Track market-moving stories before they get noisy

Amazon’s (NASDAQ:AMZN | AMZN Price Prediction) setup heading into July 30 earnings looks compelling. The company trades at roughly the same multiple as the S&P 500, yet the business is compounding across four segments at double-digit rates while its cloud franchise reaccelerates. Wall Street analysts give the stock 47 buys, 15 strong buys, 4 holds, and zero sells at an average price target of $313.13, implying 32.25% upside from its $232.11 price. Here are 3 of the biggest reasons to buy Amazon stock today:

Reason #1: Amazon Offers Above-Market Growth at a Market-Level P/E AMZN trades at a forward P/E of 27, roughly in line with the broad market. Shares are up just 0.56% year to date despite Q1 revenue growth of 16.6% YoY to $181.52B, an operating margin that hit 13.1% (a company record), and Q1 EPS of $2.78 versus $1.73 expected. Investors are essentially paying market-multiple prices for above-market growth. Polymarket puts odds of an earnings beat at 95.2%.

Reason #2: AWS Is Growing at Its Fastest Rate in 15 Quarters AWS printed $37.6 billion at 28% YoY growth, the fastest in 15 quarters, on a $150 billion run rate. The custom-silicon stack crossed a $20 billion annual run rate with triple-digit growth, and AWS ended Q1 with a $364 billion backlog. Anthropic committed over $100 billion post-quarter, on top of Trainium commitments totaling over $225 billion.

Reason #3: Advertising and Retail Add Two More Growth Engines Advertising is now a $70B+ TTM business growing 22-24%, Stores unit growth reached 15%, the highest since COVID lockdowns, and grocery gross sales topped $150 billion in 2025. Q2 guidance calls for net sales of $194B to $199B and operating income of $20B to $24B.

Amazon Is Funding Its AI Buildout With Operating Cash Flow Microsoft (NASDAQ:MSFT) trades at a nearly identical P/E of 28 but lacks Amazon’s advertising and retail flywheels, and MSFT’s Q3 capex hit $30.88 billion, up 84% YoY.

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Alphabet (NASDAQ:GOOGL) grew Cloud 82% in Q2 2026, faster than AWS, but produced negative $5.86 billion of free cash flow and raised roughly $70 billion in equity and debt to fund the buildout. Amazon generated $26.03 billion of Q1 operating cash flow, up 53%, funding its AI buildout from the P&L.

Why Amazon’s $200 Billion Spending Plan Should Pay Off Amazon’s enormous AI investment program is the primary risk heading into Thursday’s Q2 report. The company spent $43.2 billion in Q1 cash capex, and prediction markets are pricing 95% odds of 2026 outlays above $200 billion.

However, AWS ran at a 37.7% operating margin in Q1, Trainium is booked with $225 billion in commitments, and Andy Jassy told investors, “We have high confidence this will be monetized well, as we already have customer commitments for a substantial portion of it and that it will yield compelling operating margins and ROIC.” Thursday’s report will show whether those investments can sustain faster growth without sacrificing Amazon’s newly established margin gains.

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Contact [email protected] for any questions or corrections.

Posted by Defense World Staff on Jul 28th, 2026

1ST Source Bank reduced its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 8.1% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 81,990 shares of the e-commerce giant’s stock after selling 7,271 shares during the quarter. Amazon.com comprises about 0.9% of 1ST Source Bank’s portfolio, making the stock its 19th biggest position. 1ST Source Bank’s holdings in Amazon.com were worth $17,076,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of AMZN. MilWealth Group LLC lifted 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 worth $41,000 after acquiring an additional 79 shares during the period. Lifetime Wealth Management P.C. bought a new position in Amazon.com during the 4th quarter worth about $45,000. Elkhorn Partners Limited Partnership increased its position 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 purchasing an additional 180 shares during the period. Fairway Wealth LLC increased its position in Amazon.com by 95.6% during the 4th 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 period. Finally, Prudent Man Investment Management Inc. raised 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 purchasing an additional 107 shares in the last quarter. 72.20% of the stock is owned by institutional investors.

Analysts Set New Price Targets Several brokerages have recently weighed in on AMZN. Bank of America upped their price target on shares of Amazon.com from $298.00 to $310.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. HSBC lifted their price objective on shares of Amazon.com from $280.00 to $310.00 and gave the company a “buy” rating in a report on Thursday, April 30th. BNP Paribas Exane boosted their price objective on shares of Amazon.com from $320.00 to $345.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 5th. China Renaissance increased their target price on Amazon.com from $300.00 to $326.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Finally, Citigroup reiterated a “market outperform” rating on shares of Amazon.com in a report on Wednesday, July 15th. Fifty-seven investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $312.91.

Check Out Our Latest Analysis on AMZN

Insider Buying and Selling In other Amazon.com news, CEO Matthew S. Garman sold 15,467 shares of the firm’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $263.40, for a total value of $4,074,007.80. Following the completion of the sale, the chief executive officer owned 14,159 shares of the company’s stock, valued at approximately $3,729,480.60. This trade represents a 52.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,270 shares of the business’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $268.53, for a total value of $2,489,273.10. Following the sale, the senior vice president owned 41,190 shares in the company, valued at $11,060,750.70. The trade was a 18.37% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 140,425 shares of company stock valued at $37,715,464 in the last 90 days. 8.90% of the stock is owned by insiders.

Amazon.com Stock Performance Shares of AMZN stock opened at $231.39 on Tuesday. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $278.56. The business’s fifty day simple moving average is $247.59 and its 200-day simple moving average is $236.27. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. The company has a market cap of $2.49 trillion, a PE ratio of 27.68, a PEG ratio of 1.74 and a beta of 1.46.

Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, topping analysts’ consensus estimates of $1.63 by $1.15. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The firm had revenue of $181.52 billion during the quarter, compared to analysts’ expectations of $177.28 billion. During the same quarter last year, the firm earned $1.59 EPS. The business’s quarterly revenue was up 16.6% on a year-over-year basis. Analysts expect that Amazon.com, Inc. will post 7.75 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: Amazon filed with the FCC to deploy up to 5,105 low-Earth-orbit satellites for direct-to-device messaging, voice, data and emergency services, targeting service launch in 2028. The initiative would expand Project Leo beyond broadband, leverage assets associated with Amazon’s planned $11.6 billion Globalstar acquisition and challenge SpaceX’s Starlink in the mobile-connectivity market. Amazon seeks federal approval to launch 5,105 satellites for direct-to-device network Positive Sentiment: Analyst Brian White reaffirmed a Buy rating and $315 price target, citing momentum at Amazon Web Services (AWS). The target implies considerable upside from current trading levels, although it remains dependent on execution and earnings results. Amazon Buy Rating Reaffirmed as AWS Momentum Drives Outlook Neutral Sentiment: Amazon reports second-quarter results on July 30, making AWS growth, operating margins, free cash flow and its AI investment outlook key catalysts. Analysts remain broadly optimistic, with the average price target reportedly near $313, but the results could produce significant volatility. Amazon’s Next Earnings Report Could Sink the Stock Negative Sentiment: Investors are increasingly concerned that Amazon’s roughly $200 billion 2026 capital-expenditure plan, much of it tied to AI infrastructure, could weigh on free cash flow. Strong earnings beats across technology have not consistently translated into stock gains, raising the bar for Amazon to demonstrate that AI spending will generate sufficient returns. Amazon and Microsoft Are Spending $400 Billion on AI Negative Sentiment: Warner Bros. Discovery sued Amazon over the hiring of an HBO Max executive, alleging that Amazon induced a contract breach and seeking restrictions on future employee poaching. The litigation adds a legal overhang, though its financial impact is currently unclear. Warner Bros. Discovery sues Amazon over HBO Max executive hire About Amazon.com (Free Report)

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

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

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Warren Buffett delighted the market when Berkshire Hathaway (BRKA -0.06%)(BRKB +0.46%) announced a new stake in Alphabet (GOOG +2.33%)(GOOGL +2.13%) in the 2025 third quarter, and Greg Abel added to the position when he tripled it in the 2026 first quarter, his first as chief executive officer. Alphabet represents 7.8% of Berkshire's equity portfolio, making it one of the largest positions.

Although Alphabet reported fantastic growth in the 2026 second quarter, the stock plunged after the earnings report last week. The market was not pleased with management's plans to devote as much as $205 billion to capital expenditures for the full year, which already sent free cash flow into negative territory in the first quarter for the first time in more than a decade.

But as the stock falls, it's trading at a bargain-basement price. Here's why it looks like a great deal rather than a value trap.

Stepping it up for AI Hyperscalers like Alphabet continue to view artificial intelligence (AI) as a huge opportunity, and they're spending to capitalize on it and keep up with the competition. JPMorgan Chase CEO Jamie Dimon thinks totaL spending is going to reach $700 billion this year, up from $400 billion last year, and Alphabet is spearheading the charge with its investments.

Image source: Google.

The second-quarter results were outstanding, and they demonstrated an acceleration from first-quarter results. Revenue increased 24% year over year, with growth across the company. The standout, though, was in the cloud business, where the AI magic happens. Cloud revenue increased 82% year over year, and Alphabet may have made progress in closing the gap with Amazon (AMZN -0.33%) Web Services and Microsoft, which are both ahead of it in global market share.

