Track market-moving stories before they get noisy

Kelly Lawrence W & Associates Inc. CA bought a new position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 52,710 shares of the e-commerce giant’s stock, valued at approximately $12,563,000. Amazon.com makes up about 2.7% of Kelly Lawrence W & Associates Inc. CA’s portfolio, making the stock its 12th largest holding.

Other institutional investors have also modified their holdings of the company. Sone Capital Management LLC purchased a new stake in shares of Amazon.com in the 2nd quarter worth approximately $27,118,000. Trajan Wealth LLC purchased a new position in Amazon.com during the second quarter valued at approximately $75,253,000. Van Hulzen Asset Management LLC increased its holdings in Amazon.com by 4.7% during the second quarter. Van Hulzen Asset Management LLC now owns 109,314 shares of the e-commerce giant’s stock valued at $26,054,000 after buying an additional 4,863 shares during the period. Veratis Advisors Inc. bought a new position in Amazon.com in the second quarter worth approximately $1,137,000. Finally, Wilmar Advisors LLC bought a new position in Amazon.com in the second quarter worth approximately $5,958,000. 72.20% of the stock is owned by hedge funds and other institutional investors.

Amazon.com Stock Down 1.3% Amazon.com stock opened at $254.98 on Wednesday. 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 has a market capitalization of $2.75 trillion, a price-to-earnings ratio of 20.51, a PEG ratio of 2.00 and a beta of 1.44. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The business has a fifty day moving average price of $256.47 and a 200-day moving average price of $246.48.

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 return on equity of 18.00% and a net margin of 17.44%.The company had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. During the same period in the prior year, the company posted $1.68 EPS. The firm’s quarterly revenue was up 19.6% compared to the same quarter last year. Equities research analysts forecast that Amazon.com, Inc. will post 8.01 EPS for the current fiscal year. Key Headlines Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon signed a Generac supply agreement worth up to $8 billion for backup generators, including approximately $2.4 billion of expected orders in 2027–2028 and warrants for Amazon. The deal highlights strong AWS data-center demand and addresses electricity constraints that could otherwise slow AI expansion. Amazon’s Generac power deal Positive Sentiment: Amazon is expanding AI-powered logistics, including smart glasses for more than 20,000 delivery drivers by 2027. The company also plans an additional $1.9 billion investment in its Delivery Service Partner program, targeting better safety, routing and delivery efficiency. Amazon delivery investment Neutral Sentiment: Amazon blocked Meta’s Muse shopping agent, citing unauthorized access, failure to identify itself and concerns involving customer credentials and data. The move protects Amazon’s control over customer relationships, checkout and marketplace data, but could cause it to lose orders initiated by outside AI agents as agentic commerce develops. Amazon and Meta Muse dispute Negative Sentiment: Shopify’s shares rallied after Meta enabled Muse to browse Shopify-powered stores and complete purchases through Shop Pay, while Amazon remained excluded. Investors may view this as a competitive advantage for Shopify and a potential threat to Amazon’s influence over future AI-driven shopping. Shopify and Meta Muse integration Negative Sentiment: Amazon’s planned AI buildout—estimated at roughly $220 billion in capital spending—continues to raise concerns about cash flow, returns on investment and possible AWS margin pressure. Higher labor costs, including a $1 increase in eligible U.S. warehouse starting pay, add to near-term expense pressure. Amazon wage investment Negative Sentiment: A U.S. financial disclosure showed sales of between $5 million and $25 million of Amazon stock by President Donald Trump in July. The transaction is historical and does not change Amazon’s fundamentals, but the disclosure may add short-term selling sentiment. Trump Amazon stock sale disclosure Insider Activity In other Amazon.com news, CEO Matthew Garman sold 14,541 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.06, for a total transaction of $3,766,991.46. Following the transaction, the chief executive officer owned 17,794 shares in the company, valued at approximately $4,609,713.64. This represents a 44.97% decrease in their position. The sale was disclosed in a document filed 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 Andrew R. Jassy sold 20,000 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the transaction, the chief executive officer owned 2,235,766 shares in the company, valued at $579,085,751.66. The trade was a 0.89% 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 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth Several brokerages have issued reports on AMZN. Evercore set a $355.00 target price on Amazon.com and gave the company an “outperform” rating in a research report on Friday, August 28th. Monness Crespi & Hardt boosted their price target on Amazon.com from $315.00 to $330.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. HSBC restated a “buy” rating and set a $310.00 price objective on shares of Amazon.com in a research note on Friday, July 31st. Citigroup reaffirmed a “market outperform” rating on shares of Amazon.com in a research report on Friday, August 14th. Finally, Citizens Jmp reiterated a “market outperform” rating and issued a $315.00 target price on shares of Amazon.com in a research note on Friday, July 31st. Fifty-six investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $321.19.

Read Our Latest Stock Report on AMZN

About Amazon.com (Free Report)

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

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

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Amazon (AMZN.O) on Wednesday introduced a new agentic artificial ​intelligence service for third-party sellers on ‌its main e-commerce site, expanding automation features for easier listing and inventory management. Agents are ​fast becoming the hottest area of ​growth in AI because they can perform ⁠multiple actions with little to no ​human intervention.
Here are some details:

Known as "workflows," the ​service runs continuously to carry out seller prompts such as an alert if their ratings suddenly decline ​or monitoring pricing for specific products.

The ​Seller Assistant platform can store each seller's profile ‌for ⁠custom recommendations, including for item pricing, promotions and inventory management.

The seller agent can connect to AI tools that sellers already use ​through a ​plug-in, ⁠initially through Amazon's Quick and Anthropic's Claude services.

The new agent will ​be free for any seller ​to ⁠use and optional, said Amazon's Mary Beth Westmoreland, vice president of worldwide selling experience.

Sellers ⁠can ​decide how much personal data ​they share with Amazon through the new agentic service.

Whalen Wealth Management Inc. purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 27,162 shares of the e-commerce giant’s stock, valued at approximately $6,474,000. Amazon.com accounts for approximately 2.9% of Whalen Wealth Management Inc.’s investment portfolio, making the stock its 3rd biggest position.

Other large investors also recently added to or reduced their stakes in the company. Auto Owners Insurance Co raised its position in Amazon.com by 27,376.7% during the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock valued at $2,272,397,000 after buying an additional 98,090,585 shares during the period. Bank of New York Mellon Corp acquired a new stake in Amazon.com during the 2nd quarter worth about $16,341,405,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in Amazon.com during the 2nd quarter valued at about $6,631,466,000. Danske Bank A S acquired a new position in shares of Amazon.com in the 2nd quarter valued at about $2,494,705,000. Finally, Arrowstreet Capital Limited Partnership lifted its position in shares of Amazon.com by 32.1% in the first quarter. Arrowstreet Capital Limited Partnership now owns 32,578,171 shares of the e-commerce giant’s stock worth $6,785,036,000 after purchasing an additional 7,924,943 shares in the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.

Amazon.com Stock Up 1.9% Amazon.com stock opened at $258.45 on Tuesday. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The firm’s fifty day simple moving average is $256.32 and its 200-day simple moving average is $246.21. The company has a market capitalization of $2.79 trillion, a P/E ratio of 20.79, a P/E/G ratio of 1.97 and a beta of 1.44.

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 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 the consensus estimate of $197.03 billion. During the same period in the prior year, the business posted $1.68 earnings per share. The business’s quarterly revenue was up 19.6% on a year-over-year basis. Sell-side analysts forecast that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year. Key Amazon.com News Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon announced an additional $1.9 billion investment in its Delivery Service Partner program for 2027. The spending is intended to raise delivery-driver pay, improve safety and expand AI-powered routing and delivery tools. Amazon says serious crashes have declined more than 23%, while Smart Delivery Glasses could help equip more than 20,000 drivers by 2027. Amazon delivery investment announcement Positive Sentiment: Amazon’s agreement to purchase up to $8 billion of Generac power equipment supports faster AWS data-center construction, including $2.4 billion of expected orders in 2027–2028. The deal reinforces the investment case for AWS and the broader AI infrastructure buildout. Amazon Generac supply agreement Positive Sentiment: UBS reportedly sees roughly 25% potential upside for Amazon, arguing that enterprise AI adoption remains in an early stage and should support demand for cloud services, chips and data-center infrastructure. UBS Amazon upside commentary Neutral Sentiment: Amazon blocked Meta’s Muse shopping agent, citing undisclosed access, failure to identify itself and concerns about credentials and platform rules. The move protects Amazon’s control over customer data and marketplace traffic, but highlights growing conflict over who controls agentic shopping. Amazon blocks Meta Muse Negative Sentiment: Investors continue to weigh risks from Amazon’s unusually large AI capital-spending program, including potential AWS margin pressure, rising financing needs and slower returns if AI demand does not keep pace. A recent analysis also warned that higher interest rates could weigh on capital-intensive technology stocks. Amazon capital spending analysis Wall Street Analyst Weigh In Several analysts recently commented on AMZN shares. Bank of America raised their price target on shares of Amazon.com from $310.00 to $320.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Truist Financial boosted their price target on shares of Amazon.com from $320.00 to $350.00 and gave the company a “buy” rating in a report on Friday, July 31st. Zacks Research downgraded shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 14th. Wolfe Research reiterated an “outperform” rating and set a $315.00 price objective on shares of Amazon.com in a report on Friday, July 31st. Finally, Cantor Fitzgerald reissued an “overweight” rating and set a $320.00 price objective (down from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. Fifty-six research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and an average target price of $321.19.

Get Our Latest Research Report on AMZN

Insider Activity at Amazon.com In other news, CEO Andrew Jassy sold 20,000 shares of the stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the transaction, the chief executive officer owned 2,235,766 shares of the company’s stock, valued at approximately $579,085,751.66. This represents a 0.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 14,541 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.06, for a total value of $3,766,991.46. Following the completion of the transaction, the chief executive officer directly owned 17,794 shares in the company, valued at $4,609,713.64. The trade was a 44.97% 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. Insiders have sold a total of 71,589 shares of company stock worth $18,568,785 in the last 90 days. Insiders own 8.90% of the company’s stock.

About Amazon.com (Free Report)

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

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

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Paradigm Capital Management LLC NV purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN) during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 5,914 shares of the e-commerce giant’s stock, valued at approximately $1,410,000. Amazon.com makes up approximately 1.2% of Paradigm Capital Management LLC NV’s portfolio, making the stock its 23rd largest holding.

Several other hedge funds and other institutional investors have also bought and sold shares of AMZN. Silvant Capital Management LLC acquired a new position in Amazon.com in the second quarter valued at about $60,065,000. Northstar Financial Companies Inc. acquired a new stake in Amazon.com during the second quarter worth about $3,376,000. Gryphon Financial Partners LLC increased its holdings in Amazon.com by 7.5% in 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 buying an additional 5,125 shares during the period. First Citizens Bank & Trust Co. raised its position in shares of Amazon.com by 1.7% in the 1st quarter. First Citizens Bank & Trust Co. now owns 303,862 shares of the e-commerce giant’s stock valued at $63,285,000 after buying an additional 5,104 shares in the last quarter. Finally, GSA Capital Partners LLP acquired a new position in shares of Amazon.com in the 2nd quarter valued at approximately $2,261,000. Institutional investors and hedge funds own 72.20% of the company’s stock.

Amazon.com Trading Up 1.9% AMZN opened at $258.45 on Tuesday. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two week 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. The firm has a market capitalization of $2.79 trillion, a price-to-earnings ratio of 20.79, a PEG ratio of 1.97 and a beta of 1.44. The company’s 50 day moving average price is $256.32 and its two-hundred day moving average price is $246.21.

