Amazon.com’s (AMZN) “Buy” Rating Reiterated at Barclays

Barclays restated their buy rating on shares of Amazon.com (NASDAQ:AMZN) in a research report released on Monday,MarketScreener reports.

AMZN has been the topic of several other reports. Stifel Nicolaus set a $300.00 target price on Amazon.com and gave the stock a “buy” rating in a report on Tuesday, January 27th. BMO Capital Markets reaffirmed an “outperform” rating and set a $310.00 price target (up from $304.00) on shares of Amazon.com in a research report on Tuesday, February 3rd. Wall Street Zen cut Amazon.com from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. Rothschild & Co Redburn set a $230.00 price objective on Amazon.com in a research report on Wednesday, January 21st. Finally, Daiwa Securities Group lowered their target price on Amazon.com from $300.00 to $280.00 and set a “buy” rating for the company in a research note on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $286.66.

Amazon.com Stock Up 2.2%

Shares of NASDAQ:AMZN opened at $211.71 on Monday. The company has a 50 day moving average price of $217.83 and a two-hundred day moving average price of $225.58. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. The company has a market capitalization of $2.27 trillion, a PE ratio of 29.53, a PEG ratio of 1.55 and a beta of 1.40. Amazon.com has a 52 week low of $161.38 and a 52 week high of $258.60.

Amazon.com (NASDAQ:AMZN) last announced 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). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The firm had revenue of $213.39 billion during the quarter, compared to analyst estimates of $211.02 billion. During the same period last year, the firm earned $1.86 EPS. Amazon.com’s quarterly revenue was up 13.6% on a year-over-year basis. Analysts forecast that Amazon.com will post 6.31 earnings per share for the current year.

Insider Activity at Amazon.com

In related news, CEO Andrew R. Jassy sold 19,872 shares of the stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the completion of the transaction, 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 sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Douglas J. Herrington sold 6,835 shares of the firm’s stock in a transaction on Monday, February 23rd. The shares were 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 directly owned 522,361 shares of the company’s stock, valued at approximately $107,512,341.02. This trade represents a 1.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 71,686 shares of company stock worth $14,688,739. 9.70% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Amazon.com

Several institutional investors and hedge funds have recently added to or reduced their stakes in AMZN. Norges Bank bought a new position in Amazon.com in the fourth quarter valued at approximately $32,868,735,000. Auto Owners Insurance Co raised its stake in shares of Amazon.com by 27,376.7% during the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock worth $2,272,397,000 after purchasing an additional 98,090,585 shares in the last quarter. J. Stern & Co. LLP boosted its holdings in shares of Amazon.com by 20,598.0% in the 4th quarter. J. Stern & Co. LLP now owns 87,982,814 shares of the e-commerce giant’s stock valued at $20,308,193,000 after buying an additional 87,557,736 shares during the last quarter. Nuveen LLC acquired a new stake in shares of Amazon.com in the 1st quarter valued at approximately $11,674,091,000. Finally, Cardano Risk Management B.V. grew its stake in shares of Amazon.com by 879.4% in the fourth quarter. Cardano Risk Management B.V. now owns 27,862,400 shares of the e-commerce giant’s stock valued at $6,431,199,000 after buying an additional 25,017,588 shares in the last quarter. 72.20% of the stock is owned by institutional investors.

More Amazon.com News

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

• Positive Sentiment: Analysts raise targets and reiterate buys. Citi and JPMorgan raised price targets (Citi to $285, JPMorgan to $280) and other shops (Tigress) boosted targets, signaling renewed confidence in AWS AI tailwinds and margin leverage. Analyst Price Target Raises
• Positive Sentiment: Acquisition of Fauna Robotics — Amazon confirmed it bought Fauna Robotics (kid‑size humanoid robots), expanding its push into consumer robotics and signaling longer‑term product growth beyond logistics and cloud. Fauna Robotics Acquisition
• Positive Sentiment: AWS AI demand is accelerating — Reports and analyst commentary point to stronger AI‑related commitments (large partnerships and GPU deployments), which boost higher‑margin AWS revenue expectations and are a core reason for the recent upgrades. AWS AI Demand
• Positive Sentiment: Logistics/returns partnership expands customer convenience. Amazon’s expanded free returns program with FedEx adds 10,000+ U.S. drop‑off points (improves customer experience and may lower returns friction/costs). FedEx Returns Expansion
• Neutral Sentiment: Zoox expands robotaxi footprint. Amazon’s autonomous‑vehicle arm is broadening service areas (Austin, Miami, SF, Las Vegas), reinforcing long‑term mobility upside but with near‑term regulatory/operational work. Zoox Expansion
• Neutral Sentiment: Investor positioning mixed. High‑profile funds moved in opposite directions (Ackman added materially while Buffett trimmed in past filings), which can increase trading volume and headline volatility without changing fundamentals. Buffett vs Ackman
• Negative Sentiment: AWS disruptions in Bahrain raise resiliency questions. Repeated service disruptions tied to regional drone activity have triggered customer migrations and highlight geopolitical operational risk for AWS in certain geographies. AWS Bahrain Outage
• Negative Sentiment: Regulatory/antitrust scrutiny persists. New U.S. antitrust proposals and EU-level scrutiny of Big Tech could complicate future M&A and lead to longer, more intrusive reviews. Antitrust Bill

Amazon.com Company Profile

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.