"Our AI investments are redefining what's possible across every part of our business," CEO Sundar Pichai said. The company is experiencing rapid growth in the AI business, and it's happening everywhere across the enterprise, from search users going deeper with AI mode to 90% of Fortune 100 clients engaging with Gemini Enterprise.

More than 9 million developers are creating apps with Gemini large-language models, and the latest Gemma open model has been downloaded 300 million times since going live in April. The Gemini app now has more than 950 million monthly active users.

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The broad exposure to the global stage through its 90% dominance in search creates tremendous opportunities for Alphabet, but the growth happens at the enterprise level, since large business clients spend more money on development. Client commitments accelerated to 50% growth in the second quarter, and Alphabet is investing to meet demand as its supply is constrained.

Management was very clear that it expects capex to increase "significantly" in 2027, and that free cash flow will be pressured while the company invests in the technical infrastructure. It expects this approach to create the foundation for future growth and attractive returns.

Bargain or value trap? It's hard for investors to know what to make of this. The market is clearly seeing this development in a negative light, but so far, Alphabet continues to thrive. Management expects the spending to pay off in spades, and the company has a strong track record of building dominant, profitable businesses.

Is this needless market worry? If so, investors who scoop up shares will be well rewarded down the line. In fact, this may be just the kind of opportunity Buffett often talks about, the kind of opportunity that happens rarely but can lead to outstanding gains.

At the current price, Alphabet stock trades at 16 times trailing-12-month earnings, which is its lowest P/E ratio ever.

GOOG PE Ratio data by YCharts

The bigger question, I think, is how quickly the stock will recover. The market is negative about Alphabet right now, and investors who jump now might have to wait for some time before sentiment turns positive. However, with the market fearful, it could be just the time to be greedy.

by Alan Boyle on Jul 27, 2026 at 10:13 pmJuly 27, 2026 at 10:14 pm

An illustration shows campers using a smartphone to connect with a stylized Amazon Leo satellite network. (Amazon Photoillustration) Amazon Leo has asked the Federal Communications Commission to approve its plan to launch up to 5,105 satellites capable of providing space-based connectivity for mobile devices.

“Our plan is to start deploying in 2028, and we’re excited to work with partners to make it happen,” Chris Weber, vice president of business and product for Amazon Leo, said on X.

The direct-to-device network, Amazon Leo D2D, would complement Amazon’s satellite network for high-speed internet service via fixed antennas. It would also leverage the existing direct-to-device network operated by Globalstar, which is in the midst of a merger with Amazon.

So far, more than 390 Amazon Leo satellites have been launched into low Earth orbit, and Amazon says it plans to start rolling out commercial service later this year. The company plans to have 3,232 first-generation satellites in orbit by mid-2029, and the FCC has already given the go-ahead for more than 4,500 second-generation satellites that would give an extra boost to network coverage.

This latest move, which was expected ever since the plans for acquiring Globalstar were announced in April, aims to capitalize on the growing interest in direct-to-device connectivity.

“In the large parts of the world where mobile phones serve as the primary means of internet connection, the Leo D2D System will give customers greater speed and throughput to expand what they can accomplish today,” Amazon said in a news release. “The system is designed to reach any compatible mobile device — including any of the growing number of smartphones from major manufacturers that have satellite-capable chipsets built in.”

In addition to services for individual users, direct-to-device service can provide uninterrupted communications for disaster response, global fleet management, remote operations across worksites and supply chains, and connectivity for remote sensors, Amazon said.

Globalstar’s network already supports emergency SOS, dead-zone texting and roadside assistance for compatible iPhones and Apple Watch models, and Amazon said it would collaborate with Apple on future satellite services using the expanded network.

The FCC application calls for deploying satellites in five orbital shells, ranging in altitude from 510 to 580 kilometers (317 to 360 miles). The satellites would communicate with each other via optical laser links, with mobile devices using L-band and S-band radio frequencies, and with Amazon ground stations via Ka-band and V-band frequencies.

Amazon Leo has already announced partnerships with telecom operators including Vodafone, DirecTV, Herotel and Australia’s National Broadband Network. Amazon said its D2D service would help those partners fill in their coverage gaps.

Direct-to-device is an emerging frontier in connectivity, but that frontier is already starting to get crowded. SpaceX’s Starlink Mobile network is currently leading the pack, in partnership with T-Mobile and other telecom operators around the world. Other players include AST SpaceMobile, Orbcomm, Viasat, Lynk Global and Iridium.

In its application, Amazon pledged that its network would be structured to minimize interference with other networks.  

Začal nejrušnější týden výsledkové sezóny, během kterého zveřejní hospodářské výsledky 158 firem z indexu S&P 500. Dnes odstartuje Coca-Cola, nejdůležitější čísla však přijdou ve středu a ve čtvrtek, kdy výsledky za druhé čtvrtletí představí giganti jako Apple, Amazon, Microsoft nebo Meta.

Dnes před začátkem obchodování by měla podle odhadů analytiků oslovených agenturou Bloomberg Coca-Cola vykázat zisk na akcii 0,93 dolaru a organický růst tržeb kolem 3,6 %. Hlavním tématem výsledků bude kybernetický útok, který dočasně narušil výrobu mlékárenské divize Fairlife, a jeho dopady na provoz společnosti.

Kromě Coca-Coly zveřejní v úterý před otevřením trhu výsledky také Boeing a PayPal. Od Boeingu se očekává ztráta na akcii ve výši 0,28 dolaru a záporné volné cash flow ve výši 331 milionů dolarů.

Po uzavření středečního obchodování se pozornost investorů přesune k velkým technologickým firmám, které navážou na výsledky Alphabetu z minulého týdne. Mateřská společnost Googlu sice vykázala silný růst zisku podpořený investicemi do společností jako SpaceX a Anthropic, zároveň však reportovala záporné volné cash flow a další navýšení CAPEXu, což část investorů znervóznilo (více zde).

Lze proto očekávat, že právě vývoj CAPEXu a cash flow bude jedním z hlavních témat také u Microsoftu, Mety a Amazonu. Od Microsoftu se očekává zisk na akcii 4,25 dolaru a meziroční růst tržeb o více než 13 % na 87,7 miliardy dolarů. CAPEX by podle odhadů měl dosáhnout 42 miliard dolarů a upravené volné cash flow 14,7 miliardy dolarů. Analytik Morgan Stanley Adam Wood očekává, že výsledky podpoří další růst cloudové platformy Azure i monetizace nástrojů Copilot.

V případě Meta Platforms analytici předpokládají růst tržeb o 25 % a zisk na akcii 7,14 dolaru. Klíčové bude sledovat, jak se firmě daří monetizovat AI produkty napříč její rozsáhlou uživatelskou základnou. Současně se očekává další navýšení letošního výhledu CAPEXu, které odráží rostoucí náklady na AI infrastrukturu. Jen za druhé čtvrtletí by investice měly dosáhnout přibližně 33 miliard dolarů, což odpovídá více než polovině očekávaných tržeb. Analytici zároveň očekávají záporné volné cash flow ve výši 1,2 miliardy dolarů.

Čtvrteční večer pak přinese výsledky Amazonu a Applu. U Amazonu investoři očekávají další silný růst cloudové divize AWS, jejíž tržby by měly vzrůst o více než 30 %. Optimismus panuje také v oblasti reklamy a e-commerce. Celkové tržby by měly dosáhnout přibližně 197 miliard dolarů a růst nejrychlejším tempem za posledních pět let. Zisk na akcii se očekává kolem 1,82 dolaru. V centru pozornosti bude opět CAPEX, který by měl přesáhnout 48 miliard dolarů.

Přestože se Apple AI investičního závodu neúčastní tak agresivně jako ostatní technologičtí giganti, i zde se očekává zvýšení investic. Pro rok 2027 by měly dosáhnout přibližně 18 miliard dolarů, což je však stále výrazně méně než u výše zmíněných společností. Celkově se od Applu očekává silný kvartál. Výsledky by měla podpořit vysoká poptávka po iPhonech a stabilní růst segmentu služeb, jehož tržby by měly dosáhnout přibližně 31 miliard dolarů. Celkové tržby za uplynulé čtvrtletí by měly činit téměř 109 miliard dolarů a zisk na akcii se očekává kolem 1,88 dolaru. Negativním faktorem zůstává růst cen pamětí, který zvyšuje výrobní náklady i konečné ceny produktů společnosti.

Amazon.com, Inc. remains a Buy ahead of Q2 2026, but the setup is not low-risk due to ongoing AI-driven capex pressures. The investment thesis hinges on AMZN AWS growth and margin resilience, as AWS is the primary driver of high-quality operating income. AMZN's Q2 guidance is strong, with revenue projected at $194B–$199B and operating income at $20B–$24B, but free cash flow remains under pressure from AI infrastructure spend.

The most interesting thing about Amazon (AMZN -0.33%) and its upcoming second-quarter earnings report isn’t the growth of its web-based retail store. It’s not even the continued growth of Amazon Web Services, the biggest cloud computing company in the world.

Instead, investors will be looking at Amazon’s spending, particularly on servers, storage, and other infrastructure to build out its AI footprint. Amazon previously announced it would spend a mind-boggling $200 billion on capital expenditures this year, and all signs point to that number rising when it reports earnings after the close on July 30.

