon exposure. The edge here is the weekly cadence and the roughly market-matching return over recent months, delivered without giving up the AWS-driven upside during a strong quarter.

The cost shows up in the 1% fee, the variability of payouts, and a track record still measured in months. The structure fits more naturally as a satellite allocation sitting alongside a core growth position.

Contact [email protected] for any questions or corrections.

AMZN's $220B 2026 capex plan reflects surging AI demand, but rising costs raise the stakes as cloud growth accelerates.

Amazon (AMZN) faces a New York City bill that could fundamentally alter its last-mile delivery model, requiring direct employment of delivery workers. Edison International (EIX) received a favorable tentative court ruling, reducing immediate liability risk from the 2025 Eaton Fire litigation.

A city council bill backed by the mayor would require big delivery operators to directly employ couriers instead of relying on subcontractors.

by Kurt Schlosser on Aug 11, 2026 at 8:27 amAugust 11, 2026 at 8:27 am

(Amazon Photo) Amazon is scaling up for back-to-school season, expanding its network of Locker package pickup points to more than 750 locations across 500 U.S. colleges and universities.

The expanded footprint — part of Amazon’s broader network of more than 25,000 delivery hubs nationwide — is designed to integrate directly into students’ daily routines without adding additional costs, the tech giant said in a release Tuesday.

Students can select a campus Locker at checkout, track their order via the Amazon app, and collect packages within a three-day window using a barcode or code, with uncollected items automatically returned and refunded.

The campus expansion marks another major evolution for a program that GeekWire first reported on in October 2011, when Amazon quietly launched its delivery lockers as a pilot program in Seattle-area convenience stores.

Amazon is betting that placing secure, 24/7-accessible Lockers directly on campus will eliminate friction for on-the-go students juggling classes and extracurriculars.

“College students are constantly on the move, and picking up a package should fit into their day — not the other way around,” Viraj Chatterjee, vice president of Amazon Transportation, said in a statement.

Amazon’s physical campus push coincides with a broader subscription strategy targeting young consumers. The company announced that higher education students and young adults ages 18 to 24 can sign up for “Prime for Young Adults” at a 50% discount ($7.49 a month or $69 annually), which includes full Prime shipping and streaming benefits, a six-month trial, and 5% cash-back perks.

Posted by Defense World Staff on Aug 11th, 2026

EverSource Wealth Advisors LLC increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 17.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 162,143 shares of the e-commerce giant’s stock after buying an additional 23,647 shares during the quarter. Amazon.com comprises about 1.0% of EverSource Wealth Advisors LLC’s holdings, making the stock its 16th largest position. EverSource Wealth Advisors LLC’s holdings in Amazon.com were worth $33,770,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC raised its stake in shares of Amazon.com by 10.9% during the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after purchasing an additional 397,007 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Amazon.com by 4.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock worth $5,495,000 after purchasing an additional 986 shares during the period. Bank Pictet & Cie Europe AG grew its position in Amazon.com by 2.8% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after buying an additional 54,987 shares during the last quarter. Highview Capital Management LLC DE grew its position in Amazon.com by 5.5% in the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock valued at $6,357,000 after buying an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC acquired a new position in Amazon.com in the 4th quarter valued at $2,153,000. Institutional investors and hedge funds own 72.20% of the company’s stock.

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

Positive Sentiment: Amazon’s recent earnings breakout is attracting continued investor interest. Renewed AWS growth and accelerating AI demand could support earnings momentum and a post-earnings drift higher. Amazon: A Post-Earnings Drift Candidate Positive Sentiment: Analysts and market commentators point to accelerating cloud revenue as a potential long-term driver that could help Amazon grow beyond its recently achieved $3 trillion market capitalization. Amazon Just Joined the $3 Trillion Club Positive Sentiment: A reported institutional and retail “Power Inflow” alert provided a short-term bullish trading signal, helping reinforce buying momentum in AMZN. Amazon Shares Up After Key Trading Signal Positive Sentiment: Amazon’s Zoox robotaxi subsidiary began paid rides in Las Vegas after receiving a federal commercial exemption, marking a meaningful commercialization milestone for the company’s autonomous-vehicle investment. Zoox to Begin Paid Rides Positive Sentiment: Amazon Pharmacy is offering eligible Medicare patients access to certain weight-loss drugs for $50 per month, potentially expanding customer engagement and the company’s healthcare presence. Amazon Pharmacy Rolls Out Low-Cost Weight-Loss Drugs Analysts Set New Price Targets A number of brokerages have commented on AMZN. Rosenblatt Securities upped their price objective on shares of Amazon.com from $332.00 to $345.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $328.00 target price (up from $322.00) on shares of Amazon.com in a report on Friday, July 31st. Piper Sandler reiterated an “overweight” rating and set a $320.00 price target (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Guggenheim reissued a “buy” rating and set a $320.00 price target (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. Finally, Royal Bank Of Canada raised their price objective on shares of Amazon.com from $320.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $322.56.

View Our Latest Report on AMZN

Insiders Place Their Bets In other news, VP Shelley Reynolds sold 2,363 shares of the firm’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $262.38, for a total value of $620,003.94. Following the completion of the transaction, the vice president owned 119,780 shares in the company, valued at $31,427,876.40. This trade represents a 1.93% decrease in their ownership of the stock. The sale 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, CEO Douglas J. Herrington sold 6,370 shares of Amazon.com stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $262.39, for a total value of $1,671,424.30. Following the transaction, the chief executive officer directly owned 486,527 shares of the company’s stock, valued at $127,659,819.53. This trade represents a 1.29% 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. Over the last quarter, insiders have sold 77,867 shares of company stock valued at $20,532,092. Company insiders own 8.90% of the company’s stock.