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 (EPS) 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 net margin of 17.44% and a return on equity of 18.00%. The company’s revenue for the quarter was up 19.6% on a year-over-year basis. During the same quarter last year, the firm earned $1.68 earnings per share. As a group, research analysts predict that Amazon.com, Inc. will post 8.01 earnings per share for the current year. Amazon.com News Summary Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon announced an additional $1.9 billion investment in its Delivery Service Partner program for 2027. The spending is intended to raise delivery-driver pay, improve safety and expand AI-powered routing and delivery tools. Amazon says serious crashes have declined more than 23%, while Smart Delivery Glasses could help equip more than 20,000 drivers by 2027. Amazon delivery investment announcement Positive Sentiment: Amazon’s agreement to purchase up to $8 billion of Generac power equipment supports faster AWS data-center construction, including $2.4 billion of expected orders in 2027–2028. The deal reinforces the investment case for AWS and the broader AI infrastructure buildout. Amazon Generac supply agreement Positive Sentiment: UBS reportedly sees roughly 25% potential upside for Amazon, arguing that enterprise AI adoption remains in an early stage and should support demand for cloud services, chips and data-center infrastructure. UBS Amazon upside commentary Neutral Sentiment: Amazon blocked Meta’s Muse shopping agent, citing undisclosed access, failure to identify itself and concerns about credentials and platform rules. The move protects Amazon’s control over customer data and marketplace traffic, but highlights growing conflict over who controls agentic shopping. Amazon blocks Meta Muse Negative Sentiment: Investors continue to weigh risks from Amazon’s unusually large AI capital-spending program, including potential AWS margin pressure, rising financing needs and slower returns if AI demand does not keep pace. A recent analysis also warned that higher interest rates could weigh on capital-intensive technology stocks. Amazon capital spending analysis Insiders Place Their Bets In other Amazon.com news, CEO Douglas J. Herrington sold 1,000 shares of the company’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $254.77, for a total value of $254,770.00. Following the sale, the chief executive officer owned 475,681 shares in the company, valued at approximately $121,189,248.37. The trade was a 0.21% decrease in their position. The transaction was disclosed in a filing with the SEC, 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 stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $5,180,200.00. Following the completion of the sale, the chief executive officer directly owned 2,235,766 shares of the company’s stock, valued at approximately $579,085,751.66. The trade was a 0.89% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 71,589 shares of company stock valued at $18,568,785 over the last ninety days. 8.90% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth Several analysts recently issued reports on the stock. Bank of America increased their price target on shares of Amazon.com from $310.00 to $320.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Needham & Company LLC reiterated a “buy” rating and issued a $300.00 price target on shares of Amazon.com in a research note on Friday, July 31st. Raymond James Financial reissued an “outperform” rating and set a $390.00 price target (up from $280.00) on shares of Amazon.com in a report on Friday, July 31st. Monness Crespi & Hardt upped their price objective on Amazon.com from $315.00 to $330.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Finally, Rosenblatt Securities began coverage on Amazon.com in a research note on Thursday, August 20th. They issued a “buy” rating and a $335.00 price objective on the stock. Fifty-six investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $321.19.

View Our Latest Stock Report on Amazon.com

Amazon.com Company Profile (Free Report)

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

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

Featured Articles Five stocks we like better than Amazon.com Can Bloom Energy Pop the Top Off AI’s Massive Energy Bottleneck? Coach’s Momentum Powers Tapestry Despite the Stock’s Sharp Pullback AI Is Reshaping SaaS—These 2 Software ETFs Offer Different Ways to Play It Insiders Signal Deep Value In DICK’s Sporting Goods 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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Kerrisdale Advisers LLC decreased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 4.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,891 shares of the e-commerce giant’s stock after selling 2,855 shares during the period. Amazon.com accounts for about 3.4% of Kerrisdale Advisers LLC’s portfolio, making the stock its 5th biggest position. Kerrisdale Advisers LLC’s holdings in Amazon.com were worth $13,321,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in AMZN. Red Crane Wealth Management LLC increased its position in Amazon.com by 2.3% in the 1st quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant’s stock valued at $346,000 after buying an additional 38 shares in the last quarter. Robinson Smith Wealth Advisors LLC boosted its holdings in 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 worth $1,147,000 after acquiring an additional 40 shares in the last quarter. Sfam LLC boosted its holdings in Amazon.com by 3.4% in the first quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant’s stock worth $255,000 after acquiring an additional 40 shares in the last quarter. Measured Risk Portfolios Inc. grew its stake in Amazon.com by 3.4% in the first quarter. Measured Risk Portfolios Inc. now owns 1,206 shares of the e-commerce giant’s stock valued at $251,000 after acquiring an additional 40 shares during the period. Finally, CoreFirst Bank & Trust grew its stake in Amazon.com by 1.1% in the first quarter. CoreFirst Bank & Trust now owns 3,620 shares of the e-commerce giant’s stock valued at $754,000 after acquiring an additional 40 shares during the period. Institutional investors own 72.20% of the company’s stock.

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

Amazon.com Stock Performance Shares of AMZN opened at $253.71 on Monday. The stock has a 50 day moving average of $256.09 and a 200 day moving average of $245.86. The company has a market capitalization of $2.74 trillion, a price-to-earnings ratio of 20.41, a PEG ratio of 1.97 and a beta of 1.44. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $287.20. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, topping the consensus estimate of $1.82 by $3.93. The business had revenue of $200.61 billion for the quarter, compared to analysts’ expectations of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The business’s revenue was up 19.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.68 earnings per share. As a group, sell-side analysts forecast that Amazon.com, Inc. will post 8.01 earnings per share for the current year.

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

Positive Sentiment: Amazon agreed to purchase up to $8 billion of backup generators from Generac, including approximately $2.4 billion of deliveries in 2027–2028. The deal should help Amazon bring AWS data centers online despite grid-connection delays and power shortages, while Amazon receives warrants to purchase Generac shares. Generac Plugs into Amazon for an $8B AI-Powered Deal Positive Sentiment: Analysts and investors continue to point to accelerating AWS demand, with reports citing a $169 billion annualized revenue run rate and a large cloud backlog. That supports expectations that AI-related infrastructure spending can translate into future sales, despite near-term cash-flow pressure. Amazon’s Andy Jassy Just Made a Startling Prediction Positive Sentiment: Project Mercury aims to expand Amazon’s same-day delivery network to more than 1,000 hubs by 2031. Bank of America called the initiative strategically important as Amazon attempts to narrow Walmart’s proximity and convenience advantage. Amazon’s secret weapon against Walmart could be a massive blitz in same-day delivery Positive Sentiment: AWS made its AI-powered hiring product, Amazon Connect Talent, generally available, expanding Amazon’s enterprise AI offerings beyond cloud infrastructure. Amazon has also received favorable attention from UBS analysts among top technology stock picks. Neutral Sentiment: Amazon is promoting industry and government cooperation on AI safety standards, emphasizing testing before release without calling for a broader slowdown in development. The stance may improve trust but is unlikely to materially change near-term results. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: Amazon faces European Commission scrutiny over marketplace rules that may restrict sellers from offering lower prices elsewhere, creating potential regulatory and compliance costs. Negative Sentiment: Investors remain concerned that roughly $220 billion of planned 2026 capital expenditures could keep free cash flow negative. Higher wages, delivery costs and possible electricity-grid charges for data centers add to the spending burden. Negative Sentiment: U.S. senators have urged the FTC to investigate Amazon’s AI shopping tools over alleged suppression of U.S.-made products and misleading “Made in USA” labels. The company also continues to face reputational and legal attention related to its Prime settlement. Analysts Set New Price Targets A number of research analysts have recently issued reports on AMZN shares. Evercore set a $355.00 price objective on shares of Amazon.com and gave the company an “outperform” rating in a report on Friday, August 28th. Citizens Jmp restated a “market outperform” rating and issued a $315.00 target price on shares of Amazon.com in a report on Friday, July 31st. Needham & Company LLC reaffirmed a “buy” rating and issued a $300.00 price target on shares of Amazon.com in a research report on Friday, July 31st. Cantor Fitzgerald reiterated an “overweight” rating and set a $320.00 price target (down from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Finally, BMO Capital Markets reissued an “outperform” rating and set a $360.00 price objective (up from $355.00) on shares of Amazon.com in a report on Tuesday, July 28th. Fifty-six analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, Amazon.com presently has a consensus rating of “Moderate Buy” and a consensus target price of $321.19.

Read Our Latest Report on AMZN

Amazon.com Company Profile (Free Report)

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

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

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Meritage Group LP bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 1,542,397 shares of the e-commerce giant’s stock, valued at approximately $367,615,000. Amazon.com makes up 14.2% of Meritage Group LP’s portfolio, making the stock its 2nd biggest position.

Other institutional investors have also recently added to or reduced their stakes in the company. Bank of New York Mellon Corp acquired a new position in Amazon.com during the 2nd quarter worth approximately $16,341,405,000. Invesco Ltd. grew its position in Amazon.com by 3.3% in the fourth quarter. Invesco Ltd. now owns 59,604,857 shares of the e-commerce giant’s stock valued at $13,757,993,000 after acquiring an additional 1,879,630 shares in the last quarter. Amundi raised its stake in shares of Amazon.com by 14.1% during the first quarter. Amundi now owns 61,400,503 shares of the e-commerce giant’s stock valued at $12,787,883,000 after purchasing an additional 7,590,952 shares during the period. Dimensional Fund Advisors LP raised its stake in shares of Amazon.com by 23.0% during the first quarter. Dimensional Fund Advisors LP now owns 39,029,984 shares of the e-commerce giant’s stock valued at $8,126,338,000 after purchasing an additional 7,305,560 shares during the period. Finally, Fisher Asset Management LLC lifted its position in shares of Amazon.com by 1.5% during the fourth quarter. Fisher Asset Management LLC now owns 33,593,612 shares of the e-commerce giant’s stock worth $7,754,078,000 after purchasing an additional 489,924 shares in the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth A number of equities analysts have weighed in on the stock. Royal Bank Of Canada upped 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. Truist Financial lifted their target price on Amazon.com from $320.00 to $350.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Rosenblatt Securities initiated coverage on Amazon.com in a research note on Thursday, August 20th. They issued a “buy” rating and a $335.00 price target on the stock. Telsey Advisory Group set a $335.00 price target on Amazon.com and gave the company an “outperform” rating in a report on Friday, July 31st. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $325.00 price objective (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Fifty-six analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $321.19.

Check Out Our Latest Research Report on Amazon.com Amazon.com News Summary Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon agreed to purchase up to $8 billion of backup generators from Generac, including approximately $2.4 billion of deliveries in 2027–2028. The deal should help Amazon bring AWS data centers online despite grid-connection delays and power shortages, while Amazon receives warrants to purchase Generac shares. Generac Plugs into Amazon for an $8B AI-Powered Deal Positive Sentiment: Analysts and investors continue to point to accelerating AWS demand, with reports citing a $169 billion annualized revenue run rate and a large cloud backlog. That supports expectations that AI-related infrastructure spending can translate into future sales, despite near-term cash-flow pressure. Amazon’s Andy Jassy Just Made a Startling Prediction Positive Sentiment: Project Mercury aims to expand Amazon’s same-day delivery network to more than 1,000 hubs by 2031. Bank of America called the initiative strategically important as Amazon attempts to narrow Walmart’s proximity and convenience advantage. Amazon’s secret weapon against Walmart could be a massive blitz in same-day delivery Positive Sentiment: AWS made its AI-powered hiring product, Amazon Connect Talent, generally available, expanding Amazon’s enterprise AI offerings beyond cloud infrastructure. Amazon has also received favorable attention from UBS analysts among top technology stock picks. Neutral Sentiment: Amazon is promoting industry and government cooperation on AI safety standards, emphasizing testing before release without calling for a broader slowdown in development. The stance may improve trust but is unlikely to materially change near-term results. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: Amazon faces European Commission scrutiny over marketplace rules that may restrict sellers from offering lower prices elsewhere, creating potential regulatory and compliance costs. Negative Sentiment: Investors remain concerned that roughly $220 billion of planned 2026 capital expenditures could keep free cash flow negative. Higher wages, delivery costs and possible electricity-grid charges for data centers add to the spending burden. Negative Sentiment: U.S. senators have urged the FTC to investigate Amazon’s AI shopping tools over alleged suppression of U.S.-made products and misleading “Made in USA” labels. The company also continues to face reputational and legal attention related to its Prime settlement. Amazon.com Stock Performance Shares of AMZN stock opened at $253.71 on Monday. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. The business has a 50 day moving average of $256.09 and a two-hundred day moving average of $245.86. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $287.20. The company has a market cap of $2.74 trillion, a P/E ratio of 20.41, a PEG ratio of 1.97 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN – Get Free Report) last announced its quarterly 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 company had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. During the same quarter in the previous year, the company posted $1.68 earnings per share. The company’s revenue for the quarter was up 19.6% compared to the same quarter last year. As a group, analysts anticipate that Amazon.com, Inc. will post 8.01 EPS for the current year.

