The Anthropic initial public offering (IPO) is imminent. In early October, investors expected the artificial-intelligence (AI) company to file an S-1 prospectus, which will detail Anthropic's financial performance, business strategy, and ownership structure ahead of its debut, probably a few weeks later. Most of the time, large companies like to IPO before the holiday season, so expect Anthropic to go public in October or early November.
Individual investors cannot directly buy Anthropic shares ahead of the proposed IPO. However, you may already have a stake in Anthropic going into the IPO, you just didn't know it. Here's how.
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Big tech investments To fund its gigantic capital investments in training and running AI systems, Anthropic has secured funding and built major partnerships with Alphabet (GOOG +1.53%) and Amazon (AMZN +1.94%). In return for funding, Anthropic has committed to spending tens of billions on Alphabet's Google Cloud and Amazon's Amazon Web Services (AWS).
The public doesn't have exact figures on how much Amazon and Alphabet own of Anthropic ahead of its IPO, but given how much they have invested in the business, their stakes could be large. Analysts estimate a range of 15%-20% ownership for Amazon and 10%-15% for Alphabet, but we will not know for sure until the S-1 is filed.
Even taking the low end of these ranges, these stakes could be worth significant amounts heading into the IPO. Anthropic is planning to go public at an estimated $2 trillion valuation. At that level, a 15% stake (for Amazon) would be worth $300 billion, and a 10% stake (for Alphabet) would be worth $200 billion. It is not a huge share of either technology company's trillion-dollar market cap, but it could drive nice value creation in the years ahead.
Image source: Getty Images.
Rapid growth, but likely large losses The long-term question for investors is whether Anthropic will be worth $2 trillion, or more, in the future.
Today, the company reports annualized revenue of $65 billion, growing at a substantial clip. By October, this figure could jump to $100 billion, up from just $9 billion at the end of 2025.
This is one of the fastest-growing large companies in history, which could help it justify this lofty starting valuation. Where investors may get tripped up is cash burn. Anthropic is investing heavily upfront to pursue cutting-edge AI models and inference (when customers use AI models), which likely has it burning a ton of cash.
After raising an estimated $100 billion in its IPO, Anthropic will have plenty of cash to keep investing in growth, but it will eventually have to turn a profit.
Should you buy these stocks for exposure to Anthropic? I don't know whether an investor should buy Amazon or Alphabet stock solely for their stakes in Anthropic, but it can be part of an overall AI thesis for these two hyperscalers.
The true value in these stocks will be created by the cash Anthropic -- along with other AI software providers -- spends on Google Cloud and AWS. Last quarter, AWS revenue rose 37% year-over-year to $42.2 billion, with a 39% profit margin. Google Cloud revenue increased 82% to $24.8 billion, with a 35% profit margin.
These are phenomenally profitable businesses on an immense scale and are now growing rapidly due to the onset of the AI revolution. Along with their stakes in Anthropic, you can make a bet on Amazon and Alphabet stocks as rock-solid bets if you want exposure to AI in 2026 and beyond.
Plus, you have diversification from these investments just from these two holdings. Alphabet also has its legacy Google Search business, YouTube, Google Workspace subscriptions, and other revenue driving its business. Amazon has its enormous global e-commerce operations. This can help balance out returns and financial performance if the AI boom eventually busts.
Amazon (AMZN.O) said on Sunday it was pausing operations with Miami-based 21 Air, the cargo carrier that operated the Amazon-branded plane that crashed in Miami, killing five people.
"After the tragic incident last weekend, we've spent time supporting the investigation and reviewing some of the surrounding circumstances and we’ve decided to pause our operations with 21 Air, the operator of Flight 7598," Amazon spokesperson Kelly Nantel said in a statement to Reuters.
"We'll continue working to support the investigation and everyone affected."
Last week, an Amazon Prime Air cargo flight overran a runway and crashed while landing at Miami International Airport.
Prime Air Flight 7598 overran the airport's diagonal runway shortly before 2 p.m. EDT (1800 GMT) and struck multiple vehicles on the ground, officials said.
The plane was a 32-year-old Boeing (BA.N) 767-300 freighter that operated as a passenger jet for various airlines from 1994 to 2015, according to Flightradar24, a flight tracking service.
The National Transportation Safety Board, which is investigating the crash, said last week the pilots of the Amazon Prime Air cargo plane considered aborting the landing after the aircraft touched down, citing evidence from a flight data recorder.
The NTSB also said one pilot cautioned that they were flying "too fast" just over a minute before touching down on the runway that they overran.
"We remain focused on supporting the families and loved ones who were impacted by this accident, as well as working closely with the NTSB and all our partners, like Amazon, as the investigation continues. We are confident in our safety policies, procedures and training," 21 Air said in a statement to Reuters.
Jeff Bezos founded Amazon (AMZN +1.94%) in 1994 and served as its CEO until July 5, 2021. From the company's May 1997 initial public offering through the day he stepped aside, Amazon's market cap grew from under $500 million to $1.8 trillion. That's a remarkable record, and created immense wealth for patient shareholders.
Bezos' successor, Andy Jassy, has overseen a 50% increase in Amazon's market cap to $2.7 trillion. However, the company's current size shouldn't dissuade people from investing.
Here's why Jassy should continue to oversee strong profit growth that drives further stock price gains.
Image source: Getty Images.
A big opportunity lies ahead Before taking the CEO job, Jassy helped form and run Amazon Web Services. That business has become Amazon's largest profit generator, and should drive growth on the top and bottom lines for the foreseeable future.
AWS is the world's leading cloud-computing platform. Due to the amount of resources needed to build data centers in quantity, major competition in the cloud infrastructure sector remains fairly limited. As of the second quarter of 2026, AWS had a 28% market share, ahead of Microsoft's Azure (20%) and Alphabet's Google Cloud (15%). The remainder of the market is divided among a host of players with much smaller shares.
As organizations' demands for compute and data have risen rapidly in recent years, AWS has been growing fast. Its pace is set to accelerate with the widening use of generative artificial intelligence, which will further increase demand for AWS' products and services.
The division's finances have already benefited. AWS' sales grew 36.8% year over year to $42.2 billion in the second quarter. This drove operating income 63.6% higher to $16.6 billion. Most importantly, during the quarter, AWS accounted for 60.5% of Amazon's total operating profit.
An attractive valuation With all the success that Amazon has had throughout the years, it's rare that the stock trades at an attractive valuation. But it is right now.
In line with the company's effort to meet surging demand for cloud computing capacity, Jassy and his team are boosting capital expenditures from $131.8 billion in 2025 to $220 billion this year. The steepness of that increase has some investors concerned about the payoff. However, given AWS' growth potential and the company's strong market position, the money it's pouring into data centers seems like a wise investment.
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Amazon's price-to-earnings (P/E) ratio has dropped from 32 to 20 this year. That's cheap compared to its historical averages -- the stock has a five-year median P/E ratio of 50. The current valuation is also lower than the broader market's average, as the S&P 500 index's P/E multiple is 26.
With Jassy's knowledge of AWS, the big growth opportunity, and the company's attractive valuation, Amazon's shares seem poised for nice long-term growth. That should handsomely reward patient investors.
Sigma Planning Corp reduced its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 14.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 298,285 shares of the e-commerce giant’s stock after selling 50,984 shares during the period. Amazon.com comprises approximately 1.8% of Sigma Planning Corp’s holdings, making the stock its 7th largest holding. Sigma Planning Corp’s holdings in Amazon.com were worth $71,093,000 at the end of the most recent quarter.
Several other large investors have also recently added to or reduced their stakes in the company. Benjamin Edwards Inc. increased its position in Amazon.com by 5.3% in the second quarter. Benjamin Edwards Inc. now owns 318,490 shares of the e-commerce giant’s stock worth $75,909,000 after buying an additional 16,079 shares during the period. GTS Securities LLC raised its position in shares of Amazon.com by 69.6% during the 2nd quarter. GTS Securities LLC now owns 307,627 shares of the e-commerce giant’s stock worth $73,320,000 after buying an additional 126,255 shares in the last quarter. Jasper Ridge Partners L.P. lifted its position in Amazon.com by 47.2% in the second quarter. Jasper Ridge Partners L.P. now owns 72,068 shares of the e-commerce giant’s stock worth $17,177,000 after purchasing an additional 23,120 shares during the period. Private Harbour Investment Management & Counsel LLC lifted its holdings in shares of Amazon.com by 0.4% in the second quarter. Private Harbour Investment Management & Counsel LLC now owns 13,175 shares of the e-commerce giant’s stock valued at $3,140,000 after buying an additional 53 shares during the period. Finally, Flputnam Investment Management Co. boosted its position in shares of Amazon.com by 10.3% during the 2nd quarter. Flputnam Investment Management Co. now owns 681,131 shares of the e-commerce giant’s stock valued at $162,341,000 after purchasing an additional 63,851 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors.
Insiders Place Their Bets In other Amazon.com news, SVP David Zapolsky sold 9,258 shares of the firm’s stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $259.77, for a total value of $2,404,950.66. Following the sale, the senior vice president owned 41,190 shares of the company’s stock, valued at $10,699,926.30. This trade represents a 18.35% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Garman sold 14,541 shares of Amazon.com 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 transaction, the chief executive officer directly owned 17,794 shares in the company, valued at approximately $4,609,713.64. This represents 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 sold a total of 71,589 shares of company stock valued at $18,568,785 in the last ninety days. Company insiders own 8.90% of the company’s stock.
Amazon.com News Summary Here are the key news stories impacting Amazon.com this week: Positive Sentiment: AWS remains the primary bullish catalyst. Analysts and market commentators described AWS as the “heartbeat” of the AI trade, citing its fastest growth in 18 quarters and Amazon’s ability to combine cloud AI services with its large e-commerce ecosystem. AWS Cloud Heartbeat of AI Trade Positive Sentiment: A major Qualcomm partnership strengthens Amazon’s AI infrastructure position. Amazon could purchase as much as $60 billion of Qualcomm AI data-center chips and related products under a long-term agreement. The deal supports AWS capacity expansion and signals confidence in sustained AI demand, although it also implies substantial future capital spending. Qualcomm AI Ambitions Get a Boost From Amazon Partnership Positive Sentiment: Amazon’s AI products are gaining enterprise validation. Rivian used Amazon Bedrock to automate finance work and eliminate more than 15 days of manual effort per close cycle, offering a concrete example of potential Bedrock demand. Amazon also expanded its Quick AI assistant to mobile devices. Rivian’s AI Agents Cut 15 Days From Every Close Positive Sentiment: Prime Air is moving closer to broader UK drone deliveries. Amazon completed more than 500 flights during a UK trial and is seeking approval to expand service in Darlington. Successful deployment could improve delivery economics and support longer-term logistics automation. Amazon delivery drones set for UK expansion Neutral Sentiment: Amazon Pay India is considering travel insurance and other financial products, expanding its potential addressable market but providing limited near-term earnings impact. Amazon Pay plans to expand insurance offerings Negative Sentiment: Risks remain around costs, leverage, and operations. Amazon’s AI buildout requires heavy capital spending and new debt, while potential changes to Ohio data-center tax incentives could reduce project economics. Separately, a fatal accident involving an aircraft operating for Prime Air has increased regulatory and reputational risk. Amazon’s Aviation Network Faces a Sobering Test Analysts Set New Price Targets A number of equities research analysts have recently issued reports on the company. Telsey Advisory Group set a $335.00 target price on Amazon.com and gave the stock an “outperform” rating in a research report on Friday, July 31st. Citigroup reissued a “market outperform” rating on shares of Amazon.com in a research note on Friday, August 14th. Sanford C. Bernstein reissued an “outperform” rating and set a $320.00 target price (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. DA Davidson reiterated a “neutral” rating and set a $250.00 price target on shares of Amazon.com in a report on Friday, July 31st. Finally, Royal Bank Of Canada lifted their target price on shares of Amazon.com from $320.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus target price of $323.26.
Read Our Latest Analysis on AMZN
Amazon.com Price Performance NASDAQ AMZN opened at $256.78 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 fifty day simple moving average of $255.56 and a 200 day simple moving average of $244.13. 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 cap of $2.77 trillion, a P/E ratio of 20.66, a P/E/G ratio of 1.98 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 EPS for the quarter, topping the consensus estimate of $1.82 by $3.93. The firm had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business’s quarterly revenue was up 19.6% on a year-over-year basis. During the same quarter last year, the firm posted $1.68 EPS. On average, sell-side analysts predict that Amazon.com, Inc. will post 8.05 EPS for the current year.
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.
Further Reading Five stocks we like better than Amazon.com Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity? 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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Argyle Capital Partners LLC bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 14,464 shares of the e-commerce giant’s stock, valued at approximately $3,447,000. Amazon.com accounts for about 2.2% of Argyle Capital Partners LLC’s investment portfolio, making the stock its 5th biggest holding.
Several other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in shares of Amazon.com by 10.9% during the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after purchasing an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC increased its position in Amazon.com by 4.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after buying an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG raised its stake in Amazon.com by 2.8% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock worth $442,481,000 after buying an additional 54,987 shares during the period. Highview Capital Management LLC DE raised its stake in Amazon.com by 5.5% during the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock worth $6,357,000 after buying an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC bought a new position in Amazon.com in the fourth quarter worth approximately $2,153,000. Institutional investors own 72.20% of the company’s stock.
Insider Transactions at Amazon.com In other news, CEO Matthew S. Garman sold 14,541 shares of the firm’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.06, for a total transaction of $3,766,991.46. Following the completion of the sale, the chief executive officer directly owned 17,794 shares of the company’s stock, valued at $4,609,713.64. This trade represents a 44.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian Olsavsky sold 6,172 shares of the firm’s stock in a transaction on 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 sale, the chief financial officer directly owned 109,207 shares of the company’s stock, valued at approximately $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. Over the last three months, insiders have sold 71,589 shares of company stock worth $18,568,785. 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: AWS remains the primary bullish catalyst. Analysts and market commentators described AWS as the “heartbeat” of the AI trade, citing its fastest growth in 18 quarters and Amazon’s ability to combine cloud AI services with its large e-commerce ecosystem. AWS Cloud Heartbeat of AI Trade Positive Sentiment: A major Qualcomm partnership strengthens Amazon’s AI infrastructure position. Amazon could purchase as much as $60 billion of Qualcomm AI data-center chips and related products under a long-term agreement. The deal supports AWS capacity expansion and signals confidence in sustained AI demand, although it also implies substantial future capital spending. Qualcomm AI Ambitions Get a Boost From Amazon Partnership Positive Sentiment: Amazon’s AI products are gaining enterprise validation. Rivian used Amazon Bedrock to automate finance work and eliminate more than 15 days of manual effort per close cycle, offering a concrete example of potential Bedrock demand. Amazon also expanded its Quick AI assistant to mobile devices. Rivian’s AI Agents Cut 15 Days From Every Close Positive Sentiment: Prime Air is moving closer to broader UK drone deliveries. Amazon completed more than 500 flights during a UK trial and is seeking approval to expand service in Darlington. Successful deployment could improve delivery economics and support longer-term logistics automation. Amazon delivery drones set for UK expansion Neutral Sentiment: Amazon Pay India is considering travel insurance and other financial products, expanding its potential addressable market but providing limited near-term earnings impact. Amazon Pay plans to expand insurance offerings Negative Sentiment: Risks remain around costs, leverage, and operations. Amazon’s AI buildout requires heavy capital spending and new debt, while potential changes to Ohio data-center tax incentives could reduce project economics. Separately, a fatal accident involving an aircraft operating for Prime Air has increased regulatory and reputational risk. Amazon’s Aviation Network Faces a Sobering Test Analyst Ratings Changes A number of brokerages have commented on AMZN. Evercore set a $355.00 price objective on Amazon.com and gave the company an “outperform” rating in a research note on Friday, August 28th. UBS Group set a $318.00 target price on Amazon.com and gave the stock a “buy” rating in a research report on Friday, July 31st. Weiss Ratings reissued a “buy (b)” rating on shares of Amazon.com in a research report on Monday, August 3rd. Robert W. Baird set a $310.00 price target on shares of Amazon.com and gave the company an “outperform” rating in a research report on Friday, July 31st. Finally, DA Davidson restated a “neutral” rating and set a $250.00 price target on shares of Amazon.com in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have issued a Hold rating to the company. 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
Amazon.com Price Performance Shares of NASDAQ AMZN opened at $256.78 on Friday. The company has a market capitalization of $2.77 trillion, a PE ratio of 20.66, a PEG ratio of 1.98 and a beta of 1.44. 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 stock’s 50 day moving average price is $255.56 and its 200-day moving average price is $244.13. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $287.20.
Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. The company had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.Amazon.com’s revenue was up 19.6% on a year-over-year basis. During the same period last year, the business posted $1.68 earnings per share. On average, equities analysts anticipate that Amazon.com, Inc. will post 8.05 EPS for the current year.
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.
See Also Five stocks we like better than Amazon.com Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity?
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Banco BTG Pactual S.A. bought a new position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 18,233 shares of the e-commerce giant’s stock, valued at approximately $4,346,000. Amazon.com comprises about 0.4% of Banco BTG Pactual S.A.’s portfolio, making the stock its 28th largest position.
Other large investors also recently modified their holdings of the company. Pavion Blue Capital LLC bought a new stake in shares of Amazon.com in the 2nd quarter valued at $6,212,000. UNIVEST FINANCIAL Corp acquired a new stake in shares of Amazon.com during the second quarter worth about $64,204,000. K.J. Harrison & Partners Inc bought a new position in shares of Amazon.com during the 2nd quarter valued at about $20,701,000. Lee Johnson Capital Management LLC bought a new position in shares of Amazon.com during the 2nd quarter valued at about $1,216,000. Finally, Grandfield & Dodd LLC acquired a new position in shares of Amazon.com in the 2nd quarter valued at approximately $2,653,000. 72.20% of the stock is currently owned by institutional investors and hedge funds.
Insiders Place Their Bets In related news, SVP David Zapolsky sold 9,258 shares of the stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the completion of the transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at approximately $10,699,926.30. This represents a 18.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $5,180,200.00. Following the completion of the transaction, the chief executive officer owned 2,235,766 shares of the company’s stock, valued at approximately $579,085,751.66. This represents a 0.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 71,589 shares of company stock valued at $18,568,785 in the last quarter. 8.90% of the stock is currently owned by corporate insiders.
Amazon.com Stock Up 1.9% Amazon.com stock opened at $256.78 on Friday. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The company has a fifty day simple moving average of $255.56 and a 200 day simple moving average of $244.13. The company has a market cap of $2.77 trillion, a P/E ratio of 20.66, a price-to-earnings-growth ratio of 1.98 and a beta of 1.44. Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping the consensus estimate of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm had revenue of $200.61 billion for the quarter, compared to analysts’ expectations of $197.03 billion. During the same period in the previous year, the firm posted $1.68 EPS. The company’s revenue for the quarter was up 19.6% on a year-over-year basis. Research analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.
