Amazon.com, Inc. (NASDAQ:AMZN – Free Report) – Stock analysts at Erste Group Bank lifted their FY2026 earnings estimates for Amazon.com in a research report issued on Thursday, April 2nd. Erste Group Bank analyst S. Lingnau now forecasts that the e-commerce giant will post earnings per share of $7.76 for the year, up from their previous forecast of $7.74. The consensus estimate for Amazon.com’s current full-year earnings is $6.31 per share. Erste Group Bank also issued estimates for Amazon.com’s FY2027 earnings at $9.42 EPS.
Several other analysts have also commented on the stock. Wolfe Research lowered their price objective on shares of Amazon.com from $255.00 to $250.00 and set an “outperform” rating for the company in a report on Thursday, March 19th. TD Cowen restated a “buy” rating and issued a $300.00 price objective on shares of Amazon.com in a report on Monday, March 23rd. Argus reiterated a “buy” rating and set a $325.00 target price on shares of Amazon.com in a report on Friday, February 6th. Bank of America lowered their target price on shares of Amazon.com from $303.00 to $286.00 and set a “buy” rating for the company in a report on Tuesday, January 27th. Finally, Raymond James Financial lowered their target price on shares of Amazon.com from $260.00 to $225.00 and set an “outperform” rating for the company in a report on Friday, February 6th. 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 stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $287.39.
Amazon.com Stock Performance
Shares of AMZN opened at $221.25 on Thursday. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. Amazon.com has a one year low of $165.29 and a one year high of $258.60. The company has a 50-day simple moving average of $212.14 and a two-hundred day simple moving average of $223.98. The firm has a market capitalization of $2.38 trillion, a PE ratio of 30.86, a price-to-earnings-growth ratio of 1.57 and a beta of 1.38.
Amazon.com (NASDAQ:AMZN – Get Free Report) last issued 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 return on equity of 21.87% and a net margin of 10.83%.The company had revenue of $213.39 billion during the quarter, compared to analysts’ expectations of $211.02 billion. During the same quarter last year, the business earned $1.86 earnings per share. The business’s quarterly revenue was up 13.6% on a year-over-year basis.
Insider Activity
In related news, SVP David Zapolsky sold 10,649 shares of the firm’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 transaction of $2,187,624.07. Following the completion of the sale, the senior vice president owned 41,190 shares of the company’s stock, valued at $8,461,661.70. This trade represents a 20.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Shelley Reynolds sold 2,695 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total transaction of $554,900.50. Following the sale, the vice president directly owned 119,780 shares of the company’s stock, valued at $24,662,702. This trade represents a 2.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 72,686 shares of company stock valued at $14,899,239. 9.70% of the stock is currently owned by insiders.
Institutional Investors Weigh In On Amazon.com
Institutional investors and hedge funds have recently made changes to their positions in the company. Fairway Wealth LLC increased its position in shares of Amazon.com by 113.2% during the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after acquiring an additional 60 shares in the last quarter. Sellwood Investment Partners LLC bought a new stake in Amazon.com in the 3rd quarter worth approximately $27,000. MilWealth Group LLC grew its position in Amazon.com by 79.0% in 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. bought a new stake in Amazon.com in the 4th quarter worth approximately $45,000. Finally, Elkhorn Partners Limited Partnership grew its position in Amazon.com by 900.0% in the 4th quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock worth $46,000 after purchasing an additional 180 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: Broader market tailwind — tech names rallied after a U.S. ceasefire/ Iran‑tension easing headline, lifting Amazon alongside other Magnificent Seven stocks; this helped push momentum back above technical levels. Alphabet, Meta, Amazon, Nvidia lead tech rally after Trump announces ceasefire with Iran
- Positive Sentiment: Analyst upgrades/targets — Cantor Fitzgerald raised its price target to $260 (overweight) and Moffett Nathanson boosted its target to $288 (buy), supporting upside expectations from Wall Street. Benzinga price target note Moffett Nathanson price target raise
- Positive Sentiment: AWS commercial traction — Uber is expanding use of AWS Graviton/Trainium chips, showing demand for Amazon’s custom silicon and cloud stack that support higher‑margin services. This validates monetization of AI workloads on AWS. Uber is the latest to be won over by Amazon’s AI chips
- Positive Sentiment: Logistics stability — Amazon and USPS reached a deal that keeps ~80% of current USPS package volume, reducing near‑term delivery disruption risk and preserving a major logistics channel. That eases execution concerns around last‑mile costs. Amazon and U.S. Postal Service Reach New Deal on Deliveries After Year of Talks
- Neutral Sentiment: Analyst/Investor debate on AI capex — Several notes argue AI capex concerns are overdone and that backlog, revenue per employee and AWS demand justify spending; this supports a longer‑term bull case but leaves near‑term margin pressure debated. Analysts confident in Amazon.com’s scale
- Neutral Sentiment: Potential strategic moves — Market chatter about a possible Globalstar deal (satellite push) could be a re‑rating catalyst if executed and clearly explained, but it also carries execution and valuation risk. Investors are watching for details. Could Globalstar Be the Missing Spark the Stock Needs?
- Negative Sentiment: Legal risk — High‑profile creators (YouTubers) have sued Amazon, alleging scraped content was used to train video AI, introducing potential litigation and reputational risk around AI training/data practices. YouTubers Sue Amazon, Claim AI Tool Was Trained on Scraped Videos
- Negative Sentiment: Product & operational friction — Amazon will end support for pre‑2012 Kindles (customer backlash risk), and AWS experienced disruptions after drone strikes in Middle East data centers — both highlight operational/PR risks investors monitor. Amazon to end support for older Kindle devices AWS teams working around the clock after drone strikes
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.
Recommended Stories
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.