Amazon.com Stock Performance AMZN opened at $278.09 on Tuesday. The stock has a market cap of $3.00 trillion, a P/E ratio of 22.37, a P/E/G ratio of 1.83 and a beta of 1.45. 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 stock’s 50 day simple moving average is $246.69 and its 200 day simple moving average is $237.78. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20.

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

Amazon.com Company Profile (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

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Posted by Defense World Staff on Aug 11th, 2026

Constant Guidance Financial LLC lowered its stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 47.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,821 shares of the e-commerce giant’s stock after selling 10,849 shares during the period. Amazon.com makes up approximately 1.7% of Constant Guidance Financial LLC’s portfolio, making the stock its 10th biggest holding. Constant Guidance Financial LLC’s holdings in Amazon.com were worth $2,462,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Red Crane Wealth Management LLC raised its position in Amazon.com by 2.3% during the 1st quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant’s stock worth $346,000 after buying an additional 38 shares during the last quarter. Robinson Smith Wealth Advisors LLC boosted its holdings in shares of Amazon.com by 0.7% in the first quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock valued at $1,147,000 after acquiring an additional 40 shares in the last quarter. Sfam LLC boosted its holdings in shares of Amazon.com by 3.4% in the first quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant’s stock valued at $255,000 after acquiring an additional 40 shares in the last quarter. Measured Risk Portfolios Inc. increased its stake in shares of Amazon.com by 3.4% during the first quarter. Measured Risk Portfolios Inc. now owns 1,206 shares of the e-commerce giant’s stock worth $251,000 after acquiring an additional 40 shares during the period. Finally, Financial Connections Group Inc. increased its stake in shares of Amazon.com by 2.6% during the fourth quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant’s stock worth $376,000 after acquiring an additional 42 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Amazon.com Stock Performance NASDAQ AMZN opened at $278.09 on Tuesday. The business has a 50 day moving average price of $246.69 and a 200 day moving average price of $237.78. The company has a market capitalization of $3.00 trillion, a P/E ratio of 22.37, a PEG ratio of 1.83 and a beta of 1.45. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. 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 (NASDAQ:AMZN – Get Free Report) last posted its 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 for the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.Amazon.com’s quarterly revenue was up 19.6% compared to the same quarter last year. During the same period in the previous year, the business earned $1.68 earnings per share. Sell-side analysts expect that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

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

Positive Sentiment: Amazon’s recent earnings breakout is attracting continued investor interest. Renewed AWS growth and accelerating AI demand could support earnings momentum and a post-earnings drift higher. Amazon: A Post-Earnings Drift Candidate Positive Sentiment: Analysts and market commentators point to accelerating cloud revenue as a potential long-term driver that could help Amazon grow beyond its recently achieved $3 trillion market capitalization. Amazon Just Joined the $3 Trillion Club Positive Sentiment: A reported institutional and retail “Power Inflow” alert provided a short-term bullish trading signal, helping reinforce buying momentum in AMZN. Amazon Shares Up After Key Trading Signal Positive Sentiment: Amazon’s Zoox robotaxi subsidiary began paid rides in Las Vegas after receiving a federal commercial exemption, marking a meaningful commercialization milestone for the company’s autonomous-vehicle investment. Zoox to Begin Paid Rides Positive Sentiment: Amazon Pharmacy is offering eligible Medicare patients access to certain weight-loss drugs for $50 per month, potentially expanding customer engagement and the company’s healthcare presence. Amazon Pharmacy Rolls Out Low-Cost Weight-Loss Drugs Insider Buying and Selling at Amazon.com In related news, VP Shelley Reynolds sold 2,363 shares of the business’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $262.38, for a total value of $620,003.94. Following the sale, the vice president directly owned 119,780 shares in the company, valued at $31,427,876.40. The trade was a 1.93% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 15,467 shares of the stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the completion of the sale, the chief executive officer directly owned 14,159 shares in the company, valued at approximately $3,729,480.60. The trade was a 52.21% 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. Over the last ninety days, insiders have sold 77,867 shares of company stock worth $20,532,092. Insiders own 8.90% of the company’s stock.

Wall Street Analyst Weigh In AMZN has been the subject of a number of recent analyst reports. Raymond James Financial restated an “outperform” rating and issued a $390.00 price objective (up from $280.00) on shares of Amazon.com in a research report on Friday, July 31st. Citigroup reiterated a “buy” rating and set a $350.00 target price (up from $325.00) on shares of Amazon.com in a research report on Friday, July 31st. The Goldman Sachs Group reissued a “buy” rating and set a $375.00 target price (up from $335.00) on shares of Amazon.com in a research note on Friday, July 31st. Guggenheim reissued a “buy” rating and issued a $320.00 price target (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. Finally, Wolfe Research restated an “outperform” rating and issued a $315.00 price target 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 stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $322.56.