Key Stories Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: AWS remains the primary bullish catalyst. Analysts and market commentators described AWS as the “heartbeat” of the AI trade, citing its fastest growth in 18 quarters and Amazon’s ability to combine cloud AI services with its large e-commerce ecosystem. AWS Cloud Heartbeat of AI Trade Positive Sentiment: A major Qualcomm partnership strengthens Amazon’s AI infrastructure position. Amazon could purchase as much as $60 billion of Qualcomm AI data-center chips and related products under a long-term agreement. The deal supports AWS capacity expansion and signals confidence in sustained AI demand, although it also implies substantial future capital spending. Qualcomm AI Ambitions Get a Boost From Amazon Partnership Positive Sentiment: Amazon’s AI products are gaining enterprise validation. Rivian used Amazon Bedrock to automate finance work and eliminate more than 15 days of manual effort per close cycle, offering a concrete example of potential Bedrock demand. Amazon also expanded its Quick AI assistant to mobile devices. Rivian’s AI Agents Cut 15 Days From Every Close Positive Sentiment: Prime Air is moving closer to broader UK drone deliveries. Amazon completed more than 500 flights during a UK trial and is seeking approval to expand service in Darlington. Successful deployment could improve delivery economics and support longer-term logistics automation. Amazon delivery drones set for UK expansion Neutral Sentiment: Amazon Pay India is considering travel insurance and other financial products, expanding its potential addressable market but providing limited near-term earnings impact. Amazon Pay plans to expand insurance offerings Negative Sentiment: Risks remain around costs, leverage, and operations. Amazon’s AI buildout requires heavy capital spending and new debt, while potential changes to Ohio data-center tax incentives could reduce project economics. Separately, a fatal accident involving an aircraft operating for Prime Air has increased regulatory and reputational risk. Amazon’s Aviation Network Faces a Sobering Test Analyst Ratings Changes A number of research firms recently issued reports on AMZN. Benchmark increased their target price on Amazon.com from $370.00 to $400.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Monness Crespi & Hardt lifted their price target on shares of Amazon.com from $315.00 to $330.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Citizens Jmp reiterated a “market outperform” rating and issued a $315.00 price target on shares of Amazon.com in a report on Friday, July 31st. Roth Capital reissued a “buy” rating and set a $325.00 price objective on shares of Amazon.com in a research report on Monday, August 3rd. Finally, Zacks Research upgraded shares of Amazon.com from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 4th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $323.26.
Get Our Latest Stock Analysis on Amazon.com
About Amazon.com (Free Report)
Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.
Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.
See Also Five stocks we like better than Amazon.com Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity?
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Citizens Financial Group Inc. RI bought a new position in 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 bought 686,590 shares of the e-commerce giant’s stock, valued at approximately $163,642,000. Amazon.com makes up about 2.0% of Citizens Financial Group Inc. RI’s investment portfolio, making the stock its 8th largest holding.
Other institutional investors also recently modified their holdings of the company. Northstar Financial Companies Inc. acquired a new stake in shares of Amazon.com during the second quarter worth $3,376,000. Gryphon Financial Partners LLC boosted its holdings in shares of 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. boosted its holdings 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 during the period. GSA Capital Partners LLP bought a new stake in shares of Amazon.com during the 2nd quarter valued at about $2,261,000. Finally, Narwhal Capital Management grew its position in shares of Amazon.com by 2.3% during the 4th quarter. Narwhal Capital Management now owns 216,606 shares of the e-commerce giant’s stock valued at $49,997,000 after buying an additional 4,854 shares during the last quarter. Institutional investors own 72.20% of the company’s stock.
Amazon.com Stock Performance AMZN opened at $256.78 on Friday. The company has a market capitalization of $2.77 trillion, a price-to-earnings ratio of 20.66, a price-to-earnings-growth ratio of 1.98 and a beta of 1.44. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The business has a 50 day moving average price of $255.56 and a two-hundred day moving average price of $244.13.
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, beating the consensus estimate of $1.82 by $3.93. The company had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business’s revenue for the quarter was up 19.6% on a year-over-year basis. During the same quarter last year, the firm posted $1.68 EPS. Research analysts predict that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year. Insider Buying and Selling at Amazon.com In other news, SVP David Zapolsky sold 9,258 shares of the firm’s stock in a transaction 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 of the company’s stock, valued at $10,699,926.30. This trade represents a 18.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 14,541 shares of Amazon.com 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 completion of the transaction, 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. 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 sold 71,589 shares of company stock worth $18,568,785. 8.90% of the stock is owned by insiders.
Wall Street Analysts Forecast Growth AMZN has been the topic of a number of recent research reports. Sanford C. Bernstein reissued an “outperform” rating and issued a $320.00 target price (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. UBS Group set a $318.00 target price on Amazon.com and gave the company a “buy” rating in a report on Friday, July 31st. Wolfe Research reiterated an “outperform” rating and set a $315.00 price target on shares of Amazon.com in a research report on Friday, July 31st. Mizuho set a $330.00 price target on Amazon.com and gave the stock an “outperform” rating in a report on Friday, July 31st. Finally, Evercore set a $355.00 price objective on Amazon.com and gave the company an “outperform” rating in a research report on Friday, August 28th. One analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, Amazon.com has an average rating of “Moderate Buy” and a consensus price target of $323.26.
View Our Latest Stock Report on Amazon.com
Key Amazon.com News Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: AWS remains the primary bullish catalyst. Analysts and market commentators described AWS as the “heartbeat” of the AI trade, citing its fastest growth in 18 quarters and Amazon’s ability to combine cloud AI services with its large e-commerce ecosystem. AWS Cloud Heartbeat of AI Trade Positive Sentiment: A major Qualcomm partnership strengthens Amazon’s AI infrastructure position. Amazon could purchase as much as $60 billion of Qualcomm AI data-center chips and related products under a long-term agreement. The deal supports AWS capacity expansion and signals confidence in sustained AI demand, although it also implies substantial future capital spending. Qualcomm AI Ambitions Get a Boost From Amazon Partnership Positive Sentiment: Amazon’s AI products are gaining enterprise validation. Rivian used Amazon Bedrock to automate finance work and eliminate more than 15 days of manual effort per close cycle, offering a concrete example of potential Bedrock demand. Amazon also expanded its Quick AI assistant to mobile devices. Rivian’s AI Agents Cut 15 Days From Every Close Positive Sentiment: Prime Air is moving closer to broader UK drone deliveries. Amazon completed more than 500 flights during a UK trial and is seeking approval to expand service in Darlington. Successful deployment could improve delivery economics and support longer-term logistics automation. Amazon delivery drones set for UK expansion Neutral Sentiment: Amazon Pay India is considering travel insurance and other financial products, expanding its potential addressable market but providing limited near-term earnings impact. Amazon Pay plans to expand insurance offerings Negative Sentiment: Risks remain around costs, leverage, and operations. Amazon’s AI buildout requires heavy capital spending and new debt, while potential changes to Ohio data-center tax incentives could reduce project economics. Separately, a fatal accident involving an aircraft operating for Prime Air has increased regulatory and reputational risk. Amazon’s Aviation Network Faces a Sobering Test 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 Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity?
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Long-time Apple (AAPL +1.75%) and Amazon (AMZN +1.94%) shareholders have undoubtedly been pleased with the stocks' performance. Apple has a market cap of $4.9 trillion, and Amazon's market cap equals $2.8 trillion, as of Sept. 11. They have grown to become among the most valuable companies in the world.
In fact, a $20,000 investment in Apple shares 10 years ago would have grown to $277,000, including dividends. That same amount invested in Amazon stock would be worth $133,000.
However, past success doesn't guarantee future results, of course. Which company's stock looks poised to do better over the next decade? It's time to look at each company's fundamentals before making the investment decision.
Image source: Getty Images.
Apple's fundamentals Apple has a new CEO, John Ternus, who replaced Tim Cook on Sept. 1. Ternus was the company's senior vice president of hardware engineering.
This coincides with Apple's launch of its iPhone Duo. The new phone is foldable and has features such as a bigger screen and enhanced camera functions. It has a hefty $2,000 price tag, but that's in line with other foldable phones.
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Ternus needs the iPhone to succeed since the product generates most of Apple's sales. For the first three quarters of the fiscal year (ended June 27), iPhone accounted for 54% of the company's top line. During the period, the product's sales grew a healthy 22.4% year over year.
The higher-margin services business, which includes advertising, product support, the App Store, and payment services, continues to grow. Over the nine-month period, the category's sales increased 14% versus a year ago to $91.7 billion.
These two businesses helped drive Apple's third-quarter sales 16% higher to $109.4 billion.
However, while Apple has been able to produce new versions of its iPhone, it hasn't had much innovation outside of this product. For instance, the company abandoned its self-driving car efforts a couple of years ago. And its hyped Vision Pro product never really found commercial success.
Amazon's fundamentals People may know Amazon for its online marketplace. But the company has become so much more than that. It also has physical stores, devices (e.g., Ring), Prime (which includes a streaming service), advertising, and Amazon Web Services (AWS), its cloud-computing business.
This may sound too sprawling, but all of its segments continue to do well. Amazon's second-quarter sales grew 20% compared to a year ago to $200.6 billion, and operating income increased 43.2% to $27.5 billion. The North America, international, and AWS businesses saw sales growth of 16%, 15%, and 37%, respectively.
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AWS remains a major profit engine. Its quarterly operating income grew 63.6% to $16.6 billion. That accounted for 60.5% of the company's profit.
The high-margin AWS business, which has been growing rapidly, continues to have strong long-term products. Organizations clamor for data and computing, and the segment's products and services will only see higher demand as they adopt generative artificial intelligence.
Management continues to invest heavily to meet surging demand, including $220 billion in expected capital expenditures this year. That's a significant increase from 2025's $131.8 billion.
Which one presents the better opportunity? Under Ternus' leadership, I believe Apple will need to come to market with innovative products that consumers want to drive long-term sales growth. The company's iPhone and services business continues to do well, but it needs to broaden its product lineup to drive long-term growth that rewards shareholders.
Meanwhile, Amazon's AWS has a big growth opportunity ahead. Some investors have been concerned about management's decision to quickly ramp up spending. But that's to meet demand and support a long-term growth opportunity. I think the company needs to make the investment to maintain its lead and competitive edge in the business.
With AWS leading the way, I believe Amazon's stock is poised to create more wealth than Apple's shares.
Commerzbank Aktiengesellschaft FI acquired a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 376,150 shares of the e-commerce giant’s stock, valued at approximately $89,652,000. Amazon.com comprises approximately 1.8% of Commerzbank Aktiengesellschaft FI’s holdings, making the stock its 19th biggest holding.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in AMZN. Professional Financial Solutions LLC ADV purchased a new stake in Amazon.com during the 2nd quarter valued at about $235,000. John Boyer Inc. boosted its position in Amazon.com by 1.7% in the second quarter. John Boyer Inc. now owns 9,146 shares of the e-commerce giant’s stock valued at $2,176,000 after buying an additional 157 shares during the last quarter. Oak Barrel Wealth Advisory LLC acquired a new position in Amazon.com in the 2nd quarter worth approximately $2,578,000. Pursue Wealth Partners LLC purchased a new position in Amazon.com during the 2nd quarter worth approximately $7,463,000. Finally, Phillips Wealth Planners LLC acquired a new stake in Amazon.com during the 2nd quarter valued at approximately $794,000. Hedge funds and other institutional investors own 72.20% of the company’s stock.
Insider Buying and Selling at Amazon.com In related news, CEO Douglas J. Herrington sold 6,362 shares of the business’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $1,647,821.62. Following the completion of the sale, the chief executive officer owned 476,681 shares of the company’s stock, valued at approximately $123,465,145.81. The trade was a 1.32% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of the company’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $260.31, for a total transaction of $1,606,633.32. Following the transaction, the chief financial officer owned 109,207 shares of the company’s stock, valued at $28,427,674.17. This represents a 5.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 71,589 shares of company stock worth $18,568,785. 8.90% of the stock is currently owned by corporate insiders.
Amazon.com Price Performance NASDAQ:AMZN opened at $256.78 on Friday. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $287.20. The stock’s 50-day moving average price is $255.56 and its 200-day moving average price is $244.13. The stock has a market capitalization of $2.77 trillion, a PE ratio of 20.66, a price-to-earnings-growth ratio of 1.94 and a beta of 1.44. Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same quarter in the prior year, the business posted $1.68 earnings per share. Amazon.com’s revenue for the quarter was up 19.6% on a year-over-year basis. As a group, equities analysts expect that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.
Key Amazon.com News Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: AWS remains the primary bullish catalyst. Analysts and market commentators described AWS as the “heartbeat” of the AI trade, citing its fastest growth in 18 quarters and Amazon’s ability to combine cloud AI services with its large e-commerce ecosystem. AWS Cloud Heartbeat of AI Trade Positive Sentiment: A major Qualcomm partnership strengthens Amazon’s AI infrastructure position. Amazon could purchase as much as $60 billion of Qualcomm AI data-center chips and related products under a long-term agreement. The deal supports AWS capacity expansion and signals confidence in sustained AI demand, although it also implies substantial future capital spending. Qualcomm AI Ambitions Get a Boost From Amazon Partnership Positive Sentiment: Amazon’s AI products are gaining enterprise validation. Rivian used Amazon Bedrock to automate finance work and eliminate more than 15 days of manual effort per close cycle, offering a concrete example of potential Bedrock demand. Amazon also expanded its Quick AI assistant to mobile devices. Rivian’s AI Agents Cut 15 Days From Every Close Positive Sentiment: Prime Air is moving closer to broader UK drone deliveries. Amazon completed more than 500 flights during a UK trial and is seeking approval to expand service in Darlington. Successful deployment could improve delivery economics and support longer-term logistics automation. Amazon delivery drones set for UK expansion Neutral Sentiment: Amazon Pay India is considering travel insurance and other financial products, expanding its potential addressable market but providing limited near-term earnings impact. Amazon Pay plans to expand insurance offerings Negative Sentiment: Risks remain around costs, leverage, and operations. Amazon’s AI buildout requires heavy capital spending and new debt, while potential changes to Ohio data-center tax incentives could reduce project economics. Separately, a fatal accident involving an aircraft operating for Prime Air has increased regulatory and reputational risk. Amazon’s Aviation Network Faces a Sobering Test Wall Street Analysts Forecast Growth A number of analysts have recently weighed in on the stock. Phillip Securities lowered shares of Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. Citizens Jmp reaffirmed a “market outperform” rating and set a $315.00 price target on shares of Amazon.com in a research report on Friday, July 31st. Mizuho set a $330.00 price objective on Amazon.com and gave the company an “outperform” rating in a research note on Friday, July 31st. KeyCorp boosted their price objective on Amazon.com from $335.00 to $350.00 and gave the company an “overweight” rating in a report on Friday, July 31st. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $320.00 target price (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amazon.com has a consensus rating of “Moderate Buy” and a consensus price target of $323.26.
View Our Latest Stock Report on AMZN
Amazon.com Company Profile (Free Report)
Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.
Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.
See Also Five stocks we like better than Amazon.com Block Makes a Federal Trust Bank Move That Could Reshape Its Fintech Model Kroger’s Textbook Entry for Buy-and-Hold Investors AST SpaceMobile Looks to Extend Its 30-Day FCC Satellite Testing Window Amgen Drops 10% on a Trial It Didn’t Even Run
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Capital Financial Group Inc. Co. ADV acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 2,906 shares of the e-commerce giant’s stock, valued at approximately $693,000.
A number of other institutional investors also recently made changes to their positions in the business. Trust Asset Management LLC grew 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 buying an additional 3,414 shares during the last quarter. Longfellow Investment Management Co. LLC bought a new stake in shares of Amazon.com in the 2nd quarter valued at about $33,000. MilWealth Group LLC lifted its stake in shares of Amazon.com by 79.0% in the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after acquiring an additional 79 shares during the last quarter. Lifetime Wealth Management P.C. purchased a new stake in Amazon.com during the 4th quarter valued at about $45,000. Finally, Elkhorn Partners Limited Partnership boosted its holdings in Amazon.com by 900.0% during the 4th quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock valued at $46,000 after acquiring an additional 180 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.
Amazon.com Price Performance AMZN stock opened at $256.78 on Friday. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20. The firm has a 50-day moving average of $255.56 and a 200 day moving average of $244.13. The company has a market cap of $2.77 trillion, a P/E ratio of 20.66, a PEG ratio of 1.94 and a beta of 1.44.
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, 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 business had revenue of $200.61 billion for the quarter, compared to analysts’ expectations of $197.03 billion. During the same period in the previous year, the firm posted $1.68 EPS. The business’s revenue was up 19.6% on a year-over-year basis. On average, sell-side analysts forecast that Amazon.com, Inc. will post 8.05 EPS for the current year. Key Stories Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: AWS remains the primary bullish catalyst. Analysts and market commentators described AWS as the “heartbeat” of the AI trade, citing its fastest growth in 18 quarters and Amazon’s ability to combine cloud AI services with its large e-commerce ecosystem. AWS Cloud Heartbeat of AI Trade Positive Sentiment: A major Qualcomm partnership strengthens Amazon’s AI infrastructure position. Amazon could purchase as much as $60 billion of Qualcomm AI data-center chips and related products under a long-term agreement. The deal supports AWS capacity expansion and signals confidence in sustained AI demand, although it also implies substantial future capital spending. Qualcomm AI Ambitions Get a Boost From Amazon Partnership Positive Sentiment: Amazon’s AI products are gaining enterprise validation. Rivian used Amazon Bedrock to automate finance work and eliminate more than 15 days of manual effort per close cycle, offering a concrete example of potential Bedrock demand. Amazon also expanded its Quick AI assistant to mobile devices. Rivian’s AI Agents Cut 15 Days From Every Close Positive Sentiment: Prime Air is moving closer to broader UK drone deliveries. Amazon completed more than 500 flights during a UK trial and is seeking approval to expand service in Darlington. Successful deployment could improve delivery economics and support longer-term logistics automation. Amazon delivery drones set for UK expansion Neutral Sentiment: Amazon Pay India is considering travel insurance and other financial products, expanding its potential addressable market but providing limited near-term earnings impact. Amazon Pay plans to expand insurance offerings Negative Sentiment: Risks remain around costs, leverage, and operations. Amazon’s AI buildout requires heavy capital spending and new debt, while potential changes to Ohio data-center tax incentives could reduce project economics. Separately, a fatal accident involving an aircraft operating for Prime Air has increased regulatory and reputational risk. Amazon’s Aviation Network Faces a Sobering Test Analysts Set New Price Targets Several research firms recently issued reports on AMZN. Barclays restated an “overweight” rating and set a $365.00 price target (up from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. Morgan Stanley reissued an “overweight” rating and set a $335.00 price objective (up from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Roth Capital restated a “buy” rating and issued a $325.00 target price on shares of Amazon.com in a report on Monday, August 3rd. BMO Capital Markets reaffirmed an “outperform” rating and issued a $360.00 target price (up from $355.00) on shares of Amazon.com in a research note on Tuesday, July 28th. Finally, Telsey Advisory Group set a $335.00 price target on shares of Amazon.com and gave the company an “outperform” rating in a report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Amazon.com has an average rating of “Moderate Buy” and an average target price of $323.26.
Check Out Our Latest Stock Report on Amazon.com
Insider Buying and Selling In other Amazon.com news, CFO Brian T. 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 transaction, the chief financial officer owned 109,207 shares in the company, valued at approximately $28,427,674.17. This represents a 5.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Garman sold 14,541 shares of the firm’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 transaction, the chief executive officer directly owned 17,794 shares of the company’s stock, valued at $4,609,713.64. This represents a 44.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 71,589 shares of company stock worth $18,568,785 over the last quarter. 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.
Further Reading Five stocks we like better than Amazon.com Block Makes a Federal Trust Bank Move That Could Reshape Its Fintech Model Kroger’s Textbook Entry for Buy-and-Hold Investors AST SpaceMobile Looks to Extend Its 30-Day FCC Satellite Testing Window Amgen Drops 10% on a Trial It Didn’t Even Run
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.
Firetrail Investments PTY Ltd. purchased a new position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 99,939 shares of the e-commerce giant’s stock, valued at approximately $23,675,000. Amazon.com makes up about 6.7% of Firetrail Investments PTY Ltd.’s portfolio, making the stock its 4th largest holding.