Here’s why.

Image source: Amazon.

Wall Street is focused on AI spendingWe are deep in earnings season, and one of the major themes so far has been spending by big tech stocks -- and the market’s negative reaction to that. Alphabet’s (GOOG +2.33%) (GOOGL +2.13%) second-quarter report on July 22 showed that it grew revenue by 24% to $119.79 billion, and its Google Cloud revenue jumped by 82% to $24.76 billion. But investors fixated on Alphabet’s announcement that it would increase its capex from $185 billion to $200 billion, which would match Amazon’s own plans. Alphabet stock fell 6% on the news.

Then there’s Tesla (TSLA -1.43%), another member of the Magnificent Seven grouping. Tesla doesn’t have a cloud computing business. Still, it is investing heavily in AI to develop and train AI models for its Optimus robots and full self-driving technology. Tesla also reported a big revenue spike in its Q2 earnings, up 26% year over year to $28.23 billion. But the company’s operating margins shrank to just 1.4%, adjusted earnings of $0.33 were far below expectations, and the company reported negative free cash flow of $1.1 billion in the quarter.

Tesla’s chief financial officer, Vaibhav Taneja, told analysts that the free cash flow shortfall was because the company’s capex more than doubled sequentially in the quarter, and would continue to grow in the second half of the year and through 2028. The company projected capex of $25 billion this year and announced plans to borrow up to $30 billion.

You can guess what happened next. The market shrugged off the revenue jump and focused on the shrinking margins, negative cash flow, and borrowing plans. Tesla’s stock has fallen more than 20% since its earnings report last week.

What to expect from Amazon’s earnings reportAmazon has had an up-and-down year, and the stock is just above water so far. But it’s far from immune to the challenges facing big tech right now, and Amazon stock already dropped 5% in the last week following the Alphabet and Tesla reports.

The best thing about Amazon for the last several years has been Amazon Web Services (AWS). Amazon has the largest share of the global cloud computing market at 28%, and it's been investing heavily as companies increasingly turn to cloud environments to train and run AI programs.

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AWS generated $37.58 billion in sales in the first quarter, up 28% from a year ago. Operating income from AWS was $14.16 billion -- 59% of the entire company’s operating income.

Investors will want to see how Amazon improved, but the biggest questions will come from Amazon’s guidance, and whether the company raises its capex budget -- and by how much. CEO Andy Jassy has said Amazon will be a “meaningful leader” in AI. “We’re not investing approximately $200 billion in capex in 2026 on a hunch,” he said in April.

Tesla and Alphabet’s reports are important clues that AI spending is accelerating, not decreasing. There’s more evidence in the strong earnings reports of Taiwan Semiconductor Manufacturing, the world’s largest chip foundry, and ASML, which makes machines to create chips. Both companies recently raised their full-year guidance due to strong demand for AI infrastructure.

You also have the evidence from memory and storage companies, such as Western Digital, Sandisk, and Micron Technology, that are seeing huge increases in storage and memory products from data centers.

When you put all these data points together, you can make a reasonable hypothesis that Amazon will likely increase its capex again. Add that to another data point -- Amazon will likely see negative free cash flow (FCF) this quarter, as its trailing 12-month FCF fell to $1.2 billion in Q1, down 95% from a year ago.

Any combination of Amazon raising capex, showing negative free cash flow, or taking on new debt -- could pressure the stock. If all three happen, as they did with Tesla -- then Amazon shareholders could have a very rough day.

Posted by Defense World Staff on Jul 27th, 2026

Avantax Planning Partners Inc. lifted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 4.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 53,248 shares of the e-commerce giant’s stock after purchasing an additional 2,252 shares during the quarter. Avantax Planning Partners Inc.’s holdings in Amazon.com were worth $11,090,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Narwhal Capital Management raised its stake 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 purchasing an additional 4,854 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in Amazon.com by 21.0% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 24,653,228 shares of the e-commerce giant’s stock worth $5,690,463,000 after purchasing an additional 4,275,942 shares during the period. Weaver Capital Management LLC boosted its stake in Amazon.com by 13.6% in the 4th quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant’s stock worth $9,063,000 after purchasing an additional 4,713 shares during the period. Ethos Financial Group LLC grew its holdings in Amazon.com by 9.6% during the 4th quarter. Ethos Financial Group LLC now owns 36,485 shares of the e-commerce giant’s stock valued at $8,421,000 after buying an additional 3,196 shares in the last quarter. Finally, Culbertson A N & Co. Inc. grew its holdings in Amazon.com by 8.6% during the 4th quarter. Culbertson A N & Co. Inc. now owns 30,444 shares of the e-commerce giant’s stock valued at $7,027,000 after buying an additional 2,412 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.

Analysts Set New Price Targets AMZN has been the topic of a number of recent analyst reports. DA Davidson increased their price target on shares of Amazon.com from $175.00 to $250.00 and gave the stock a “neutral” rating in a report on Thursday, April 30th. Susquehanna reaffirmed a “positive” rating and set a $325.00 target price (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. Jefferies Financial Group reiterated a “buy” rating on shares of Amazon.com in a research note on Thursday, June 18th. TD Securities raised shares of Amazon.com to a “buy” rating in a report on Monday, April 13th. Finally, Phillip Securities upgraded shares of Amazon.com from a “moderate buy” rating to a “buy” rating and set a $280.00 price target for the company in a research report on Wednesday, May 13th. Fifty-seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, Amazon.com presently has an average rating of “Moderate Buy” and an average price target of $312.91.

Check Out Our Latest Analysis on AMZN

Insider Buying and Selling In other Amazon.com news, CEO Matthew S. Garman sold 15,467 shares of the business’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total value of $4,074,007.80. Following the completion of the sale, the chief executive officer directly owned 14,159 shares of the company’s stock, valued at $3,729,480.60. The trade was a 52.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 1,000 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $239.77, for a total transaction of $239,770.00. Following the sale, the chief executive officer owned 484,527 shares of the company’s stock, valued at approximately $116,175,038.79. The trade was a 0.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 140,425 shares of company stock worth $37,715,464 in the last ninety days. 8.90% of the stock is currently owned by insiders.

Amazon.com Stock Performance Shares of NASDAQ AMZN opened at $232.11 on Monday. The stock has a market cap of $2.50 trillion, a price-to-earnings ratio of 27.76, a P/E/G ratio of 1.74 and a beta of 1.46. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $278.56. The stock’s 50-day moving average is $248.26 and its 200 day moving average is $236.34.

Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.63 by $1.15. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The business had revenue of $181.52 billion during the quarter, compared to analyst estimates of $177.28 billion. During the same quarter in the prior year, the firm earned $1.59 earnings per share. Amazon.com’s revenue for the quarter was up 16.6% on a year-over-year basis. On average, sell-side analysts anticipate that Amazon.com, Inc. will post 7.75 EPS for the current fiscal year.

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

Positive Sentiment: Options data and several analyst/commentary pieces suggest traders expect a post-earnings move higher, and multiple firms remain bullish on AMZN heading into the July 30 report. Ahead of Amazon Earnings, Here’s What Barchart Data Says Comes Next for AMZN Stock Positive Sentiment: India eased e-commerce export rules, which is a win for Amazon’s international marketplace ambitions and could support long-term growth. India relaxes e-commerce investment rules for exports in win for Amazon Positive Sentiment: Several bullish research notes continue to frame AWS, custom silicon, and Amazon’s AI buildout as long-term growth drivers, with some investors arguing the capex surge should ultimately strengthen Amazon’s competitive moat. Amazon: Why The CapEx Surge Makes Me More Bullish, Not Less About Amazon.com (Free Report)

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

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

Further Reading Five stocks we like better than Amazon.com RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade? These 4 Earnings Reports Expose the Market’s Growing Economic Divide Broadcom May Be the Biggest Winner From Alphabet’s Earnings Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit 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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Check Capital Management Inc. CA boosted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 5,762.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 204,087 shares of the e-commerce giant’s stock after acquiring an additional 200,606 shares during the period. Amazon.com accounts for 1.2% of Check Capital Management Inc. CA’s investment portfolio, making the stock its 9th biggest holding. Check Capital Management Inc. CA’s holdings in Amazon.com were worth $42,505,000 at the end of the most recent reporting period.

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

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

Positive Sentiment: Options data and several analyst/commentary pieces suggest traders expect a post-earnings move higher, and multiple firms remain bullish on AMZN heading into the July 30 report. Ahead of Amazon Earnings, Here’s What Barchart Data Says Comes Next for AMZN Stock Positive Sentiment: India eased e-commerce export rules, which is a win for Amazon’s international marketplace ambitions and could support long-term growth. India relaxes e-commerce investment rules for exports in win for Amazon Positive Sentiment: Several bullish research notes continue to frame AWS, custom silicon, and Amazon’s AI buildout as long-term growth drivers, with some investors arguing the capex surge should ultimately strengthen Amazon’s competitive moat. Amazon: Why The CapEx Surge Makes Me More Bullish, Not Less Insiders Place Their Bets In other news, CEO Andrew R. Jassy sold 20,000 shares of the company’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $263.42, for a total value of $5,268,400.00. Following the sale, the chief executive officer owned 2,205,766 shares of the company’s stock, valued at approximately $581,042,879.72. This represents a 0.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,363 shares of the firm’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $262.38, for a total transaction of $620,003.94. Following the sale, the vice president directly owned 119,780 shares of the company’s stock, valued at approximately $31,427,876.40. The trade was a 1.93% 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 140,425 shares of company stock valued at $37,715,464 over the last 90 days. Company insiders own 8.90% of the company’s stock.

