Amazon.com, Inc. (NASDAQ:AMZN – Free Report) – Analysts at Erste Group Bank boosted their FY2027 earnings per share estimates for Amazon.com in a research note issued to investors on Monday, July 27th. Erste Group Bank analyst S. Lingnau now forecasts that the e-commerce giant will post earnings per share of $10.11 for the year, up from their prior estimate of $9.99. The consensus estimate for Amazon.com’s current full-year earnings is $7.76 per share.
Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share 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 the consensus estimate of $177.28 billion. During the same quarter last year, the company earned $1.59 earnings per share. The company’s quarterly revenue was up 16.6% on a year-over-year basis.
Read Our Latest Stock Analysis on AMZN
Amazon.com Stock Performance
Shares of Amazon.com stock opened at $230.86 on Wednesday. The company has a 50 day moving average price of $247.03 and a 200 day moving average price of $236.20. The firm has a market capitalization of $2.48 trillion, a P/E ratio of 27.61, a PEG ratio of 1.73 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 has a 52 week low of $196.00 and a 52 week high of $278.56.
Insider Activity
In related news, CEO Andrew R. Jassy sold 20,000 shares of Amazon.com stock in a transaction that occurred on Thursday, May 21st. The stock was 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 in the company, valued at approximately $581,042,879.72. This trade represents a 0.90% 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 this hyperlink. 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 that occurred on Thursday, May 21st. The shares were sold at an average price of $262.38, for a total value of $620,003.94. Following the completion of the transaction, the vice president directly owned 119,780 shares of the company’s stock, valued at $31,427,876.40. The trade was a 1.93% 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 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.
Institutional Trading of Amazon.com
Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Trust Asset Management LLC increased its stake in shares of Amazon.com by 3.3% in the 2nd quarter. Trust Asset Management LLC now owns 107,563 shares of the e-commerce giant’s stock valued at $26,000 after purchasing an additional 3,414 shares in the last quarter. MilWealth Group LLC boosted its position in Amazon.com by 79.0% during the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after purchasing an additional 79 shares in the last quarter. Lifetime Wealth Management P.C. purchased a new position in Amazon.com during the fourth quarter worth approximately $45,000. Elkhorn Partners Limited Partnership grew 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 purchasing an additional 180 shares during the period. Finally, Fairway Wealth LLC increased its position in shares of Amazon.com by 95.6% in the fourth quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock valued at $51,000 after buying an additional 108 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.
Amazon.com News Summary
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Analyst earnings estimate increased: Erste Group Bank raised its FY2027 EPS forecast for Amazon to $10.11 from $9.99, above the broader current-year consensus of $7.76. The revision signals improving expectations for profitability. Erste Group Bank raises Amazon EPS estimate
- Positive Sentiment: AWS and AI demand remain key potential catalysts: Amazon is expected to address AWS growth, cloud margins, advertising momentum and AI infrastructure demand in its upcoming results. A reported $400 million AWS compute agreement with Recursive Superintelligence and an extended AI partnership with Ryanair provide additional evidence of enterprise demand. Recursive Superintelligence AWS agreement
- Positive Sentiment: New growth initiatives are expanding Amazon’s addressable market: Amazon Prime Video secured exclusive Canadian NHL playoff games, while its planned Amazon Leo network could deploy 5,105 satellites for direct-to-device connectivity beginning in 2028. The satellite strategy builds on Amazon’s planned $11.6 billion Globalstar acquisition and could create a new communications business over time. Amazon satellite network proposal
- Neutral Sentiment: High volatility is expected around earnings: Options markets imply an approximately 6% move in either direction after the report. Investors will focus on whether AWS growth and AI demand justify Amazon’s spending while preserving cash flow. Amazon earnings volatility outlook
- Negative Sentiment: AI spending and financing are fueling investor concern: Amazon plans approximately $200 billion in 2026 capital expenditures and raised $25 billion through bonds to help finance its data-center build-out. The scale of spending raises questions about free-cash-flow pressure, leverage and how long shareholders must wait for returns. Amazon bond financing and AI infrastructure spending
- Negative Sentiment: AI strategy changes add execution risk: Amazon is reportedly winding down several Nova models, reorganizing its AI teams and prioritizing a new frontier-model effort. The shift may improve focus, but it also suggests earlier AI initiatives struggled to gain traction. UBS and Mizuho have lowered price targets ahead of earnings, reflecting heightened uncertainty. Amazon AI strategy overhaul
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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