Other hedge funds have also modified their holdings of the company. Red Crane Wealth Management LLC boosted its stake in shares of 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 during the period. Robinson Smith Wealth Advisors LLC increased its stake in shares of 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 buying an additional 40 shares during the period. Sfam LLC increased its stake in shares of Amazon.com by 3.4% during the first quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant’s stock worth $255,000 after buying an additional 40 shares during the period. Measured Risk Portfolios Inc. raised its holdings 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 in the last quarter. Finally, CoreFirst Bank & Trust raised its holdings 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 in the last quarter. 72.20% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling at Amazon.com In related news, CEO Douglas Herrington sold 1,000 shares of the firm’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $254.77, for a total transaction of $254,770.00. Following the transaction, the chief executive officer owned 475,681 shares of the company’s stock, valued at $121,189,248.37. This trade represents a 0.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,343 shares of the business’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 transaction, 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. In the last ninety days, insiders have sold 71,589 shares of company stock valued at $18,568,785. Corporate insiders own 8.90% of the company’s stock.
Amazon.com Stock Up 1.9% AMZN stock opened at $256.78 on Friday. The company has a fifty day moving average price of $255.56 and a 200 day moving average price of $244.13. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $287.20. The company has a market cap of $2.77 trillion, a price-to-earnings ratio of 20.66, a price-to-earnings-growth ratio of 1.94 and a beta of 1.44. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings data 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 company had revenue of $200.61 billion for 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%. Amazon.com’s revenue for the quarter was up 19.6% on a year-over-year basis. During the same period last year, the firm posted $1.68 EPS. Sell-side analysts expect that Amazon.com, Inc. will post 8.05 earnings per share for the current year.
Amazon.com News Roundup Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: AWS remains the primary bullish catalyst. Analysts and market commentators described AWS as the “heartbeat” of the AI trade, citing its fastest growth in 18 quarters and Amazon’s ability to combine cloud AI services with its large e-commerce ecosystem. AWS Cloud Heartbeat of AI Trade Positive Sentiment: A major Qualcomm partnership strengthens Amazon’s AI infrastructure position. Amazon could purchase as much as $60 billion of Qualcomm AI data-center chips and related products under a long-term agreement. The deal supports AWS capacity expansion and signals confidence in sustained AI demand, although it also implies substantial future capital spending. Qualcomm AI Ambitions Get a Boost From Amazon Partnership Positive Sentiment: Amazon’s AI products are gaining enterprise validation. Rivian used Amazon Bedrock to automate finance work and eliminate more than 15 days of manual effort per close cycle, offering a concrete example of potential Bedrock demand. Amazon also expanded its Quick AI assistant to mobile devices. Rivian’s AI Agents Cut 15 Days From Every Close Positive Sentiment: Prime Air is moving closer to broader UK drone deliveries. Amazon completed more than 500 flights during a UK trial and is seeking approval to expand service in Darlington. Successful deployment could improve delivery economics and support longer-term logistics automation. Amazon delivery drones set for UK expansion Neutral Sentiment: Amazon Pay India is considering travel insurance and other financial products, expanding its potential addressable market but providing limited near-term earnings impact. Amazon Pay plans to expand insurance offerings Negative Sentiment: Risks remain around costs, leverage, and operations. Amazon’s AI buildout requires heavy capital spending and new debt, while potential changes to Ohio data-center tax incentives could reduce project economics. Separately, a fatal accident involving an aircraft operating for Prime Air has increased regulatory and reputational risk. Amazon’s Aviation Network Faces a Sobering Test Analyst Ratings Changes Several research firms have commented on AMZN. Citigroup reiterated a “market outperform” rating on shares of Amazon.com in a report on Friday, August 14th. Pivotal Research restated a “buy” rating and issued a $333.00 price objective (up from $320.00) on shares of Amazon.com in a report on Friday, July 31st. Wolfe Research reaffirmed an “outperform” rating and set a $315.00 price objective on shares of Amazon.com in a research report on Friday, July 31st. Piper Sandler reiterated an “overweight” rating and set a $320.00 target price (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Finally, Wells Fargo & Company reissued an “overweight” rating and issued a $338.00 target price (up from $328.00) on shares of Amazon.com in a report on Thursday, September 3rd. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $323.26.
Read Our Latest Report on Amazon.com
About Amazon.com (Free Report)
Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.
Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.
Further Reading Five stocks we like better than Amazon.com Block Makes a Federal Trust Bank Move That Could Reshape Its Fintech Model Kroger’s Textbook Entry for Buy-and-Hold Investors AST SpaceMobile Looks to Extend Its 30-Day FCC Satellite Testing Window Amgen Drops 10% on a Trial It Didn’t Even Run
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Joseph P. Lucia & Associates LLC bought a new position in Amazon.com, Inc. (NASDAQ:AMZN) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 36,128 shares of the e-commerce giant’s stock, valued at approximately $8,611,000. Amazon.com comprises about 2.6% of Joseph P. Lucia & Associates LLC’s investment portfolio, making the stock its 12th largest holding.
A number of other hedge funds and other institutional investors also recently made changes to their positions in AMZN. Vanguard Group Inc. raised its position in Amazon.com by 1.1% during the first quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock valued at $158,348,557,000 after acquiring an additional 8,913,959 shares in the last quarter. State Street Corp grew its position in Amazon.com by 1.8% in the fourth quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock worth $89,708,913,000 after acquiring an additional 6,971,680 shares in the last quarter. Geode Capital Management LLC grew its position in Amazon.com by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock worth $51,753,622,000 after acquiring an additional 2,479,324 shares in the last quarter. Norges Bank acquired a new position in shares of Amazon.com during the 4th quarter worth $32,868,735,000. Finally, Auto Owners Insurance Co increased its stake in shares of Amazon.com by 27,376.7% during the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock worth $2,272,397,000 after purchasing an additional 98,090,585 shares during the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.
Insider Activity In other news, CEO Matthew Garman sold 14,541 shares of Amazon.com stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $259.06, for a total transaction of $3,766,991.46. Following the sale, the chief executive officer owned 17,794 shares of the company’s stock, valued at approximately $4,609,713.64. This trade represents a 44.97% decrease in their position. The sale was disclosed in a document filed 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 Andrew R. Jassy sold 20,000 shares of the business’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $5,180,200.00. Following the sale, the chief executive officer owned 2,235,766 shares in the company, valued at approximately $579,085,751.66. This represents a 0.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 71,589 shares of company stock valued at $18,568,785. Corporate insiders own 8.90% of the company’s stock.
Amazon.com Stock Performance NASDAQ AMZN opened at $256.78 on Friday. The company’s fifty day moving average is $255.56 and its two-hundred day moving average is $244.13. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $287.20. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The firm has a market capitalization of $2.77 trillion, a price-to-earnings ratio of 20.66, a P/E/G ratio of 1.94 and a beta of 1.44. Amazon.com (NASDAQ:AMZN – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. During the same quarter in the prior year, the business earned $1.68 earnings per share. The firm’s revenue for the quarter was up 19.6% on a year-over-year basis. Equities research analysts forecast that Amazon.com, Inc. will post 8.05 EPS for the current year.
Key Stories Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: AWS remains the primary bullish catalyst. Analysts and market commentators described AWS as the “heartbeat” of the AI trade, citing its fastest growth in 18 quarters and Amazon’s ability to combine cloud AI services with its large e-commerce ecosystem. AWS Cloud Heartbeat of AI Trade Positive Sentiment: A major Qualcomm partnership strengthens Amazon’s AI infrastructure position. Amazon could purchase as much as $60 billion of Qualcomm AI data-center chips and related products under a long-term agreement. The deal supports AWS capacity expansion and signals confidence in sustained AI demand, although it also implies substantial future capital spending. Qualcomm AI Ambitions Get a Boost From Amazon Partnership Positive Sentiment: Amazon’s AI products are gaining enterprise validation. Rivian used Amazon Bedrock to automate finance work and eliminate more than 15 days of manual effort per close cycle, offering a concrete example of potential Bedrock demand. Amazon also expanded its Quick AI assistant to mobile devices. Rivian’s AI Agents Cut 15 Days From Every Close Positive Sentiment: Prime Air is moving closer to broader UK drone deliveries. Amazon completed more than 500 flights during a UK trial and is seeking approval to expand service in Darlington. Successful deployment could improve delivery economics and support longer-term logistics automation. Amazon delivery drones set for UK expansion Neutral Sentiment: Amazon Pay India is considering travel insurance and other financial products, expanding its potential addressable market but providing limited near-term earnings impact. Amazon Pay plans to expand insurance offerings Negative Sentiment: Risks remain around costs, leverage, and operations. Amazon’s AI buildout requires heavy capital spending and new debt, while potential changes to Ohio data-center tax incentives could reduce project economics. Separately, a fatal accident involving an aircraft operating for Prime Air has increased regulatory and reputational risk. Amazon’s Aviation Network Faces a Sobering Test Wall Street Analysts Forecast Growth Several equities research analysts recently issued reports on the stock. Phillip Securities lowered shares of Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. Piper Sandler reissued an “overweight” rating and set a $320.00 target price (up from $315.00) on shares of Amazon.com in a research report on Friday, July 31st. Sanford C. Bernstein restated an “outperform” rating and set a $320.00 target price (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $338.00 price target (up from $328.00) on shares of Amazon.com in a research report on Thursday, September 3rd. Finally, Rosenblatt Securities started coverage on Amazon.com in a report on Thursday, August 20th. They issued a “buy” rating and a $335.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $323.26.
Read Our Latest Research 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.
Further Reading Five stocks we like better than Amazon.com Block Makes a Federal Trust Bank Move That Could Reshape Its Fintech Model Kroger’s Textbook Entry for Buy-and-Hold Investors AST SpaceMobile Looks to Extend Its 30-Day FCC Satellite Testing Window Amgen Drops 10% on a Trial It Didn’t Even Run 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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AWS is growing at its fastest pace in nearly five years, the advertising unit prints billions every quarter, and yet Amazon shares have barely moved in 2026. Something has to give, and the math behind a $300 price tag is…
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Amazon (NASDAQ:AMZN | AMZN Price Prediction) is the rare mega-cap where the operating story has accelerated while the stock has drifted. AWS just posted its fastest growth in 18 quarters at 36.7%, the advertising business is a $19.8 billion quarterly line growing 26%, and the chips unit is already at a $25 billion annualized run rate.
Yet shares are up just 9.13% year to date to $251.89. The question I want to answer: can Amazon stock actually hit $300?
What’s Holding Amazon Back Right Now The fundamentals are accelerating while the stock has stalled. Amazon has fallen 7.49% over the past month and 2.71% over the past week, giving back most of the summer’s post-earnings pop.
Two things are weighing on sentiment. First, capital spending. Amazon guided to roughly $200 billion in 2026 capex for AI infrastructure (that spend flows straight to the power, cooling, and networking suppliers we profiled in a free report on the AI buildout), and trailing free cash flow has turned negative at $7.6 billion.
Second, a headline overhang. Shares fell after news that an inquiry into a fatal Miami plane crash involving Amazon operations ramped up.
With a beta of 1.443, Amazon amplifies market wobbles, and it’s currently sitting well below its 52-week high of $287.20. The setup is a classic case of investors punishing near-term cash burn while ignoring the long-duration revenue being contracted.
Wall Street Sees 30% Upside. Our Model Sees More The Street is loud and bullish. The consensus target sits at $328.17, backed by 15 strong buys, 44 buys, and just 2 holds, with zero sells. Our internal model goes further, targeting $353.36 for a 40.29% upside, with high confidence at 0.9.
Here’s where I push back on the consensus: it may actually be too cautious. The bullish analyst share is 97%, yet 2026 EPS estimates have been revised sharply higher, from $8.66 ninety days ago to $12.57 today, with 48 upward revisions against just 1 downward revision in the past month.
Targets tend to lag estimates. If numbers keep moving up, price targets follow.
Mapping the Path to $300 Per Share Let’s do the math. Reaching $300 from today’s price of $251.89 would require a gain of 19.1%. With forward EPS of $14.42, a $300 print implies a forward P/E of 21x.
Our base case of $353.36 already implies 20x, meaning the $300 target requires only about 1x of additional multiple expansion off the current forward multiple. That is a low bar for a business compounding operating income at 43.24% year over year.
The bull case writes itself. AWS backlog stands at $496 billion, growing triple digits. CEO Andy Jassy told investors, “AWS is booming, growing 36.7% year-over-year in Q2, our fastest growth in 18 quarters, and our AI and Chips businesses each eclipsed run rates of more than $25 billion.”
Add the Qualcomm warrant deal giving Amazon rights to acquire $4 billion of chipmaker stock as part of an AI infrastructure agreement, and the flywheel widens. The primary risk is that the $200 billion capex build creates a free cash flow air pocket that spooks investors before monetization catches up.
Where Amazon Trades Today vs Its Earnings Power At $251.89 against $14.42 in forward EPS, Amazon trades at a forward multiple of 18x. That is a discount to its own five-year average and looks cheap next to a business printing 19.6% revenue growth with expanding operating margins.
Shares sit between the 52-week low of $196 and high of $287.20, with room to reclaim the top of the range before any re-rating even needs to happen. Over the past decade, Amazon has delivered a 553% return. A move to $300 would simply restore the trend.
Is $300 Realistic? Here’s My Take A move to $300 requires a 19.1% gain from here and a forward multiple of 20.8x. That is realistic and well within reach.
Three things need to go right: AWS growth needs to stay above 30%, Q3 needs to land at the high end of the $22.5 billion to $26.5 billion operating income guide, and the market has to accept that capex today funds a business Jassy believes can become a trillion-dollar annual revenue segment.
What derails it is a sudden AI capex reset that forces hyperscalers to justify spend faster than customers can absorb capacity. Returns at this level shouldn’t be expected every year, but we’ve outlined the blueprint for how Amazon could reach $300 in 2026.
Contact [email protected] for any questions or corrections.
Amazon (AMZN +1.94%) stock has a real shot at doubling over the next four years. Analysts are projecting about 20% annual earnings growth, while the stock trades at 20 times forward earnings.
Using Amazon's recent share price of $251.35 on Sept. 9, 2026, 100 shares would cost $25,135. Four years of 20% earnings growth would roughly double earnings. If the stock is still trading at 20 times earnings in four years, which is a reasonable valuation, the stock could double too, turning that stake into about $50,000.
What analysts seem to be counting on is double-digit revenue growth with higher margins driving faster earnings growth. This is definitely in the cards, given management's recent comments and the sources of revenue growth.
Image source: The Motley Fool.
Amazon's most profitable business just grew 37% year over year Amazon's trailing 12-month revenue hit $775 billion in the second quarter of 2026, up 15.8% year over year. Most of Amazon's growth is coming from non-retail businesses that generate much higher margins than e-commerce. This includes revenue from advertising, seller services, subscriptions, and Amazon Web Services (AWS). Overall, revenue from all non-retail sources grew 24% year over year in Q2, reaching $124 billion.
AWS is the main engine, with its revenue rising 37% year over year in Q2 2026 to $42 billion. Growth is accelerating, with a massive $496 billion backlog to work through.
Demand for cloud services and AI compute -- especially workloads running on Amazon-designed chips -- has CEO Andy Jassy bullish about AWS's trajectory. He believes AWS could become a $1 trillion annual revenue business over time. That is significant because AWS is already doing all the heavy lifting for Amazon's profits, generating 60% of the company's operating income last quarter.
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Custom chips can lower costs and improve AWS margins Amazon's earnings rose 242% year over year in Q2 to $5.75 per share, though much of that increase came from non-operating gains tied to its investment in Anthropic.
Even so, margins are improving. Amazon's trailing 12-month operating margin climbed to 12.7%, up from 6.5% in 2023. That points to real leverage as revenue grows faster than operating expenses.
Meanwhile, demand for Amazon's custom chips (Trainium and Graviton) is now generating more than $25 billion in annualized revenue and growing at triple-digit rates. That can lower costs for customers and, more importantly, lift AWS margins.
In the 2025 shareholder letter, Jassy wrote: "At scale, we expect Trainium will save us tens of billions of capex dollars per year, and provide several hundred basis points of operating margin advantage versus relying on others' chips for inference."
Amazon's earnings may not grow every quarter, as the company absorbs higher transportation costs and ramps up spending on new data center capacity.
Still, analysts see the same tailwinds and headwinds and are modeling a little over 20% annualized earnings growth over the next several years. Billionaire Bill Ackman, whose Pershing Square holds a large position in Amazon, has the same forecast. If AWS continues to track toward management's expectations, Amazon can deliver, putting the share price on track to potentially double by 2030.
Hazel has been quietly slipping money to her teenagers for years, convinced she was solving a budgeting problem. Dave Ramsey heard one minute of her story and told her she had the diagnosis completely wrong.
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On the September 9 episode of The Ramsey Show, a caller named Hazel admitted she has been slipping money to her three teenagers from a prior marriage, quietly, from her own account, because her husband of almost seven years refuses to help pay for their sports and school costs. Dave Ramsey did not reach for a spreadsheet. He told her: “You don’t have a combining money problem and you don’t have a who pays for what problem. You have a marriage problem.”
That verdict matters because the stakes go well beyond the $80 cleats or the $200 travel fee. This is a household with five kids, two toddlers, three teens, and separate accounts where one spouse hides outflows and the other hides retirement balances. Hazel told Ramsey she does not know what her husband holds in his 401(k) or Roth because he has always kept it separate. That is a planning blackout.
Ramsey’s Verdict Is Right, and the Math Backs Him Ramsey is calling this correctly. The real damage from secret spending is that it makes joint financial planning impossible. Two people cannot compound wealth toward the same goal if they cannot see the same numbers. His prescription was blunt: full disclosure of 100% of the financial transactions and all the passwords to everything, plus a counselor. He also predicted, “It’s going to be okay.”
Here is why the mechanic matters more than the moral. Suppose Hazel is quietly sending $400 a month to cover her teenagers’ activities. That is $4,800 a year leaving the household with no partner visibility and no plan. Redirect a portion of that into a Roth IRA or a taxable brokerage and the opportunity cost gets loud fast. Apple (NASDAQ:AAPL | AAPL Price Prediction) has roughly doubled over the past five years and is up more than tenfold over ten. Amazon (NASDAQ:AMZN) returned 45% over five years and 564% over ten. Those figures are illustrative, showing what a familiar large-cap can do over a decade when dollars stay invested instead of vanishing into a secret Venmo trail.
The broader point is that every recurring dollar hidden from a spouse is a dollar that cannot be steered into a 529 for the toddlers, a Roth for retirement, or a joint emergency fund. Money you cannot talk about is money you cannot deploy.
One Variable Flips the Outcome The single factor that decides whether kid support helps or hurts this family is transparency. Two scenarios make it obvious.
Scenario one: Hazel and her husband sit down, agree on a joint “kid support” line worth $500 a month covering all five children, and each contributes proportionally to income. The teens still get their cleats. The couple can now plan taxes, retirement contributions, and a college fund together. Nothing is hidden.
Scenario two: Hazel keeps sneaking the same $500. The teens still get their cleats. But every month the husband makes financial decisions on false information, resentment compounds, and the toddlers’ long-term planning is built on a fiction. Same dollars, opposite outcomes.
Ramsey has been telegraphing this collision for months. On June 29, 2026, he posted on X: “Marriage isn’t 50/50. Marriage is 100/100. If you’re married, ‘my money’ and ‘your money’ do not exist. It’s OUR money… Separate finances create division.” Hazel’s call is that post rendered in living color. Co-host Jade Warshaw added a useful reframe: the husband’s resistance may be less about the older kids and more about feeling unable to provide. That is a counseling problem.
What to Do This Week Run a 90-day transaction review together. Pull every account, every card, every Venmo and Cash App. Print it. Sit at the table. No editorializing, just categorization. You cannot fix what neither spouse can see. Create one joint “kid support” line item. Decide the number together, fund it from both incomes, and route every child expense through it. Secret spending ends the day the line exists. Swap passwords for every retirement and brokerage account. Both spouses should know the balances in every 401(k), Roth, and taxable account. Ramsey calls this the legacy drawer. Redirect any freed cash into a named account. A Roth IRA, a 529 for the toddlers, or a joint brokerage. Give the dollars a job before they drift back into secrecy. The silence is the disease, not the dollars themselves. Fix the silence and the math takes care of itself.