Amazon.com Stock Performance Shares of Amazon.com stock opened at $232.11 on Monday. The firm has a market capitalization of $2.50 trillion, a PE ratio of 27.76, a price-to-earnings-growth ratio of 1.74 and a beta of 1.46. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.18 and a quick ratio of 1.01. The company’s fifty day moving average price is $248.26 and its two-hundred day moving average price is $236.34. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $278.56.

Amazon.com (NASDAQ:AMZN – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.63 by $1.15. The company had revenue of $181.52 billion during the quarter, compared to analysts’ expectations of $177.28 billion. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The business’s revenue was up 16.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.59 EPS. On average, analysts expect that Amazon.com, Inc. will post 7.75 EPS for the current year.

Wall Street Analyst Weigh In A number of brokerages recently issued reports on AMZN. Bank of America boosted their target price on shares of Amazon.com from $298.00 to $310.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Raymond James Financial reissued an “outperform” rating and issued a $280.00 price target on shares of Amazon.com in a report on Friday, May 1st. New Street Research boosted their price objective on shares of Amazon.com from $280.00 to $350.00 and gave the stock a “buy” rating in a report on Monday, May 4th. Canaccord Genuity Group boosted their price objective on shares of Amazon.com from $300.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Finally, Truist Financial upped their price objective on shares of Amazon.com from $310.00 to $320.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Fifty-seven investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus target price of $312.91.

View Our Latest Report on Amazon.com

About Amazon.com (Free Report)

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

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

Recommended Stories Five stocks we like better than Amazon.com RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade? These 4 Earnings Reports Expose the Market’s Growing Economic Divide Broadcom May Be the Biggest Winner From Alphabet’s Earnings Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit 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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I keep buying Amazon (NASDAQ:AMZN | AMZN Price Prediction) every time Wall Street decides the capex bill is too high, and this quarter I am buying again. The stock closed at $233.66 on Thursday after a 4.57% single-day drop and a 6.49% weekly slide. The trigger is familiar: Andy Jassy telling shareholders Amazon plans to invest roughly $200 billion in capital expenditures in 2026. I have seen this movie in 2000, 2014, and 2022. Every time the market panicked about Amazon spending too much, the compounding on the other side rewarded patience.

The Thesis in Plain English Amazon is the largest cloud, advertising, and custom-silicon business on earth wearing a retail wrapper, with a retail arm attached. AWS grew 28% year over year in Q1 2026, its fastest growth in 15 quarters, at a 37.7% operating margin. Advertising crossed $70 billion in trailing revenue. The chips business (Graviton, Trainium, Nitro) is at a $20 billion annual run rate growing triple digits. That is what I am buying.

Three Reasons the Panic Reads as a Gift First, the backlog. AWS carried a $364 billion backlog at the end of Q1, and that figure excludes the over $100 billion Anthropic commitment signed after quarter close. Trainium alone sits on over $225 billion in revenue commitments. This capex is backed by contracted demand.

Second, the math of prior cycles. In FY 2022 free cash flow ran negative $16.9 billion as capex hit $63.6 billion. Within two years, operating cash flow reached $139.5 billion and net income climbed to $77.7 billion. Jassy stated it directly: “We have been through this cycle with the first big AWS growth wave, and we like the results.”

Third, valuation and quality. Trailing P/E of 30, forward P/E of 29, ROE of 24.3%, interest coverage of 35x, and net debt/EBITDA of 0.45. Analysts carry a $313.13 average target with 62 buy or strong-buy ratings and zero sell ratings.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.

Why Not Microsoft or Alphabet Readers will ask why I keep passing on Microsoft (NASDAQ:MSFT) and Alphabet (NASDAQ:GOOGL). Both are fine businesses. Amazon offers something they cannot match right now: AWS growing 28% at a 37.7% operating margin, layered onto retail unit growth of 15%, the highest since COVID. Alphabet just took its own capex-panic hit after raising infrastructure spending again, missing EPS forecasts despite a revenue beat. I want the hyperscaler where the ad business, the retail flywheel, and custom silicon all subsidize the compute bill.

The Risk I Refuse to Wave Away Trailing free cash flow collapsed 95% to $1.2 billion. Long-term debt climbed to $119.1 billion from $65.6 billion year over year. Interest expense rose to $800 million. A recession or a Trainium demand miss would sting. My answer: Jassy told analysts AWS capex assets carry 30-plus year useful lives for data centers and five to six years for chips, and a substantial portion already carries customer commitments. That is prepaid demand.

Why the Buy Button Stays Active The prediction market currently prices a 89% probability that 2026 capex tops $200 billion and a 94% probability Amazon beats Q2 earnings on July 30. History rhymes on this stock: fear the spending, miss the compounding. I am not making that mistake a fourth time.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Amazon (AMZN -0.16%) CEO Andy Jassy created a stir earlier this year when he announced that Amazon would spend $200 billion building out for artificial intelligence (AI).

As the AI landscape continues to change quickly, the market has been concerned about the cloud giants' ability to ever recoup their spend, and Amazon stock plunged after the announcement. It has since gained back some of its losses, but it's roughly flat year to date, well behind the S&P 500 and many of its peers.

Now, investors are gearing up to hear Amazon's latest update when it reports second-quarter earnings on July 30, and I think they are in for some good news.

The first-mover advantage in AI Amazon believes it has a vast opportunity in AI, but it has to invest to harness it. It has a first-mover advantage, since it's the largest cloud company in the world, but other robust AI companies, like Alphabet and Microsoft, are nipping at its heels. To retain its dominance and offer the most to its shareholders, it needs to provide the most competitive slate of AI features and tools.

The company's first-quarter results, which demonstrated how well the AI build-out is going, got a warm reception from the market.

Amazon CEO Andy Jassy. Image source: Amazon.

It's hard to argue with the results. In total, revenue increased 17% year over year, and Amazon is the largest company in the world by sales, making that an impressive feat. Earnings per share were up from $1.59 last year to $2.78 this year, and both metrics trounced Wall Street's expectations. But the smaller details give over the narrative, and they were chock-full of positive updates.

Customer spending on Amazon's signature AI platform Bedrock increased 170% quarter over quarter, and it processed more tokens in Q1 2026 than in previous years combined. The chips business increased 40% sequentially and by triple digits year over year. As a stand-alone business, it would have $50 billion in sales, and it's one of the three largest data center chip businesses in the world.

Where is all this $200 billion going? Momentum is building as Amazon tries to meet unceasing demand. Jassy said that there's a $364 billion backlog as of the end of Q1, and that didn't include a $100 billion deal with Anthropic.

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To meet the demand, Amazon has to lay out the cash. Some of the things it's spending on include land, power, chips, networking infrastructure, and more, and it's ready to bill clients about six to 12 months after investment. "We have high confidence this will be monetized well," Jassy said, "as we already have customer commitments for a substantial portion of it, and that it will yield compelling operating margins and [return on invested capital] ROIC."

Since the market already knows more or less what Amazon spent in Q2 based on full-year guidance and has already priced it into the stock, capex spend in the quarter isn't likely to make an impression, unless management raises it. Otherwise, if it provides the same kind of growth that it did in Q1, the market should view the update positively.

© Monster Ztudio / Shutterstock.com

I keep buying Amazon, and my brokerage confirmation emails have started to feel like a subscription. Every time the stock drifts into the mid-$240s, I click again. The current price of $247.55 versus a Wall Street path toward $400 next year is the kind of setup I have waited years to see on a business this dominant.

The thesis is simple. Amazon (NASDAQ:AMZN | AMZN Price Prediction) is being priced like an infrastructure-heavy spender at exactly the moment its infrastructure spend is about to convert into a monetization engine. Analysts view $400 as realistic because it prices Amazon at the finish line of its AI investment J-curve, re-rating the business from an infrastructure-heavy spender into the dominant cash-generating compute utility of the agentic era. I am buying that transition.

The Receipts Behind My Conviction Start with AWS. Q1 2026 AWS revenue hit $37.6 billion, up 28% year over year, the fastest growth in 15 quarters, at a 37.7% operating margin. The Q1 backlog reached $364 billion, and Trainium alone carries over $225 billion in revenue commitments. That is signed paper.

Second, earnings power is already showing up. Q1 reported EPS of $2.78 versus the $1.653 estimate, a 68.18% beat, with operating income of $23.852 billion up 29.6% and company-wide operating margin at 13.1%, the highest ever. That is the tenth straight beat in an eleven-quarter run with zero misses. Management delivers.

Third, valuation leaves room. Forward P/E sits at 29, with a PEG of 1.297 and analyst target of $312.87 against 15 Strong Buys and 47 Buys versus zero Sells. Forward EPS of $10.24 plus the $12.50 to $13.50 GAAP EPS runway analysts model as capex flattens is how a 30x forward multiple gets you to $400.