Check Out Our Latest Stock Analysis on Amazon.com

About Amazon.com (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

See Also Five stocks we like better than Amazon.com SoundHound AI Sends a Loud Signal After Its Q2 Earnings Beat 3 Dividend Champion Utilities for a Market That Can’t Sit Still These 3 Most-Upgraded Stocks Have Almost Nothing to Do With AI First Solar’s Profit Engine Faces a New Policy Test in Washington

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

Jack Nguyen spent more than seven years working at Amazon across two stints before being laid off in January. Jack Nguyen This as-told-to essay is based on a conversation with Jack Nguyen, a Deloitte employee in his 40s, living in Virginia. He previously worked for Amazon before being laid off in January. The following has been edited for length and clarity.

In January, I learned that I'd been laid off from my engineering role at Amazon. After spending more than seven years at the company across two stints, it was pretty surprising, but also not surprising, at the same time.

I'd already been somewhat concerned about my job security, particularly after the company's big layoffs in 2023. While some of the teams we worked closely with were affected by the layoff, my team made it through unscathed, which was encouraging.

The company's five-day return-to-office mandate, announced in late 2024, felt like a "soft layoff" — a way to encourage people to leave on their own. It made me think Amazon might be trying to reduce headcount.

After being laid off, I started looking for work after about a week. I thought about taking more time to recharge since I was still receiving my garden leave paychecks and knew severance was coming.

However, you never know how long a job search will take, so I decided to get started right away. Once I experienced the job market firsthand, it felt like the right decision.

Why I left — and why I came backI joined Amazon in 2017 as an IT support engineer based in Arlington, Virginia. In 2021, I left for a support engineering role at a cybersecurity company after feeling like I'd hit a ceiling on my compensation at Amazon.

But less than a year later, I came across an engineering role at Amazon on a brand-new team. I saw the position as an opportunity for career growth.

After going through the interview process, I received an offer and returned to Amazon in 2022 — less than a year after leaving the company.

The return-to-office mandate brought new challengesFor the first couple of years after I returned, things went really well. It felt like a new challenge; the job required long hours at times, so it could definitely be stressful, but overall, I enjoyed it. Over time, though, job security concerns from layoff announcements and adapting to return-to-office mandates made the experience more challenging.

In the beginning, I was still working fully remotely because there wasn't yet an office requirement. Then, in 2023, Amazon announced that employees would be expected to work from the office three days a week, and in late 2024 came the announcement of the five-day return-to-office mandate.

During my first stint at the company, different organizations and managers seemed to have a lot of flexibility in deciding whether employees had to come into the office. This time, the policy came from the top and applied across the company. A lot of employees weren't happy about it.

My family had bought a home farther from Amazon's offices for more space and better schools, so moving closer to the office wasn't an attractive option.

My commute was about an hour and a half each way on public transit, which became part of the tradeoff. In my last year at Amazon, the company added a shuttle service that cut my commute to about an hour, which helped, but I still had two kids and a family to get home to every evening, so it was difficult.

By the time I was laid off, I knew I wanted my next role to offer more flexibility than Amazon's five-day office mandate.

The job market was challengingAs I began looking for work, I found the job market quite challenging. I was competing with more candidates, getting ghosted after applying, and it felt like more companies were using AI to screen résumés before a person ever saw them.

In previous job searches, I could simply update my LinkedIn profile to say I was open to work, update my résumé, and submit cold applications. That wasn't the case this time.

During this job search, most of the interviews I landed early on came through referrals or people in my network.

One strategy that I believe helped me was posting about my layoff on LinkedIn. The post helped connect me with someone who referred me for an engineering role as a project delivery specialist at Deloitte. I was interested because it offered the chance to stay in engineering while doing something different from my role at Amazon.

My schedule is more flexible nowIn March, after a few rounds of interviews, I landed the job. I'm now in a much more customer-facing role, helping clients achieve their business goals. It's been a nice change of pace.

My in-office schedule depends on the needs of the client I'm supporting, but overall, I've found the company to be much more flexible about office attendance, which has allowed me to spend more time with my family.

My advice for other job seekers is to rely on your network. It's hard enough to find a role by blindly applying online. Reach out to people you know, ask for referrals when you can, and keep building your skills so you can market yourself more effectively.

Do you have a story to share? Reach out to the reporter via email at [email protected], or via Signal at jzinkula.29.

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Amazon has quietly poured $5,001,377 into a New York political operation dressed up as a small-business coalition, its largest disclosed New York state lobbying spend ever. The target: a New York City Council bill that would force Amazon (NASDAQ:AMZN | AMZN Price Prediction) to directly employ the drivers who wear its uniform and drive its vans. On Aug. 10, 2026, Mayor Zohran Mamdani endorsed the bill on video, escalating a fight that had been running under the surface for six months into open political warfare.

The Delivery Protection Act The bill, sponsored by Council Member Tiffany Caban (D-Queens), would require last-mile delivery facilities to be licensed by the city’s Department of Consumer and Worker Protection and force operators like Amazon to directly employ delivery and warehouse workers rather than route them through third-party Delivery Service Partners. Amazon does not directly employ its 200,000+ U.S. drivers; DSPs do, while workers wear Amazon-branded uniforms and drive Amazon-branded vans. If passed, New York would be the first U.S. city to regulate last-mile delivery this way.

What $5 Million Bought Amazon made five payments totaling $5,001,377 to the Five Borough Jobs Campaign between February and mid-May 2026, according to state disclosures reported by New York Focus on July 23, 2026. That group financed ads under a separate front, “New York Delivers,” presented as a coalition of small businesses and workers. Amazon supplied roughly 97% of the group’s funding this year; FedEx, Prologis and the Trucking Association of New York combined for about $173,000, roughly 3%. New York Delivers did not list Amazon as a member as of May 19, 2026, despite Amazon having already routed at least $1.9 million through it. An Amazon-funded AKRF study ($52,500) warned the bill would add up to $5.20 per package, or $664 per household annually, while noting 83% of last-mile facility workers live outside Manhattan and about 80% are minorities.