Contact [email protected] for any questions or corrections.
Looking at where the brightest investing minds in tech are putting their money is a great way to source stock ideas. One of the more impressive founders in Silicon Valley history is Peter Thiel, even if he is a controversial figure. Thiel helped found PayPal and Palantir, but now, he also runs a hedge fund. That fund, Thiel Macro, has a relatively concentrated portfolio, and as recently as the first quarter, it held no stocks at all. But in the second quarter, Thiel picked up a new set of investments, and the largest of those positions may come as a surprise: Amazon (AMZN +1.94%).
Amazon's AI results are starting to speak for themselves. Should you follow Thiel's lead and buy shares?
Image source: Getty Images.
Amazon is more of an AI company than it gets credit for The most recent information we have about Thiel Macro's holdings comes from the hedge fund's second-quarter 13F filing, which reflects the positions it had as of June 30. That's a ways back, so its positions could have shifted, but with Amazon accounting for 28% of the portfolio at the end of Q2, I think it's worth paying attention to. Outside of Amazon, the fund's other stakes were all in energy companies, so it's clear that Thiel believes that AI infrastructure and the companies delivering the electricity to power it are the places to invest right now.
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Amazon operates the largest cloud computing service in the world, Amazon Web Services (AWS). It has been investing hundreds of billions of dollars into this business to build as many AI data centers as it can, as growing AI workloads have led to unprecedented demand for computing power. While AWS only made up 21% of revenue during Q2, it accounted for 60% of the company's operating profits. That's because AWS' margins are vastly superior to those of Amazon's commerce business, so even though it is a smaller segment in terms of revenues, the profits the company makes from each dollar that comes through that channel are far greater.
Furthermore, AWS' growth rate has accelerated over the past few quarters. In 2025, its growth rate hovered in the low-20% range. Now, it's up to 37%. That shows tremendous progress, and as more compute comes online, the company's data center investments will convert into revenue and profit growth.
I think that makes Amazon a great buy now, as the market is not yet pricing into the stock the amount of revenue that will start flowing into this business unit once the $220 billion in data center capital expenditures Amazon is shelling out this year comes online (plus whatever it decides to spend in 2027 and beyond).
Keithen Drury has positions in Amazon and PayPal. The Motley Fool has positions in and recommends Amazon, Palantir Technologies, and PayPal. The Motley Fool recommends the following options: short December 2026 $62.50 calls on PayPal. The Motley Fool has a disclosure policy.
Amazon (AMZN) AWS is the "heartbeat" of the AI trade, says Steven Orr. He points to the cloud's revenue growth as an indicator Amazon is at the forefront of combining AI with its ecommerce ecosystem.
Morningstar's top markets editor is calling the upcoming Anthropic IPO the biggest in history, and two familiar stocks are already pricing in the outcome before a single share lists.
2026 has reignited the IPO pipeline. Morningstar’s chief global markets editor Tom Lauricella told listeners this month that the coming Anthropic IPO will “likely be the largest IPO ever, surpassing SpaceX which is currently the largest IPO by a wide margin.” He also warned that these deals become “must own stocks for a lot of institutional investors” even with “brand new business models” and unproven monetization. The two public companies with the most direct exposure to Anthropic’s outcome are familiar names: Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN).
SpaceX Is the Cautionary Data Point SpaceX (NASDAQ:SPCX) opened at roughly $150 on June 12 and spiked to $225.64 four days later. As of this morning, SPCX traded at $147.64, down 8.27% from its first-day close of $160.95 and well below its peak. The round trip took about three months. That is the “must-own” template Anthropic is walking into.
Why GOOGL and AMZN Are the Cleanest Proxies Anthropic’s mark-to-market has already reshaped both companies’ income statements. Amazon disclosed that Q2 FY2026 “net income includes non-operating pre-tax other income of $53.4 billion, primarily from investments in Anthropic”, pushing reported net income to $62.65B, up 244.9% YoY. Alphabet reported Q2 net income of $112.11 billion, inflated by a $99.03 billion equity securities gain tied largely to the Anthropic markup.
The operating linkage is just as tight. Amazon built Project Rainier with more than 500,000 AWS Trainium2 AI chips for Claude training, and Anthropic has committed to up to 5 GW of current and future Trainium capacity. Amazon CEO Andy Jassy told analysts that Anthropic and OpenAI are “the two leading AI labs in the world,” making “multi-year, multi-gigawatt commitments to Trainium”. Google Cloud, meanwhile, accelerated to 82% growth at $24.77B in Q2, with Anthropic as a marquee customer.
Must-Own Means Passive Money at Any Price Alphabet has raised roughly $70B in combined equity and debt to fund AI capex, suspended buybacks, and posted negative free cash flow of -$5.86B in Q2 2026. Amazon guided to ~$200 billion in capex in 2026. Lauricella cautions that as AI issuers pile in, semiconductors alone now sit near 16% of the US stock market, and value indexes have subtly drifted to roughly 20% technology stocks.
Invesco QQQ (NASDAQ:QQQ) currently holds 4.02% in Amazon and combined Alphabet share classes near 6.29%. A must-own Anthropic listing at any price would tilt that concentration further, while GOOGL and AMZN holders own the setup twice: once through the stake gains, and again through index exposure. Riding the mania is fine if you time the exit, which is the whole point of our free bubble survivor’s handbook.
Contact [email protected] for any questions or corrections.
Cura Wealth Advisors LLC bought a new stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 7,143 shares of the e-commerce giant’s stock, valued at approximately $1,702,000. Amazon.com comprises about 0.7% of Cura Wealth Advisors LLC’s portfolio, making the stock its 21st biggest position.
Other institutional investors have also added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of Amazon.com during the 4th quarter valued at about $32,868,735,000. Auto Owners Insurance Co boosted its stake in Amazon.com by 27,376.7% in the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock worth $2,272,397,000 after buying an additional 98,090,585 shares in the last quarter. J. Stern & Co. LLP boosted its stake in Amazon.com by 20,598.0% in the fourth quarter. J. Stern & Co. LLP now owns 87,982,814 shares of the e-commerce giant’s stock worth $20,308,193,000 after buying an additional 87,557,736 shares in the last quarter. Bank of New York Mellon Corp bought a new position in Amazon.com during the second quarter valued at approximately $16,341,405,000. Finally, Nuveen LLC purchased a new position in shares of Amazon.com during the first quarter worth approximately $11,674,091,000. Institutional investors own 72.20% of the company’s stock.
Amazon.com News Summary Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock 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. Amazon.com Stock Performance Shares of NASDAQ:AMZN opened at $251.89 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 company has a 50-day moving average price of $255.28 and a 200-day moving average price of $244.04. The company has a market cap of $2.72 trillion, a price-to-earnings ratio of 20.26, a price-to-earnings-growth ratio of 1.95 and a beta of 1.44. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $287.20.
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. 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 analysts’ expectations of $197.03 billion. During the same period last year, the firm earned $1.68 earnings per share. Amazon.com’s quarterly revenue was up 19.6% on a year-over-year basis. As a group, equities analysts anticipate that Amazon.com, Inc. will post 8.05 EPS for the current year.
Wall Street Analyst Weigh In A number of equities research analysts have recently issued reports on AMZN shares. Citigroup reaffirmed a “market outperform” rating on shares of Amazon.com in a research note on Friday, August 14th. Wedbush lifted their target price on shares of Amazon.com from $293.00 to $310.00 and gave the stock an “outperform” rating in a research report on Friday, July 31st. UBS Group set a $318.00 price target on shares of Amazon.com and gave the stock a “buy” rating in a research note on Friday, July 31st. 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. Finally, Truist Financial raised their price objective on Amazon.com from $320.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $323.26.
Check Out Our Latest Research 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.
Read More Five stocks we like better than Amazon.com AeroVironment’s Record Backlog and Earnings Beat Fuel Recovery Case Corning Just Locked In a Massive Verizon Fiber Deal as AI Infrastructure Expands 3 Under-$20 Stocks Tied to the Future of U.S. Energy and Materials Uncle Sam’s Quantum Leap: Feds Fund a $300M Quantum Supercycle
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Compass Capital Management Inc. bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 54,304 shares of the e-commerce giant’s stock, valued at approximately $12,943,000.
Several other hedge funds and other institutional investors have also recently bought and sold shares of AMZN. Trust Asset Management LLC lifted its stake in Amazon.com by 3.3% during the second quarter. Trust Asset Management LLC now owns 107,563 shares of the e-commerce giant’s stock valued at $26,000 after buying an additional 3,414 shares in the last quarter. Longfellow Investment Management Co. LLC purchased a new position in shares of Amazon.com in the second quarter worth approximately $33,000. MilWealth Group LLC increased its position in shares of Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after acquiring an additional 79 shares in the last quarter. Lifetime Wealth Management P.C. acquired a new stake in shares of Amazon.com during the fourth quarter valued at approximately $45,000. Finally, Elkhorn Partners Limited Partnership raised its holdings in shares of Amazon.com by 900.0% during the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock valued at $46,000 after acquiring an additional 180 shares during the period. 72.20% of the stock is currently owned by institutional investors.
Trending Headlines about Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock Amazon.com Trading Down 0.2% Shares of Amazon.com stock opened at $251.89 on Friday. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20. The company’s fifty day simple moving average is $255.28 and its 200-day simple moving average is $244.04. The company has a market cap of $2.72 trillion, a price-to-earnings ratio of 20.26, a PEG ratio of 1.95 and a beta of 1.44. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. Amazon.com (NASDAQ:AMZN – Get Free Report) last released its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $197.03 billion. During the same period in the prior year, the company earned $1.68 EPS. The business’s quarterly revenue was up 19.6% compared to the same quarter last year. As a group, sell-side analysts expect that Amazon.com, Inc. will post 8.05 EPS for the current year.
Insider Activity at Amazon.com In other news, SVP David Zapolsky sold 9,258 shares of the company’s stock in a transaction dated 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 transaction, the senior vice president owned 41,190 shares of the company’s stock, valued at approximately $10,699,926.30. This represents a 18.35% decrease in their ownership of the stock. The sale was disclosed in a 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, CEO Douglas Herrington sold 6,362 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 transaction of $1,647,821.62. Following the completion of the sale, the chief executive officer owned 476,681 shares of the company’s stock, valued at approximately $123,465,145.81. The trade was a 1.32% decrease in their position. The 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 90 days, insiders have sold 71,589 shares of company stock worth $18,568,785. Insiders own 8.90% of the company’s stock.
Wall Street Analysts Forecast Growth AMZN has been the subject of a number of recent analyst reports. Wells Fargo & Company reaffirmed an “overweight” rating and issued 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. Rosenblatt Securities started coverage on Amazon.com in a report on Thursday, August 20th. They set a “buy” rating and a $335.00 price target for the company. Phillip Securities lowered shares of Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. Finally, Wedbush upped their target price on Amazon.com from $293.00 to $310.00 and gave the stock an “outperform” rating in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and a consensus price target of $323.26.
View Our Latest Research Report on AMZN
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.
Read More Five stocks we like better than Amazon.com AeroVironment’s Record Backlog and Earnings Beat Fuel Recovery Case Corning Just Locked In a Massive Verizon Fiber Deal as AI Infrastructure Expands 3 Under-$20 Stocks Tied to the Future of U.S. Energy and Materials Uncle Sam’s Quantum Leap: Feds Fund a $300M Quantum Supercycle 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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German American Bancorp Inc. purchased a new position in Amazon.com, Inc. (NASDAQ:AMZN) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 148,069 shares of the e-commerce giant’s stock, valued at approximately $35,291,000. Amazon.com comprises 2.7% of German American Bancorp Inc.’s investment portfolio, making the stock its 8th largest position.
A number of other hedge funds also recently bought and sold shares of AMZN. Red Crane Wealth Management LLC boosted its stake in Amazon.com by 2.3% during the first 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 period. Robinson Smith Wealth Advisors LLC raised its stake in shares of Amazon.com by 0.7% in the first quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock valued at $1,147,000 after acquiring an additional 40 shares during the period. Sfam LLC lifted its holdings in shares of Amazon.com by 3.4% in the 1st quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant’s stock worth $255,000 after acquiring an additional 40 shares during the last quarter. Measured Risk Portfolios Inc. lifted its holdings in shares of Amazon.com by 3.4% in the 1st quarter. Measured Risk Portfolios Inc. now owns 1,206 shares of the e-commerce giant’s stock worth $251,000 after acquiring an additional 40 shares during the last quarter. Finally, CoreFirst Bank & Trust boosted its stake in shares of 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.
Key Headlines Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock Amazon.com Price Performance Shares of AMZN stock opened at $251.89 on Friday. 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 stock has a fifty day simple moving average of $255.28 and a two-hundred day simple moving average of $244.04. The stock has a market capitalization of $2.72 trillion, a price-to-earnings ratio of 20.26, a P/E/G ratio of 1.95 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 EPS for the quarter, beating the consensus estimate 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 business’s revenue for the quarter was up 19.6% on a year-over-year basis. During the same quarter last year, the firm posted $1.68 earnings per share. On average, analysts predict that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.
Insider Activity at Amazon.com In related news, CEO Matthew Garman sold 14,541 shares of Amazon.com 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 directly owned 17,794 shares of the company’s stock, valued at $4,609,713.64. This trade represents a 44.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 6,362 shares of Amazon.com stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $1,647,821.62. Following the completion of the transaction, the chief executive officer owned 476,681 shares in the company, valued at $123,465,145.81. This represents a 1.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 71,589 shares of company stock worth $18,568,785 over the last quarter. Corporate insiders own 8.90% of the company’s stock.
Wall Street Analysts Forecast Growth Several research analysts have issued reports on the company. BMO Capital Markets restated an “outperform” rating and set a $360.00 target price (up from $355.00) on shares of Amazon.com in a research report on Tuesday, July 28th. Roth Capital reiterated a “buy” rating and issued a $325.00 price target on shares of Amazon.com in a report on Monday, August 3rd. The Goldman Sachs Group reissued a “buy” rating and set a $375.00 price target (up from $335.00) on shares of Amazon.com in a research note on Friday, July 31st. Truist Financial boosted their price objective on Amazon.com from $320.00 to $350.00 and gave the company a “buy” rating in a report on Friday, July 31st. Finally, HSBC reaffirmed a “buy” rating and issued a $310.00 price objective on shares of Amazon.com in a research report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $323.26.
View Our Latest Stock Analysis on AMZN
Amazon.com Profile (Free Report)
Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.
Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.
Featured Articles Five stocks we like better than Amazon.com AeroVironment’s Record Backlog and Earnings Beat Fuel Recovery Case Corning Just Locked In a Massive Verizon Fiber Deal as AI Infrastructure Expands 3 Under-$20 Stocks Tied to the Future of U.S. Energy and Materials Uncle Sam’s Quantum Leap: Feds Fund a $300M Quantum Supercycle 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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HBK Sorce Advisory LLC bought a new position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 91,425 shares of the e-commerce giant’s stock, valued at approximately $24,927,000. Amazon.com accounts for about 0.5% of HBK Sorce Advisory LLC’s portfolio, making the stock its 17th biggest position.
A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. MilWealth Group LLC lifted its holdings in shares of Amazon.com by 79.0% during the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after buying an additional 79 shares during the last quarter. Lifetime Wealth Management P.C. acquired a new stake in Amazon.com in the 4th quarter worth $45,000. Elkhorn Partners Limited Partnership increased its holdings in shares of Amazon.com by 900.0% during the 4th quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock worth $46,000 after purchasing an additional 180 shares during the period. Fairway Wealth LLC raised its position in shares of Amazon.com by 95.6% during the fourth quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock valued at $51,000 after buying an additional 108 shares during the last quarter. Finally, Prudent Man Investment Management Inc. lifted its stake in shares of Amazon.com by 87.7% in the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock valued at $53,000 after buying an additional 107 shares during the period. Institutional investors and hedge funds own 72.20% of the company’s stock.
Amazon.com Stock Down 0.2% Shares of AMZN opened at $251.89 on Friday. The company has a market capitalization of $2.72 trillion, a P/E ratio of 20.26, a PEG ratio of 1.95 and a beta of 1.44. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20. The business’s 50 day simple moving average is $255.28 and its 200-day simple moving average is $244.04.
Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm had revenue of $200.61 billion during the quarter, compared to analysts’ expectations of $197.03 billion. During the same period last year, the firm posted $1.68 EPS. The business’s revenue was up 19.6% on a year-over-year basis. As a group, sell-side analysts predict that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year. Insider Buying and Selling In other news, CFO Brian Olsavsky sold 6,172 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $260.31, for a total transaction of $1,606,633.32. Following the transaction, the chief financial officer directly owned 109,207 shares in the company, valued at approximately $28,427,674.17. This represents a 5.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Jassy sold 20,000 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the sale, the chief executive officer directly owned 2,235,766 shares in the company, valued at $579,085,751.66. This trade represents a 0.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 71,589 shares of company stock valued at $18,568,785. Insiders own 8.90% of the company’s stock.
Wall Street Analyst Weigh In AMZN has been the topic of several research reports. Evercore set a $355.00 price target on Amazon.com and gave the company an “outperform” rating in a research note on Friday, August 28th. Oppenheimer restated an “outperform” rating on shares of Amazon.com in a research report on Friday, July 31st. JPMorgan Chase & Co. upped their target price on Amazon.com from $330.00 to $365.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Truist Financial raised their price target on shares of Amazon.com from $320.00 to $350.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Finally, DA Davidson reissued a “neutral” rating and issued a $250.00 target price on shares of Amazon.com in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, Amazon.com currently has an average rating of “Moderate Buy” and an average target price of $323.26.
Get Our Latest Report on AMZN
Key Amazon.com News Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock Amazon.com Profile (Free Report)
Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.
Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.
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Insight Wealth Partners LLC acquired a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 10,828 shares of the e-commerce giant’s stock, valued at approximately $2,581,000. Amazon.com accounts for 0.3% of Insight Wealth Partners LLC’s portfolio, making the stock its 23rd largest holding.
Other large investors have also made changes to their positions in the company. Vanguard Group Inc. raised its stake in shares of Amazon.com by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock valued at $158,348,557,000 after buying an additional 8,913,959 shares during the last quarter. State Street Corp raised its position in Amazon.com by 1.8% during the fourth quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock valued at $89,708,913,000 after acquiring an additional 6,971,680 shares in the last quarter. Geode Capital Management LLC raised its position in Amazon.com by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock valued at $51,753,622,000 after acquiring an additional 2,479,324 shares in the last quarter. Norges Bank acquired a new position in Amazon.com in the fourth quarter valued at approximately $32,868,735,000. Finally, Auto Owners Insurance Co lifted its holdings in Amazon.com by 27,376.7% in the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock valued at $2,272,397,000 after acquiring an additional 98,090,585 shares during the period. 72.20% of the stock is owned by hedge funds and other institutional investors.
Insider Transactions at Amazon.com In other Amazon.com news, VP Shelley Reynolds sold 2,343 shares of Amazon.com stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $606,860.43. Following the sale, the vice president owned 119,780 shares of the company’s stock, valued at $31,024,217.80. The trade was a 1.92% 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, SVP David Zapolsky sold 9,258 shares of the stock in a transaction dated 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 owned 41,190 shares of the company’s stock, valued at $10,699,926.30. This trade represents a 18.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 71,589 shares of company stock valued at $18,568,785. Insiders own 8.90% of the company’s stock.