Insider Buying and Selling In other Amazon.com news, CEO Matthew S. Garman sold 14,541 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $259.06, for a total value of $3,766,991.46. Following the completion of the sale, the chief executive officer directly owned 17,794 shares in the company, valued at $4,609,713.64. This represents a 44.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Jassy sold 20,000 shares of the company’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $5,180,200.00. Following the completion of the sale, the chief executive officer owned 2,235,766 shares of the company’s stock, valued at approximately $579,085,751.66. This trade represents a 0.89% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 71,589 shares of company stock worth $18,568,785. Company insiders own 8.90% of the company’s stock.

Amazon.com Company Profile (Free Report)

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

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

Featured Articles Five stocks we like better than Amazon.com NVIDIA Just Named AI’s Next Bottleneck—And These 3 Stocks Sit Right In It Gold Has Gone Sideways, But These 3 Stocks Haven’t The AI Bottleneck Is Not Chips Anymore and 3 Pipeline Stocks Are Cashing In These 3 Stocks Under $20 Have Wall Street Looking Past the Share Price 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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Polymer Capital Management HK LTD acquired a new stake in Amazon.com, Inc. (NASDAQ:AMZN) in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 36,360 shares of the e-commerce giant’s stock, valued at approximately $8,666,000. Amazon.com comprises approximately 0.4% of Polymer Capital Management HK LTD’s investment portfolio, making the stock its 29th biggest position.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Alpha Advisors LLC VA purchased a new position in Amazon.com during the second quarter valued at $561,000. Connor Clark & Lunn Investment Management Ltd. purchased a new stake in shares of Amazon.com during the 2nd quarter valued at about $712,551,000. Capital Square LLC purchased a new stake in Amazon.com in the second quarter worth approximately $4,687,000. Meiji Yasuda Asset Management Co Ltd. bought a new stake in shares of Amazon.com in the second quarter worth $44,239,000. Finally, Clarion Wealth Managment Partners LLC purchased a new stake in shares of Amazon.com during the 2nd quarter valued at about $1,996,000. 72.20% of the stock is owned by institutional investors.

Amazon.com Price Performance NASDAQ:AMZN opened at $253.71 on Monday. The company’s 50-day simple moving average is $256.09 and its 200-day simple moving average is $245.86. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $287.20. The stock has a market capitalization of $2.74 trillion, a P/E ratio of 20.41, a P/E/G ratio of 1.97 and a beta of 1.44.

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 return on equity of 18.00% and a net margin of 17.44%.The company had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. During the same period in the prior year, the company posted $1.68 EPS. The firm’s quarterly revenue was up 19.6% compared to the same quarter last year. On average, equities analysts anticipate that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year. Analyst Upgrades and Downgrades AMZN has been the subject of a number of recent research reports. Wells Fargo & Company reiterated an “overweight” rating and set a $338.00 price objective (up from $328.00) on shares of Amazon.com in a research note on Thursday, September 3rd. Roth Capital reiterated a “buy” rating and issued a $325.00 target price on shares of Amazon.com in a research report on Monday, August 3rd. Benchmark increased their price target on shares of Amazon.com from $370.00 to $400.00 and gave the company a “buy” rating in a report on Friday, July 31st. JPMorgan Chase & Co. raised their price objective on shares of Amazon.com from $330.00 to $365.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $320.00 target price (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Fifty-six equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus price target of $321.19.

Read Our Latest Stock Report on AMZN

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

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

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

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

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

Further Reading Five stocks we like better than Amazon.com NVIDIA Just Named AI’s Next Bottleneck—And These 3 Stocks Sit Right In It Gold Has Gone Sideways, But These 3 Stocks Haven’t The AI Bottleneck Is Not Chips Anymore and 3 Pipeline Stocks Are Cashing In These 3 Stocks Under $20 Have Wall Street Looking Past the Share Price Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).

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Amazon (AMZN +1.00%) has been one of the key players in the artificial intelligence (AI) revolution thanks to Amazon Web Services (AWS). Customers turn to cloud providers like AWS for access to AI chips, large language models, and more -- and this has translated into tremendous growth for AWS and Amazon overall.

But one element has weighed on the minds of investors, and at certain points, demand for Amazon stock. Investors have questioned the depth and pace of the AI infrastructure build-out, wondering if the revenue opportunity down the road will make this kind of spending worthwhile -- or if players will be left with too much capacity.

Tech giants have committed to spending more than $700 billion this year alone to ramp up infrastructure. And Amazon, during its latest earnings report, increased its capital expenditure forecast for this year to $220 billion from $200 billion.

Here's why this level of spending shouldn't worry investors.

Image source: Getty Images.

How Amazon is winning in AIBefore we consider Amazon's latest capex plans, let's take a closer look at the company's AI story so far. Amazon is winning in AI because it is a user, a developer, and a seller of AI products and services. The company's e-commerce unit benefits from the technology as it applies AI in areas such as fulfillment to gain efficiency and bring down the cost to serve.

But Amazon's biggest AI victories are through its AWS business. As the world's No. 1 cloud service provider, AWS is perfectly positioned to capture a great deal of AI demand. Companies that already use AWS for other non-AI services often turn to this cloud giant for AI too, as it's convenient to keep all business with one provider.

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AWS has clearly been scoring a win as Amazon says it has been seeing high demand in non-AI and AI business. A few figures to illustrate this: In the recent quarter, AWS' generative AI and custom chip annual revenue run rates each reached more than $25 billion. And the total AWS annual run rate hit $169 billion.

Now, let's consider the capital spending levels that have worried some investors. Amazon chief Andy Jassy compared the current spending trend with the spending trend in the early days of cloud computing. He said Amazon made the same moves, but over a longer time period. Today, with demand accelerating faster, Amazon must make the investment over a shorter period.

"Strong financial returns""At this level of spend and higher, we have clear line of sight to strong financial returns," Jassy said during the earnings call.

Here's how: The company's data centers involve investment two years before servers are put in and monetization can begin. But these data centers last for at least 30 years, supporting five to six generations of servers. The servers are the money-makers, generating revenue as soon as they're plugged in.

Amazon purchases the servers and networking equipment only a few months before installation, so the company has a clear picture of demand. If the demand isn't there, Amazon won't buy the server.

The servers break even in just under three years, and they can be used for up to six, allowing for plenty of time to generate profit. Meanwhile, AI contracts have spanned at least five years, offering Amazon earnings visibility.

Jassy said that, with this in mind, Amazon sees the margins and returns in the AI business following the pattern the company saw in its core cloud business -- and even delivering results faster.

AMZN Return on Invested Capital data by YCharts

All of this offers us a clear idea of the capital spending plan for AI and how this translates into profit. And these details, along with the tremendous level of demand AI companies are seeing, and the idea that AI real-world use is just beginning, should offer investors some confidence about the future. That's why Amazon's $220 billion in capex this year shouldn't worry shareholders who aim to hold onto the stock for the long term: The tech giant and its shareholders may greatly benefit as this cycle plays out.

Amazon.com, Inc. (NASDAQ:AMZN) shares were up 1% during trading on Friday . The company traded as high as $255.43 and last traded at $253.71. 51,892,744 shares were traded during mid-day trading, an increase of 9% from the average daily volume of 47,392,207 shares. The stock had previously closed at $251.19.

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

Positive Sentiment: Amazon agreed to purchase up to $8 billion of backup generators from Generac, including approximately $2.4 billion of deliveries in 2027–2028. The deal should help Amazon bring AWS data centers online despite grid-connection delays and power shortages, while Amazon receives warrants to purchase Generac shares. Generac Plugs into Amazon for an $8B AI-Powered Deal Positive Sentiment: Analysts and investors continue to point to accelerating AWS demand, with reports citing a $169 billion annualized revenue run rate and a large cloud backlog. That supports expectations that AI-related infrastructure spending can translate into future sales, despite near-term cash-flow pressure. Amazon’s Andy Jassy Just Made a Startling Prediction Positive Sentiment: Project Mercury aims to expand Amazon’s same-day delivery network to more than 1,000 hubs by 2031. Bank of America called the initiative strategically important as Amazon attempts to narrow Walmart’s proximity and convenience advantage. Amazon’s secret weapon against Walmart could be a massive blitz in same-day delivery Positive Sentiment: AWS made its AI-powered hiring product, Amazon Connect Talent, generally available, expanding Amazon’s enterprise AI offerings beyond cloud infrastructure. Amazon has also received favorable attention from UBS analysts among top technology stock picks. Neutral Sentiment: Amazon is promoting industry and government cooperation on AI safety standards, emphasizing testing before release without calling for a broader slowdown in development. The stance may improve trust but is unlikely to materially change near-term results. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: Amazon faces European Commission scrutiny over marketplace rules that may restrict sellers from offering lower prices elsewhere, creating potential regulatory and compliance costs. Negative Sentiment: Investors remain concerned that roughly $220 billion of planned 2026 capital expenditures could keep free cash flow negative. Higher wages, delivery costs and possible electricity-grid charges for data centers add to the spending burden. Negative Sentiment: U.S. senators have urged the FTC to investigate Amazon’s AI shopping tools over alleged suppression of U.S.-made products and misleading “Made in USA” labels. The company also continues to face reputational and legal attention related to its Prime settlement. Analysts Set New Price Targets Several equities analysts have recently weighed in on AMZN shares. Wells Fargo & Company reiterated an “overweight” rating and set a $338.00 price objective (up from $328.00) on shares of Amazon.com in a report on Thursday, September 3rd. UBS Group set a $200.00 target price on Amazon.com in a research note on Thursday. Citigroup restated a “market outperform” rating on shares of Amazon.com in a report on Friday, August 14th. Phillip Securities cut shares of Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a report on Monday, August 3rd. Finally, Oppenheimer reissued an “outperform” rating on shares of Amazon.com in a research report on Friday, July 31st. Fifty-six research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus target price of $321.19.

Read Our Latest Research Report on AMZN Amazon.com Stock Up 1.0% The firm has a market cap of $2.74 trillion, a P/E ratio of 20.41, a P/E/G ratio of 1.97 and a beta of 1.44. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03. The firm’s fifty day moving average is $256.09 and its 200 day moving average is $245.60.

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 (EPS) for the quarter, beating the consensus estimate of $1.82 by $3.93. The business had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm’s quarterly revenue was up 19.6% on a year-over-year basis. During the same period in the previous year, the company posted $1.68 EPS. As a group, equities research analysts anticipate that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.

Insider Transactions at Amazon.com In related news, CFO Brian Olsavsky sold 6,172 shares of Amazon.com stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $260.31, for a total transaction of $1,606,633.32. Following the sale, the chief financial officer directly owned 109,207 shares of the company’s stock, valued at approximately $28,427,674.17. The trade was a 5.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Jassy sold 20,000 shares of the business’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the sale, the chief executive officer directly owned 2,235,766 shares in the company, valued at approximately $579,085,751.66. The trade was a 0.89% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 71,589 shares of company stock valued at $18,568,785. Company insiders own 8.90% of the company’s stock.

Institutional Trading of Amazon.com A number of hedge funds have recently made changes to their positions in AMZN. Auto Owners Insurance Co raised its position in shares of Amazon.com by 27,376.7% during the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock worth $2,272,397,000 after acquiring an additional 98,090,585 shares during the last quarter. Bank of America Corp DE acquired a new stake in Amazon.com during the 2nd quarter valued at approximately $22,218,775,000. Bank of New York Mellon Corp acquired a new stake in Amazon.com during the 2nd quarter valued at approximately $16,341,405,000. Legal & General Group Plc bought a new position in Amazon.com during the 2nd quarter worth approximately $12,831,376,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in shares of Amazon.com in the 2nd quarter worth approximately $6,631,466,000. 72.20% of the stock is owned by institutional investors and hedge funds.