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Why Not Microsoft, Alphabet, or Walmart I own the alternatives too, but not with the same appetite. Microsoft and Alphabet run comparable cloud franchises, yet neither matches Amazon’s silicon economics. Jassy said Trainium will save Amazon tens of billions of dollars of capex each year and provide several hundred basis points of operating margin advantage versus relying on other chips for inference, with nearly 80% of Bedrock inference already running on Trainium. Walmart is a fine retailer, but it does not own a $150 billion annualized cloud, a $70 billion TTM ad business growing 24%, or a satellite constellation. Amazon’s return on equity of 24.3% is doing work three different companies would envy.

The Risk I Cannot Wave Away Free cash flow is the real problem. TTM free cash flow collapsed 95% to $1.2 billion after a $59.3 billion year-over-year jump in property and equipment spending, with long-term debt climbing to $119.1 billion from $65.6 billion. Jassy is guiding roughly $200 billion in 2026 capex. If the AI demand curve stalls, that spend becomes a stranded asset problem.

What keeps me buying anyway is that Jassy said the company has high confidence the AWS capex will be monetized well because they already have customer commitments for a substantial portion of it. Signed backlog is funding the buildout.

Why the Buy Button Stays Active The setup I keep coming back to is this. As capex growth flattens into 2027, free cash flow is positioned for a snap-back toward $70 to $80 billion, shifting investor focus from near-term cash dilution to structural monetization. I would rather own the compounder while the market is arguing about the capex bill than pay up after the free cash flow arrives. That is why the confirmation emails keep coming.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Nový týden nabídne celou řadu kvartálních výsledků. Ze společností obchodujících se na pražské burze bude reportovat Komerční banka, Erste a CTP. Ze zahraničních titulů bude pozornost upřena především na technologické giganty Microsoft, Metu, Amazon a Apple.

Přehled vybraných společností reportujících své výsledky v tomto týdnu (zdroj: síť X - Earnings Whispers)

Pondělí (27. 7.) Německo (před trhem): Hochtief

Eurozóna (po trhu): LVMH

Úterý (28. 7.) USA (před trhem): Coca-Cola, Boeing, UPS, Sherwin-Williams, American Tower Corp, PayPal

USA (po trhu): Mondelez International, Visa

Eurozóna (před trhem): Safran, Air Liquide, EssilorLuxottica

Německo (před trhem): Mercedes-Benz, TeamViewer

Středa (29. 7.) USA (před trhem): Procter&Gamble, SoFi

USA (po trhu): Meta Platforms, Microsoft, Qualcomm, Starbucks, Lam Research, General Dynamics

Eurozóna (před trhem): Eni, Hemers International, Danone, Intesa Sanpaolo

Eurozóna (po trhu): Vinci, Airbus, L´Oreal

Německo (před trhem): BASF, Nordex, Deutsche Bank

Německo (po trhu): Airbus

Čtvrtek (30. 7.) ČR (před trhem): Komerční banka, Erste Group Bank, CTP

USA (před trhem): Mastercard, Altria Group, Bristol-Myers Squibb, Southern

USA (po trhu): Apple, Amazon

Eurozóna (před trhem): Sanofi, ING Groep, Banco Bilbao Vizcaya Argentari, Schneider Electric, Anheuser-Busch, Ferrari

Eurozóna (po trhu): Enel, Cie de Saint-Gobain

Německo (před trhem): Draegerwerk, MTU Aero Engines, Heidelberg Materials, Siltronic, Adidas, Nemetschek, AIXTRON, Symrise, BMW

Pátek (31. 7.) USA (před trhem): AbbVie, Colgate-Palmolive, Linde, Chevron, ExxonMobil Holdings

Eurozóna (po trhu): AXA

Německo (před trhem): Siemens Healthineers, Hensoldt

Jako každé čtvrtletí jsme pro vás připravili podrobný kalendář pro ČR, USA a eurozónu.

Zdroj: Bloomberg, Earnings Whispers

Del Sette Capital Management LLC reduced its position in Amazon.com, Inc. (NASDAQ: AMZN) by 64.5% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,384 shares of the e-commerce giant's stock after selling 9,786 shares during the quarter. Amazon.com makes up

Since leaving his CEO job at Amazon (AMZN -0.70%) in 2021, Jeff Bezos has spent every waking moment trying to make his other company -- space company Blue Origin -- a success. He's spent every waking moment... and about $30 billion.

And it still isn't enough.

Jeff Bezos, Executive Chairman of Amazon. Image source: Amazon.com.

Blue Origin seeks outside cash Through May 2026, Bezos' personal contributions to Blue Origin's bank account totaled about $28 billion, averaging about $1 billion per year. Last month, Bezos confirmed he will double that annual contribution in 2026, investing $2 billion in Blue Origin as part of a reported $10 billion financing round -- the first time Blue Origin has ever sought outside, non-Jeff Bezos investment since the company first started up 26 years ago.

Participants in this inaugural funding round, in addition to Bezos himself, are said to include hedge fund Coatue Management ($4 billion) as well as several other "major investors," according to CNBC.

All of these investors will be investing at a valuation of $130 billion for the entire company. Bezos' interest will presumably shrink slightly from 100% to perhaps 94%, while Coatue takes a 3% stake and the remaining investors split the remaining 3% among themselves.

Why Blue Origin needs money If Blue Origin is already worth $130 billion, though, why does it need to attract outside investment? Because, market cap notwithstanding, Blue Origin requires liquid cash to spend on multiple projects it has in the works.

Analysts forecast Blue Origin will spend $4.8 billion on capital investment this year to rebuild its Cape Canaveral launch pad (destroyed when a New Glenn rocket blew up during engine testing in May), investigate why New Glenn exploded in the first place, replace the rocket that exploded, and build several more new rockets to support an eventual launch cadence of 100 rocket flights per year.

On top of all this, Blue Origin is building a constellation of 5,408 TeraWave broadband internet satellites that could cost $10 billion (and probably more), at the same time as it develops lunar landing ships for NASA's Project Artemis, and also helps build an Orbital Reef space station in low-Earth orbit.

That's billions and billions and billions of dollars in new spending for a company that has heretofore been supported solely by Jeff Bezos' (admittedly plump) bank account. It makes sense Blue Origin would seek other sources of cash, given its funding needs. Given the financial drain Blue Origin faces, an IPO probably isn't out of the question either.

Whether you should invest in a Blue Origin IPO at its $130 billion valuation, with no reported profit and annual revenue estimated at only $26.4 million (according to S&P Global Market Intelligence's current estimate), is another question entirely.

Amazon: Sustaining Broad Revenue ScaleAmazon (AMZN -0.70%) primarily generates revenue by selling diverse consumer goods online, operating physical retail stores, and providing cloud computing solutions to global enterprise clients.

It introduced Amazon Supply Chain Services to open its internal logistics network to third-party businesses in May 2026, and it reported a 17% net income margin for the quarter ended March 31, 2026.

Booking: Navigating Cyclical Travel RevenueBooking (BKNG +2.68%) mainly earns revenue by facilitating online travel accommodations, flight bookings, car rentals, and restaurant reservations across its multiple digital platforms for individual consumers.

It integrated new artificial intelligence booking tools into its platforms in mid-2026 while simultaneously managing workforce reductions, and it generated a 23% EBIT margin for the quarter ended March 31, 2026.

Why Revenue Matters for Retail InvestorsRevenue represents the total amount of money a company brings in from selling its goods or services before any expenses are deducted, and it matters because it serves as the foundational indicator of customer demand and overall business growth.

Quarterly Revenue for Amazon and BookingQuarter (Period End)Amazon RevenueBooking RevenueQ2 2024 (June 2024)$148.0 billion$5.9 billionQ3 2024 (Sept. 2024)$158.9 billion$8.0 billionQ4 2024 (Dec. 2024)$187.8 billion$5.5 billionQ1 2025 (March 2025)$155.7 billion$4.8 billionQ2 2025 (June 2025)$167.7 billion$6.8 billionQ3 2025 (Sept. 2025)$180.2 billion$9.0 billionQ4 2025 (Dec. 2025)$213.4 billion$6.3 billionQ1 2026 (March 2026)$181.5 billion$5.5 billionData source: Company filings. Data as of July 24, 2026.

Foolish TakeExamining the revenue trends for Amazon and Booking Holdings reveal the quirks in their businesses. The fourth quarter is the largest in terms of sales for the former, thanks to the winter holiday shopping season, while the latter sees its biggest revenue quarter during the summer travel time.

Both are seeing a trend of strong sales expansion. Amazon’s $181.5 billion in its most recent quarter was a 17% year-over-year increase. Booking’s $5.5 billion represented 16% year-over-year growth.

While revenue trends indicate healthy businesses, Booking warned the U.S. conflict with Iran is expected to hurt sales just as the 2026 travel season is ramping up. This caused the company’s stock to drop to a 52-week low of $150.14 in May. The dip creates a buy opportunity.