Analyst Ratings Changes A number of brokerages have recently commented on AMZN. Phillip Securities cut shares of Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. Cantor Fitzgerald reiterated an “overweight” rating and issued a $320.00 target price (down from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Oppenheimer restated an “outperform” rating on shares of Amazon.com in a research report on Friday, July 31st. Robert W. Baird set a $310.00 price target on shares of Amazon.com and gave the company an “outperform” rating in a research report on Friday, July 31st. Finally, Telsey Advisory Group set a $335.00 price objective on shares of Amazon.com and gave the company an “outperform” rating in a report on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Amazon.com has a consensus rating of “Moderate Buy” and a consensus price target of $323.26. Read Our Latest Report on AMZN
Amazon.com Stock Down 0.2% AMZN stock opened at $251.89 on Friday. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $287.20. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. The firm has a 50-day simple moving average of $255.28 and a 200-day simple moving average of $244.04. The stock has a market capitalization of $2.72 trillion, a P/E ratio of 20.26, 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 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 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 analyst estimates of $197.03 billion. During the same period last year, the company posted $1.68 EPS. Amazon.com’s quarterly revenue was up 19.6% compared to the same quarter last year. Equities analysts forecast that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.
Key Headlines Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock Amazon.com 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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Idaho Trust Co acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 2,705 shares of the e-commerce giant’s stock, valued at approximately $645,000. Amazon.com accounts for about 0.2% of Idaho Trust Co’s holdings, making the stock its 19th biggest position.
Other hedge funds also recently modified their holdings of the company. Trust Asset Management LLC increased its stake in Amazon.com by 3.3% in 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 in the last quarter. Longfellow Investment Management Co. LLC bought a new position in shares of Amazon.com in the second quarter valued at $33,000. MilWealth Group LLC lifted its position in Amazon.com by 79.0% in the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after acquiring an additional 79 shares in the last quarter. Lifetime Wealth Management P.C. purchased a new position in shares of Amazon.com during the fourth quarter valued at approximately $45,000. Finally, Elkhorn Partners Limited Partnership boosted its holdings in Amazon.com by 900.0% during the 4th quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock worth $46,000 after acquiring an additional 180 shares during the last quarter. Institutional investors own 72.20% of the company’s stock.
Analysts Set New Price Targets A number of brokerages have recently weighed in on AMZN. HSBC restated a “buy” rating and issued a $310.00 target price on shares of Amazon.com in a research note on Friday, July 31st. Weiss Ratings restated a “buy (b)” rating on shares of Amazon.com in a research note on Monday, August 3rd. Barclays reaffirmed an “overweight” rating and set a $365.00 target price (up from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. Roth Capital reiterated a “buy” rating and set a $325.00 target price on shares of Amazon.com in a research note on Monday, August 3rd. Finally, Needham & Company LLC reissued a “buy” rating and issued a $300.00 price target on shares of Amazon.com in a report on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $323.26.
View Our Latest Stock Report on Amazon.com Insider Activity at Amazon.com In related news, CEO Andrew Jassy sold 20,000 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $5,180,200.00. Following the completion of the transaction, the chief executive officer directly owned 2,235,766 shares of the company’s stock, valued at approximately $579,085,751.66. This trade represents a 0.89% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through 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 shares were sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the completion of the transaction, the senior vice president owned 41,190 shares of the company’s stock, valued at $10,699,926.30. This represents a 18.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 71,589 shares of company stock worth $18,568,785 in the last ninety days. Insiders own 8.90% of the company’s stock.
Amazon.com Price Performance NASDAQ AMZN opened at $251.89 on Friday. The company has a market cap of $2.72 trillion, a PE ratio of 20.26, a price-to-earnings-growth ratio of 1.95 and a beta of 1.44. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $287.20. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. The firm’s 50-day simple moving average is $255.28 and its two-hundred day simple moving average is $244.04.
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, topping analysts’ consensus estimates 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 company’s quarterly revenue was up 19.6% on a year-over-year basis. During the same quarter last year, the business earned $1.68 earnings per share. Research analysts predict that Amazon.com, Inc. will post 8.05 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 $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock Amazon.com Profile (Free Report)
Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.
Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.
Read More Five stocks we like better than Amazon.com AeroVironment’s Record Backlog and Earnings Beat Fuel Recovery Case Corning Just Locked In a Massive Verizon Fiber Deal as AI Infrastructure Expands 3 Under-$20 Stocks Tied to the Future of U.S. Energy and Materials Uncle Sam’s Quantum Leap: Feds Fund a $300M Quantum Supercycle 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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Gould Asset Management LLC CA purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 5,357 shares of the e-commerce giant’s stock, valued at approximately $1,277,000.
A number of other hedge funds and other institutional investors also recently bought and sold shares of AMZN. MilWealth Group LLC increased its stake in Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after purchasing an additional 79 shares during the last quarter. Lifetime Wealth Management P.C. purchased a new stake in shares of Amazon.com during the 4th quarter worth approximately $45,000. Elkhorn Partners Limited Partnership lifted its position in shares of Amazon.com by 900.0% during the 4th quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock worth $46,000 after buying an additional 180 shares during the last quarter. Fairway Wealth LLC boosted its holdings in shares of Amazon.com by 95.6% in the 4th quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock valued at $51,000 after buying an additional 108 shares in the last quarter. Finally, Prudent Man Investment Management Inc. boosted its holdings in shares of Amazon.com by 87.7% in the 4th quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock valued at $53,000 after buying an additional 107 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors and hedge funds.
Amazon.com Trading Down 0.2% Shares of AMZN stock opened at $251.89 on Friday. The company has a market capitalization of $2.72 trillion, a P/E ratio of 20.26, a price-to-earnings-growth ratio of 1.95 and a beta of 1.44. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. The business’s 50 day moving average is $255.28 and its two-hundred day moving average is $244.04. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $287.20.
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, 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 analyst estimates of $197.03 billion. During the same period last year, the firm posted $1.68 EPS. Amazon.com’s quarterly revenue was up 19.6% on a year-over-year basis. Equities analysts forecast that Amazon.com, Inc. will post 8.05 EPS for the current year. Insider Activity In related news, CFO Brian Olsavsky sold 6,172 shares of the firm’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 owned 109,207 shares in the company, valued at $28,427,674.17. This trade represents a 5.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Jassy sold 20,000 shares of Amazon.com stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $5,180,200.00. Following the completion of the sale, the chief executive officer directly owned 2,235,766 shares in the company, valued at $579,085,751.66. This represents a 0.89% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 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 company insiders.
Analysts Set New Price Targets Several equities research analysts recently commented on the stock. Citizens Jmp reiterated a “market outperform” rating and set a $315.00 price target on shares of Amazon.com in a research note on Friday, July 31st. The Goldman Sachs Group restated a “buy” rating and issued a $375.00 price objective (up from $335.00) on shares of Amazon.com in a research note on Friday, July 31st. Pivotal Research reaffirmed a “buy” rating and set a $333.00 price objective (up from $320.00) on shares of Amazon.com in a report on Friday, July 31st. Rosenblatt Securities began coverage on Amazon.com in a research report on Thursday, August 20th. They set a “buy” rating and a $335.00 target price on the stock. Finally, Phillip Securities downgraded Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $323.26.
Get Our Latest Research Report on AMZN
Amazon.com News Roundup Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock Amazon.com Profile (Free Report)
Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.
Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.
Recommended Stories Five stocks we like better than Amazon.com AeroVironment’s Record Backlog and Earnings Beat Fuel Recovery Case Corning Just Locked In a Massive Verizon Fiber Deal as AI Infrastructure Expands 3 Under-$20 Stocks Tied to the Future of U.S. Energy and Materials Uncle Sam’s Quantum Leap: Feds Fund a $300M Quantum Supercycle 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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Chase Investment Counsel Corp acquired a new stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 35,803 shares of the e-commerce giant’s stock, valued at approximately $8,533,000. Amazon.com comprises approximately 1.8% of Chase Investment Counsel Corp’s holdings, making the stock its 22nd largest position.
Several other large investors also recently modified their holdings of the business. Red Crane Wealth Management LLC increased its holdings 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 purchasing an additional 38 shares during the last quarter. Robinson Smith Wealth Advisors LLC raised its position in shares of Amazon.com by 0.7% in the 1st quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock valued at $1,147,000 after purchasing an additional 40 shares in the last quarter. Sfam LLC raised its position in shares of Amazon.com by 3.4% in the 1st quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant’s stock valued at $255,000 after purchasing an additional 40 shares in the last quarter. Measured Risk Portfolios Inc. boosted its stake in shares of Amazon.com by 3.4% during the 1st 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 boosted its stake in shares of Amazon.com by 1.1% during the 1st 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 and hedge funds.
Key Stories Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock Insider Activity at Amazon.com In other Amazon.com news, VP Shelley Reynolds sold 2,343 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $606,860.43. Following the completion of the transaction, the vice president directly owned 119,780 shares of the company’s stock, valued at approximately $31,024,217.80. This trade represents a 1.92% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 1,000 shares of Amazon.com stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $254.77, for a total value of $254,770.00. Following the transaction, the chief executive officer owned 475,681 shares in the company, valued at approximately $121,189,248.37. This trade represents a 0.21% 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 71,589 shares of company stock worth $18,568,785 in the last three months. Insiders own 8.90% of the company’s stock. Analysts Set New Price Targets A number of analysts recently issued reports on AMZN shares. Citigroup restated a “market outperform” rating on shares of Amazon.com in a research note on Friday, August 14th. Pivotal Research reiterated a “buy” rating and set a $333.00 price objective (up from $320.00) on shares of Amazon.com in a research note on Friday, July 31st. Arete Research raised their price objective on shares of Amazon.com from $301.00 to $310.00 and gave the stock a “buy” rating in a report on Monday, May 18th. Rosenblatt Securities started coverage on shares of Amazon.com in a research report on Thursday, August 20th. They issued a “buy” rating and a $335.00 target price for the company. Finally, UBS Group set a $318.00 target price on shares of Amazon.com and gave the company a “buy” rating in a research note on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus target price of $323.26.
Check Out Our Latest Stock Report on AMZN
Amazon.com Stock Down 0.2% Amazon.com stock opened at $251.89 on Friday. The company has a 50-day simple moving average of $255.28 and a 200-day simple moving average of $244.04. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20. The firm has a market capitalization of $2.72 trillion, a P/E ratio of 20.26, 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 released its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. The company had revenue of $200.61 billion 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 for the quarter was up 19.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.68 earnings per share. As a group, equities analysts expect that Amazon.com, Inc. will post 8.05 earnings per share for the current year.
About Amazon.com (Free Report)
Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.
Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.
Featured Articles Five stocks we like better than Amazon.com AeroVironment’s Record Backlog and Earnings Beat Fuel Recovery Case Corning Just Locked In a Massive Verizon Fiber Deal as AI Infrastructure Expands 3 Under-$20 Stocks Tied to the Future of U.S. Energy and Materials Uncle Sam’s Quantum Leap: Feds Fund a $300M Quantum Supercycle
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Johnson Wealth Management LLC acquired a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,603 shares of the e-commerce giant’s stock, valued at approximately $859,000. Amazon.com accounts for 0.4% of Johnson Wealth Management LLC’s investment portfolio, making the stock its 12th largest holding.
Several other large investors also recently made changes to their positions in the company. Brighton Jones LLC boosted its holdings in Amazon.com by 10.9% in the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after acquiring an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Amazon.com by 4.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after acquiring an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG increased its holdings in shares of Amazon.com by 2.8% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after acquiring an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE raised its position in shares of Amazon.com by 5.5% during the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock worth $6,357,000 after purchasing an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC acquired a new position in shares of Amazon.com during the fourth quarter worth approximately $2,153,000. 72.20% of the stock is currently owned by institutional investors and hedge funds.
Amazon.com News Roundup Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock Amazon.com Stock Down 0.2% AMZN opened at $251.89 on Friday. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $287.20. The firm has a market capitalization of $2.72 trillion, a P/E ratio of 20.26, a PEG ratio of 1.95 and a beta of 1.44. The company’s 50-day moving average is $255.28 and its 200 day moving average is $244.04. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating the consensus estimate of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. During the same quarter last year, the business posted $1.68 EPS. The company’s revenue for the quarter was up 19.6% on a year-over-year basis. Research analysts expect that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In AMZN has been the topic of a number of recent research reports. Piper Sandler reiterated an “overweight” rating and issued a $320.00 target price (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. TD Cowen restated a “buy” rating and set a $350.00 price target (up from $340.00) on shares of Amazon.com in a research note on Friday, July 31st. JPMorgan Chase & Co. upped their price objective on shares of Amazon.com from $330.00 to $365.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $375.00 price objective (up from $335.00) on shares of Amazon.com in a research note on Friday, July 31st. Finally, Bank of America lifted their price objective on shares of Amazon.com from $310.00 to $320.00 and gave the company a “buy” rating in a report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $323.26.
Get Our Latest Analysis on AMZN
Insider Buying and Selling In other Amazon.com news, SVP David Zapolsky sold 9,258 shares of the business’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 transaction, the senior vice president owned 41,190 shares of the company’s stock, valued at approximately $10,699,926.30. The trade was a 18.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 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 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 directly 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. 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 quarter. Corporate 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 AeroVironment’s Record Backlog and Earnings Beat Fuel Recovery Case Corning Just Locked In a Massive Verizon Fiber Deal as AI Infrastructure Expands 3 Under-$20 Stocks Tied to the Future of U.S. Energy and Materials Uncle Sam’s Quantum Leap: Feds Fund a $300M Quantum Supercycle 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.
Northstar Financial Companies Inc. purchased a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 14,164 shares of the e-commerce giant’s stock, valued at approximately $3,376,000. Amazon.com comprises approximately 2.3% of Northstar Financial Companies Inc.’s investment portfolio, making the stock its 9th largest holding.
Other institutional investors also recently modified their holdings of the company. MilWealth Group LLC raised its holdings in Amazon.com by 79.0% in the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after acquiring an additional 79 shares during the period. Lifetime Wealth Management P.C. bought a new stake in Amazon.com during the fourth quarter valued at about $45,000. Elkhorn Partners Limited Partnership boosted its holdings in Amazon.com by 900.0% during the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock valued at $46,000 after acquiring an additional 180 shares during the period. Fairway Wealth LLC grew its position in shares of Amazon.com by 95.6% in the fourth quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock valued at $51,000 after purchasing an additional 108 shares during the last quarter. Finally, Prudent Man Investment Management Inc. grew its position in shares of Amazon.com by 87.7% in the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock valued at $53,000 after purchasing an additional 107 shares during the last quarter. Institutional investors own 72.20% of the company’s stock.
Insider Activity In other news, CEO Douglas J. Herrington sold 1,000 shares of the firm’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $254.77, for a total transaction of $254,770.00. Following the completion of the transaction, the chief executive officer directly owned 475,681 shares of the company’s stock, valued at approximately $121,189,248.37. This trade represents a 0.21% 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, CEO Andrew R. Jassy sold 20,000 shares of Amazon.com stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the sale, the chief executive officer owned 2,235,766 shares in the company, valued at approximately $579,085,751.66. This trade represents a 0.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is owned by insiders.
Amazon.com Price Performance Shares of NASDAQ:AMZN opened at $251.89 on Friday. The firm has a market capitalization of $2.72 trillion, a PE ratio of 20.26, a PEG ratio of 1.95 and a beta of 1.44. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The business’s 50 day moving average is $255.28 and its 200-day moving average is $244.04. Amazon.com (NASDAQ:AMZN – Get Free Report) last issued 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. The business had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.Amazon.com’s revenue was up 19.6% on a year-over-year basis. During the same period in the prior year, the company posted $1.68 earnings per share. Sell-side analysts predict that Amazon.com, Inc. will post 8.05 earnings per share for the current year.
Analyst Upgrades and Downgrades AMZN has been the topic of a number of recent analyst reports. Telsey Advisory Group set a $335.00 price objective on Amazon.com and gave the stock an “outperform” rating in a research note on Friday, July 31st. Evercore set a $355.00 price target on Amazon.com and gave the stock an “outperform” rating in a research report on Friday, August 28th. TD Cowen reiterated a “buy” rating and set a $350.00 price target (up from $340.00) on shares of Amazon.com in a report on Friday, July 31st. Arete Research increased their price objective on Amazon.com from $301.00 to $310.00 and gave the company a “buy” rating in a research report on Monday, May 18th. Finally, Piper Sandler restated an “overweight” rating and issued a $320.00 price objective (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $323.26.
Read Our Latest Stock Report on AMZN
Trending Headlines about Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock About Amazon.com (Free Report)
Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.
Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.
Featured Articles Five stocks we like better than Amazon.com AeroVironment’s Record Backlog and Earnings Beat Fuel Recovery Case Corning Just Locked In a Massive Verizon Fiber Deal as AI Infrastructure Expands 3 Under-$20 Stocks Tied to the Future of U.S. Energy and Materials Uncle Sam’s Quantum Leap: Feds Fund a $300M Quantum Supercycle 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.
Diamond Hill Capital Management LLC Investment Advisor bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 739,135 shares of the e-commerce giant’s stock, valued at approximately $176,165,000. Amazon.com comprises 1.4% of Diamond Hill Capital Management LLC Investment Advisor’s investment portfolio, making the stock its 24th biggest position.
A number of other institutional investors have also recently made changes to their positions in AMZN. HBK Sorce Advisory LLC purchased a new stake in shares of Amazon.com during the 2nd quarter valued at $24,927,000. Abbot Financial Management Inc. bought a new position in Amazon.com in the second quarter valued at $4,116,000. Peachtree Investment Partners LLC purchased a new stake in Amazon.com during the second quarter valued at about $7,418,000. Tulsa Wealth Advisors INC purchased a new stake in Amazon.com during the second quarter valued at about $4,204,000. Finally, OMC Financial Services LTD bought a new stake in Amazon.com during the second quarter worth about $5,324,000. Institutional investors own 72.20% of the company’s stock.
More Amazon.com News Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock Wall Street Analyst Weigh In Several brokerages have recently commented on AMZN. Needham & Company LLC reiterated a “buy” rating and set a $300.00 price objective on shares of Amazon.com in a research report on Friday, July 31st. Monness Crespi & Hardt upped their price objective on shares of Amazon.com from $315.00 to $330.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $325.00 target price (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. Phillip Securities cut shares of Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a research report on Monday, August 3rd. Finally, JPMorgan Chase & Co. boosted their price target 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. One analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $323.26. Read Our Latest Stock Report on AMZN
Amazon.com Stock Performance NASDAQ:AMZN opened at $251.89 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. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $287.20. The firm has a market cap of $2.72 trillion, a PE ratio of 20.26, a price-to-earnings-growth ratio of 1.95 and a beta of 1.44. The business has a 50 day moving average price of $255.28 and a 200-day moving average price of $244.04.
Amazon.com (NASDAQ:AMZN – Get Free Report) last issued 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 company had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same period in the previous year, the firm earned $1.68 earnings per share. The firm’s revenue for the quarter was up 19.6% on a year-over-year basis. Equities research analysts predict that Amazon.com, Inc. will post 8.05 earnings per share for the current year.
Insiders Place Their Bets In other news, SVP David Zapolsky sold 9,258 shares of the stock in a transaction dated 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. This represents a 18.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 1,000 shares of the firm’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 completion of the sale, the chief executive officer directly owned 475,681 shares in the company, valued at $121,189,248.37. The trade was a 0.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 71,589 shares of company stock worth $18,568,785. 8.90% of the stock is currently owned by 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.
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N.E.W. Advisory Services LLC bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 25,344 shares of the e-commerce giant’s stock, valued at approximately $6,040,000. Amazon.com comprises approximately 0.4% of N.E.W. Advisory Services LLC’s portfolio, making the stock its 21st largest holding.