Amazon.com Company Profile (Get Free Report)

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

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

Featured Stories Five stocks we like better than Amazon.com Lennar’s Earnings Miss May Be Sending a Bigger Warning About U.S. Housing Priced for a Pullback or More Gains? These 3 Stocks Are Testing the Limits These 3 Agentic AI Stocks Have More Than Hype Behind Their Growth Stories Not Just Banks: 3 Trading Stocks to Watch After the Fed Rate Hike 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.

True Freedom Investing LLC purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 15,092 shares of the e-commerce giant’s stock, valued at approximately $3,143,000.

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

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

Positive Sentiment: Amazon agreed to purchase up to $8 billion of backup generators from Generac, including approximately $2.4 billion of deliveries in 2027–2028. The deal should help Amazon bring AWS data centers online despite grid-connection delays and power shortages, while Amazon receives warrants to purchase Generac shares. Generac Plugs into Amazon for an $8B AI-Powered Deal Positive Sentiment: Analysts and investors continue to point to accelerating AWS demand, with reports citing a $169 billion annualized revenue run rate and a large cloud backlog. That supports expectations that AI-related infrastructure spending can translate into future sales, despite near-term cash-flow pressure. Amazon’s Andy Jassy Just Made a Startling Prediction Positive Sentiment: Project Mercury aims to expand Amazon’s same-day delivery network to more than 1,000 hubs by 2031. Bank of America called the initiative strategically important as Amazon attempts to narrow Walmart’s proximity and convenience advantage. Amazon’s secret weapon against Walmart could be a massive blitz in same-day delivery Positive Sentiment: AWS made its AI-powered hiring product, Amazon Connect Talent, generally available, expanding Amazon’s enterprise AI offerings beyond cloud infrastructure. Amazon has also received favorable attention from UBS analysts among top technology stock picks. Neutral Sentiment: Amazon is promoting industry and government cooperation on AI safety standards, emphasizing testing before release without calling for a broader slowdown in development. The stance may improve trust but is unlikely to materially change near-term results. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: Amazon faces European Commission scrutiny over marketplace rules that may restrict sellers from offering lower prices elsewhere, creating potential regulatory and compliance costs. Negative Sentiment: Investors remain concerned that roughly $220 billion of planned 2026 capital expenditures could keep free cash flow negative. Higher wages, delivery costs and possible electricity-grid charges for data centers add to the spending burden. Negative Sentiment: U.S. senators have urged the FTC to investigate Amazon’s AI shopping tools over alleged suppression of U.S.-made products and misleading “Made in USA” labels. The company also continues to face reputational and legal attention related to its Prime settlement. Analyst Ratings Changes AMZN has been the topic of several analyst reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $375.00 price objective (up from $335.00) on shares of Amazon.com in a report on Friday, July 31st. Wedbush raised their price target on Amazon.com from $293.00 to $310.00 and gave the stock an “outperform” rating in a research report on Friday, July 31st. Wolfe Research reaffirmed an “outperform” rating and issued a $315.00 price target on shares of Amazon.com in a research note on Friday, July 31st. TD Cowen reaffirmed 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. Finally, Monness Crespi & Hardt boosted their price objective on Amazon.com from $315.00 to $330.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Fifty-six analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $321.19. Get Our Latest Stock Analysis on Amazon.com

Amazon.com Stock Up 1.0% Shares of NASDAQ:AMZN opened at $253.71 on Friday. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20. The company has a market cap of $2.74 trillion, a PE ratio of 20.41, a P/E/G ratio of 1.97 and a beta of 1.44. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The stock’s 50-day moving average is $256.09 and its 200 day moving average is $245.60.

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

Insider Activity In related news, CEO Matthew Garman sold 14,541 shares of Amazon.com stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.06, for a total value of $3,766,991.46. Following the sale, the chief executive officer owned 17,794 shares in the company, valued at $4,609,713.64. The trade was a 44.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of the business’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $260.31, for a total transaction of $1,606,633.32. Following the transaction, the chief financial officer directly owned 109,207 shares in the company, valued at approximately $28,427,674.17. The trade was a 5.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is owned by insiders.

About Amazon.com (Free Report)

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

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

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Callan Family Office LLC purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 454,551 shares of the e-commerce giant’s stock, valued at approximately $108,338,000. Amazon.com comprises about 2.1% of Callan Family Office LLC’s portfolio, making the stock its 7th biggest position.

Several other hedge funds also recently made changes to their positions in AMZN. Auto Owners Insurance Co boosted its holdings in Amazon.com by 27,376.7% during 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 purchasing an additional 98,090,585 shares during the last quarter. Bank of New York Mellon Corp acquired a new position in shares of Amazon.com during the 2nd quarter worth about $16,341,405,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in shares of Amazon.com during the 2nd quarter worth about $6,631,466,000. Danske Bank A S acquired a new stake in shares of Amazon.com in the second quarter valued at about $2,494,705,000. Finally, Arrowstreet Capital Limited Partnership raised its holdings in Amazon.com by 32.1% during the first quarter. Arrowstreet Capital Limited Partnership now owns 32,578,171 shares of the e-commerce giant’s stock worth $6,785,036,000 after acquiring an additional 7,924,943 shares in the last quarter. 72.20% of the stock is owned by institutional investors.

Amazon.com Trading Up 1.0% NASDAQ AMZN opened at $253.71 on Friday. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. The business has a fifty day simple moving average of $256.09 and a 200 day simple moving average of $245.60. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $287.20. The firm has a market capitalization of $2.74 trillion, a P/E ratio of 20.41, a PEG ratio of 1.95 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.82 by $3.93. The firm had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business’s revenue was up 19.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.68 EPS. On average, analysts predict that Amazon.com, Inc. will post 8.01 EPS for the current fiscal year. Analyst Upgrades and Downgrades A number of research firms have weighed in on AMZN. Rosenblatt Securities initiated coverage on Amazon.com in a research note on Thursday, August 20th. They issued a “buy” rating and a $335.00 price target for the company. Jefferies Financial Group reaffirmed a “buy” rating on shares of Amazon.com in a report on Thursday, June 18th. Royal Bank Of Canada boosted 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. Wells Fargo & Company restated an “overweight” rating and set a $338.00 target price (up from $328.00) on shares of Amazon.com in a research note on Thursday, September 3rd. Finally, Barclays restated an “overweight” rating and set a $365.00 target price (up from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Fifty-six equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $321.19.

View Our Latest Report on Amazon.com

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

Positive Sentiment: Amazon agreed to purchase up to $8 billion of backup generators from Generac, including approximately $2.4 billion of deliveries in 2027–2028. The deal should help Amazon bring AWS data centers online despite grid-connection delays and power shortages, while Amazon receives warrants to purchase Generac shares. Generac Plugs into Amazon for an $8B AI-Powered Deal Positive Sentiment: Analysts and investors continue to point to accelerating AWS demand, with reports citing a $169 billion annualized revenue run rate and a large cloud backlog. That supports expectations that AI-related infrastructure spending can translate into future sales, despite near-term cash-flow pressure. Amazon’s Andy Jassy Just Made a Startling Prediction Positive Sentiment: Project Mercury aims to expand Amazon’s same-day delivery network to more than 1,000 hubs by 2031. Bank of America called the initiative strategically important as Amazon attempts to narrow Walmart’s proximity and convenience advantage. Amazon’s secret weapon against Walmart could be a massive blitz in same-day delivery Positive Sentiment: AWS made its AI-powered hiring product, Amazon Connect Talent, generally available, expanding Amazon’s enterprise AI offerings beyond cloud infrastructure. Amazon has also received favorable attention from UBS analysts among top technology stock picks. Neutral Sentiment: Amazon is promoting industry and government cooperation on AI safety standards, emphasizing testing before release without calling for a broader slowdown in development. The stance may improve trust but is unlikely to materially change near-term results. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: Amazon faces European Commission scrutiny over marketplace rules that may restrict sellers from offering lower prices elsewhere, creating potential regulatory and compliance costs. Negative Sentiment: Investors remain concerned that roughly $220 billion of planned 2026 capital expenditures could keep free cash flow negative. Higher wages, delivery costs and possible electricity-grid charges for data centers add to the spending burden. Negative Sentiment: U.S. senators have urged the FTC to investigate Amazon’s AI shopping tools over alleged suppression of U.S.-made products and misleading “Made in USA” labels. The company also continues to face reputational and legal attention related to its Prime settlement. Insider Buying and Selling at Amazon.com In other news, CFO Brian T. Olsavsky sold 6,172 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $260.31, for a total value of $1,606,633.32. Following the completion of the transaction, the chief financial officer directly owned 109,207 shares of the company’s stock, valued at $28,427,674.17. This represents a 5.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the business’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $5,180,200.00. Following the completion of the transaction, the chief executive officer directly owned 2,235,766 shares in the company, valued at approximately $579,085,751.66. This represents a 0.89% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 71,589 shares of company stock valued at $18,568,785 in the last quarter. 8.90% of the stock is owned by company insiders.

Amazon.com Profile (Free Report)

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

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

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

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Sterling Financial Planning Inc. purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 2,561 shares of the e-commerce giant’s stock, valued at approximately $610,000.

Other large investors also recently modified their holdings of the company. Burnham & Co LLC purchased a new stake in Amazon.com in the second quarter valued at $6,007,000. Robinhood Asset Management LLC purchased a new position in shares of Amazon.com during the second quarter worth about $28,751,000. Heron Bay Capital Management acquired a new stake in shares of Amazon.com during the second quarter worth about $59,957,000. Callan Family Office LLC purchased a new stake in Amazon.com in the second quarter valued at approximately $108,338,000. Finally, Expressive Wealth LLC purchased a new stake in Amazon.com in the second quarter valued at approximately $1,506,000. 72.20% of the stock is owned by hedge funds and other institutional investors.

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

Positive Sentiment: Amazon agreed to purchase up to $8 billion of backup generators from Generac, including approximately $2.4 billion of deliveries in 2027–2028. The deal should help Amazon bring AWS data centers online despite grid-connection delays and power shortages, while Amazon receives warrants to purchase Generac shares. Generac Plugs into Amazon for an $8B AI-Powered Deal Positive Sentiment: Analysts and investors continue to point to accelerating AWS demand, with reports citing a $169 billion annualized revenue run rate and a large cloud backlog. That supports expectations that AI-related infrastructure spending can translate into future sales, despite near-term cash-flow pressure. Amazon’s Andy Jassy Just Made a Startling Prediction Positive Sentiment: Project Mercury aims to expand Amazon’s same-day delivery network to more than 1,000 hubs by 2031. Bank of America called the initiative strategically important as Amazon attempts to narrow Walmart’s proximity and convenience advantage. Amazon’s secret weapon against Walmart could be a massive blitz in same-day delivery Positive Sentiment: AWS made its AI-powered hiring product, Amazon Connect Talent, generally available, expanding Amazon’s enterprise AI offerings beyond cloud infrastructure. Amazon has also received favorable attention from UBS analysts among top technology stock picks. Neutral Sentiment: Amazon is promoting industry and government cooperation on AI safety standards, emphasizing testing before release without calling for a broader slowdown in development. The stance may improve trust but is unlikely to materially change near-term results. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: Amazon faces European Commission scrutiny over marketplace rules that may restrict sellers from offering lower prices elsewhere, creating potential regulatory and compliance costs. Negative Sentiment: Investors remain concerned that roughly $220 billion of planned 2026 capital expenditures could keep free cash flow negative. Higher wages, delivery costs and possible electricity-grid charges for data centers add to the spending burden. Negative Sentiment: U.S. senators have urged the FTC to investigate Amazon’s AI shopping tools over alleged suppression of U.S.-made products and misleading “Made in USA” labels. The company also continues to face reputational and legal attention related to its Prime settlement. Analyst Upgrades and Downgrades AMZN has been the subject of several research reports. Monness Crespi & Hardt upped their price target on shares of Amazon.com from $315.00 to $330.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Telsey Advisory Group set a $335.00 price objective on shares of Amazon.com and gave the company an “outperform” rating in a research note on Friday, July 31st. Truist Financial lifted their price objective on shares of Amazon.com from $320.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, July 31st. JPMorgan Chase & Co. upped their target price on shares of Amazon.com from $330.00 to $365.00 and gave the company an “overweight” rating in a report on Friday, July 31st. Finally, Robert W. Baird set a $310.00 target price on shares of Amazon.com and gave the stock an “outperform” rating in a research note on Friday, July 31st. Fifty-six analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $321.19. View Our Latest Analysis on Amazon.com

Amazon.com Price Performance Shares of NASDAQ:AMZN opened at $253.71 on Friday. 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 fifty day moving average price is $256.09 and its two-hundred day moving average price is $245.60. The stock has a market cap of $2.74 trillion, a PE ratio of 20.41, a price-to-earnings-growth ratio of 1.95 and a beta of 1.44. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20.