Amazon’s share price fell from its 52-week high of $278.56 reached in May due to its massive capital expenditures to provide the tech infrastructure needed to grow its artificial intelligence business. Its spending caused Q1 free cash flow to plunge 95% year over year, but the expense is helping to fuel its AWS cloud computing division’s revenue growth, which rose 28% year over year in Q1. Its share price drop also presents investors with an opportunity to pick up shares.

Posted by Defense World Staff on Jul 25th, 2026

Associated Banc Corp grew its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 0.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 585,583 shares of the e-commerce giant’s stock after purchasing an additional 4,256 shares during the quarter. Amazon.com accounts for about 3.2% of Associated Banc Corp’s holdings, making the stock its 6th biggest holding. Associated Banc Corp’s holdings in Amazon.com were worth $121,959,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. MilWealth Group LLC increased its holdings in Amazon.com by 79.0% during the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after purchasing an additional 79 shares during the period. Lifetime Wealth Management P.C. purchased a new stake in shares of Amazon.com during the fourth quarter worth approximately $45,000. Elkhorn Partners Limited Partnership raised its holdings in Amazon.com by 900.0% in 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 in the last quarter. Fairway Wealth LLC lifted its stake in Amazon.com by 95.6% in the fourth 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. Finally, Prudent Man Investment Management Inc. grew its stake in shares of Amazon.com by 87.7% during the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock worth $53,000 after purchasing an additional 107 shares in the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.

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

Positive Sentiment: Options data and several analyst/commentary pieces suggest traders expect a post-earnings move higher, and multiple firms remain bullish on AMZN heading into the July 30 report. Ahead of Amazon Earnings, Here’s What Barchart Data Says Comes Next for AMZN Stock Positive Sentiment: India eased e-commerce export rules, which is a win for Amazon’s international marketplace ambitions and could support long-term growth. India relaxes e-commerce investment rules for exports in win for Amazon Positive Sentiment: Several bullish research notes continue to frame AWS, custom silicon, and Amazon’s AI buildout as long-term growth drivers, with some investors arguing the capex surge should ultimately strengthen Amazon’s competitive moat. Amazon: Why The CapEx Surge Makes Me More Bullish, Not Less Amazon.com Stock Performance Shares of AMZN opened at $232.11 on Friday. The company has a quick ratio of 1.01, a current ratio of 1.18 and a debt-to-equity ratio of 0.27. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $278.56. The company has a 50-day simple moving average of $248.26 and a 200-day simple moving average of $236.32. The company has a market capitalization of $2.50 trillion, a PE ratio of 27.76, a P/E/G ratio of 1.75 and a beta of 1.46.

Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, topping analysts’ consensus estimates of $1.63 by $1.15. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The firm had revenue of $181.52 billion for the quarter, compared to the consensus estimate of $177.28 billion. During the same quarter in the previous year, the firm earned $1.59 earnings per share. The firm’s revenue was up 16.6% on a year-over-year basis. Equities research analysts predict that Amazon.com, Inc. will post 7.75 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades A number of brokerages recently issued reports on AMZN. Guggenheim reaffirmed a “buy” rating and issued a $320.00 price target (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. Barclays reissued an “overweight” rating on shares of Amazon.com in a research report on Tuesday, June 9th. Wedbush reiterated an “outperform” rating and issued a $293.00 price objective on shares of Amazon.com in a research note on Thursday. Arete Research raised their target price on shares of Amazon.com from $301.00 to $310.00 and gave the stock a “buy” rating in a research report on Monday, May 18th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Amazon.com in a research report on Thursday, June 18th. Fifty-seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, Amazon.com presently has a consensus rating of “Moderate Buy” and a consensus price target of $312.91.

Check Out Our Latest Analysis on AMZN

Insider Activity In other news, Director Jonathan Rubinstein sold 3,706 shares of the business’s stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $273.02, for a total value of $1,011,812.12. Following the completion of the transaction, the director directly owned 74,948 shares of the company’s stock, valued at $20,462,302.96. The trade was a 4.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 15,467 shares of the company’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total value of $4,074,007.80. Following the completion of the sale, the chief executive officer owned 14,159 shares in the company, valued at $3,729,480.60. This represents a 52.21% 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 a total of 140,425 shares of company stock valued at $37,715,464 in the last 90 days. Insiders own 8.90% of the company’s stock.

Amazon.com Profile (Free Report)

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

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

Featured Articles Five stocks we like better than Amazon.com AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).

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HomeEarnings Analysis

SummaryAccording to Visible Alpha consensus, Amazon's total revenue for North America of $113.8 billion expected for Q2 edged upward since the February 2026 release.The International operating profit margin range is more extreme at 1.7% to 13.4%, with consensus settling at 4.2%.Given the current backdrop and increasing energy and chip prices, there are questions about whether the Company will raise its full year CapEx guidance.hapabapa/iStock Editorial via Getty Images

What's happening to margins? According to Visible Alpha consensus, Amazon's (AMZN) total revenue for North America of $113.8 billion expected for Q2 has edged upward since the February 2026 release, driven by resilience in Amazon's online

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Amazon (AMZN -0.70%) stock has risen 90% over the past three years, but the company's fundamentals improved even faster. Amazon's revenue and profitability have grown significantly, with momentum in increasingly important areas of the economy, such as cloud computing, AI, and chips.

Here are three reasons Amazon stock is a no-brainer buy today.

Image source: The Motley Fool.

1. Attractive valuation relative to growth Despite the stock's recent returns, Amazon's cash from operations more than doubled over the past three years, reaching $149 billion on a trailing-12-month basis. Net income improved at an even higher rate, reaching $91 billion.

Relative to cash from operations and earnings, the stock is trading at its lowest valuation multiple in more than a decade -- 18 times cash flow and 30 times earnings. These are attractive prices to pay, given the momentum in Amazon's most profitable business -- cloud services.

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232.02

2. Demand for AWS is exploding Amazon Web Services (AWS) is the world's leading cloud provider and a major driver of Amazon's operating profit. The segment is now running at roughly $150 billion in annualized revenue, and sales grew 28% year over year in the first quarter.

That momentum is being fueled largely by rising enterprise demand for artificial intelligence (AI) infrastructure and services, positioning Amazon as a key beneficiary of companies' AI investments.

For example, companies are using Amazon Bedrock on AWS to build AI applications and agents. Demand has been explosive. In the first quarter, spending on Bedrock nearly tripled from the previous quarter. That demand velocity indicates a lot more demand to come.

3. Amazon's chips are in high demand CEO Andy Jassy said, "We're in the middle of some of the biggest inflections of our lifetime." This is a significant statement, considering Amazon's revenue growth has accelerated. Since the first quarter of 2025, quarterly revenue growth accelerated from 9% year over year to 17% as of Q1 2026. Jassy's statement implies a substantial runway for more growth.

Amazon continues to discover new opportunities. For example, it's now offering its custom-designed chips to leading AI companies, and it's becoming a sizable business in its own right. Amazon said its chips are now generating $20 billion in annualized revenue and growing at triple-digit rates. It should grow substantially larger, with more than $225 billion in revenue commitments, including multiyear agreements with OpenAI and Anthropic.

Amazon is seeing steady growth across multiple businesses, including e-commerce, subscription services (e.g., Prime), and advertising. This is while the stock is trading at its lowest valuation in years and showing clear momentum in supplying crucial AI compute for enterprise.

A recession in the broader economy or a slowdown in the AI cloud market would likely send the stock down. But for a long-term investor, Amazon is a solid stock to buy right now and should be a rewarding investment over the next decade.

If you’ve been an Amazon Prime member at some point in the past several years, you have until Monday to file a claim to be included in a $2.5 billion settlement.

Eligible customers could receive up to $51 from a lawsuit brought against Amazon by the Federal Trade Commission regarding allegations the Seattle-based retail giant enrolled millions of customers in Amazon Prime subscriptions without their knowledge or consent and made it difficult to subsequently cancel their subscriptions. As part of Amazon’s settlement with the FTC in September, it agreed to pay the highest-ever civil penalty of $1 billion and establish a $1.5 billion fund to refund affected Prime customers. 

Whether you’re a longtime Amazon Prime customer or you’ve ditched the subscription, only days remain to be included in that settlement. Here’s what you need to know to cash in.

WHO QUALIFIES FOR A PAYOUTIf you already received a refund from Amazon for this settlement, you don’t have a further claim to make. That’s because Amazon sent refunds to eligible customers late last year. 

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However, as part of the settlement, Amazon also agreed to a claims process for those eligible customers who didn’t get an automatic refund. While you may have received a claim notice from the company, you can also file a claim online by providing some basic personal information and attesting to your eligibility. 

You will need to satisfy the following requirements to file a claim as part of the settlement:

You must live in the U.S. You unintentionally enrolled in an Amazon Prime subscription or tried to cancel and were unable to do so at some point between June 23, 2019 and June 23, 2025. You used less than 10 of the Amazon Prime benefits during any 12-month period following enrollment. You didn’t receive an automatic payment as part of this settlement already. The way you signed up for an Amazon Prime membership will also matter—you must have subscribed through what’s referred to as a “challenged enrollment flow” which includes at the shipping selection page. But Amazon will ultimately determine whether you did so. 

Explore TopicsAmazonAmazon Primesettlement

The race to build artificial intelligence infrastructure at a trillion-dollar annual clip is eroding the free cash flow and increasing balance-sheet risk at so-called hyperscalers, warned Moody's Ratings.