Mamdani Steps In “Corporations like Amazon build billion-dollar business models by insulating themselves from accountability through a system of exploitative subcontracting,” Mamdani said, adding in a video: “If Amazon is delivering your packages, they should follow the same rules as any other delivery company.” Rutgers labor studies professor Eric Blanc called it “a great fight for the administration to pick” because it pits “young Black and brown working-class New Yorkers against Jeff Bezos.”

Amazon’s Counter Spokesperson Kelly Nantel said the legislation “would directly undermine that commitment, threatening the small businesses that deliver to customers, putting the jobs of more than 5,000 of their employees at risk and forcing us to consider relocating delivery operations outside of the city.” DSP owner Rudy Cazares argued, “It’s very easy to say it’s workers against big corporations and that Amazon is the big bad wolf here.” Christine Chan of Highgate Logistics added, “You’re betting that Amazon is going to employ these people directly. I’ll take the other side of that bet.” Caban’s rebuttal: “They use this sort of PR campaign to try to say, ‘Well, no, we’re not the big bad corporation. We’re actually a group of small businesses.'”

The Driver’s View Amazon driver Luc Rene, backing the bill, says he delivers up to 400 packages a day and that his contractor told him Amazon would not allow a lighter load during extreme weather. NYC delivery workers start around $20/hour; Amazon says its average is closer to $24/hour; a Teamsters deal with an Amazon contractor in California set pay near $30/hour.

What To Watch The bill has 31+ co-sponsors (some sources cite 34 of 51 members), a working majority. Council Speaker Julie Menin has not taken a public position this year, though she backed an earlier version. For a company with a $2,960,627,335,000 market cap and $775,680,033,000 in trailing revenue, $5 million is a rounding error. The question is whether Amazon’s largest-ever New York political bet can stall a bill that already has the votes, or whether Mamdani has found the corporate villain his mayoralty was built to fight.

Contact [email protected] for any questions or corrections.

The retail landscape continues to shift as e-commerce giants and niche specialists battle for consumer dollars. Investors must choose between the diversified powerhouse Amazon.com (AMZN +1.31%) and the pet-care specialist Chewy (CHWY -4.00%) in 2026.

Amazon dominates through a vast logistics network and its high-margin cloud division, while Chewy builds a dedicated ecosystem around recurring pet subscriptions. These companies both leverage digital convenience but offer vastly different exposure to consumer discretionary spending. Comparing them helps identify which business model aligns better with your risk tolerance and long-term investment goals.

The case for Amazon.comAmazon operates a global e-commerce and cloud-services business, serving consumers, third-party sellers, and enterprise AWS customers. Within the retail stocks landscape, it continues to face regulatory scrutiny regarding Prime subscriptions and marketplace oversight. The company is also involved in a high-profile antitrust class action involving roughly 288 million members, which could influence future operations.

In 2025, revenue reached nearly $716.9 billion, representing growth of 12.4% over the prior year. The company reported a net income of roughly $77.7 billion for the same period, continuing a trend of rising profitability. This resulted in a net margin of close to 11%, which is the percentage of revenue that remains as profit after all operating and non-operating costs are paid.

As of its December 2025 balance sheet, the debt-to-equity ratio was roughly 0.4x, which compares total debt to shareholder equity to measure financial leverage. The current ratio was approximately 1.1x, comparing short-term assets to short-term liabilities to measure immediate liquidity.

Free cash flow for the period was nearly $7.7 billion, representing the cash remaining after the company covers its operating expenses and capital investments.

The case for ChewyChewy serves pet parents in the U.S. and Canada through its platform, offering approximately 190,000 products from 4,000 brands. The company recently expanded its physical footprint in pet healthcare by acquiring Modern Animal, adding veterinary clinical expertise and 47 planned locations. Its Autoship subscription program drives recurring revenue and maintains a nationwide fulfillment network, simplifying repeat purchases for consumers.

In 2025, revenue reached approximately $12.6 billion, representing nearly 6.2% growth as the company expanded its customer base. The company reported a net income of roughly $222.8 million for the same period, showing its ability to generate a profit in the competitive pet market. Its net margin was approximately 1.8%, the percentage of revenue retained as profit after all business expenses.

As of its February 2026 balance sheet, the debt-to-equity ratio was roughly 1.0x, while the current ratio was 0.9x, comparing short-term assets to liabilities.

Free cash flow reached nearly $562.4 million, which is the cash left over after paying for operations and capital expenditures. Note that stock-based compensation accounted for roughly 43.1% of operating cash flow, inflating reported cash generation because it is a non-cash expense added back in the cash flow statement.

Risk profile comparisonAmazon faces intense competition across all major segments from rivals like Alphabet and Microsoft. Government authorities worldwide are increasing scrutiny, with the company facing a potential $2.5 billion settlement with the FTC. Geopolitical risks in markets such as China and India also pose challenges due to evolving local regulations and trade restrictions.

Chewy deals with heavy competition from Walmart and Amazon in the pet retail space. The integration of Modern Animal clinics carries execution risks and requires significant capital spending to build out new locations. Additionally, the company is vulnerable to shipping disruptions because it relies on third-party logistics providers to deliver orders to customers.