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

Insider Buying and Selling at Amazon.com In other news, CEO Douglas J. Herrington sold 6,362 shares of the business’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $1,647,821.62. Following the completion of the sale, the chief executive officer directly owned 476,681 shares of the company’s stock, valued at $123,465,145.81. The trade was a 1.32% decrease in their position. The sale was disclosed in a filing 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, CEO Matthew Garman sold 14,541 shares of the company’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.06, for a total value of $3,766,991.46. Following the sale, the chief executive officer owned 17,794 shares of the company’s stock, valued at approximately $4,609,713.64. The trade was a 44.97% 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. In the last ninety days, insiders have sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is owned by corporate insiders.

Amazon.com Profile (Free Report)

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

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

Recommended Stories Five stocks we like better than Amazon.com J.B. Hunt’s Stock Plunges After Market Misprices Profit Warning 2 Stocks Breaking Out Post-FOMC With One Thing in Common Lennar’s Q3 Miss Hides a Stronger Operating Story Beneath the Housing Slump These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons 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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M1 Capital Management LLC purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 11,527 shares of the e-commerce giant’s stock, valued at approximately $2,747,000. Amazon.com makes up about 1.0% of M1 Capital Management LLC’s investment portfolio, making the stock its 16th largest holding.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Bank of New York Mellon Corp acquired a new position in Amazon.com during the 2nd quarter worth approximately $16,341,405,000. Invesco Ltd. raised its stake in Amazon.com by 3.3% during the 4th quarter. Invesco Ltd. now owns 59,604,857 shares of the e-commerce giant’s stock worth $13,757,993,000 after acquiring an additional 1,879,630 shares in the last quarter. Amundi lifted its position in Amazon.com by 14.1% in the first quarter. Amundi now owns 61,400,503 shares of the e-commerce giant’s stock valued at $12,787,883,000 after acquiring an additional 7,590,952 shares during the last quarter. Dimensional Fund Advisors LP boosted its stake in Amazon.com by 23.0% in the first quarter. Dimensional Fund Advisors LP now owns 39,029,984 shares of the e-commerce giant’s stock valued at $8,126,338,000 after acquiring an additional 7,305,560 shares in the last quarter. Finally, Fisher Asset Management LLC grew its holdings in shares of Amazon.com by 1.5% during the fourth quarter. Fisher Asset Management LLC now owns 33,593,612 shares of the e-commerce giant’s stock worth $7,754,078,000 after purchasing an additional 489,924 shares during the last quarter. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Amazon.com Price Performance AMZN opened at $253.71 on Friday. The company has a 50 day moving average of $256.09 and a two-hundred day moving average of $245.60. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $287.20. The company has a market cap of $2.74 trillion, a P/E ratio of 20.41, a P/E/G ratio of 1.95 and a beta of 1.44.

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

Positive Sentiment: Amazon agreed to purchase up to $8 billion of backup generators from Generac, including approximately $2.4 billion of deliveries in 2027–2028. The deal should help Amazon bring AWS data centers online despite grid-connection delays and power shortages, while Amazon receives warrants to purchase Generac shares. Generac Plugs into Amazon for an $8B AI-Powered Deal Positive Sentiment: Analysts and investors continue to point to accelerating AWS demand, with reports citing a $169 billion annualized revenue run rate and a large cloud backlog. That supports expectations that AI-related infrastructure spending can translate into future sales, despite near-term cash-flow pressure. Amazon’s Andy Jassy Just Made a Startling Prediction Positive Sentiment: Project Mercury aims to expand Amazon’s same-day delivery network to more than 1,000 hubs by 2031. Bank of America called the initiative strategically important as Amazon attempts to narrow Walmart’s proximity and convenience advantage. Amazon’s secret weapon against Walmart could be a massive blitz in same-day delivery Positive Sentiment: AWS made its AI-powered hiring product, Amazon Connect Talent, generally available, expanding Amazon’s enterprise AI offerings beyond cloud infrastructure. Amazon has also received favorable attention from UBS analysts among top technology stock picks. Neutral Sentiment: Amazon is promoting industry and government cooperation on AI safety standards, emphasizing testing before release without calling for a broader slowdown in development. The stance may improve trust but is unlikely to materially change near-term results. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: Amazon faces European Commission scrutiny over marketplace rules that may restrict sellers from offering lower prices elsewhere, creating potential regulatory and compliance costs. Negative Sentiment: Investors remain concerned that roughly $220 billion of planned 2026 capital expenditures could keep free cash flow negative. Higher wages, delivery costs and possible electricity-grid charges for data centers add to the spending burden. Negative Sentiment: U.S. senators have urged the FTC to investigate Amazon’s AI shopping tools over alleged suppression of U.S.-made products and misleading “Made in USA” labels. The company also continues to face reputational and legal attention related to its Prime settlement. Insider Transactions at Amazon.com In other Amazon.com news, CEO Andrew R. Jassy sold 20,000 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the completion of the sale, the chief executive officer owned 2,235,766 shares in the company, valued at $579,085,751.66. This trade represents a 0.89% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of Amazon.com stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $260.31, for a total value of $1,606,633.32. Following the sale, the chief financial officer owned 109,207 shares in the company, valued at $28,427,674.17. This represents a 5.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 71,589 shares of company stock worth $18,568,785 over the last three months. Insiders own 8.90% of the company’s stock.

Wall Street Analyst Weigh In AMZN has been the topic of a number of recent research reports. Jefferies Financial Group restated a “buy” rating on shares of Amazon.com in a research note on Thursday, June 18th. DA Davidson reiterated a “neutral” rating and issued a $250.00 target price on shares of Amazon.com in a research note on Friday, July 31st. Evercore set a $355.00 price objective on shares of Amazon.com and gave the company an “outperform” rating in a research report on Friday, August 28th. Wolfe Research restated an “outperform” rating and issued a $315.00 price objective on shares of Amazon.com in a research report on Friday, July 31st. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $320.00 price target (down from $330.00) on shares of Amazon.com in a report on Friday, July 31st. Fifty-six equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $321.19.

View Our Latest Stock Report on Amazon.com

About Amazon.com (Free Report)

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

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

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Rakuten Securities Inc. purchased a new position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 12,062 shares of the e-commerce giant’s stock, valued at approximately $2,875,000. Amazon.com comprises about 0.7% of Rakuten Securities Inc.’s portfolio, making the stock its 24th biggest position.

Other institutional investors have also recently added to or reduced their stakes in the company. 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 raised its holdings in Amazon.com by 0.7% during the first quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock worth $1,147,000 after purchasing an additional 40 shares in the last quarter. Sfam LLC lifted its position in 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 purchasing an additional 40 shares during the period. Measured Risk Portfolios Inc. lifted its position in Amazon.com by 3.4% in the first quarter. Measured Risk Portfolios Inc. now owns 1,206 shares of the e-commerce giant’s stock valued at $251,000 after purchasing an additional 40 shares during the period. Finally, CoreFirst Bank & Trust increased its position in Amazon.com by 1.1% during the 1st quarter. CoreFirst Bank & Trust now owns 3,620 shares of the e-commerce giant’s stock worth $754,000 after purchasing an additional 40 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Analyst Ratings Changes AMZN has been the subject of several analyst reports. Cantor Fitzgerald reiterated an “overweight” rating and issued a $320.00 price target (down from $330.00) on shares of Amazon.com in a report on Friday, July 31st. Bank of America lifted their price objective on Amazon.com from $310.00 to $320.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Rosenblatt Securities started coverage on shares of Amazon.com in a research note on Thursday, August 20th. They set a “buy” rating and a $335.00 price target on the stock. TD Cowen reaffirmed a “buy” rating and set a $350.00 price target (up from $340.00) on shares of Amazon.com in a research note on Friday, July 31st. Finally, JPMorgan Chase & Co. boosted their target price on Amazon.com from $330.00 to $365.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Fifty-six analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $321.19.

Check Out Our Latest Report on AMZN Amazon.com Price Performance AMZN stock opened at $253.71 on Friday. The firm’s fifty day moving average is $256.09 and its 200 day moving average is $245.60. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $287.20. The firm has a market cap of $2.74 trillion, a P/E ratio of 20.41, a P/E/G ratio of 1.95 and a beta of 1.44. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03.

Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping 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 analyst estimates of $197.03 billion. During the same period last year, the business earned $1.68 EPS. Amazon.com’s quarterly revenue was up 19.6% compared to the same quarter last year. Research analysts predict that Amazon.com, Inc. will post 8.01 earnings per share for the current year.

Insider Activity at Amazon.com In other news, CEO Matthew S. Garman sold 14,541 shares of the stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.06, for a total value of $3,766,991.46. Following the sale, the chief executive officer owned 17,794 shares of the company’s stock, valued at approximately $4,609,713.64. This represents a 44.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of the company’s stock in a transaction on Monday, August 24th. The stock was sold at an average price of $259.77, for a total value of $2,404,950.66. Following the completion of the sale, the senior vice president owned 41,190 shares of the company’s stock, valued at $10,699,926.30. This represents a 18.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 71,589 shares of company stock valued at $18,568,785 over the last quarter. 8.90% of the stock is currently owned by insiders.

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

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

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

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

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

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Manhattan West Asset Management LLC acquired a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 89,321 shares of the e-commerce giant’s stock, valued at approximately $21,289,000. Amazon.com comprises about 3.6% of Manhattan West Asset Management LLC’s holdings, making the stock its 5th largest holding.

Other large investors also recently bought and sold shares of the company. Laidlaw Wealth Management LLC purchased a new position in Amazon.com in the 2nd quarter worth about $762,000. Cauble & Harre Wealth Management Inc. purchased a new position in shares of Amazon.com during the second quarter valued at approximately $245,000. C M Bidwell & Associates Ltd. bought a new position in Amazon.com during the second quarter valued at approximately $918,000. Causey Wealth LLC bought a new position in Amazon.com during the second quarter valued at approximately $1,086,000. Finally, Keebeck Wealth Management purchased a new stake in Amazon.com in the second quarter worth approximately $12,477,000. 72.20% of the stock is currently owned by institutional investors.

Analyst Ratings Changes A number of equities research analysts have commented on AMZN shares. Wolfe Research reaffirmed an “outperform” rating and issued a $315.00 target price on shares of Amazon.com in a research report on Friday, July 31st. Phillip Securities downgraded Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. Oppenheimer reaffirmed an “outperform” rating on shares of Amazon.com in a report on Friday, July 31st. Piper Sandler reiterated an “overweight” rating and set a $320.00 price objective (up from $315.00) on shares of Amazon.com in a research report on Friday, July 31st. Finally, Roth Capital reissued a “buy” rating and issued a $325.00 target price on shares of Amazon.com in a report on Monday, August 3rd. Fifty-six analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, Amazon.com currently has a consensus rating of “Moderate Buy” and an average price target of $321.19.

View Our Latest Report on Amazon.com Amazon.com Price Performance NASDAQ AMZN opened at $251.19 on Friday. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $287.20. The stock has a market cap of $2.71 trillion, a price-to-earnings ratio of 20.21, a PEG ratio of 1.91 and a beta of 1.44. The company’s 50 day moving average is $255.93 and its two-hundred day moving average is $245.54. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23.