In a research note released this week, Moody's said that the spending surge is forcing even the world's most cash-rich corporations like Alphabet and Microsoft to lean heavily on debt, stock sales and off-balance-sheet moves to fund their AI ambitions.

"Previously, these companies relied on asset-light structures centered on software, intellectual property, and scalable cloud services that required modest capital investment," Moody's said in the Wednesday note. "The transition from asset-light to asset-heavy models requires unprecedented levels of investment and capital raising."

The moves "threaten credit quality" for the six companies tracked by Moody's, which include Microsoft, Amazon, Alphabet, Meta, Oracle and CoreWeave, according to the report.

The ratings firm projects that capital expenditures — or capex, which are investment for physical assets like data centers — will hit $785 billion in 2026 before reaching about $1 trillion next year.

The shift breaks a decades-long Silicon Valley formula that created the world's most valuable companies. Software costs little to replicate, yielding fat profit margins and fortress balance sheets. Generative AI, by contrast, demands a vast physical footprint: warehouses crammed with expensive and energy-hungry servers and chips.

To finance the expansion, tech giants are increasingly turning to Wall Street, resulting in booming profits for the financial industry.

Direct debt across the six hyperscalers has reached approximately $460 billion, according to Moody's. Tech companies are also tapping public markets for cash, including Google-parent Alphabet, which last month announced an $85 billion equity sale.

Leasing data centersThe ratings firm noted that because AI hardware and infrastructure require massive upfront investment while revenue materializes over a longer time horizon, free cash flow across the sector is coming under pressure.

To keep direct debt off their balance sheets, hyperscalers are leaning on off-balance-sheet financing, mostly through long-term data center leases, the report explained.

Moody's said that lease commitments across the group have ballooned to $1.2 trillion. More than $820 billion of that total is from leases that haven't started yet, meaning the data centers are still being built.

While these obligations don't show up as traditional debt, Moody's says it considers them as debt-equivalent liabilities that will bind companies to significant rent payments down the line.

Despite the warning, Moody's noted that Microsoft, Alphabet, Amazon and Meta retain among the strongest corporate balance sheets in the world, making it unlikely that their investment grade ratings are under imminent threat.

The immediate pressure is concentrated on lower-rated entities like Oracle and specialized AI cloud provider CoreWeave. Oracle carries a rating of Baa2 with a negative outlook, placing it just two notches above junk status.

Meanwhile, CoreWeave operates within the high-yield market with a Ba3 rating, relying on complex private debt structures to finance its GPU hardware fleets.

Circular ecosystem Moody's also pointed to structural circularity within the AI boom. Some of the multibillion-dollar backlogs reported by hyperscalers stem from strategic deals with pre-IPO artificial intelligence labs including OpenAI and Anthropic, Moody's noted.

The firms have invested billions into AI labs that, in turn, spend heavily on cloud computing from those same companies, creating what Moody's described as a circular AI ecosystem.

The overlapping relationships heighten risks because many of the industry's biggest companies are increasingly dependent on the same AI customers and the same assumptions about future demand, Moody's said.

Even so, the tech giants have significant strengths that help offset those risks.

Demand for AI computing remains robust, cloud businesses continue to grow and hyperscalers have signed hundreds of billions of dollars in long-term customer contracts that should provide predictable revenue. Those deals support the industry's largely-strong credit profiles, even amid the spending boom.

Still, investors should recognize that the tech industry's financial profile is undergoing a structural change unlike anything seen in the cloud era, according to Moody's.

"Investors will increasingly focus on these companies' ability to realize an adequate return on investment," the ratings firm said.

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SummaryAmazon.com, Inc. remains a Strong Buy despite recent share declines and elevated CapEx, driven by AI and space infrastructure investments.AMZN's near-term margin pressure stems from heavy AI infrastructure and Amazon Leo satellite network spending, impacting free cash flow.Key growth axes include AWS expansion, custom silicon, high-margin advertising, and the emerging Amazon Leo broadband constellation.My base case price target is adjusted to $284.28, reflecting higher CapEx; free cash flow and CapEx discipline are the critical watch items.Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » Crovik Media/iStock via Getty Images

Shares of Amazon.com, Inc. (AMZN) have lost 11.9% since my last report driven by concerns on AI infrastructure spending, and the associated return on investment. While Amazon’s AI buildout provides a substantial drag on

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Cullinan Associates Inc. trimmed its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 9.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 117,753 shares of the e-commerce giant’s stock after selling 12,960 shares during the period. Amazon.com comprises 2.0% of Cullinan Associates Inc.’s holdings, making the stock its 11th largest position. Cullinan Associates Inc.’s holdings in Amazon.com were worth $24,524,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the stock. Vanguard Group Inc. lifted its position in shares of 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 buying an additional 8,913,959 shares during the last quarter. State Street Corp increased its holdings in shares of 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 acquiring an additional 6,971,680 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Amazon.com by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock worth $51,753,622,000 after acquiring an additional 2,479,324 shares during the last quarter. Norges Bank bought a new stake in Amazon.com in the 4th quarter valued at $32,868,735,000. Finally, Auto Owners Insurance Co raised its stake in Amazon.com by 27,376.7% in the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock valued at $2,272,397,000 after acquiring an additional 98,090,585 shares during the period. Institutional investors own 72.20% of the company’s stock.

Amazon.com Trading Down 4.6% Shares of AMZN stock opened at $233.66 on Friday. The firm has a market capitalization of $2.51 trillion, a P/E ratio of 27.95, a P/E/G ratio of 1.82 and a beta of 1.46. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $278.56. The company has a quick ratio of 1.01, a current ratio of 1.18 and a debt-to-equity ratio of 0.27. The stock’s fifty day simple moving average is $248.90 and its 200 day simple moving average is $236.35.

Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.63 by $1.15. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The firm had revenue of $181.52 billion during the quarter, compared to the consensus estimate of $177.28 billion. During the same quarter last year, the firm earned $1.59 earnings per share. The company’s revenue for the quarter was up 16.6% on a year-over-year basis. As a group, sell-side analysts predict that Amazon.com, Inc. will post 7.75 EPS for the current fiscal year.

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

Positive Sentiment: Analysts continue to see Amazon as a leading AI beneficiary, with AWS growth expected to stay strong into earnings. Amazon Viewed as Leading AI Beneficiary, AWS Acceleration Supports Buy Rating with Price Target Unchanged at $310 Positive Sentiment: India loosened e-commerce investment rules for exports, which could help Amazon expand cross-border sales. India relaxes e-commerce investment rules for exports in win for Amazon Positive Sentiment: Amazon is adding games to Prime Video and integrating Luna, supporting its bundled services strategy. Amazon is bringing games to Prime Video Neutral Sentiment: Amazon reorganized its artificial general intelligence team, with layoffs framed as a reset to focus on higher-priority AI initiatives. Amazon cuts some jobs in its artificial general intelligence unit Negative Sentiment: A U.S. Senate panel is probing whether Amazon allowed Chinese influence to affect marketplace decisions, raising regulatory risk. Amazon Faces Senate Probe Over Alleged China Influence Negative Sentiment: Investors are questioning whether Amazon’s aggressive AI capex plans could pressure margins and earnings near term. Magnificent 7 Loses $767 Billion as AI Skeptics Dump Tech Stocks Wall Street Analyst Weigh In Several analysts recently commented on the stock. Benchmark lifted their target price on shares of Amazon.com from $275.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Monness Crespi & Hardt increased their price target on shares of Amazon.com from $280.00 to $315.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Needham & Company LLC raised their price objective on shares of Amazon.com from $265.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. TD Cowen restated a “buy” rating and set a $340.00 price objective (down from $350.00) on shares of Amazon.com in a report on Wednesday, July 8th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $335.00 target price on shares of Amazon.com in a research report on Thursday, July 9th. Fifty-seven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $312.91.

View Our Latest Research Report on Amazon.com

Insider Buying and Selling at Amazon.com In related news, CEO Andrew R. Jassy sold 31,352 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $275.00, for a total transaction of $8,621,800.00. Following the transaction, the chief executive officer owned 2,175,766 shares in the company, valued at $598,335,650. The trade was a 1.42% decrease in their position. 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, Director Jonathan Rubinstein sold 3,706 shares of the company’s stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $273.02, for a total transaction of $1,011,812.12. Following the transaction, the director owned 74,948 shares in the company, valued at $20,462,302.96. This represents a 4.71% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 140,425 shares of company stock valued at $37,715,464 over the last three months. 8.90% of the stock is currently owned by corporate insiders.

Amazon.com Profile (Free Report)

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

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

Read More Five stocks we like better than Amazon.com Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).