Valuation comparisonAmazon carries a lower Forward P/E ratio, which compares the stock price to future earnings estimates, while Chewy offers a lower P/S ratio, measuring price against total revenue.

MetricAmazon.comChewyForward P/E23.3x30.4xP/S ratio4.1x0.8xValuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

Both companies face risks and intense competition, but overall are solidly positioned in their respective markets. Amazon has massive scale in e-commerce, while Chewy serves the niche pet supplies market.

According to the American Pet Association, Americans spent $158 billion on their pets in 2025, giving Chewy a large market to expand into. Still, I would prefer to buy Amazon primarily for its fast-growing, highly profitable cloud business.

Amazon is a more diversified business with several growing revenue streams across advertising, third-party fulfillment services, cloud, and e-commerce. Its large size hasn’t anchored its growth all that much, as it is growing revenue faster than Chewy.

Chewy’s trailing-12-month revenue grew 6.1%, slower than Amazon’s 15.8%. Amazon may continue to see higher growth, as Amazon Web Services continues to experience significant demand for compute and custom AI chips, with segment revenue up 37% year over year in the second quarter.

Relative to its momentum, Amazon appears reasonably priced for a new investment. Investors can buy the stock at a forward P/E of 23, despite analysts expecting earnings to grow at a 20% annualized rate in the coming years.

Amazon.com Inc (NASDAQ:AMZN) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.

Understanding the Power Inflow Signal

Order flow analytics examine real-time buying and selling behavior by analyzing volume, timing, and order size across both retail and institutional participants. These insights provide a deeper understanding of price action and market sentiment, allowing traders and institutions to make more informed decisions.

AMZN Performance

At the time of the Power Inflow alert, AMZN was trading at $275.14. Following the signal:
• Intraday High As Of 2:30PM EST: $280.14 (+1.82%)

This article is for informational purposes only and does not constitute financial advice, investment recommendations, or a solicitation to buy or sell securities. The analysis is based on stock order flow data, but accuracy is not guaranteed. Investing involves risk, including possible loss of principal, and past performance is not indicative of future results. Please consult a licensed financial advisor before making any investment decisions.

Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.

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New York City Mayor Zohran Mamdani is throwing his support behind controversial legislation that would force Amazon and other delivery giants to directly employ thousands of drivers — despite warnings the policy will force Amazon outside the five boroughs and lead to slower, more expensive deliveries.

Mamdani on Monday backed the Teamsters-supported Delivery Protection Act, which would bar companies from subcontracting core warehouse and delivery work at last-mile facilities and require workers to be directly employed by the facility operator.

“Corporations like Amazon build billion-dollar business models by insulating themselves from accountability through a system of exploitative subcontracting,” the mayor said in a statement.

Mayor Zohran Mamdani is backing the Delivery Protection Act, which would require covered last-mile delivery operators to directly employ workers rather than rely on subcontractors. Matthew McDermott for NY Post He called the bill “common-sense regulation that protects delivery workers, safeguards the communities where these facilities operate and ensures that the corporations benefiting from workers’ labor are responsible for the consequences of their business practices.”

However, the legislation would foist an extra $664 per year on New York households to get their goods, according to a study by consultancy AKRF. 

“This law is just going to raise prices for consumers,” Business Council of New York State spokesperson Steve Smith told The Post on Monday.

Amazon, which works with more than 40 local Delivery Service Partners employing over 5,000 people in New York City, has warned that the legislation could prompt it to move delivery operations outside the city.

A retreat outside the city limits would result in deliveries that are not only significantly slower but also more costly, AKRF previously warned.

“We’re committed to creating good jobs, supporting our thousands of employees and local small business partners in New York City and providing fast, reliable delivery for New Yorkers,” Amazon spokeswoman Kelly A. Nantel told The Post.

“But as written, this legislation would directly undermine that commitment — threatening the small businesses that deliver to customers, putting the jobs of more than 5,000 of their employees at risk and forcing us to consider relocating delivery operations outside of the city.”

Amazon has warned that the Delivery Protection Act could put more than 5,000 contractor jobs at risk and force the company to consider moving delivery operations outside New York City. Christopher Sadowski for NY Post Opponents of the bill planned to mount their own show of force Monday, with package delivery workers and small-business owners planning a 1 p.m. press conference in East Harlem to urge city leaders to reject the measure.

The New York Delivers coalition said its members will gather at Thomas Jefferson Park to argue that Intro 518 threatens thousands of delivery jobs and small businesses while raising costs for New Yorkers.

The coalition claims as many as 10,000 city delivery jobs could be at risk if the legislation passes, including an estimated 3,500 last-mile delivery jobs in Harlem and four adjoining Council districts.

New York Delivers also said 82% of the last-mile delivery workforce does not have a college degree, and 84% is non-white. The group plans to feature delivery workers and small-business owners who say the legislation threatens their livelihoods.

The opposition event is scheduled for the same day that supporters of the Delivery Protection Act are stepping up pressure on the Council, sharpening the fight over legislation that would upend the subcontracting model used for last-mile deliveries in the city.

Amazon says the legislation threatens the small businesses that deliver its packages and could prompt it to consider relocating delivery operations outside the five boroughs. Christopher Sadowski Rudy Cazares, a New York City native who operates an Amazon Delivery Service Partner and is also a FedEx contractor, told The Post the legislation would put him out of business.

“I would be shutting my business down. I have no business,” Cazares told The Post.