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

Insider Activity at Amazon.com In related news, CEO Matthew S. Garman sold 14,541 shares of the company’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.06, for a total value of $3,766,991.46. Following the completion of the transaction, the chief executive officer owned 17,794 shares of the company’s stock, valued at approximately $4,609,713.64. This represents a 44.97% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian Olsavsky sold 6,172 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $260.31, for a total value of $1,606,633.32. Following the completion of the sale, the chief financial officer owned 109,207 shares of the company’s stock, valued at $28,427,674.17. The trade was a 5.35% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 71,589 shares of company stock worth $18,568,785 in the last 90 days. Company insiders own 8.90% of the company’s stock.

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

Positive Sentiment: Amazon agreed to purchase backup generators from Generac, with initial deliveries valued at approximately $2.4 billion in 2027 and 2028 and potential total payments of up to $8 billion through 2033. Amazon also received warrants to buy up to about 1.69 million Generac shares. The agreement underscores the scale of Amazon Web Services’ data-center expansion and its efforts to bypass strained power grids. Generac, Amazon strike $2.4 billion long-term generator supply deal Positive Sentiment: Amazon reportedly plans to expand same-day delivery hubs from 85 to more than 1,000 by 2031, potentially placing facilities within 10 miles of about 80% of U.S. Prime members. The investment could help narrow Walmart’s proximity advantage and support faster, higher-frequency purchases. Amazon’s next move could reshape how America shops Positive Sentiment: Management indicated AWS has reached a $169 billion annualized revenue run rate, highlighting continued demand for AI and traditional cloud services. Recent quarterly revenue also grew nearly 20% year over year, reinforcing the growth thesis. Amazon’s Andy Jassy Just Made a Startling Prediction Neutral Sentiment: Amazon-owned Zoox is poised to expand its Las Vegas robotaxi fleet after Nevada’s 100-vehicle regulatory cap expires, creating a longer-term transportation opportunity but also exposing the business to intensifying competition and regulatory execution risk. Amazon-owned Zoox’s 100-robotaxi limit in Nevada is about to disappear Neutral Sentiment: Amazon joined calls for stronger AI safety testing and industry-government standards. The stance may reduce regulatory risk, although it could increase compliance requirements over time. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: A fatal Amazon cargo-plane crash in Miami has placed the company’s air-cargo network and logistics oversight under scrutiny, raising potential operational, legal and reputational risks. A Deadly Amazon Cargo Plane Crash in Miami Puts its Air Network Under Scrutiny Negative Sentiment: Two senators asked the FTC to investigate whether Amazon’s Alexa for Shopping suppresses U.S.-made products or fails to flag misleading “Made in USA” claims, adding regulatory and compliance uncertainty. Amazon, Walmart chatbots attract senator ire over made in USA label snags Negative Sentiment: Amazon’s $1-per-hour wage increase and new benefits improve labor competitiveness but raise operating costs. Separately, surging AI capital expenditures are weighing on free cash flow and increasing reliance on debt financing. Amazon raises minimum hourly pay by $1 to $20 for US operations workers Amazon.com Profile (Free Report)

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

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

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

Laidlaw Wealth Management LLC purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 3,198 shares of the e-commerce giant’s stock, valued at approximately $762,000. Amazon.com accounts for 2.2% of Laidlaw Wealth Management LLC’s portfolio, making the stock its 14th largest position.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in AMZN. Cauble & Harre Wealth Management Inc. acquired a new stake in shares of Amazon.com during the second quarter worth $245,000. C M Bidwell & Associates Ltd. acquired a new position in shares of Amazon.com in the second quarter valued at about $918,000. Causey Wealth LLC acquired a new position in shares of Amazon.com in the second quarter valued at about $1,086,000. Keebeck Wealth Management bought a new position in Amazon.com during the second quarter worth about $12,477,000. Finally, Blue Capital Inc. acquired a new stake in Amazon.com in the 2nd quarter worth about $2,077,000. 72.20% of the stock is owned by institutional investors.

Amazon.com Stock Performance Shares of NASDAQ:AMZN opened at $251.19 on Friday. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20. The stock has a market capitalization of $2.71 trillion, a price-to-earnings ratio of 20.21, a price-to-earnings-growth ratio of 1.91 and a beta of 1.44. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The company’s 50 day simple moving average is $255.93 and its 200 day simple moving average is $245.54.

Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same quarter last year, the business posted $1.68 EPS. The company’s revenue was up 19.6% compared to the same quarter last year. As a group, research analysts predict that Amazon.com, Inc. will post 8.01 EPS for the current fiscal year. Insiders Place Their Bets In other news, VP Shelley Reynolds sold 2,343 shares of the stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $606,860.43. Following the completion of the transaction, the vice president owned 119,780 shares of the company’s stock, valued at approximately $31,024,217.80. This represents a 1.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Garman sold 14,541 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.06, for a total transaction of $3,766,991.46. Following the completion of the sale, the chief executive officer owned 17,794 shares in the company, valued at approximately $4,609,713.64. The trade was a 44.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 71,589 shares of company stock valued at $18,568,785 over the last ninety days. 8.90% of the stock is owned by insiders.

Analyst Upgrades and Downgrades AMZN has been the subject of a number of recent research reports. Barclays reissued an “overweight” rating and issued a $365.00 price objective (up from $330.00) 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. JPMorgan Chase & Co. increased their price target on Amazon.com from $330.00 to $365.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. DA Davidson restated a “neutral” rating and set a $250.00 price objective on shares of Amazon.com in a research note on Friday, July 31st. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $390.00 price objective (up from $280.00) on shares of Amazon.com in a report on Friday, July 31st. Fifty-six equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $321.19.

Get Our Latest Stock Analysis on Amazon.com

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

Positive Sentiment: Amazon agreed to purchase backup generators from Generac, with initial deliveries valued at approximately $2.4 billion in 2027 and 2028 and potential total payments of up to $8 billion through 2033. Amazon also received warrants to buy up to about 1.69 million Generac shares. The agreement underscores the scale of Amazon Web Services’ data-center expansion and its efforts to bypass strained power grids. Generac, Amazon strike $2.4 billion long-term generator supply deal Positive Sentiment: Amazon reportedly plans to expand same-day delivery hubs from 85 to more than 1,000 by 2031, potentially placing facilities within 10 miles of about 80% of U.S. Prime members. The investment could help narrow Walmart’s proximity advantage and support faster, higher-frequency purchases. Amazon’s next move could reshape how America shops Positive Sentiment: Management indicated AWS has reached a $169 billion annualized revenue run rate, highlighting continued demand for AI and traditional cloud services. Recent quarterly revenue also grew nearly 20% year over year, reinforcing the growth thesis. Amazon’s Andy Jassy Just Made a Startling Prediction Neutral Sentiment: Amazon-owned Zoox is poised to expand its Las Vegas robotaxi fleet after Nevada’s 100-vehicle regulatory cap expires, creating a longer-term transportation opportunity but also exposing the business to intensifying competition and regulatory execution risk. Amazon-owned Zoox’s 100-robotaxi limit in Nevada is about to disappear Neutral Sentiment: Amazon joined calls for stronger AI safety testing and industry-government standards. The stance may reduce regulatory risk, although it could increase compliance requirements over time. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: A fatal Amazon cargo-plane crash in Miami has placed the company’s air-cargo network and logistics oversight under scrutiny, raising potential operational, legal and reputational risks. A Deadly Amazon Cargo Plane Crash in Miami Puts its Air Network Under Scrutiny Negative Sentiment: Two senators asked the FTC to investigate whether Amazon’s Alexa for Shopping suppresses U.S.-made products or fails to flag misleading “Made in USA” claims, adding regulatory and compliance uncertainty. Amazon, Walmart chatbots attract senator ire over made in USA label snags Negative Sentiment: Amazon’s $1-per-hour wage increase and new benefits improve labor competitiveness but raise operating costs. Separately, surging AI capital expenditures are weighing on free cash flow and increasing reliance on debt financing. Amazon raises minimum hourly pay by $1 to $20 for US operations workers About Amazon.com (Free Report)

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

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

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

Heartland Advisors Inc. bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 19,478 shares of the e-commerce giant’s stock, valued at approximately $4,642,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Longfellow Investment Management Co. LLC acquired a new position in shares of Amazon.com in the second quarter valued at approximately $33,000. MilWealth Group LLC increased its stake in Amazon.com by 79.0% during the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after buying an additional 79 shares during the period. Lifetime Wealth Management P.C. acquired a new stake in Amazon.com during the 4th quarter worth approximately $45,000. Prudent Man Investment Management Inc. lifted its holdings in Amazon.com by 87.7% during the 4th quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock worth $53,000 after buying an additional 107 shares in the last quarter. Finally, Strategic Wealth Advisors LLC purchased a new position in Amazon.com in the 4th quarter valued at approximately $68,000. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Amazon.com Stock Up 2.1% Shares of NASDAQ:AMZN opened at $251.19 on Friday. The firm has a 50 day simple moving average of $255.93 and a 200-day simple moving average of $245.54. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $287.20. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. The company has a market capitalization of $2.71 trillion, a PE ratio of 20.21, a P/E/G ratio of 1.91 and a beta of 1.44.

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, beating analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same period last year, the firm posted $1.68 EPS. The company’s revenue was up 19.6% on a year-over-year basis. On average, equities analysts predict that Amazon.com, Inc. will post 8.01 EPS for the current fiscal year. Analysts Set New Price Targets Several equities analysts have commented on the stock. Phillip Securities downgraded shares of Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. Wedbush increased their price objective on Amazon.com from $293.00 to $310.00 and gave the company an “outperform” rating in a research note on Friday, July 31st. Wolfe Research reiterated an “outperform” rating and issued a $315.00 target price on shares of Amazon.com in a report on Friday, July 31st. Weiss Ratings reissued a “buy (b)” rating on shares of Amazon.com in a research note on Monday, August 3rd. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $320.00 price target (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. Fifty-six equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $321.19.

Read Our Latest Stock Report on AMZN

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

Positive Sentiment: Amazon agreed to purchase backup generators from Generac, with initial deliveries valued at approximately $2.4 billion in 2027 and 2028 and potential total payments of up to $8 billion through 2033. Amazon also received warrants to buy up to about 1.69 million Generac shares. The agreement underscores the scale of Amazon Web Services’ data-center expansion and its efforts to bypass strained power grids. Generac, Amazon strike $2.4 billion long-term generator supply deal Positive Sentiment: Amazon reportedly plans to expand same-day delivery hubs from 85 to more than 1,000 by 2031, potentially placing facilities within 10 miles of about 80% of U.S. Prime members. The investment could help narrow Walmart’s proximity advantage and support faster, higher-frequency purchases. Amazon’s next move could reshape how America shops Positive Sentiment: Management indicated AWS has reached a $169 billion annualized revenue run rate, highlighting continued demand for AI and traditional cloud services. Recent quarterly revenue also grew nearly 20% year over year, reinforcing the growth thesis. Amazon’s Andy Jassy Just Made a Startling Prediction Neutral Sentiment: Amazon-owned Zoox is poised to expand its Las Vegas robotaxi fleet after Nevada’s 100-vehicle regulatory cap expires, creating a longer-term transportation opportunity but also exposing the business to intensifying competition and regulatory execution risk. Amazon-owned Zoox’s 100-robotaxi limit in Nevada is about to disappear Neutral Sentiment: Amazon joined calls for stronger AI safety testing and industry-government standards. The stance may reduce regulatory risk, although it could increase compliance requirements over time. Amazon Urges Industry and Government Partnership on AI Safeguards Negative Sentiment: A fatal Amazon cargo-plane crash in Miami has placed the company’s air-cargo network and logistics oversight under scrutiny, raising potential operational, legal and reputational risks. A Deadly Amazon Cargo Plane Crash in Miami Puts its Air Network Under Scrutiny Negative Sentiment: Two senators asked the FTC to investigate whether Amazon’s Alexa for Shopping suppresses U.S.-made products or fails to flag misleading “Made in USA” claims, adding regulatory and compliance uncertainty. Amazon, Walmart chatbots attract senator ire over made in USA label snags Negative Sentiment: Amazon’s $1-per-hour wage increase and new benefits improve labor competitiveness but raise operating costs. Separately, surging AI capital expenditures are weighing on free cash flow and increasing reliance on debt financing. Amazon raises minimum hourly pay by $1 to $20 for US operations workers Insider Buying and Selling In other news, CEO Matthew Garman sold 14,541 shares of the business’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.06, for a total value of $3,766,991.46. Following the completion of the sale, the chief executive officer directly owned 17,794 shares of the company’s stock, valued at approximately $4,609,713.64. The trade was a 44.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of the company’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $260.31, for a total value of $1,606,633.32. Following the completion of the sale, the chief financial officer directly owned 109,207 shares of the company’s stock, valued at approximately $28,427,674.17. This trade represents a 5.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 71,589 shares of company stock valued at $18,568,785 over the last ninety days. Company insiders own 8.90% of the company’s stock.