A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. boosted its position in shares of Amazon.com by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock worth $158,348,557,000 after purchasing an additional 8,913,959 shares in the last quarter. State Street Corp grew its stake in Amazon.com by 1.8% during the 4th quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock worth $89,708,913,000 after buying an additional 6,971,680 shares during the last quarter. Geode Capital Management LLC increased its position in Amazon.com by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock valued at $51,753,622,000 after buying an additional 2,479,324 shares in the last quarter. Norges Bank acquired a new position in Amazon.com during the 4th quarter valued at about $32,868,735,000. Finally, Auto Owners Insurance Co raised its stake in Amazon.com by 27,376.7% in the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock valued at $2,272,397,000 after buying an additional 98,090,585 shares during the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.
Amazon.com Stock Performance NASDAQ AMZN opened at $251.89 on Friday. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $287.20. The stock has a market capitalization of $2.72 trillion, a price-to-earnings ratio of 20.26, a PEG ratio of 1.95 and a beta of 1.44. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. The stock has a 50-day moving average of $255.28 and a 200 day moving average of $244.04.
Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping the consensus estimate of $1.82 by $3.93. The company 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 firm’s revenue was up 19.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.68 EPS. Sell-side analysts anticipate that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year. Amazon.com News Summary Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock Wall Street Analyst Weigh In AMZN has been the subject of several recent analyst reports. Raymond James Financial reissued an “outperform” rating and issued a $390.00 price target (up from $280.00) on shares of Amazon.com in a report on Friday, July 31st. Bank of America boosted their target price 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. Evercore set a $355.00 price target on shares of Amazon.com and gave the company an “outperform” rating in a research note on Friday, August 28th. Sanford C. Bernstein reiterated an “outperform” rating and set a $320.00 price objective (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Finally, Mizuho set a $330.00 target price on Amazon.com and gave the company an “outperform” rating in a research report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $323.26.
Check Out Our Latest Analysis on Amazon.com
Insider Activity In related news, CEO Douglas Herrington sold 6,362 shares of the firm’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $1,647,821.62. Following the transaction, the chief executive officer directly owned 476,681 shares of the company’s stock, valued at approximately $123,465,145.81. This trade represents a 1.32% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Jassy sold 20,000 shares of Amazon.com stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $5,180,200.00. Following the completion of the sale, the chief executive officer owned 2,235,766 shares in the company, valued at approximately $579,085,751.66. The trade was 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. Over the last 90 days, insiders have 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.
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Cloud providers have started to peel back the onion on their cloud computing economics, and it's now easy to see why these companies are pouring money into AI infrastructure. Demand for their services continues to outstrip capacity, while they are getting very strong returns on their investments with quick payback periods.
While Wall Street has feared this massive capital expenditure (capex), it should, in fact, be celebrating it. Let's look at why Amazon (AMZN +1.54%) and Alphabet (GOOGL +2.72%) (GOOG +2.52%) both look like great buys here.
Image source: The Motley Fool.
Amazon was the first company to discuss its cloud economics, saying that it was getting to breakeven on its server and networking equipment investments in less than three years. Meanwhile, its AI capacity is contracted out for at least five years, and its servers have useful lives of at least five to six years. It added that it is also finding ways to extend the useful lives of its servers and get to breakeven more quickly. It tends to get five to six generations of server economics in its data centers, which last more than 30 years, so the economics actually get better over time with fewer upfront costs.
The tech giant plans to spend about $220 billion on capex this year and said that will still not meet the current demand it is seeing. It also expects to remain capacity-constrained in 2027 and said demand for 2028 is already massive. Its current backlog sits at $496 billion after more than doubling year over year. Meanwhile, the company believes AWS could become a $1 trillion business in the coming years. Amazon's economics also likely get better as it starts to use more of its custom chips.
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In addition to its strong cloud business, Amazon also remains the leader in e-commerce. This business continues to hum along with solid revenue growth, although what is most impressive is the operating leverage this business is seeing from its investments in robots, AI, and digital marketing. This could be seen last quarter when its North America e-commerce revenue rose 16%, while its segment operating income climbed 21% to $7.5 billion.
With its AWS business booming and strong continued e-commerce growth, Amazon is a stock to own for the long haul.
Alphabet Alphabet also recently revealed its cloud economics at an investment conference earlier this month. The company said it was getting a payback on its server investments in less than two years, and half that when using its custom Tensor Processing Units (TPUs). It, too, noted that its contracts are typically five years.
The company's biggest advantage is its TPUs, and it said its custom AI accelerator business is twice the size of the next largest hyperscaler. It also has its own Arm-based central processing units (CPUs). It said all this gives it "2.7 times better price performance for training, 80% better price performance for inference, [and] 30% better price performance for CPUs." On top of that, it has its own frontier model, Gemini, which it said is seeing strong growth with both large and small companies. It noted that because it can optimize the entire AI stack, it can offer its customers 2 times better inference per dollar, which is a big advantage.
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Alphabet plans to spend up to $205 billion in capex this year and has said it expects to significantly increase that next year. Meanwhile, its backlog stood at $514 billion, including TPU system sales.
In addition to its rapidly growing cloud business, Alphabet's core search business is also benefiting from it incorporating its Gemini models to include features like AI Overviews and AI Mode. This is helping drive query growth, and its strong ad network helps it monetize consumer AI better than competitors.
Alphabet's TPUs and Gemini models give it great cloud economics, and as the most complete AI player, the stock looks like a long-term winner.
Amazon (AMZN) is rated Buy, with growth and valuation increasingly tied to AI-driven AWS and data center capex. AWS is projected to drive over 70% of AMZN's EBITDA by 2030, but long-term returns hinge on AI-as-a-service monetization. Key risks include potential oversupply, declining ROIC, and uncertainty around OpenAI and Anthropic's ability to pay for compute.
Amazon's stock has fallen sharply even as AWS clocked its fastest growth in 18 quarters, and one Wall Street analyst now sits at a target so far above consensus it reframes the entire risk-reward picture.
Amazon (NASDAQ:AMZN | AMZN Price Prediction) currently trades near $251.89, while the average Wall Street 12-month price target sits at $328.17, an implied upside of roughly 30%.
Amazon runs the largest US e-commerce operation, the biggest cloud franchise via AWS, a top-three digital ad business, and one of the most aggressive AI infrastructure buildouts anywhere. Its most recent quarter showed AWS growing 37% year over year, its fastest pace in 18 quarters, with AI and custom-chip units each running above a $25 billion annualized rate.
Yet the stock slipped through August and into September even as fundamentals accelerated, and one Street-high target implies far more upside than the consensus figure suggests.
Capex Anxiety Overwhelmed a Blowout AWS Quarter The single biggest weight on the stock has been capital spending. Q2 cash capex reached $53.1 billion, trailing-twelve-month free cash flow flipped to negative $7.6 billion, and management guided to roughly $200 billion in 2026 capex across AI data centers, custom silicon, robotics, and the Amazon Leo satellite network. All that spend has to be powered, cooled, and networked by somebody, which is exactly the angle we took in a free report on seven AI infrastructure suppliers behind the hyperscaler buildout.
Amazon dropped 7.49% over the past month versus a 1.64% dip in the S&P 500. The selloff was Amazon-specific, driven by capex intensity and returns uncertainty. Headline GAAP earnings were also inflated by a $53.4 billion non-operating gain tied to the Anthropic stake; on a comparable basis, Q2 EPS was $1.88 versus a $1.83 estimate, a modest beat well below the blowout the GAAP line implied.
Loop Capital Sees a $405 Path While Analysts Stay Loaded With Buys Analyst posture has barely moved. Of 61 rated firms, 15 carry Strong Buy, 44 Buy, 2 Hold, and none Sell. Consensus 2026 EPS has seen 48 upward revisions against a single cut over the past 30 days. The bull side is getting louder.
Sitting at the top of the range is Loop Capital’s Rob Sanderson at $405, which pencils out to roughly 61% upside from the current print. That easily clears the 40% threshold that reframes a target as a high-conviction call. Loop’s thesis rests on three pillars: AWS re-accelerating toward a 20%+ clip on enterprise migrations and high-margin AI workloads across Trainium, Inferentia, and NVIDIA; structural retail margin expansion from regionalized fulfillment and marketplace fees; and a scaling ad engine at roughly 70%+ gross margins.
The supporting data is already visible. AWS backlog reached $496 billion, growing triple digits year over year. Management said the lion’s share of 2027 capacity is already reserved, with meaningful pieces of 2028 spoken for. Advertising grew 26% to $19.81 billion. CEO Andy Jassy told analysts AWS could “very possibly be a trillion dollar annual revenue business for us in time”. The ask is patience across two to three years of heavy spend before monetization catches up.
Amazon Fell Harder Than Its Big-Cap Peers Amazon’s mega-cap peers held up materially better over the same window. Microsoft (NASDAQ:MSFT) is off 2.07% over the past month at $492.44, with an average target of $572.92 (about 16% upside) on a book of 14 Strong Buy, 38 Buy, 3 Hold. Azure just crossed $100 billion in annual revenue.
Alphabet (NASDAQ:GOOGL) at $332.60 is down 3.19% on the month with a target of $428.07, roughly 29% upside. Ratings run 13 Strong Buy, 45 Buy, 5 Hold, and Google Cloud grew 82% last quarter. It is the closest analog to Amazon’s setup.
Walmart (NYSE:WMT) sits at $105.73 with a $127.42 target, about 20% upside, and slipped 6.43% after cautious tariff-refund reinvestment commentary. Its book: 10 Strong Buy, 27 Buy, 5 Hold, 1 Strong Sell.
Amazon’s 30% consensus upside is the widest in the group before layering on Loop’s 61% Street high, making it the most dislocated name in the peer set.
What the Numbers Show at $251 Amazon trades at $251.89 against a consensus 12-month target of $328.17 built from 61 analysts, 59 of whom rate the stock a Buy or Strong Buy. Year to date, Amazon is up 9.13%, trailing the S&P 500’s 11.15%. Over the past month the stock has fallen 7.49% while the S&P dipped 1.64%. Analyst targets are one input rather than a guarantee, but the revision trend is decisively positive.
Bull and Bear Scenarios for Amazon at $251 The bull case strengthens if AWS keeps compounding above 30% into 2027 as management’s contracted-capacity commentary suggests, if the ad business holds a 20%+ pace, and if the $200 billion capex cycle begins converting into free cash flow by 2028. Those three pillars are what get the stock toward Loop’s $405.
The bear case gains traction if free cash flow remains negative through 2027, if custom silicon adoption stalls while NVIDIA-based rivals take share, or if a tariff-driven consumer slowdown compresses North America retail margins already running near 8%. Anthropic-inflated headline earnings make those risks easier to underestimate.
The setup skews constructive. The AWS backlog, the ad flywheel, and the depth of the buy-side book are notable, and the pullback has widened the risk-reward spread. A return to consensus would deliver a meaningful gain from current levels; Loop’s 60% call sits as the higher-conviction scenario tied to the capex cycle playing out.
Contact [email protected] for any questions or corrections.
Amazon Pay India is considering expanding its insurance offerings to include travel insurance and other products, CEO Vikas Bansal said on Friday, a day after the payments platform launched health insurance.
The expansion plans are part of Amazon Pay's strategy to evolve from a payments platform to a broader financial-services business spanning payments, credit, insurance and savings and investment products, Vikas Bansal told Reuters in an interview.
"Obviously travel...there could be others in the future as well," the CEO said when asked about other insurance products the payments platform could offer in the future.
Amazon Pay operates as a registered corporate agent for insurance, allowing it to distribute insurance products from licenced insurers.
The company has distributed vehicle insurance and expanded into health insurance in partnership with Indian non-life insurer HDFC ERGO, broadening its insurance distribution business.
"Health is our next frontier," Bansal said, adding that health insurance was an important area for expansion as medical care costs have risen and a relatively small proportion of Indians have personal health insurance.
India's non-life or general insurance industry is projected to grow at a robust compound annual growth rate of 10%, rising from $43.4 billion in 2026 to over $62 billion by 2030, in terms of gross written premium, according to GlobalData.
Amazon is a minority shareholder in Indian insurance firm Acko, which is among the insurers available through Amazon Pay.
Bansal said Amazon remains open to investments in the insurance sector.
Last year, Amazon acquired Bengaluru-based non-bank lender Axio for an undisclosed amount, giving it access to a direct lending business in India.
Abbot Financial Management Inc. 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 SEC. The institutional investor purchased 17,271 shares of the e-commerce giant’s stock, valued at approximately $4,116,000. Amazon.com makes up 1.4% of Abbot Financial Management Inc.’s holdings, making the stock its 16th largest holding.
Other large investors also recently modified their holdings of the company. Peachtree Investment Partners LLC bought a new stake in shares of Amazon.com during the second quarter valued at approximately $7,418,000. Tulsa Wealth Advisors INC bought a new stake in Amazon.com during the 2nd quarter worth approximately $4,204,000. OMC Financial Services LTD purchased a new stake in shares of Amazon.com in the second quarter worth approximately $5,324,000. Briggs Wealth Management Inc purchased a new stake in shares of Amazon.com in the second quarter worth approximately $231,000. Finally, German American Bancorp Inc. bought a new position in shares of Amazon.com in the second quarter valued at approximately $35,291,000. Institutional investors and hedge funds own 72.20% of the company’s stock.
Analysts Set New Price Targets Several research analysts recently issued reports on AMZN shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amazon.com in a research report on Monday, August 3rd. Sanford C. Bernstein restated an “outperform” rating and set a $320.00 price objective (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Benchmark lifted their price objective on shares of Amazon.com from $370.00 to $400.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Wolfe Research reiterated an “outperform” rating and issued a $315.00 target price on shares of Amazon.com in a research note on Friday, July 31st. Finally, Citigroup reiterated a “market outperform” rating on shares of Amazon.com in a report on Friday, August 14th. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $323.26.
Check Out Our Latest Research Report on AMZN Trending Headlines about Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock Amazon.com Price Performance Shares of NASDAQ:AMZN opened at $251.89 on Friday. The company’s 50-day moving average is $255.28 and its 200 day moving average is $244.04. 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 $2.72 trillion, a P/E ratio of 20.26, a price-to-earnings-growth ratio of 1.95 and a beta of 1.44. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $287.20.
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 (EPS) 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 the consensus estimate of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm’s quarterly revenue was up 19.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.68 earnings per share. On average, equities research analysts forecast that Amazon.com, Inc. will post 8.05 earnings per share for the current year.
Insider Activity In related news, SVP David Zapolsky sold 9,258 shares of Amazon.com stock in a transaction that occurred on Monday, August 24th. The shares were sold at an average price of $259.77, for a total value of $2,404,950.66. Following the sale, the senior vice president owned 41,190 shares of the company’s stock, valued at approximately $10,699,926.30. The trade was a 18.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the 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 value of $5,180,200.00. Following the completion of the transaction, the chief executive officer owned 2,235,766 shares in the company, valued at approximately $579,085,751.66. 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 ninety days, insiders sold 71,589 shares of company stock worth $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.
Featured Stories Five stocks we like better than Amazon.com AeroVironment’s Record Backlog and Earnings Beat Fuel Recovery Case Corning Just Locked In a Massive Verizon Fiber Deal as AI Infrastructure Expands 3 Under-$20 Stocks Tied to the Future of U.S. Energy and Materials Uncle Sam’s Quantum Leap: Feds Fund a $300M Quantum Supercycle 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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Avise Financial Cooperative Inc. purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 5,830 shares of the e-commerce giant’s stock, valued at approximately $1,390,000. Amazon.com comprises about 1.0% of Avise Financial Cooperative Inc.’s holdings, making the stock its 13th biggest holding.
A number of other hedge funds also recently made changes to their positions in the business. Red Crane Wealth Management LLC raised its holdings 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 valued at $346,000 after acquiring 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 grew its position in Amazon.com by 3.4% during the 1st quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant’s stock worth $255,000 after acquiring an additional 40 shares during the last quarter. Measured Risk Portfolios Inc. increased its stake in shares of 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 worth $251,000 after buying an additional 40 shares during the period. Finally, CoreFirst Bank & Trust raised 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 valued at $754,000 after purchasing an additional 40 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors.
Insiders Place Their Bets In other news, CEO Douglas Herrington sold 6,362 shares of the firm’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $1,647,821.62. Following the completion of the transaction, the chief executive officer directly owned 476,681 shares in the company, valued at $123,465,145.81. This trade represents a 1.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian Olsavsky sold 6,172 shares of the firm’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $260.31, for a total transaction of $1,606,633.32. Following the transaction, the chief financial officer 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 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. In the last ninety days, insiders sold 71,589 shares of company stock valued at $18,568,785. Insiders own 8.90% of the company’s stock.
Amazon.com Trading Down 0.2% NASDAQ AMZN opened at $251.89 on Friday. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20. The company’s 50-day simple moving average is $255.28 and its two-hundred day simple moving average is $244.04. The company has a market capitalization of $2.72 trillion, a price-to-earnings ratio of 20.26, a price-to-earnings-growth 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 posted 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. 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 during the quarter, compared to analyst estimates of $197.03 billion. During the same quarter in the previous year, the business posted $1.68 EPS. Amazon.com’s revenue was up 19.6% on a year-over-year basis. Equities analysts forecast that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.
Analyst Ratings Changes A number of brokerages have recently commented on AMZN. Royal Bank Of Canada boosted their target price on shares of Amazon.com from $320.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, July 31st. Arete Research upped their target price on shares of Amazon.com from $301.00 to $310.00 and gave the company a “buy” rating in a report on Monday, May 18th. Evercore set a $355.00 price objective on shares of Amazon.com and gave the stock an “outperform” rating in a research note on Friday, August 28th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $320.00 target price (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Finally, Phillip Securities downgraded shares of Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Amazon.com currently has an average rating of “Moderate Buy” and a consensus price target of $323.26.
Get Our Latest Stock Report on Amazon.com
Key Stories Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock Amazon.com Profile (Free Report)
Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.
Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.
Featured Articles Five stocks we like better than Amazon.com AeroVironment’s Record Backlog and Earnings Beat Fuel Recovery Case Corning Just Locked In a Massive Verizon Fiber Deal as AI Infrastructure Expands 3 Under-$20 Stocks Tied to the Future of U.S. Energy and Materials Uncle Sam’s Quantum Leap: Feds Fund a $300M Quantum Supercycle 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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Baxter Bros Inc. purchased a new position in Amazon.com, Inc. (NASDAQ:AMZN) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 78,464 shares of the e-commerce giant’s stock, valued at approximately $18,701,000. Amazon.com makes up 2.2% of Baxter Bros Inc.’s portfolio, making the stock its 12th biggest holding.
A number of other institutional investors and hedge funds also recently bought and sold shares of AMZN. Trust Asset Management LLC boosted its stake in shares of Amazon.com by 3.3% during the 2nd quarter. Trust Asset Management LLC now owns 107,563 shares of the e-commerce giant’s stock worth $26,000 after acquiring an additional 3,414 shares in the last quarter. Longfellow Investment Management Co. LLC purchased a new position in Amazon.com during the second quarter valued at approximately $33,000. MilWealth Group LLC grew its holdings in shares of Amazon.com by 79.0% during the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after acquiring an additional 79 shares in the last quarter. Lifetime Wealth Management P.C. purchased a new position in Amazon.com in the fourth quarter valued at about $45,000. Finally, Elkhorn Partners Limited Partnership increased its position in Amazon.com by 900.0% in the 4th quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock worth $46,000 after purchasing an additional 180 shares during the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.
Key Headlines Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon’s Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon’s $40 billion Ohio AI bet faces a tax shock Analyst Upgrades and Downgrades Several equities research analysts have recently issued reports on the company. Robert W. Baird set a $310.00 price target on Amazon.com and gave the company an “outperform” rating in a report on Friday, July 31st. Wolfe Research restated an “outperform” rating and issued a $315.00 price objective on shares of Amazon.com in a report on Friday, July 31st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amazon.com in a research report on Monday, August 3rd. 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. Finally, Zacks Research raised shares of Amazon.com from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, August 4th. One research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Amazon.com currently has a consensus rating of “Moderate Buy” and an average target price of $323.26. Get Our Latest Stock Report on AMZN
Amazon.com Stock Down 0.2% Shares of AMZN stock opened at $251.89 on Friday. The stock’s 50 day simple moving average is $255.28 and its 200 day simple moving average is $244.04. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month 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 $2.72 trillion, a price-to-earnings ratio of 20.26, a PEG ratio of 1.95 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 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 the consensus estimate of $197.03 billion. During the same quarter last 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, research analysts predict that Amazon.com, Inc. will post 8.05 EPS for the current year.