He said he currently employs roughly 130 people and hires more during peak times like the holidays. His drivers start at $23.75 an hour, with more experienced drivers earning as much as roughly $27 an hour, he said.

“All my employees are W2, either full time or part time with benefits, paying payroll taxes,” Cazares said.

He pushed back on the notion that companies like his merely provide a buffer between Amazon and its drivers, saying his company hires its own employees and operates its own vehicles.

“They control the sorting of the packages. They stage them for us. We pick them up and we go deliver them,” Cazares said of Amazon.

He acknowledged that Amazon pushes its delivery partners to find efficiencies, including through technology, but argued that city officials should address concerns about the system without eliminating the businesses themselves.

“There’s been no dialogue that includes the small businesses that are the ones making this happen,” Cazares said.

Mamdani is siding with organized labor in the fight over legislation targeting the subcontracting model used for last-mile deliveries. Matthew McDermott for NY Post “This direct hire mandate will eliminate every small business out there that delivers packages for any business,” he added.

City officials have also urged caution over the measure.

“We want to make sure we don’t have unintended consequences,” Carlos Ortiz, deputy commissioner of external affairs for the Department of Consumer and Worker Protection, said at an April Council hearing.

A spokesperson for Council Speaker Julie Menin previously said the Manhattan Democrat was waiting for the “bill to go through the legislative process, to receive input and engagement from stakeholders.”

“Amazon will say or do whatever it takes to deny workers stronger rights and wages and abdicate its responsibilities for its own employees, which is why journalists are obliged to expose these greedy corporate tactics and not serve as stenographers for the company’s anti-worker propaganda,” Matt McQuaid, a spokesperson for the Teamsters union, told The Post.

The Post has sought comment from Mamdani, Amazon and FedEx.

Leading e-commerce and tech company Amazon (AMZN +0.81%) has been rallying recently, after posting strong quarterly earnings numbers, hitting a new all-time high of more than $287 along the way. It's now up around 19% for the year, and its market cap is hovering around $3 trillion. The business has been doing exceptionally well as its growth rate has been solid, and its growth opportunities are plentiful.

But has the stock gotten too expensive, or can it still be a good buy at its current levels?

Image source: Getty Images.

Amazon's cloud business has been taking off A key reason investors have been bullish on Amazon's stock of late has been due to its popular cloud platform, Amazon Web Services (AWS). In the most recent quarter, which ended on June 30, AWS achieved its fastest growth rate in 18 quarters -- 37%. Not only is that important from a growth angle, but AWS also generates the best margins for the business; thus, a strong performance will also boost the bottom line. Of the $27.5 billion in operating income that Amazon posted last quarter, $16.6 billion, or 61%, came from AWS.

Despite spending heavily on artificial intelligence (AI), investors are becoming bullish that Amazon's efforts are paying off; CEO Andy Jassy says that "our AI and chips businesses each eclipsed run rates of more than $25 billion." All in all, the business is doing exceptionally well, with Amazon beating expectations on top and bottom lines for this most recent quarter.

Although it's one of the most valuable stocks in the world, based on its profits, it doesn't appear to be too expensive, as its price-to-earnings (P/E) multiple is just 22.

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Is Amazon stock really as cheap as it looks? At a P/E of 22, Amazon stock looks like a bargain buy given that the average stock on the S&P 500 trades at a P/E multiple of 24. There is, however, a bit of an asterisk with that. While its earnings soared from $18.2 billion to $62.6 billion, a big reason was that due to other income of $53.4 billion, which Amazon says is mainly from investments in AI company Anthropic. Without that, its earnings would be significantly lighter, and the stock's valuation wouldn't be as low.

Amazon, however, does still trade at a reasonably modest forward P/E multiple of around 23, which is based on analyst projections for how it will do in the year ahead. While its earnings may be inflated due to investment gains, the tech stock is by no means absurdly overvalued, as the business has been doing incredibly well.

For long-term investors, Amazon can still be an excellent stock to buy and hold, as it stands to benefit significantly from AI.

HomeEarnings Analysis

SummaryFor Q2 ’26 to-date, S&P 500 EPS and revenue growth are up 51.1% and 15.2% respectively. The S&P 500 EPS growth has been inflated the last two quarters by the Anthropic mark-ups. The S&P 500 "operating" EPS growth rates the last two quarters are 19-20%, and 32.7%.Looking at longer-term revenue estimates for the S&P 500’s y-o-y revenue growth rate, Q2 ’26 was estimated at 6.9% on January 2nd, ’26, while Q2 ’26’s almost-completed revenue growth is 15.2%, or twice what was expected on January 2, ’26.Amazon’s latest earnings release was also heavily affected by the Anthropic write-up: after removing the EPS value of the Anthropic mark-up, I have that Amazon missed on their EPS by 55%, printing operating EPS of $0.86 versus the $1.92 expected by the Street.Amazon Web Services (AWS) was the hero of the quarter, despite Anthropic. AWS grew revenue 37% y-o-y, the strongest in quite a while (since COVID, or March ’22) for the combination e-commerce retailer and cloud company. patpitchaya/iStock via Getty Images

Everyone talks about S&P 500 EPS growth, but few pay attention to S&P 500 revenue growth, which may be a better indicator of the market’s health.

The last time both the S&P 500 EPS and

11.36K Followers

Amazon had incredibly strong performance post-earnings as the company saw 20+% YoY revenue growth and 40+% operating earnings growth. Amazon's core business remains incredibly strong with a double-digit growth rate. Amazon's ads saw 26% YoY growth, giving high-margin revenue to the core business. Amazon has built a dominant AI market position, with equity stakes, cloud, and an incredibly strong silicon portfolio. AWS saw not only 37% YoY revenue growth but also margin growth.