Amazon.com Profile (Free Report)

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

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

See Also Five stocks we like better than Amazon.com Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).

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Amazon (AMZN +2.12%) has seen earnings climb over the years as it built its e-commerce empire. Shoppers around the world turn to their local Amazon websites for essentials and general merchandise, and the company's Prime membership program offers them fast delivery and other advantages that keep them coming back. In the U.S., Amazon has also expanded into healthcare, with pharmacy services and a telehealth and primary care network.

On top of this, Amazon's venture into cloud computing has supercharged growth, with Amazon Web Services (AWS) serving as the company's main profit driver. AWS is the world's No. 1 cloud services provider, and the artificial intelligence (AI) boom has created enormous demand for this business. In fact, Amazon chief Andy Jassy just made a startling prediction. Let's check it out.

Image source: Amazon.

AWS' role in AIWe'll start by taking a close look at AWS' role in the AI landscape and beyond. This cloud computing giant offers its customers a broad range of products and services, from access to Nvidia's leading graphics processing units (GPUs) to Amazon's own variety of in-house-designed chips. Customers also can turn to AWS for large language models, agentic AI, and much more.

AWS is seeing demand for both its non-AI and AI products and services, a positive point as this shows the business doesn't rely uniquely on one area. But AI clearly has offered growth a significant push. For example, AWS' annual revenue run rate reached $58 million three years after the service launched; AWS' AI revenue run rate as of the recent quarter, about three years into the AI boom, totals more than $25 billion.

This, as well as the demand AWS is seeing for this year through at least 2028, has prompted Amazon to increase its levels of capital spending to build out infrastructure. The company said it now plans to spend $220 billion this year, up from an earlier forecast of $200 billion. And even with this level of spending, Amazon says it won't be able to fulfill all of the demand this year and next year.

Now, let's consider chief Andy Jassy's startling prediction.

"We long believed AWS could become a few hundred billion-dollar revenue business, and now believe it'll be at least double that, and very possibly be a trillion-dollar annual revenue business for us in time," Jassy said during the company's recent earnings call.

The early stage of AI usageSome investors have worried about the spending levels of Amazon and other tech giants in this AI boom, but if Amazon is right, the spending of billions today could equal trillions in revenue down the road. So far, the levels of demand support Amazon's ambitions. And here's another point that should reinforce optimism: We're in the early stages of the actual use of AI by individuals and companies across industries, and this suggests that a lot more growth may be on the horizon. AI products and services aren't just used in the development of AI, but are needed for AI to function, and this equals ongoing revenue for cloud service providers.

So, Jassy's prediction is startling because, considering AWS' current $169 billion annual revenue run rate, reaching $1 trillion or more represents a huge jump. That said, if the current momentum continues, trillion-dollar revenue seems very possible down the road -- particularly if the usage of AI becomes widespread.

What does all of this mean for you as an investor? Amazon represents a great way to bet on AI, while still offering yourself a certain degree of safety. Though the company is investing heavily in AI, as I mentioned earlier, it doesn't depend uniquely on this area.

Amazon said in its earnings call that AWS is seeing "strong growth" across AI and non-AI businesses. And the company can also count on its e-commerce operation for growth, too. It's demonstrated the performance of this business model over time, growing revenue, profit, and return on invested capital.

All of this means that Amazon makes a great stock to own -- and Jassy's recent prediction sweetens the deal.

Amazon.com Inc. (NASDAQ:AMZN) shares are rising Thursday. The company struck a multibillion-dollar generator supply deal with Generac, while broader markets digest the Federal Reserve’s first rate hike since 2023.

Amazon.com stock is trading in a tight range. Where is AMZN stock headed? Amazon Secures Right to Buy Generac Stock in Data Center Power DealGenerac Holdings Inc (NYSE:GNRC) stock spiked about 33% before Thursday’s opening bell once word got out about its new arrangement to supply Amazon’s data centers with backup power equipment. As part of the deal, Amazon’s investment vehicle, Amazon.com NV Investment Holdings LLC, picked up a warrant letting it buy close to 1.7 million Generac shares at just over $200 apiece, an arrangement that could ultimately be worth roughly $8 billion if fully exercised.

A little more than 300,000 of those shares became available to Amazon right away, and the remainder will unlock gradually depending on how much money flows from Amazon and its various affiliates to Generac in exchange for the generators actually delivered to its facilities.

Beyond the equity piece, the two companies also locked in a separate multiyear supply contract, projecting roughly $2.4 billion worth of generator shipments across 2027 and 2028 alone.

Fed Delivers Expected Hike, But Signals More Could FollowOn the macro side, the central bank moved its benchmark rate up by a quarter percentage point Wednesday, landing in a new 3.75% to 4% range, marking its first increase in roughly three years and matching what most on Wall Street had already priced in.

What caught people off guard wasn’t the hike itself but the forward guidance behind it. Nearly all committee members, 16 out of 18, now anticipate at least one additional rate bump before the year wraps up, a dramatic jump from June, when only six officials expected that outcome. Policymakers’ median outlook now points toward a 4% to 4.25% range by December.

Alongside that shift, the Fed nudged its inflation outlook higher to 3.7% and bumped its growth projection up to 2.3%, while trimming its jobless rate estimate down to 4.1%.

Higher interest rates can affect Amazon given the scale of the company’s ongoing spending on data centers, warehouses and other infrastructure, since borrowing to fund that expansion becomes more expensive as rates climb. Rate increases can also weigh on how investors value growth-oriented stocks like Amazon more broadly, since future profits get discounted more heavily when rates are higher.

AMZN Shares Are RisingAMZN Price Action: Amazon.com shares were up 1.62% at $249.95 at the time of publication on Thursday, according to Benzinga Pro.

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KilterHowling LLC bought a new stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 9,290 shares of the e-commerce giant’s stock, valued at approximately $2,214,000. Amazon.com comprises approximately 1.0% of KilterHowling LLC’s portfolio, making the stock its 11th largest position.

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

Amazon.com Price Performance Shares of NASDAQ AMZN opened at $245.96 on Thursday. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20. The stock has a market capitalization of $2.65 trillion, a P/E ratio of 19.79, a P/E/G ratio of 1.92 and a beta of 1.44. The company’s 50-day moving average is $255.84 and its 200 day moving average is $245.25. 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 issued its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping the consensus estimate of $1.82 by $3.93. The business had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. Amazon.com’s quarterly revenue was up 19.6% compared to the same quarter last year. During the same period last year, the business posted $1.68 earnings per share. On average, sell-side analysts expect that Amazon.com, Inc. will post 8.05 earnings per share for the current year. Key Stories Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Amazon agreed to a long-term deal with Generac to supply backup generators for its data centers. Initial deliveries are expected to total approximately $2.4 billion in 2027 and 2028, while Amazon received warrants to purchase up to roughly $340 million of Generac stock. The agreement signals continued expansion of Amazon’s AI and cloud infrastructure. Generac, Amazon strike $2.4 billion long-term generator supply deal Positive Sentiment: Amazon reportedly plans to expand its same-day delivery network from 85 locations to more than 1,000 hubs by 2031, potentially placing facilities within 10 miles of most U.S. Prime members. The strategy could improve delivery speed and strengthen Amazon’s retail moat. Amazon’s next move could reshape how America shops Positive Sentiment: Amazon launched Alexa+ in India with Hindi-language support, expanding its conversational-AI ecosystem in a major growth market. Investors also continue to focus on strong AWS demand, advertising growth and Amazon’s stake in Anthropic as potential longer-term catalysts. Amazon launches Alexa+ in India with Hindi support Neutral Sentiment: Amazon raised minimum starting pay for U.S. core-operations employees to $20 per hour and added grocery and banking benefits. The move may support hiring and retention, but management expects the program to cost about $1.5 billion, creating near-term margin pressure. Amazon raises minimum hourly pay by $1 to $20 Negative Sentiment: AWS said it cannot restore access to a Bahrain facility and one UAE availability zone damaged during the Iran conflict. The disclosure raises concerns about data recovery, customer trust and possible financial or regulatory consequences. Amazon’s AWS is unable to restore access Negative Sentiment: Analyst commentary highlighted that AI-related capital expenditures are accelerating AWS growth but weighing on free cash flow and increasing reliance on debt. Separately, Zacks downgraded AMZN from “strong buy” to “hold,” adding to valuation and execution concerns. Amazon’s AI Bet Is Paying Off in Revenues Analyst Upgrades and Downgrades A number of equities research analysts have issued reports on AMZN shares. Barclays reissued an “overweight” rating and issued a $365.00 price target (up from $330.00) on shares of Amazon.com in a report on Friday, July 31st. Robert W. Baird set a $310.00 price objective on shares of Amazon.com and gave the company an “outperform” rating in a research note on Friday, July 31st. Needham & Company LLC reiterated a “buy” rating and set a $300.00 target price on shares of Amazon.com in a report on Friday, July 31st. HSBC reissued a “buy” rating and issued a $310.00 target price on shares of Amazon.com in a research note on Friday, July 31st. Finally, Zacks Research cut Amazon.com from a “strong-buy” rating to a “hold” rating in a report on Monday. Fifty-six research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $323.26.

Check Out Our Latest Research Report on AMZN

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

Amazon.com Company Profile (Free Report)

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

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

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Key Takeaways Amazon Now crossed $1 billion in annualized gross sales after rapid quarterly order growth.Amazon Now serves 60 plus cities with over 750 fulfillment centers and targets 100 cities by Diwali.Sustaining momentum may hinge on order frequency and average order value as Amazon expands. Amazon's (AMZN - Free Report) India business is back in focus after its quick-commerce arm, Amazon Now, crossed $1 billion in annualized gross sales over the trailing three months, a threshold the company describes as the fastest scale-up of any e-commerce unit in its India history.

According to Amazon India's own disclosure, orders on the platform have doubled every quarter since launch, with daily order volumes now around 700,000, translating to roughly a 10% share of the quick-commerce market by orders and about 14% by value. The service has expanded fourfold in under ten weeks, reaching more than 60 cities and towns through a network of more than 750 micro- and urban-fulfillment centers, with Amazon targeting 100 cities by Diwali and 1,000 dark stores by year-end as part of a previously announced plan to cover over 300 cities nationally.

This India push sits alongside broader momentum reflected in Amazon's global numbers. For the second quarter of 2026, the company reported worldwide net sales of $200.6 billion, up 20% year over year. Its International segment, which includes India, posted net sales of $42.2 billion, up 15% year over year, with segment operating income rising to $1.7 billion from $1.5 billion a year earlier. Separately, Amazon has been testing a Hindi-language version of its generative-AI assistant, Alexa+, among Indian users, signaling continued investment in the market ahead of a full rollout, though no India launch date has been confirmed.

The picture is not without caveats. Building and operating hundreds of dark stores and maintaining hyperlocal inventory is capital-intensive, and Amazon entered India's quick-commerce race well after rivals such as Blinkit, Instamart and Zepto had already built scale. Whether the momentum holds will depend on order frequency and average order value as the network moves from metros into smaller towns with thinner margins and less delivery density.