Insiders Place Their Bets In other Amazon.com news, CEO Douglas J. Herrington sold 6,362 shares of the company’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $1,647,821.62. Following the completion of the sale, the chief executive officer directly owned 476,681 shares in the company, valued at $123,465,145.81. This represents a 1.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of Amazon.com stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $5,180,200.00. Following the completion of 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 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 worth $18,568,785 in the last ninety days. 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.
Further Reading Five stocks we like better than Amazon.com AeroVironment’s Record Backlog and Earnings Beat Fuel Recovery Case Corning Just Locked In a Massive Verizon Fiber Deal as AI Infrastructure Expands 3 Under-$20 Stocks Tied to the Future of U.S. Energy and Materials Uncle Sam’s Quantum Leap: Feds Fund a $300M Quantum Supercycle 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.
Many investors are ignoring a flashing warning sign when analyzing Space Exploration Technologies (SPCX +0.43%). The rocket flight and artificial intelligence (AI) company helmed by Elon Musk now trades at a market cap of $2.1 trillion and a price-to-sales ratio (P/S) of 98.
Some growth investors are making comparisons to Amazon (AMZN -0.20%) during the dot-com bubble. Shares of Amazon looked expensive at the peak, but if you held through the decades, they eventually delivered great performance for investors who bought in at those levels.
This is not an apples-to-apples comparison. Today, SpaceX generates $23 billion in trailing revenue. What did Amazon trade at with a similar revenue size? When you learn the answer, it will make you think twice about buying SpaceX stock today.
Today's Change
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0.43
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0.63
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148.18
Revenue and margin comparisons SpaceX generated $23 billion in revenue over the last 12 months and had a gross profit margin of 52% (net profitability was negative). Revenue grew 92% last quarter to $7.8 billion.
Amazon generated close to $23 billion in revenue back in 2009, when it posted annual sales of $24.5 billion. At the time, Amazon was primarily an e-commerce platform and had a lower gross margin than SpaceX does today, with a consolidated margin of 22.6% in the year. However, it was more profitable than SpaceX, generating $1.1 billion in operating earnings back in 2009.
Image source: Getty Images.
Valuations are incomparable Given the immense growth ahead for Amazon, you might think that investors would have given it an ultra-premium multiple to its sales. This is certainly what would have happened in 2026. However, that is not the case, especially as the world was nervous coming out of the financial crisis and stock market crash in 2008 and early 2009.
In 2009, Amazon had a P/S ratio between 1.5 and 2.5, compared to 98 for SpaceX today. If it were valued at close to SpaceX's current valuation, it would have a market cap of close to $2.4 trillion (98 times its trailing revenue of $24.5 billion). Today, Amazon has a market cap of $2.77 trillion. When you factor in close to two decades of shareholder dilution, the stock price would likely be lower in 2026 compared to 2009, in a hypothetical scenario where an investor bought in 2009 at a P/S ratio of 98.
That is even including two decades of growth at Amazon Web Services (AWS), and Amazon coming to dominate retail spending in North America. Price matters in investing.
AMZN PS Ratio data by YCharts
Does this mean you should sell SpaceX stock? Elon Musk is ultra-bullish about SpaceX's growth prospects. He thinks revenue can explode higher to $1 trillion by 2030 due to its heavy investments in AI data centers. Revenue is already growing quickly, and the company is planning to spend tens of billions, if not hundreds of billions, on AI capital expenditures.
To be fair to SpaceX, it is growing faster today and has a better gross margin than Amazon did in 2009. However, I would expect reselling AI data center compute to come with lower margins than its highly profitable Starlink satellite internet service, which dominates the income statement today.
Investors should be concerned that even if Musk is right about reaching $1 trillion in revenue by 2030 (which is highly unlikely; no company in history has ever generated $1 trillion in sales), the stock might not be worth much more than it is today. Amazon generates nearly $1 trillion in revenue and is valued at just above SpaceX's current market cap.
And if SpaceX's P/S ratio compresses down to Amazon's level in 2009? Watch out below.
Barclays Raises S&P 500 Forecast Despite Warning Signs From Utilities and Valuations Summary
Barclays raised its year-end S&P 500 target to 7,950 while lifting its 2026 earnings outlook to $365 a share
Barclays lifted its year-end S&P 500 target to 7,950 from 7,800, citing continued earnings growth and spending tied to artificial intelligence.
U.S. equity strategist Venu Krishna also raised the bank's 2026 earnings forecast for the benchmark to $365 a share from $337, while the 2027 estimate moved to $414 from $389. The 2027 index target remained 8,800.
Big Tech profits increased 35% year over year in the second quarter, while earnings across the rest of the technology sector climbed 88%. Barclays said 86% of S&P 500 companies reporting results exceeded Wall Street estimates, compared with a long-term average of 67.5%.
Cloud providers are expected to spend more than $1.1 trillion in 2027, with Alphabet (GOOGL), Amazon (AMZN) and Meta Platforms (META) expected to account for much of that investment. Barclays also cut its Utilities sector view to Neutral.
Other firms have raised their index targets, including JPMorgan, CFRA and HSBC. Barclays sees a potential high of 8,350 if market conditions remain favorable, but expects 6,750 under a weaker scenario overall.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
The inaugural sterling sale was well covered, but demand trailed Alphabet's earlier offering by half. Summary
Amazon found willing lenders while receiving an early warning that AI financing appetite has limits.
Amazon AMZN, the e-commerce and cloud-computing heavyweight, raised £4.25 billion, or roughly $5.76 billion, in its first sterling bond offering. The stock traded at $252.59 on Thursday. The chart shows Amazon sitting 1.93% above its GF Value™ estimate of $247.80, suggesting the shares remain close to fair value despite enormous AI spending commitments.
The company split the financing across four tranches maturing in three, six, 12 and 19 years, with yields ranging from approximately 5.2% to 6.7%. Investor orders reached about 2.5 times the amount available, according to LSEG's IFR. That is solid demand—but noticeably cooler than the roughly fivefold coverage Alphabet secured for its sterling deal in February.
Amazon expects capital expenditures to reach approximately $220 billion in 2026 as it races to expand AWS infrastructure and AI computing capacity. This bond sale covers just 2.6% of that projected bill. The currency diversification is useful, but the bigger message is harder to ignore: funding the hyperscaler AI race will require repeated trips to increasingly selective global debt markets.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Amazon is going to make it easier to shop when you’re watching TV. The retail giant on Thursday announced a series of new features that will allow customers to discover products across thousands of Prime Video titles through integrations with its existing X-Ray experience, which today displays real-time actor bios, character names, soundtrack music, and more. It will also introduce a new way to “shop the scene” using Amazon’s Lens technology, along with other updates.
The changes follow last year’s launch of “Shop the Show,” a second-screen shopping experience available through the Amazon mobile shopping app. Instead of interrupting your viewing experience or displaying product information on-screen, this feature would take you to products tied to a given movie, show, or live sports event when you typed “shop the show” into the Amazon Search app.
Arguably, that feature was easy to miss. These new features will make the product recommendations more prominent and easier to access.
Amazon joins a number of services that are working to integrate shopping suggestions into the viewing experience to create an additional revenue stream. YouTube has long offered creators a merch shelf to hawk their products and offers shoppable connected TV ads. Peacock in 2023 added a Must ShopTV feature that lets viewers buy products that appeared in its content. Roku also offers a way to shop with its remote. Disney has experimented with shoppable TV, including in streaming ads on Disney+, Hulu, and ESPN.
To shop via Amazon’s X-Ray, you’d launch the X-Ray experience as usual by pausing the video and then pressing up on the Fire TV remote. You’ll then be able to visit the new Shop tab that will showcase products related to what you’re watching. To make a purchase, you would then open the Amazon Shopping app, which recognizes what’s playing and drops you into a feed synced to that moment, where you can browse the products you like.
The second-screen experience beyond X-Ray has been improved as well. Instead of requiring users to enter the “shop the show” search request, they can just open the Amazon Shopping app while watching a movie or show and be taken to that title’s storefront.
Image Credits:Amazon They can then tap the image to have Amazon’s visual search technology, Amazon Lens, identify other products inspired by the characters’ outfits, home decor, and other items appearing in the scene. This feature, called “Shop the Scene,” won’t always lead to an exact match; characters are often wearing clothing that Amazon or its sellers don’t stock, including pieces from high-end brands or handmade costumes. But it will at least be a jumping-off point for finding products that could help you achieve a similar look.
The “Shop the Scene” technology is live today on iOS and Android in the U.S. and works with more than 600 titles.
The “Shop the Show” feature in Amazon’s app is expanding from 1,300 titles to more than 8,000 in the U.S. These include Prime Originals, select licensed favorites, and live sports, the retailer notes.
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Elite Life Management LLC bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 5,423 shares of the e-commerce giant’s stock, valued at approximately $1,479,000. Amazon.com accounts for 1.7% of Elite Life Management LLC’s holdings, making the stock its 10th biggest holding.
A number of other hedge funds have also recently added to or reduced their stakes in AMZN. Vanguard Group Inc. grew its holdings in Amazon.com by 1.1% in the first quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock valued at $158,348,557,000 after purchasing an additional 8,913,959 shares during the period. State Street Corp raised its stake in Amazon.com by 1.8% during the fourth quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock worth $89,708,913,000 after purchasing an additional 6,971,680 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Amazon.com by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock valued at $51,753,622,000 after purchasing an additional 2,479,324 shares during the last quarter. Norges Bank purchased a new stake in shares of Amazon.com during the 4th quarter valued at $32,868,735,000. Finally, Auto Owners Insurance Co increased its holdings in shares of Amazon.com by 27,376.7% during the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock worth $2,272,397,000 after buying an additional 98,090,585 shares during the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.
Amazon.com Stock Down 1.8% Shares of AMZN stock opened at $252.40 on Thursday. The business’s fifty day moving average is $255.09 and its 200-day moving average is $243.74. The stock has a market cap of $2.72 trillion, a PE ratio of 20.31, a price-to-earnings-growth ratio of 1.98 and a beta of 1.44. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20. The 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 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 company had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. During the same period in the prior year, the company earned $1.68 EPS. Amazon.com’s revenue was up 19.6% on a year-over-year basis. Equities analysts expect that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year. Insider Buying and Selling at Amazon.com In related news, CEO Douglas Herrington sold 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $254.77, for a total transaction of $254,770.00. Following the completion of the sale, the chief executive officer directly owned 475,681 shares in the company, valued at approximately $121,189,248.37. This trade represents a 0.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,343 shares of the stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $606,860.43. Following the sale, the vice president owned 119,780 shares of the company’s stock, valued at $31,024,217.80. This trade represents a 1.92% 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. Over the last quarter, insiders sold 71,589 shares of company stock valued at $18,568,785. Corporate insiders own 8.90% of the company’s stock.
Analyst Ratings Changes A number of equities research analysts have issued reports on the company. Pivotal Research reissued a “buy” rating and set a $333.00 price target (up from $320.00) on shares of Amazon.com in a research report on Friday, July 31st. Weiss Ratings restated a “buy (b)” rating on shares of Amazon.com in a report on Monday, August 3rd. Roth Capital reaffirmed a “buy” rating and issued a $325.00 price objective on shares of Amazon.com in a research note on Monday, August 3rd. DA Davidson reiterated a “neutral” rating and set a $250.00 target price on shares of Amazon.com in a report on Friday, July 31st. Finally, Wolfe Research reissued an “outperform” rating and set a $315.00 target price on shares of Amazon.com in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Amazon.com has an average rating of “Moderate Buy” and an average target price of $323.26.
Check Out Our Latest Stock Analysis on AMZN
Key Amazon.com News Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Major AI-chip supply agreement: Amazon Web Services agreed to a multigenerational collaboration with Qualcomm to develop custom AI inference chips and optical networking systems. The arrangement could involve up to $60 billion of AWS purchases through 2036, helping Amazon diversify beyond Nvidia and potentially reduce AI computing costs. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Expansion of AI and data-center capacity: Amazon and manufacturing partner Wiwynn plan to invest $1.6 billion in Texas, adding nearly 1,000 advanced-manufacturing jobs. Amazon is also raising £4.25 billion through its first sterling bond sale to help fund AI infrastructure and data-center expansion. AMZN And Wiwynn Are Scaling Up in Texas Positive Sentiment: New growth opportunities: AT&T became the first major U.S. telecom customer for Amazon Leo satellite broadband, while Amazon ordered six additional Ariane 6 launches. These developments support Amazon’s efforts to build businesses beyond e-commerce and AWS. AT&T Becomes Amazon’s First Major Satellite Broadband Telecom Customer Neutral Sentiment: Board strengthened with cybersecurity expertise: Amazon appointed Kevin Mandia, Mandiant’s founder and former CEO, to its board. The appointment adds security experience as Amazon expands cloud, AI and satellite operations. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investor concern over spending and leverage: Amazon’s projected roughly $220 billion of 2026 capital expenditures and negative free cash flow are raising questions about whether AI returns will justify the buildout. The sterling bond sale expands financing capacity but also highlights the company’s reliance on debt markets. Amazon starts selling first sterling bonds Negative Sentiment: Regulatory and legal risks remain: States including Ohio may reduce data-center tax incentives, potentially increasing infrastructure costs. Amazon also faces a proposed class-action lawsuit alleging discrimination against pregnant warehouse workers, while investigators continue examining a fatal Prime Air cargo-plane crash. Amazon, Google and Meta Face Pushback Over Data Center Tax Breaks About Amazon.com (Free Report)
Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.
Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.
Further Reading Five stocks we like better than Amazon.com Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal GE Aerospace’s $11.75B Deal Puts Howmet Aerospace in Focus Casey’s Post-Earnings Drop May Give Investors a Better Entry Into a Quality Retailer Sovereign AI: Palantir and Nebius Cut the Cloud Cord
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Fielder Capital Group LLC acquired a new stake in Amazon.com, Inc. (NASDAQ:AMZN) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 7,426 shares of the e-commerce giant’s stock, valued at approximately $1,770,000.
Several other hedge funds have also bought and sold shares of AMZN. Brighton Jones LLC grew its holdings in Amazon.com by 10.9% during the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after buying an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in Amazon.com by 4.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after acquiring an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG lifted its stake in Amazon.com by 2.8% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after acquiring an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE boosted its holdings in Amazon.com by 5.5% during the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock worth $6,357,000 after acquiring an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC purchased a new position in Amazon.com during the 4th quarter worth $2,153,000. Institutional investors and hedge funds own 72.20% of the company’s stock.
Insiders Place Their Bets In other Amazon.com news, CEO Douglas Herrington sold 1,000 shares of the stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $254.77, for a total value of $254,770.00. Following the sale, the chief executive officer directly owned 475,681 shares in the company, valued at $121,189,248.37. This represents a 0.21% decrease in their 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 the firm’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 $5,180,200.00. Following the completion of the transaction, 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 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. Over the last ninety days, insiders sold 71,589 shares of company stock worth $18,568,785. Company insiders own 8.90% of the company’s stock.
Key Amazon.com News Here are the key news stories impacting Amazon.com this week: Positive Sentiment: Major AI-chip supply agreement: Amazon Web Services agreed to a multigenerational collaboration with Qualcomm to develop custom AI inference chips and optical networking systems. The arrangement could involve up to $60 billion of AWS purchases through 2036, helping Amazon diversify beyond Nvidia and potentially reduce AI computing costs. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Expansion of AI and data-center capacity: Amazon and manufacturing partner Wiwynn plan to invest $1.6 billion in Texas, adding nearly 1,000 advanced-manufacturing jobs. Amazon is also raising £4.25 billion through its first sterling bond sale to help fund AI infrastructure and data-center expansion. AMZN And Wiwynn Are Scaling Up in Texas Positive Sentiment: New growth opportunities: AT&T became the first major U.S. telecom customer for Amazon Leo satellite broadband, while Amazon ordered six additional Ariane 6 launches. These developments support Amazon’s efforts to build businesses beyond e-commerce and AWS. AT&T Becomes Amazon’s First Major Satellite Broadband Telecom Customer Neutral Sentiment: Board strengthened with cybersecurity expertise: Amazon appointed Kevin Mandia, Mandiant’s founder and former CEO, to its board. The appointment adds security experience as Amazon expands cloud, AI and satellite operations. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investor concern over spending and leverage: Amazon’s projected roughly $220 billion of 2026 capital expenditures and negative free cash flow are raising questions about whether AI returns will justify the buildout. The sterling bond sale expands financing capacity but also highlights the company’s reliance on debt markets. Amazon starts selling first sterling bonds Negative Sentiment: Regulatory and legal risks remain: States including Ohio may reduce data-center tax incentives, potentially increasing infrastructure costs. Amazon also faces a proposed class-action lawsuit alleging discrimination against pregnant warehouse workers, while investigators continue examining a fatal Prime Air cargo-plane crash. Amazon, Google and Meta Face Pushback Over Data Center Tax Breaks Amazon.com Trading Down 1.8% Shares of AMZN opened at $252.40 on Thursday. The business’s 50-day moving average price is $255.09 and its 200-day moving average price is $243.74. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $287.20. The stock has a market cap of $2.72 trillion, a PE ratio of 20.31, a P/E/G ratio of 1.98 and a beta of 1.44. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23.
Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. The company 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 revenue was up 19.6% compared to the same quarter last year. During the same period last year, the business earned $1.68 earnings per share. On average, equities analysts forecast that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.
Wall Street Analyst Weigh In AMZN has been the subject of several analyst reports. Cantor Fitzgerald reiterated an “overweight” rating and issued a $320.00 price objective (down from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Robert W. Baird set a $310.00 target price on Amazon.com and gave the company an “outperform” rating in a research report on Friday, July 31st. Morgan Stanley reiterated an “overweight” rating and set a $335.00 target price (up from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Pivotal Research reissued a “buy” rating and issued a $333.00 price target (up from $320.00) on shares of Amazon.com in a report on Friday, July 31st. Finally, Telsey Advisory Group set a $335.00 price target on shares of Amazon.com and gave the company an “outperform” rating in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $323.26.
View Our Latest Research Report on AMZN
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 Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal GE Aerospace’s $11.75B Deal Puts Howmet Aerospace in Focus Casey’s Post-Earnings Drop May Give Investors a Better Entry Into a Quality Retailer Sovereign AI: Palantir and Nebius Cut the Cloud Cord 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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Global Retirement Partners LLC bought a new stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 324,127 shares of the e-commerce giant’s stock, valued at approximately $77,252,000. Amazon.com makes up about 1.2% of Global Retirement Partners LLC’s investment portfolio, making the stock its 16th biggest position.
Other institutional investors have also recently made changes to their positions in the company. Trust Asset Management LLC lifted its stake in Amazon.com by 3.3% during the second quarter. Trust Asset Management LLC now owns 107,563 shares of the e-commerce giant’s stock worth $26,000 after purchasing an additional 3,414 shares during the last quarter. MilWealth Group LLC lifted its position in Amazon.com by 79.0% in 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 last quarter. Lifetime Wealth Management P.C. bought a new position in Amazon.com during the fourth quarter valued at approximately $45,000. Elkhorn Partners Limited Partnership raised its stake in shares of Amazon.com by 900.0% during the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock worth $46,000 after acquiring an additional 180 shares in the last quarter. Finally, Fairway Wealth LLC lifted its holdings in shares of Amazon.com by 95.6% in the 4th quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock worth $51,000 after acquiring an additional 108 shares during the last quarter. Institutional investors own 72.20% of the company’s stock.