Posted by Defense World Staff on Aug 9th, 2026

Blue Chip Partners LLC grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 147,461 shares of the e-commerce giant’s stock after acquiring an additional 2,583 shares during the period. Amazon.com comprises approximately 2.2% of Blue Chip Partners LLC’s holdings, making the stock its 17th largest position. Blue Chip Partners LLC’s holdings in Amazon.com were worth $30,712,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Gryphon Financial Partners LLC boosted its holdings in shares of Amazon.com by 7.5% during the 1st quarter. Gryphon Financial Partners LLC now owns 73,085 shares of the e-commerce giant’s stock valued at $15,221,000 after purchasing an additional 5,125 shares during the last quarter. First Citizens Bank & Trust Co. increased its position 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 purchasing an additional 5,104 shares during the last quarter. Narwhal Capital Management raised its stake in Amazon.com by 2.3% during the fourth quarter. Narwhal Capital Management now owns 216,606 shares of the e-commerce giant’s stock valued at $49,997,000 after purchasing an additional 4,854 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its position in Amazon.com by 21.0% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 24,653,228 shares of the e-commerce giant’s stock valued at $5,690,463,000 after purchasing an additional 4,275,942 shares during the last quarter. Finally, Weaver Capital Management LLC increased its holdings in shares of Amazon.com by 13.6% in the 4th quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant’s stock worth $9,063,000 after buying an additional 4,713 shares during the last quarter. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity In other Amazon.com news, CEO Andrew R. Jassy sold 20,000 shares of the company’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the completion of the transaction, the chief executive officer directly owned 2,205,766 shares in the company, valued at approximately $581,042,879.72. This represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing 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 S. Garman sold 15,467 shares of the firm’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total value of $4,074,007.80. Following the completion of the transaction, the chief executive officer owned 14,159 shares in the company, valued at approximately $3,729,480.60. This trade represents a 52.21% 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 77,867 shares of company stock valued at $20,532,092 over the last 90 days. Company insiders own 8.90% of the company’s stock.

Analyst Upgrades and Downgrades A number of equities analysts have recently commented on the company. Mizuho set a $330.00 target price on Amazon.com and gave the stock an “outperform” rating in a report on Friday, July 31st. Maxim Group raised their price target on Amazon.com from $290.00 to $315.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. BMO Capital Markets reaffirmed an “outperform” rating and set a $360.00 price objective (up from $355.00) on shares of Amazon.com in a research note on Tuesday, July 28th. Bank of America boosted their price objective on shares of Amazon.com from $310.00 to $320.00 and gave the company a “buy” rating in a research 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 report on Friday, July 31st. One research 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 MarketBeat.com, Amazon.com presently has a consensus rating of “Moderate Buy” and an average price target of $322.56.

Read Our Latest Stock Analysis on Amazon.com

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

Positive Sentiment: AWS and AI demand remain the main bullish catalysts. Recent coverage highlights AWS growth of roughly 37%, a reported $496 billion backlog, and sustained demand for AI infrastructure. Amazon has raised its 2026 capital-expenditure outlook to approximately $220 billion and plans to expand data-center capacity, signaling confidence that demand will continue. Amazon: $3 Trillion Is a Milestone, Not a Ceiling Positive Sentiment: Recent operating results and analyst views support the stock. Amazon’s latest quarter exceeded consensus estimates, with revenue of $200.61 billion, up 19.6% year over year. Zacks upgraded the shares to “Strong Buy,” while other analysts raised price targets, reinforcing the view that AWS, advertising, and retail improvements can offset higher spending. AI Boom: Top Stocks to Consider for Your Portfolio Positive Sentiment: Amazon Pharmacy is expanding its healthcare opportunity. Eligible Medicare Part D patients can access certain GLP-1 weight-loss drugs, including Wegovy and Zepbound, for $50 per month through a federal program. The initiative could increase pharmacy traffic and strengthen Amazon’s position in prescription fulfillment, though near-term financial benefits are uncertain. Amazon Pharmacy Offers Weight-Loss Drugs Neutral Sentiment: Amazon’s AI spending is producing both optimism and concern. Bullish investors argue strong AWS demand and committed capacity can justify the investment cycle, while valuation experts warn that hyperscalers may be “overinvesting” before returns are clear. The heavier spending could pressure free cash flow and margins if AI monetization slows. Amazon’s Massive Capex Expansion Negative Sentiment: Large shareholder sales are creating supply concerns. Jeff Bezos plans to sell roughly 15 million shares valued near $4 billion, while Amazon CEO Douglas Herrington sold 1,000 shares under a pre-arranged Rule 10b5-1 plan. Berkshire Hathaway also exited its Amazon position in the first quarter. These transactions do not change Amazon’s fundamentals but may weigh on sentiment after the stock’s rally. Bezos Plans to Sell Amazon Stock Amazon.com Stock Up 0.8% Amazon.com stock opened at $274.48 on Friday. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $287.20. The business has a fifty day moving average of $246.35 and a two-hundred day moving average of $237.46. The firm has a market cap of $2.96 trillion, a P/E ratio of 22.08, a P/E/G ratio of 1.83 and a beta of 1.45. 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 (NASDAQ:AMZN – Get Free Report) last announced its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating 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 company had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. During the same period last year, the firm earned $1.68 earnings per share. Amazon.com’s revenue was up 19.6% compared to the same quarter last year. On average, analysts forecast that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Amazon.com Profile (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