Amazon Competes With Walmart and DoorDashAmazon's quick-commerce push in India draws a natural comparison to two U.S.-listed peers navigating similar instant-delivery bets. Walmart (WMT - Free Report) , through its majority stake in Flipkart, operates Flipkart Minutes, directly competing with Amazon Now in the same Indian cities and price segments. Walmart's scale and existing supply chain give it leverage comparable to Amazon's, making this rivalry a proxy battle between two U.S. retail giants on foreign soil. DoorDash (DASH - Free Report) , better known for U.S. food delivery, has been expanding into grocery and instant-commerce internationally, testing whether its logistics model translates beyond restaurants. Unlike Amazon, both Walmart and DoorDash face different regulatory and capital exposure as publicly listed U.S. companies reporting segment performance each quarter.

AMZN’s Share Price Performance, Valuation & EstimatesAmazon shares have returned 7.6% in the year-to-date period compared with the Zacks Internet – Commerce industry’s growth of 1.9% and the Zacks Retail-Wholesale sector’s decline of 0.9%, respectively.

AMZN’s Year-to-date Price Performance
Image Source: Zacks Investment Research

From a valuation standpoint, AMZN stock appears overvalued, trading at a forward 12-month price/earnings ratio of 21.99X, higher than the industry’s 20.65X. Amazon has a Value Score of D.

AMZN’s Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for AMZN’s 2026 earnings is pegged at $13.06 per share, indicating an 82.15% increase from the figure reported in the year-ago quarter.

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

The Amazon logo is displayed during an Amazon event showcasing new products in New York City, U.S., September 30, 2025. REUTERS/Kylie Cooper Purchase Licensing Rights, opens new tab

CompaniesSept 16 (Reuters) - Amazon.com (AMZN.O), opens new tab is raising the minimum hourly pay ​for its eligible full-time U.S. ‌operations workers by $1 to $20, the e-commerce and cloud giant said on Wednesday.

Here are ​more details:

Sign up here.

The company also unveiled a ​new benefit, "Day 1 Financial," giving qualified ⁠employees and their families lifetime ​access to low-cost banking services through ​First Tech Federal Credit Union.

Amazon already offers benefits such as healthcare coverage for as ​little as $5 per week, a ​free Prime membership, and prepaid education programs.

The ‌average ⁠total compensation will now exceed $32 per hour including the value of its benefits package, the company said.

Hourly pay ​for Walmart's (WMT.O), opens new tab ​U.S. ⁠workers starts at $14, while Target (TGT.N), opens new tab offers a minimum hourly ​wage of $15, according to their ​websites. ⁠Last year, Costco (COST.O), opens new tab raised its minimum wage for entry-level workers to $20 ⁠an ​hour, according to its ​annual report.

Reporting by Jaspreet Singh and Koyena Das ​in Bengaluru; Editing by Diti Pujara

Our Standards: The Thomson Reuters Trust Principles., opens new tab

MSH Capital Advisors LLC purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 24,322 shares of the e-commerce giant’s stock, valued at approximately $5,797,000. Amazon.com comprises about 1.0% of MSH Capital Advisors LLC’s portfolio, making the stock its 16th biggest position.

Other hedge funds also recently made changes to their positions in the company. Puzo Michael J acquired a new position in Amazon.com during the second quarter worth $14,259,000. NWK Group Inc. bought a new stake in Amazon.com during the second quarter worth $15,524,000. Quartz Partners LLC acquired a new stake in Amazon.com in the second quarter valued at $617,000. MidAtlantic Capital Management Inc. acquired a new stake in Amazon.com in the second quarter valued at $286,000. Finally, Live Oak Investment Partners bought a new position in shares of Amazon.com in the 2nd quarter valued at about $2,903,000. 72.20% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In
Several research analysts have recently weighed in on the stock. The Goldman Sachs Group restated a “buy” rating and set a $375.00 price objective (up from $335.00) on shares of Amazon.com in a research note on Friday, July 31st. Morgan Stanley reissued an “overweight” rating and set a $335.00 price target (up from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. Phillip Securities lowered Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. Robert W. Baird set a $310.00 price objective on Amazon.com and gave the company an “outperform” rating in a research report on Friday, July 31st. Finally, Zacks Research upgraded Amazon.com from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, August 4th. One analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amazon.com presently has an average rating of “Moderate Buy” and a consensus price target of $323.26.

View Our Latest Research Report on AMZN
Amazon.com Stock Down 2.0%
AMZN opened at $248.42 on Wednesday. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $287.20. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03. The company has a market capitalization of $2.68 trillion, a P/E ratio of 19.99, a P/E/G ratio of 1.95 and a beta of 1.44. The stock has a fifty day moving average of $255.80 and a 200-day moving average of $244.98.

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

Insider Transactions at Amazon.com
In related news, CEO Douglas J. Herrington sold 1,000 shares of the stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $254.77, for a total value of $254,770.00. Following the completion of the sale, the chief executive officer directly owned 475,681 shares in the company, valued at $121,189,248.37. This represents a 0.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,343 shares of the company’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $606,860.43. Following the completion of the sale, the vice president owned 119,780 shares in the company, valued at $31,024,217.80. This trade represents a 1.92% decrease in their 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 three months, insiders have sold 71,589 shares of company stock valued at $18,568,785. Corporate insiders own 8.90% of the company’s stock.

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

Positive Sentiment: Large AI infrastructure commitments support AWS growth. Amazon reportedly could purchase up to $60 billion of Qualcomm AI chips, while its partnership with Wiwynn will expand U.S. server manufacturing capacity and create nearly 1,000 jobs. These developments reinforce Amazon’s long-term investment in cloud and artificial-intelligence infrastructure. Amazon Could Buy Up to $60 Billion From Qualcomm
Positive Sentiment: Anthropic stake and operating outlook remain potential value drivers. Reports that Anthropic expects a second consecutive quarter of adjusted operating profit—and could pursue a valuation of as much as $2 trillion—highlight the potential value of Amazon’s roughly $13 billion investment in the AI developer. Anthropic Expects a Second Straight Quarter of Adjusted Operating Profit
Positive Sentiment: Retail and advertising initiatives offer additional support. Amazon India’s rapid-delivery service reportedly surpassed $1 billion in annualized sales, and the company scheduled Prime Big Deal Days for October 6–7. Amazon also expanded its advertising reach through a pilot with ChatGPT. Amazon India’s Amazon Now Tops $1 Billion
Neutral Sentiment: Analysts remain broadly optimistic. Coverage indicates Amazon has no sell ratings and continued confidence in earnings, cash flow and AWS growth, although bullish ratings have not prevented near-term volatility. Is It Worth Investing in Amazon Based on Wall Street’s Bullish Views?
Negative Sentiment: AWS cannot restore access to damaged facilities in Bahrain and the UAE. The prolonged loss of access to customer data and cloud availability zones raises concerns about service resilience, customer retention, potential costs and reputational damage. This was the most direct company-specific pressure on AMZN. AWS Unable to Restore Access After War Damage
Negative Sentiment: Macro and competitive pressures weighed on technology stocks. Investors prepared for a Federal Reserve rate decision amid higher yields and oil prices, while commentary suggested AWS cloud growth is lagging Microsoft Azure and Google Cloud in AI. Amazon also paused operations with 21 Air after a fatal cargo-plane crash, adding logistics and reputational risk. Amazon Stock Slides: What’s Happening?

Amazon.com Company Profile
(Free Report)

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

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

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Amazon today announced that its Alexa+ conversational assistant is available in India with Hindi support. The new assistant can hold conversations for longer and maintain context while doing so.

The feature is available to all customers in the country in Early Access in Hindi and English. After the early testing period, the company will make the assistant free for Prime customers. For non-Prime customers, the price would be ₹2,000 per month ($20.85).

The company said that the new Alexa has a more expressive voice and can handle complex multi-step tasks, including ordering groceries from Amazon’s quick commerce service Amazon Now and turning on/off smart home devices. Users can switch between English and Hindi mid-sentence.

Amazon added that Alexa+ is integrated with India-based services such as food delivery service Swiggy, Zomato’s ticket booking platform District, travel websites like TripAdvisor and MakeMyTrip, and restaurant reservation app EazyDiner. The upgraded assistant is also integrated with music streaming services such as Amazon Music and JioSaavn.

In June, TechCrunch reported that the company had invited users to enroll in a testing program for Alexa+, through which they could have conversations with the assistant in Hindi. After that, the company also started testing an English version of Alexa+.

Amazon launched Alexa in India in English in 2017 and added Hindi support in 2019. The country has more than 600 million Hindi speakers, and Amazon is trying to tap into that market with its smart devices and new features. The company didn’t give absolute numbers, but said that its smart home devices have grown by 20% from last year.

Amazon initially announced gen AI-powered Alexa+ in 2025 and made it available to all U.S.-based users in 2026. This year, the company has also launched its new assistant in markets such as the U.K., Canada, Brazil, Mexico, Italy, and Germany with local language context.

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Ivan covers global consumer tech developments at TechCrunch. He is based out of India and has previously worked at publications including Huffington Post and The Next Web.

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Amazon (AMZN -2.02%) has been a massive growth story for much of its history, but that changed after the pandemic.

Revenue growth slowed to as little as 7% in Q1 2022 as momentum in both the e-commerce business and Amazon Web Services (AWS) stalled. While some of that was due to challenging comparisons with the pandemic era, its revenue growth remained in the low teens for the next few years, as the chart below shows.

AMZN Revenue (Quarterly YoY Growth) data by YCharts

As you can see from the chart, Amazon's revenue growth has suddenly accelerated this year, clocking in at 20% in the second quarter, its fastest clip in five years.

Amazon stock spiked to an all-time high on the report, but has since cooled off. So what's behind the company's sudden acceleration? Let's take a look before discussing whether the stock is a buy.

Image source: Amazon.

How Amazon got its growth back In the second quarter, Amazon reported solid growth in all three of its segments, with North America sales up 16% to $116.2 billion and international sales up 15% to $42.2 billion.

However, AWS was the real star here as revenue grew 37% to $42.2 billion, trending with surging growth across the board for cloud computing, as peers like Microsoft Azure and Google Cloud actually reported faster growth, though AWS is still the largest cloud platform. Its pace in Q2 2026 was its fastest since 2021.

The explosion of AI is driving the surge in AWS's growth, and the company expects that momentum to continue as it forecast $200 billion in capital expenditures, much of which will go to data centers to run AWS and AI compute.

Similarly, the North America segment posted its fastest growth in nearly four years, though it benefited from the shift in Prime Day to the second quarter, which lifted overall revenue growth by roughly 400 basis points, and North America results were even higher. Advertising also accelerated to 26%, its strongest pace since 2023, a promising sign as advertising is a high-margin business for Amazon.

Finally, international growth of 15% excluding foreign exchange was its fastest pace in that segment since Q1 2021 as it benefited from both the Prime Day shift and investments in newer markets that are starting to pay off.

While the shift in Prime Day certainly played a role in Amazon's acceleration, it's also clear that the business is gaining momentum, especially in AWS, and that paid off on the bottom line as well, as operating income in the quarter jumped 43% to $27.5 billion, showing the company is gaining operating leverage.

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Is Amazon stock a buy right now? Amazon stock jumped 15% the day after its earnings report, and tacked on another 5% the following day to reach an all-time high. However, since then, the stock has given up nearly all of those gains, seemingly due to rising interest rates and broader macro concerns.

Amazon's earnings per share are distorted by equity gains from Anthropic, but normalizing for those, the stock is trading at a similar price-to-earnings ratio as the S&P 500. For a company diversified across e-commerce, cloud computing, digital advertising, and other industries, and with one of the widest economic moats in business, that looks like a great price.

Management called for revenue growth to slow in the third quarter, forecasting 9%-12% growth, or 13%-16% when adjusted for the Prime Day shift. Investors should keep in mind that Amazon's guidance is often conservative, so it could top that forecast.

Overall, Amazon is executing better than it has in years and is well-positioned to benefit from AI growth. The stock is a clear buy.