Amazon.com (NASDAQ:AMZN) Earns Buy Rating from TD Cowen

Amazon.com (NASDAQ:AMZN)‘s stock had its “buy” rating restated by equities researchers at TD Cowen in a research report issued on Thursday,Benzinga reports. They presently have a $300.00 price objective on the e-commerce giant’s stock. TD Cowen’s price target suggests a potential upside of 20.72% from the stock’s previous close.

Other equities analysts also recently issued reports about the company. Wedbush lowered their price objective on Amazon.com from $340.00 to $300.00 and set an “outperform” rating on the stock in a research report on Friday, February 6th. Roth Mkm restated a “buy” rating on shares of Amazon.com in a research report on Tuesday. Morgan Stanley restated an “overweight” rating and issued a $300.00 price objective (down from $315.00) on shares of Amazon.com in a research report on Friday, February 6th. BMO Capital Markets restated an “outperform” rating and issued a $310.00 price objective (up from $304.00) on shares of Amazon.com in a research report on Tuesday, February 3rd. Finally, Benchmark reiterated a “buy” rating on shares of Amazon.com in a research report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, fifty-four have issued a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $287.29.

Amazon.com Price Performance

Shares of Amazon.com stock opened at $248.50 on Thursday. The stock’s 50-day simple moving average is $212.41 and its 200-day simple moving average is $224.70. Amazon.com has a 52 week low of $165.29 and a 52 week high of $258.60. The company has a market capitalization of $2.67 trillion, a price-to-earnings ratio of 34.66, a PEG ratio of 1.87 and a beta of 1.38. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16.

Amazon.com (NASDAQ:AMZN) last announced its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 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 business had revenue of $213.39 billion during the quarter, compared to analysts’ expectations of $211.02 billion. During the same quarter in the previous year, the firm earned $1.86 earnings per share. Amazon.com’s revenue was up 13.6% on a year-over-year basis. As a group, analysts expect that Amazon.com will post 6.31 earnings per share for the current fiscal year.

Insider Activity

In other news, CEO Douglas J. Herrington sold 6,835 shares of the company’s stock in a transaction that occurred on 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 transaction, the chief executive officer owned 522,361 shares of the company’s stock, valued at approximately $107,512,341.02. This represents a 1.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP David Zapolsky sold 10,649 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total value of $2,187,624.07. Following the transaction, the senior vice president directly owned 41,190 shares in the company, valued at approximately $8,461,661.70. This represents a 20.54% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 72,686 shares of company stock valued at $14,899,239. 9.70% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of AMZN. Norges Bank purchased a new stake in shares of Amazon.com in the fourth quarter valued at approximately $32,868,735,000. Auto Owners Insurance Co boosted its holdings in shares of Amazon.com by 27,376.7% in the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock valued at $2,272,397,000 after purchasing an additional 98,090,585 shares during the period. J. Stern & Co. LLP boosted its holdings in shares of Amazon.com by 20,598.0% in the fourth quarter. J. Stern & Co. LLP now owns 87,982,814 shares of the e-commerce giant’s stock valued at $20,308,193,000 after purchasing an additional 87,557,736 shares during the period. Nuveen LLC purchased a new stake in shares of Amazon.com in the first quarter valued at approximately $11,674,091,000. Finally, Cardano Risk Management B.V. boosted its holdings 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 purchasing an additional 25,017,588 shares during the period. Institutional investors own 72.20% of the company’s stock.

Amazon.com News Roundup

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

• Positive Sentiment: Major strategic leap — Amazon agreed to buy satellite operator Globalstar (~$11.6B), accelerating its Amazon Leo/direct-to-device push, strengthening an Apple tie‑in for iPhone emergency services, and positioning AMZN to compete with SpaceX/Starlink; markets and analysts reacted positively. Read More.
• Positive Sentiment: Wall Street backing — several firms have reiterated/raised buy ratings and price targets (Citizens, Loop Capital, Goldman Sachs reaffirmed buy), supporting near-term momentum and analyst-driven flows into the stock. Read More.
• Positive Sentiment: AWS & AI product tailwinds — Amazon launched Amazon Bio Discovery and is being linked with broader AI/cloud demand (and reported OpenAI-Amazon partnership chatter), which underpins higher-margin AWS growth and investor optimism about recurring revenue expansion. Read More.
• Neutral Sentiment: Options and earnings positioning — unusually heavy call option volume ahead of April 29 earnings shows positioning for positive earnings/AI updates but also raises the risk of volatility into the print. Read More.
• Neutral Sentiment: Related financing/portfolio activity — Amazon‑backed companies (e.g., X‑Energy IPO filing) and broader M&A/space headlines are keeping investor attention on Amazon’s longer-term capital deployment and strategic diversification. Read More.
• Negative Sentiment: Seller backlash on platform changes — hundreds of large third‑party sellers staged a one‑day ad boycott protesting payout and advertising policy changes and a temporary fuel surcharge; if sustained, this could pressure marketplace revenue and margins. Read More.
• Negative Sentiment: Operational/legal risks — recent headlines about a worker death at a fulfillment center and a class‑action suit alleging Fire TV degradation add reputational and legal noise that can amplify short‑term selling, especially if escalations or regulatory scrutiny follow. Read More.

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.