Recommended Stories Five stocks we like better than Amazon.com Quantum Earnings Week: Winners and Losers Are Finally Emerging Axon’s Post-Earnings Pullback May Be More About Valuation Than Growth Uber Stock Lags in 2026, But Cash Flow and AV Bets Fuel Upside AppLovin Stock Hits 52-Week Low as Analysts Trim Targets, Stay Bullish 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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Ardmore Road Asset Management LP grew its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 43.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 150,000 shares of the e-commerce giant’s stock after purchasing an additional 45,765 shares during the quarter. Amazon.com makes up about 2.1% of Ardmore Road Asset Management LP’s investment portfolio, making the stock its 15th largest holding. Ardmore Road Asset Management LP’s holdings in Amazon.com were worth $31,240,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. lifted its holdings in Amazon.com by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock worth $158,348,557,000 after purchasing an additional 8,913,959 shares in the last quarter. State Street Corp grew its holdings in Amazon.com by 1.8% during the 4th quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock valued at $89,708,913,000 after buying an additional 6,971,680 shares in the last quarter. Geode Capital Management LLC raised its position in shares of Amazon.com by 1.1% during the fourth 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 last quarter. Norges Bank bought a new stake in shares of Amazon.com during the fourth quarter valued at approximately $32,868,735,000. Finally, Auto Owners Insurance Co lifted 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 buying an additional 98,090,585 shares in the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.

Amazon.com Stock Performance Shares of NASDAQ:AMZN opened at $274.48 on Friday. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $287.20. The stock has a market capitalization of $2.96 trillion, a P/E ratio of 22.08, a PEG ratio of 1.83 and a beta of 1.45. The firm has a fifty day simple moving average of $246.35 and a two-hundred day simple moving average of $237.46. 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 (NASDAQ:AMZN – Get Free Report) last announced its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating 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 prior year, the company earned $1.68 EPS. The business’s revenue was up 19.6% compared to the same quarter last year. On average, analysts expect that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Insider Buying and Selling at Amazon.com In other news, CEO Douglas J. Herrington sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $278.39, for a total value of $278,390.00. Following the completion of the sale, the chief executive officer directly owned 483,527 shares of the company’s stock, valued at $134,609,081.53. This trade represents a 0.21% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,270 shares of the firm’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $268.53, for a total value of $2,489,273.10. Following the completion of the sale, the senior vice president directly owned 41,190 shares of the company’s stock, valued at $11,060,750.70. The trade was a 18.37% 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 sold 77,867 shares of company stock valued at $20,532,092. Corporate insiders own 8.90% of the company’s stock.

Wall Street Analysts Forecast Growth A number of equities analysts recently weighed in on the stock. TD Securities upgraded shares of Amazon.com to a “buy” rating in a research report on Monday, April 13th. Oppenheimer reiterated an “outperform” rating on shares of Amazon.com in a report on Friday, July 31st. 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. Wedbush increased their price objective on shares of Amazon.com from $293.00 to $310.00 and gave the company an “outperform” rating in a report on Friday, July 31st. Finally, Pivotal Research restated a “buy” rating and set a $333.00 price objective (up from $320.00) on shares of Amazon.com in a research report on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $322.56.

Check Out Our Latest Report on AMZN

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

Positive Sentiment: AWS and AI demand remain the main bullish catalysts. Recent coverage highlights AWS growth of roughly 37%, a reported $496 billion backlog, and sustained demand for AI infrastructure. Amazon has raised its 2026 capital-expenditure outlook to approximately $220 billion and plans to expand data-center capacity, signaling confidence that demand will continue. Amazon: $3 Trillion Is a Milestone, Not a Ceiling Positive Sentiment: Recent operating results and analyst views support the stock. Amazon’s latest quarter exceeded consensus estimates, with revenue of $200.61 billion, up 19.6% year over year. Zacks upgraded the shares to “Strong Buy,” while other analysts raised price targets, reinforcing the view that AWS, advertising, and retail improvements can offset higher spending. AI Boom: Top Stocks to Consider for Your Portfolio Positive Sentiment: Amazon Pharmacy is expanding its healthcare opportunity. Eligible Medicare Part D patients can access certain GLP-1 weight-loss drugs, including Wegovy and Zepbound, for $50 per month through a federal program. The initiative could increase pharmacy traffic and strengthen Amazon’s position in prescription fulfillment, though near-term financial benefits are uncertain. Amazon Pharmacy Offers Weight-Loss Drugs Neutral Sentiment: Amazon’s AI spending is producing both optimism and concern. Bullish investors argue strong AWS demand and committed capacity can justify the investment cycle, while valuation experts warn that hyperscalers may be “overinvesting” before returns are clear. The heavier spending could pressure free cash flow and margins if AI monetization slows. Amazon’s Massive Capex Expansion Negative Sentiment: Large shareholder sales are creating supply concerns. Jeff Bezos plans to sell roughly 15 million shares valued near $4 billion, while Amazon CEO Douglas Herrington sold 1,000 shares under a pre-arranged Rule 10b5-1 plan. Berkshire Hathaway also exited its Amazon position in the first quarter. These transactions do not change Amazon’s fundamentals but may weigh on sentiment after the stock’s rally. Bezos Plans to Sell Amazon Stock About Amazon.com (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

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