Key Amazon.com News Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Major AI-chip supply agreement: Amazon Web Services agreed to a multigenerational collaboration with Qualcomm to develop custom AI inference chips and optical networking systems. The arrangement could involve up to $60 billion of AWS purchases through 2036, helping Amazon diversify beyond Nvidia and potentially reduce AI computing costs. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Expansion of AI and data-center capacity: Amazon and manufacturing partner Wiwynn plan to invest $1.6 billion in Texas, adding nearly 1,000 advanced-manufacturing jobs. Amazon is also raising £4.25 billion through its first sterling bond sale to help fund AI infrastructure and data-center expansion. AMZN And Wiwynn Are Scaling Up in Texas Positive Sentiment: New growth opportunities: AT&T became the first major U.S. telecom customer for Amazon Leo satellite broadband, while Amazon ordered six additional Ariane 6 launches. These developments support Amazon’s efforts to build businesses beyond e-commerce and AWS. AT&T Becomes Amazon’s First Major Satellite Broadband Telecom Customer Neutral Sentiment: Board strengthened with cybersecurity expertise: Amazon appointed Kevin Mandia, Mandiant’s founder and former CEO, to its board. The appointment adds security experience as Amazon expands cloud, AI and satellite operations. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investor concern over spending and leverage: Amazon’s projected roughly $220 billion of 2026 capital expenditures and negative free cash flow are raising questions about whether AI returns will justify the buildout. The sterling bond sale expands financing capacity but also highlights the company’s reliance on debt markets. Amazon starts selling first sterling bonds Negative Sentiment: Regulatory and legal risks remain: States including Ohio may reduce data-center tax incentives, potentially increasing infrastructure costs. Amazon also faces a proposed class-action lawsuit alleging discrimination against pregnant warehouse workers, while investigators continue examining a fatal Prime Air cargo-plane crash. Amazon, Google and Meta Face Pushback Over Data Center Tax Breaks Amazon.com Price Performance NASDAQ AMZN opened at $252.40 on Thursday. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20. The stock has a 50-day moving average of $255.09 and a 200 day moving average of $243.74. 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 $2.72 trillion, a price-to-earnings ratio of 20.31, a PEG ratio of 1.98 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 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 quarter last year, the firm posted $1.68 EPS. The business’s quarterly revenue was up 19.6% compared to the same quarter last year. On average, sell-side analysts forecast that Amazon.com, Inc. will post 8.05 EPS for the current year.
Insider Buying and Selling at Amazon.com In related news, 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 transaction of $2,404,950.66. Following the completion of the sale, the senior vice president owned 41,190 shares in the company, valued at approximately $10,699,926.30. This represents a 18.35% 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, 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 directly owned 119,780 shares in the company, valued at approximately $31,024,217.80. This 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. In the last 90 days, insiders sold 71,589 shares of company stock worth $18,568,785. 8.90% of the stock is owned by corporate insiders.
Analysts Set New Price Targets A number of equities analysts recently commented on AMZN shares. Jefferies Financial Group reiterated a “buy” rating on shares of Amazon.com in a research report on Thursday, June 18th. Rosenblatt Securities initiated coverage on Amazon.com in a research note on Thursday, August 20th. They issued a “buy” rating and a $335.00 target price for the company. Royal Bank Of Canada increased their target price on Amazon.com from $320.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, July 31st. Roth Capital reaffirmed a “buy” rating and set a $325.00 price objective on shares of Amazon.com in a research note on Monday, August 3rd. Finally, Mizuho set a $330.00 target price on Amazon.com and gave the company an “outperform” rating in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and an average price target of $323.26.
View Our Latest Analysis on Amazon.com
About Amazon.com (Free Report)
Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.
Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.
Further Reading Five stocks we like better than Amazon.com Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal GE Aerospace’s $11.75B Deal Puts Howmet Aerospace in Focus Casey’s Post-Earnings Drop May Give Investors a Better Entry Into a Quality Retailer Sovereign AI: Palantir and Nebius Cut the Cloud Cord
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.
Dodds Wealth LLC acquired a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 3,522 shares of the e-commerce giant’s stock, valued at approximately $839,000. Amazon.com makes up about 0.2% of Dodds Wealth LLC’s holdings, making the stock its 21st biggest position.
Several other institutional investors have also made changes to their positions in AMZN. Trust Asset Management LLC grew its position in Amazon.com by 3.3% during the 2nd quarter. Trust Asset Management LLC now owns 107,563 shares of the e-commerce giant’s stock worth $26,000 after purchasing an additional 3,414 shares in the last quarter. MilWealth Group LLC grew its holdings in shares of Amazon.com by 79.0% during the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after buying an additional 79 shares in the last quarter. Lifetime Wealth Management P.C. acquired a new position in Amazon.com during the fourth quarter valued at $45,000. Elkhorn Partners Limited Partnership raised its position in Amazon.com by 900.0% during the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock valued at $46,000 after buying an additional 180 shares during the period. Finally, Fairway Wealth LLC lifted its stake in Amazon.com by 95.6% in the 4th quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock worth $51,000 after acquiring an additional 108 shares in the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades AMZN has been the topic of a number of research analyst reports. 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. Monness Crespi & Hardt lifted their target price on shares of Amazon.com from $315.00 to $330.00 and gave the company a “buy” rating in a research note on Friday, July 31st. JPMorgan Chase & Co. upped their price target 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. The Goldman Sachs Group reiterated a “buy” rating and set a $375.00 price objective (up from $335.00) on shares of Amazon.com in a report on Friday, July 31st. Finally, Mizuho set a $330.00 price objective on Amazon.com and gave the company an “outperform” rating in a research report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $323.26.
Read Our Latest Analysis on AMZN More Amazon.com News Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Major AI-chip supply agreement: Amazon Web Services agreed to a multigenerational collaboration with Qualcomm to develop custom AI inference chips and optical networking systems. The arrangement could involve up to $60 billion of AWS purchases through 2036, helping Amazon diversify beyond Nvidia and potentially reduce AI computing costs. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Expansion of AI and data-center capacity: Amazon and manufacturing partner Wiwynn plan to invest $1.6 billion in Texas, adding nearly 1,000 advanced-manufacturing jobs. Amazon is also raising £4.25 billion through its first sterling bond sale to help fund AI infrastructure and data-center expansion. AMZN And Wiwynn Are Scaling Up in Texas Positive Sentiment: New growth opportunities: AT&T became the first major U.S. telecom customer for Amazon Leo satellite broadband, while Amazon ordered six additional Ariane 6 launches. These developments support Amazon’s efforts to build businesses beyond e-commerce and AWS. AT&T Becomes Amazon’s First Major Satellite Broadband Telecom Customer Neutral Sentiment: Board strengthened with cybersecurity expertise: Amazon appointed Kevin Mandia, Mandiant’s founder and former CEO, to its board. The appointment adds security experience as Amazon expands cloud, AI and satellite operations. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investor concern over spending and leverage: Amazon’s projected roughly $220 billion of 2026 capital expenditures and negative free cash flow are raising questions about whether AI returns will justify the buildout. The sterling bond sale expands financing capacity but also highlights the company’s reliance on debt markets. Amazon starts selling first sterling bonds Negative Sentiment: Regulatory and legal risks remain: States including Ohio may reduce data-center tax incentives, potentially increasing infrastructure costs. Amazon also faces a proposed class-action lawsuit alleging discrimination against pregnant warehouse workers, while investigators continue examining a fatal Prime Air cargo-plane crash. Amazon, Google and Meta Face Pushback Over Data Center Tax Breaks Amazon.com Stock Performance AMZN opened at $252.40 on Thursday. 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 cap of $2.72 trillion, a PE ratio of 20.31, a price-to-earnings-growth ratio of 1.98 and a beta of 1.44. The stock has a 50-day moving average of $255.09 and a 200-day moving average of $243.74. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $287.20.
Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The business had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same period last year, the business earned $1.68 EPS. The firm’s revenue was up 19.6% compared to the same quarter last year. As a group, equities research analysts forecast that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.
Insider Activity at Amazon.com In related news, CEO Andrew R. 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 transaction 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. This represents a 0.89% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of Amazon.com stock in a transaction on Friday, August 21st. The stock was sold at an average price of $260.31, for a total transaction of $1,606,633.32. Following the completion of the transaction, the chief financial officer owned 109,207 shares in the company, valued at $28,427,674.17. This trade represents a 5.35% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 71,589 shares of company stock valued at $18,568,785. 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 Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal GE Aerospace’s $11.75B Deal Puts Howmet Aerospace in Focus Casey’s Post-Earnings Drop May Give Investors a Better Entry Into a Quality Retailer Sovereign AI: Palantir and Nebius Cut the Cloud Cord
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.
Barden Capital Management Inc. purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 9,091 shares of the e-commerce giant’s stock, valued at approximately $2,167,000. Amazon.com makes up about 2.0% of Barden Capital Management Inc.’s holdings, making the stock its 10th biggest position.
Several other institutional investors and hedge funds also recently made changes to their positions in AMZN. Brighton Jones LLC boosted its stake in Amazon.com by 10.9% in the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after purchasing an additional 397,007 shares during the period. Revolve Wealth Partners LLC raised its stake in shares of Amazon.com by 4.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after purchasing an additional 986 shares during the period. Bank Pictet & Cie Europe AG lifted its holdings in shares of Amazon.com by 2.8% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after purchasing an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE boosted its position in shares of Amazon.com by 5.5% during the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock worth $6,357,000 after buying an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC acquired a new position in shares of Amazon.com during the fourth quarter worth about $2,153,000. Institutional investors and hedge funds own 72.20% of the company’s stock.
Insider Buying and Selling In other news, SVP David Zapolsky sold 9,258 shares of the firm’s stock in a transaction dated 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 owned 41,190 shares in the company, valued at approximately $10,699,926.30. This trade represents a 18.35% decrease in their position. The transaction was disclosed in a 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, CEO Andrew Jassy sold 20,000 shares of Amazon.com 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 sale, the chief executive officer directly owned 2,235,766 shares of the company’s stock, 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 three months, insiders sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is currently owned by insiders.
Wall Street Analyst Weigh In A number of equities research analysts recently issued reports on the company. Bank of America lifted their target price on Amazon.com from $310.00 to $320.00 and gave the company a “buy” rating in a research report on Friday, July 31st. HSBC reaffirmed a “buy” rating and set a $310.00 price target on shares of Amazon.com in a research report on Friday, July 31st. UBS Group set a $318.00 price objective on shares of Amazon.com and gave the company a “buy” rating in a report on Friday, July 31st. JPMorgan Chase & Co. boosted their price objective on shares of Amazon.com from $330.00 to $365.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $320.00 target price (down from $330.00) on shares of Amazon.com in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, Amazon.com presently has a consensus rating of “Moderate Buy” and an average target price of $323.26. Read Our Latest Stock Analysis on AMZN
Trending Headlines about Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Major AI-chip supply agreement: Amazon Web Services agreed to a multigenerational collaboration with Qualcomm to develop custom AI inference chips and optical networking systems. The arrangement could involve up to $60 billion of AWS purchases through 2036, helping Amazon diversify beyond Nvidia and potentially reduce AI computing costs. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Expansion of AI and data-center capacity: Amazon and manufacturing partner Wiwynn plan to invest $1.6 billion in Texas, adding nearly 1,000 advanced-manufacturing jobs. Amazon is also raising £4.25 billion through its first sterling bond sale to help fund AI infrastructure and data-center expansion. AMZN And Wiwynn Are Scaling Up in Texas Positive Sentiment: New growth opportunities: AT&T became the first major U.S. telecom customer for Amazon Leo satellite broadband, while Amazon ordered six additional Ariane 6 launches. These developments support Amazon’s efforts to build businesses beyond e-commerce and AWS. AT&T Becomes Amazon’s First Major Satellite Broadband Telecom Customer Neutral Sentiment: Board strengthened with cybersecurity expertise: Amazon appointed Kevin Mandia, Mandiant’s founder and former CEO, to its board. The appointment adds security experience as Amazon expands cloud, AI and satellite operations. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investor concern over spending and leverage: Amazon’s projected roughly $220 billion of 2026 capital expenditures and negative free cash flow are raising questions about whether AI returns will justify the buildout. The sterling bond sale expands financing capacity but also highlights the company’s reliance on debt markets. Amazon starts selling first sterling bonds Negative Sentiment: Regulatory and legal risks remain: States including Ohio may reduce data-center tax incentives, potentially increasing infrastructure costs. Amazon also faces a proposed class-action lawsuit alleging discrimination against pregnant warehouse workers, while investigators continue examining a fatal Prime Air cargo-plane crash. Amazon, Google and Meta Face Pushback Over Data Center Tax Breaks Amazon.com Stock Performance AMZN opened at $252.40 on Thursday. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $287.20. The business has a 50 day moving average of $255.09 and a 200-day moving average of $243.74. The stock has a market cap of $2.72 trillion, a price-to-earnings ratio of 20.31, a PEG ratio of 1.98 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 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 the consensus estimate of $197.03 billion. During the same quarter last year, the firm posted $1.68 EPS. The company’s quarterly revenue was up 19.6% on a year-over-year basis. On average, equities research analysts expect that Amazon.com, Inc. will post 8.05 earnings per share for the current year.
Amazon.com Profile (Free Report)
Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.
Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.
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Flputnam Investment Management Co. acquired a new stake in Amazon.com, Inc. (NASDAQ:AMZN) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 681,131 shares of the e-commerce giant’s stock, valued at approximately $162,341,000. Amazon.com makes up 1.9% of Flputnam Investment Management Co.’s investment portfolio, making the stock its 8th largest position.
Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its position in shares of Amazon.com by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock worth $158,348,557,000 after buying an additional 8,913,959 shares in the last quarter. State Street Corp grew its stake in Amazon.com by 1.8% in the 4th quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock valued at $89,708,913,000 after acquiring an additional 6,971,680 shares during the last quarter. Geode Capital Management LLC increased its holdings in Amazon.com by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock valued at $51,753,622,000 after acquiring an additional 2,479,324 shares in the last quarter. Norges Bank purchased a new position in Amazon.com during the 4th quarter valued at about $32,868,735,000. Finally, 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 worth $2,272,397,000 after acquiring an additional 98,090,585 shares during the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.
Key Amazon.com News Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Major AI-chip supply agreement: Amazon Web Services agreed to a multigenerational collaboration with Qualcomm to develop custom AI inference chips and optical networking systems. The arrangement could involve up to $60 billion of AWS purchases through 2036, helping Amazon diversify beyond Nvidia and potentially reduce AI computing costs. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal Positive Sentiment: Expansion of AI and data-center capacity: Amazon and manufacturing partner Wiwynn plan to invest $1.6 billion in Texas, adding nearly 1,000 advanced-manufacturing jobs. Amazon is also raising £4.25 billion through its first sterling bond sale to help fund AI infrastructure and data-center expansion. AMZN And Wiwynn Are Scaling Up in Texas Positive Sentiment: New growth opportunities: AT&T became the first major U.S. telecom customer for Amazon Leo satellite broadband, while Amazon ordered six additional Ariane 6 launches. These developments support Amazon’s efforts to build businesses beyond e-commerce and AWS. AT&T Becomes Amazon’s First Major Satellite Broadband Telecom Customer Neutral Sentiment: Board strengthened with cybersecurity expertise: Amazon appointed Kevin Mandia, Mandiant’s founder and former CEO, to its board. The appointment adds security experience as Amazon expands cloud, AI and satellite operations. Amazon adds cybersecurity veteran Kevin Mandia to board Negative Sentiment: Investor concern over spending and leverage: Amazon’s projected roughly $220 billion of 2026 capital expenditures and negative free cash flow are raising questions about whether AI returns will justify the buildout. The sterling bond sale expands financing capacity but also highlights the company’s reliance on debt markets. Amazon starts selling first sterling bonds Negative Sentiment: Regulatory and legal risks remain: States including Ohio may reduce data-center tax incentives, potentially increasing infrastructure costs. Amazon also faces a proposed class-action lawsuit alleging discrimination against pregnant warehouse workers, while investigators continue examining a fatal Prime Air cargo-plane crash. Amazon, Google and Meta Face Pushback Over Data Center Tax Breaks Analysts Set New Price Targets AMZN has been the topic of several recent research reports. Pivotal Research reaffirmed a “buy” rating and issued a $333.00 price target (up from $320.00) 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 stock an “outperform” rating in a research note on Friday, July 31st. Needham & Company LLC restated a “buy” rating and set a $300.00 price objective on shares of Amazon.com in a research report on Friday, July 31st. Piper Sandler reaffirmed an “overweight” 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. Finally, Raymond James Financial reiterated an “outperform” rating and set a $390.00 target price (up from $280.00) on shares of Amazon.com in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $323.26. Get Our Latest Analysis on AMZN
Insider Activity at Amazon.com 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 transaction 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 sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,343 shares of the firm’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $606,860.43. Following the completion of the transaction, the vice president owned 119,780 shares in the company, valued at approximately $31,024,217.80. This trade represents a 1.92% decrease in their 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. Over the last three months, insiders sold 71,589 shares of company stock worth $18,568,785. 8.90% of the stock is owned by corporate insiders.
Amazon.com Trading Down 1.8% Shares of AMZN stock opened at $252.40 on Thursday. The firm’s 50-day simple moving average is $255.09 and its 200-day simple moving average is $243.74. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The firm has a market cap of $2.72 trillion, a P/E ratio of 20.31, a PEG ratio of 1.98 and a beta of 1.44.
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. 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 during the quarter, compared to the consensus estimate of $197.03 billion. During the same period in the previous year, the firm earned $1.68 earnings per share. Amazon.com’s revenue was up 19.6% compared to the same quarter last year. As a group, equities analysts forecast that Amazon.com, Inc. will post 8.05 EPS for the current year.
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 Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal GE Aerospace’s $11.75B Deal Puts Howmet Aerospace in Focus Casey’s Post-Earnings Drop May Give Investors a Better Entry Into a Quality Retailer Sovereign AI: Palantir and Nebius Cut the Cloud Cord 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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PRINCETON, N.J.--(BUSINESS WIRE)-- #AINativeCloudGTM--Labra signs Strategic Collaboration Agreement with AWS to accelerate ISV revenue growth in AWS Marketplace through its AI-native platform.
Amazon on Thursday announced it's partnering with OpenAI to let its advertisers run ads in ChatGPT, starting with select brands in the U.S.
It marks a vote of confidence from the world's largest online retailer in OpenAI's burgeoning ad business, which recently reached a $1 billion annualized revenue run rate. OpenAI started selling sponsored placements in ChatGPT in the U.S. in February, starting with retailers like Best Buy and Williams-Sonoma.
Amazon has heavily restricted access to its sprawling webstore from artificial intelligence platforms like ChatGPT, Anthropic's Claude and Google's Gemini, while investing in its own AI shopping tools. But in recent months, Amazon began quietly buying ads on ChatGPT, and it became the top retail company advertising on the platform between April and August, according to data from market intelligence firm Sensor Tower.
By letting brands that advertise on Amazon run ads in ChatGPT, the Andy Jassy-led giant is acknowledging that the platform has become an important marketing channel. OpenAI said in February that ChatGPT reached 900 million weekly active users.
Amazon said in a blog post that conversational ad formats like those that appear in AI chatbots are the "fastest growing engagement opportunity" for brands to reach new and existing customers.
"With Access to ChatGPT Ads, advertisers can now extend their campaigns further into where their customers are actively spending time in conversational chat platforms," Chris Conetta, director of omnichannel supply at Amazon's demand-side advertising platform, said in a statement.
Ad campaigns are set up and managed by Amazon, while OpenAI's ads system controls all ad delivery decisions, an Amazon spokesperson said. Ad units will appear as text or images beneath ChatGPT responses, they added.
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