Amazon.com (NASDAQ:AMZN)‘s stock had its “buy” rating reaffirmed by analysts at Jefferies Financial Group in a research report issued to clients and investors on Monday,MarketScreener reports.
Other analysts also recently issued reports about the company. Rothschild & Co Redburn set a $230.00 target price on Amazon.com in a research report on Wednesday, January 21st. Evercore dropped their price target on Amazon.com from $335.00 to $285.00 and set an “outperform” rating on the stock in a research report on Friday, February 27th. Cantor Fitzgerald set a $250.00 price objective on Amazon.com and gave the stock an “overweight” rating in a report on Friday, February 6th. President Capital lowered their price objective on Amazon.com from $320.00 to $296.00 and set a “buy” rating on the stock in a research note on Tuesday, February 10th. Finally, Desjardins upped their price objective on shares of Amazon.com to $218.00 in a report on Monday, December 8th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, Amazon.com currently has a consensus rating of “Moderate Buy” and an average target price of $286.57.
Read Our Latest Stock Report on Amazon.com
Amazon.com Stock Up 2.3%
Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.97 by ($0.02). The company had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The company’s revenue for the quarter was up 13.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.86 EPS. As a group, equities analysts expect that Amazon.com will post 6.31 earnings per share for the current year.
Insiders Place Their Bets
In other Amazon.com news, CEO Douglas J. Herrington sold 6,835 shares of Amazon.com stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.82, for a total transaction of $1,406,779.70. Following the completion of the transaction, the chief executive officer owned 522,361 shares of the company’s stock, valued at $107,512,341.02. The trade was a 1.29% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Andrew R. Jassy sold 19,872 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.18, for a total value of $4,077,336.96. Following the sale, the chief executive officer owned 2,238,118 shares in the company, valued at approximately $459,217,051.24. This represents a 0.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,686 shares of company stock worth $14,688,739 over the last quarter. Insiders own 9.70% of the company’s stock.
Institutional Trading of Amazon.com
A number of hedge funds and other institutional investors have recently bought and sold shares of the company. J. Derek Lewis & Associates Inc. purchased a new position in shares of Amazon.com during the fourth quarter worth about $3,469,000. Purpose Unlimited Inc. purchased a new stake in Amazon.com in the fourth quarter valued at approximately $103,016,000. Cornerstone Planning LLC bought a new stake in Amazon.com during the fourth quarter valued at approximately $6,871,000. AMG Asset Management Group Inc. bought a new stake in Amazon.com during the fourth quarter valued at approximately $947,000. Finally, Forty three Eighteen Advisors LLC purchased a new position in Amazon.com in the 4th quarter worth approximately $419,000. Institutional investors own 72.20% of the company’s stock.
Key Stories Impacting Amazon.com
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Analysts (TD Cowen, Barclays) reaffirmed buy ratings with $300 price targets, citing AWS reacceleration and AI-driven margin upside — a driver of renewed investor optimism. AWS-Driven Reacceleration and AI-Led Margin Strength Underpin Buy Rating on Amazon
- Positive Sentiment: Reports highlight accelerating AI-driven demand at AWS (large enterprise deals, OpenAI/Nvidia partnerships) that shift investor focus toward higher-margin cloud and advertising growth. Is Surging AI-Driven AWS Demand Altering The Investment Case For Amazon.com (AMZN)?
- Positive Sentiment: Zoox (Amazon-owned) plans commercial robotaxi launches in Austin and Miami later this year, extending mobility revenue optionality and showcasing hardware/software commercialization progress. Amazon’s Zoox to debut robotaxis in Austin, Miami later this year as it awaits paid ride approval
- Positive Sentiment: Amazon is expanding in space-based connectivity (Amazon LEO/“Amazon Leo”) as a Starlink competitor and signing reseller deals that could open new enterprise revenue streams for AWS/Connectivity. Amazon Is Ready to Take on StarLink in Space-Based Broadband
- Neutral Sentiment: Amazon’s media arm scored a major box-office win with Project Hail Mary, which supports Prime Video / MGM monetization and marketing reach but is a modest EPS driver versus AWS/retail. ‘Project Hail Mary’ becomes Amazon’s highest-grossing film debut
- Neutral Sentiment: Competitive/operational news: FedEx rolling out same-day options (industry-wide speed upgrades) and reports of Amazon smartphone development are strategic items to watch but not immediate earnings shocks. FedEx launches same-day delivery with OneRail as Amazon, Walmart boost their speeds
- Negative Sentiment: AWS Bahrain region experienced service disruptions tied to drone activity amid Middle East tensions; outages and customer migrations are ongoing risk to regional revenue continuity and could pressure near-term AWS reliability perceptions. Exclusive: Amazon says AWS’s Bahrain region ‘disrupted’ following drone activity
- Negative Sentiment: Investor debate over Amazon’s large AI capex and multi-year build-out continues — critics warn of execution risk and cash strain if investments don’t scale into returns soon. Here’s Why Amazon’s Biggest Bet in 2026 Could Backfire on Shareholders
About Amazon.com
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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