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Posted by Defense World Staff on Jul 24th, 2026

Ferguson Wellman Capital Management Inc. increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 14.6% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 734,228 shares of the e-commerce giant’s stock after purchasing an additional 93,323 shares during the period. Amazon.com accounts for approximately 2.1% of Ferguson Wellman Capital Management Inc.’s investment portfolio, making the stock its 11th biggest position. Ferguson Wellman Capital Management Inc.’s holdings in Amazon.com were worth $152,918,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Red Crane Wealth Management LLC increased its position in shares of 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 purchasing an additional 38 shares in the last quarter. Robinson Smith Wealth Advisors LLC boosted its stake in Amazon.com by 0.7% during the 1st quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock worth $1,147,000 after purchasing an additional 40 shares during the last quarter. Lifelong Wealth Advisors Inc. grew its holdings in shares of Amazon.com by 2.4% during the fourth quarter. Lifelong Wealth Advisors Inc. now owns 1,740 shares of the e-commerce giant’s stock worth $402,000 after buying an additional 41 shares in the last quarter. Financial Connections Group Inc. raised its position in shares of Amazon.com by 2.6% in the fourth quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant’s stock valued at $376,000 after buying an additional 42 shares during the last quarter. Finally, Marquette Asset Management LLC lifted its stake in shares of Amazon.com by 5.1% in the fourth quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant’s stock worth $205,000 after buying an additional 43 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes Several analysts recently issued reports on the stock. The Goldman Sachs Group reaffirmed a “buy” rating and set a $335.00 price objective on shares of Amazon.com in a research note on Thursday, July 9th. Moffett Nathanson increased their price target on Amazon.com from $283.00 to $288.00 and gave the company a “buy” rating in a report on Tuesday, April 7th. Canaccord Genuity Group lifted their price objective on Amazon.com from $300.00 to $330.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Wedbush restated an “outperform” rating and issued a $293.00 target price on shares of Amazon.com in a report on Thursday. Finally, Telsey Advisory Group lifted their price target on Amazon.com from $300.00 to $315.00 and gave the stock an “outperform” rating in a report on Thursday, April 30th. Fifty-seven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus target price of $312.91.

Get Our Latest Research Report on AMZN

Amazon.com Trading Down 4.6% AMZN opened at $233.66 on Friday. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $278.56. The business has a fifty day simple moving average of $248.90 and a 200-day simple moving average of $236.35. The firm has a market cap of $2.51 trillion, a P/E ratio of 27.95, a P/E/G ratio of 1.82 and a beta of 1.46. The company has a quick ratio of 1.01, a current ratio of 1.18 and a debt-to-equity ratio of 0.27.

Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.63 by $1.15. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The firm had revenue of $181.52 billion for the quarter, compared to the consensus estimate of $177.28 billion. During the same quarter in the previous year, the business earned $1.59 EPS. The company’s quarterly revenue was up 16.6% compared to the same quarter last year. On average, equities analysts expect that Amazon.com, Inc. will post 7.75 earnings per share for the current year.

Insider Buying and Selling at Amazon.com In other news, CEO Douglas J. Herrington sold 1,000 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $239.77, for a total transaction of $239,770.00. Following the sale, the chief executive officer owned 484,527 shares of the company’s stock, valued at approximately $116,175,038.79. This represents a 0.21% decrease in their ownership of the stock. 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 firm’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the completion of the transaction, the chief executive officer directly owned 2,205,766 shares of the company’s stock, valued at approximately $581,042,879.72. The trade was a 0.90% 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 three months, insiders have sold 140,425 shares of company stock valued at $37,715,464. Corporate insiders own 8.90% of the company’s stock.

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

Positive Sentiment: Analysts continue to see Amazon as a leading AI beneficiary, with AWS growth expected to stay strong into earnings. Amazon Viewed as Leading AI Beneficiary, AWS Acceleration Supports Buy Rating with Price Target Unchanged at $310 Positive Sentiment: India loosened e-commerce investment rules for exports, which could help Amazon expand cross-border sales. India relaxes e-commerce investment rules for exports in win for Amazon Positive Sentiment: Amazon is adding games to Prime Video and integrating Luna, supporting its bundled services strategy. Amazon is bringing games to Prime Video Neutral Sentiment: Amazon reorganized its artificial general intelligence team, with layoffs framed as a reset to focus on higher-priority AI initiatives. Amazon cuts some jobs in its artificial general intelligence unit Negative Sentiment: A U.S. Senate panel is probing whether Amazon allowed Chinese influence to affect marketplace decisions, raising regulatory risk. Amazon Faces Senate Probe Over Alleged China Influence Negative Sentiment: Investors are questioning whether Amazon’s aggressive AI capex plans could pressure margins and earnings near term. Magnificent 7 Loses $767 Billion as AI Skeptics Dump Tech Stocks Amazon.com Company Profile (Free Report)

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

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

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Posted by Defense World Staff on Jul 24th, 2026

Advisors Management Group Inc. ADV lessened its holdings in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 7.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 43,136 shares of the e-commerce giant’s stock after selling 3,671 shares during the quarter. Amazon.com makes up about 1.6% of Advisors Management Group Inc. ADV’s holdings, making the stock its 14th largest position. Advisors Management Group Inc. ADV’s holdings in Amazon.com were worth $8,983,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of AMZN. Red Crane Wealth Management LLC raised its position in shares of 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 acquiring an additional 38 shares in the last quarter. Robinson Smith Wealth Advisors LLC boosted its holdings in Amazon.com by 0.7% in the first quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock valued at $1,147,000 after purchasing an additional 40 shares in the last quarter. Lifelong Wealth Advisors Inc. boosted its holdings in Amazon.com by 2.4% in the fourth quarter. Lifelong Wealth Advisors Inc. now owns 1,740 shares of the e-commerce giant’s stock valued at $402,000 after purchasing an additional 41 shares in the last quarter. Financial Connections Group Inc. increased its stake in Amazon.com by 2.6% in the fourth quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant’s stock valued at $376,000 after purchasing an additional 42 shares during the last quarter. Finally, Marquette Asset Management LLC increased its stake in Amazon.com by 5.1% in the fourth quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant’s stock valued at $205,000 after purchasing an additional 43 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Amazon.com In related news, SVP David Zapolsky sold 9,270 shares of the firm’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $268.53, for a total value of $2,489,273.10. Following the completion of the sale, the senior vice president owned 41,190 shares in the company, valued at $11,060,750.70. This trade represents a 18.37% 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, VP Shelley Reynolds sold 2,363 shares of the business’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $262.38, for a total transaction of $620,003.94. Following the sale, the vice president directly owned 119,780 shares in the company, valued at approximately $31,427,876.40. This represents a 1.93% 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 have sold 140,425 shares of company stock valued at $37,715,464 over the last 90 days. Insiders own 8.90% of the company’s stock.

Analysts Set New Price Targets Several analysts have recently weighed in on AMZN shares. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Amazon.com from $290.00 to $315.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Piper Sandler set a $330.00 price target on shares of Amazon.com in a research note on Thursday, June 11th. New Street Research boosted their price target on shares of Amazon.com from $280.00 to $350.00 and gave the company a “buy” rating in a research report on Monday, May 4th. The Goldman Sachs Group restated a “buy” rating and issued a $335.00 price objective on shares of Amazon.com in a research note on Thursday, July 9th. Finally, Oppenheimer raised their price objective on Amazon.com from $275.00 to $320.00 and gave the stock an “outperform” rating in a report on Thursday, April 30th. Fifty-seven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $312.91.

Check Out Our Latest Stock Report on Amazon.com

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

Positive Sentiment: Analysts continue to see Amazon as a leading AI beneficiary, with AWS growth expected to stay strong into earnings. Amazon Viewed as Leading AI Beneficiary, AWS Acceleration Supports Buy Rating with Price Target Unchanged at $310 Positive Sentiment: India loosened e-commerce investment rules for exports, which could help Amazon expand cross-border sales. India relaxes e-commerce investment rules for exports in win for Amazon Positive Sentiment: Amazon is adding games to Prime Video and integrating Luna, supporting its bundled services strategy. Amazon is bringing games to Prime Video Neutral Sentiment: Amazon reorganized its artificial general intelligence team, with layoffs framed as a reset to focus on higher-priority AI initiatives. Amazon cuts some jobs in its artificial general intelligence unit Negative Sentiment: A U.S. Senate panel is probing whether Amazon allowed Chinese influence to affect marketplace decisions, raising regulatory risk. Amazon Faces Senate Probe Over Alleged China Influence Negative Sentiment: Investors are questioning whether Amazon’s aggressive AI capex plans could pressure margins and earnings near term. Magnificent 7 Loses $767 Billion as AI Skeptics Dump Tech Stocks Amazon.com Stock Performance Shares of AMZN stock opened at $233.66 on Friday. The stock has a market capitalization of $2.51 trillion, a PE ratio of 27.95, a price-to-earnings-growth ratio of 1.82 and a beta of 1.46. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $278.56. The stock’s 50-day moving average price is $248.90 and its 200 day moving average price is $236.35. The company has a quick ratio of 1.01, a current ratio of 1.18 and a debt-to-equity ratio of 0.27.

Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, topping the consensus estimate of $1.63 by $1.15. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The business had revenue of $181.52 billion during the quarter, compared to analysts’ expectations of $177.28 billion. During the same quarter in the prior year, the business earned $1.59 earnings per share. The company’s quarterly revenue was up 16.6% compared to the same quarter last year. As a group, equities research analysts forecast that Amazon.com, Inc. will post 7.75 EPS for the current year.

Amazon.com Company Profile (Free Report)

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

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

Recommended Stories Five stocks we like better than Amazon.com Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market

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

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