Shares of Amazon.com, Inc. (NASDAQ:AMZN) have been assigned an average recommendation of “Moderate Buy” from the fifty-nine research firms that are currently covering the stock, MarketBeat reports. Two analysts have rated the stock with a hold rating, fifty-six have issued a buy rating and one has given a strong buy rating to the company. The average twelve-month price objective among brokers that have issued a report on the stock in the last year is $322.5614.
A number of equities analysts have recently issued reports on the stock. Pivotal Research reissued a “buy” rating and set a $333.00 price objective (up from $320.00) on shares of Amazon.com in a research report on Friday, July 31st. Wedbush upped their target price on shares of Amazon.com from $293.00 to $310.00 and gave the stock an “outperform” rating in a research note on Friday, July 31st. Citizens Jmp restated a “market outperform” rating and issued a $315.00 price objective on shares of Amazon.com in a research note on Friday, July 31st. Phillip Securities lowered Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. Finally, Citigroup reissued a “buy” rating and set a $350.00 price objective (up from $325.00) on shares of Amazon.com in a report on Friday, July 31st.
View Our Latest Analysis on Amazon.com
Key Amazon.com News
- Positive Sentiment: AWS remains the primary bullish catalyst. Amazon reportedly raised its 2026 capital-expenditure forecast to approximately $220 billion from $200 billion as cloud demand accelerates; AWS revenue grew 36.7% year over year to $42.2 billion, while its backlog reached $496 billion. Much of Amazon’s 2027 cloud capacity is already committed, improving visibility into future growth. Amazon Stock Eyes AWS Growth as Spending Plan Expands
- Positive Sentiment: Two OpenAI cybersecurity models, Daybreak Red and Daybreak Blue, launched on Amazon Bedrock, with AWS security teams already using them to identify vulnerabilities. The announcement reinforces the investment case for Bedrock and AWS as enterprise AI adoption expands. Amazon Is Powering OpenAI’s Cyber Models
- Neutral Sentiment: Amazon expanded its delivery Locker network to more than 750 locations across over 500 U.S. college campuses. The initiative could support convenience and customer engagement, although its near-term financial effect is likely limited. Amazon Expands Locker Pickup to U.S. Colleges
- Negative Sentiment: Investors are increasingly focused on whether the $220 billion AI spending program will generate adequate returns. The sharp increase from $132 billion in 2025 raises depreciation, financing, and execution risks, particularly if AI demand or monetization slows. Amazon Raises 2026 AI Spending
- Negative Sentiment: Twitch confirmed that Amazon will use livestream content to train AI models by default unless creators opt out. The policy has triggered backlash from streamers and could create reputational, creator-retention, and regulatory risks. Amazon Will Train on Twitch Content by Default
- Negative Sentiment: New York City lawmakers are backing legislation that would require large delivery operators to directly employ couriers rather than rely on subcontractors. Amazon warns the proposal could put more than 5,000 jobs at risk and increase delivery costs. Mamdani Takes on Amazon Over Delivery Workers
- Negative Sentiment: Broader market pressure also weighed on AMZN as investors rotated away from high-valued technology shares and awaited inflation data. Recent insider and founder selling, including Jeff Bezos’ large planned sale, may add sentiment pressure, although the transactions were reportedly made under prearranged trading plans.
Insiders Place Their Bets
In other Amazon.com news, CEO Matthew S. Garman sold 15,467 shares of the stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the transaction, the chief executive officer directly owned 14,159 shares in the company, valued at $3,729,480.60. This trade represents a 52.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the transaction, the chief executive officer directly owned 2,205,766 shares in the company, valued at approximately $581,042,879.72. This represents a 0.90% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 77,867 shares of company stock valued at $20,532,092 over the last 90 days. Company insiders own 8.90% of the company’s stock.
Hedge Funds Weigh In On Amazon.com
Hedge funds and other institutional investors have recently modified their holdings of the company. Bard Associates Inc. purchased a new stake in shares of Amazon.com in the 2nd quarter worth about $32,000. Longfellow Investment Management Co. LLC purchased a new stake in shares of Amazon.com in the 2nd quarter worth approximately $33,000. MilWealth Group LLC grew its stake in shares of Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after acquiring an additional 79 shares during the last quarter. Lifetime Wealth Management P.C. bought a new stake in Amazon.com during the 4th quarter valued at about $45,000. Finally, Elkhorn Partners Limited Partnership increased its position in shares of Amazon.com by 900.0% during the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock valued at $46,000 after acquiring an additional 180 shares in the last quarter. 72.20% of the stock is owned by institutional investors.
Amazon.com Price Performance
Shares of NASDAQ AMZN opened at $267.28 on Thursday. The firm has a fifty day simple moving average of $247.35 and a 200 day simple moving average of $238.30. Amazon.com has a twelve month low of $196.00 and a twelve month high of $287.20. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. The company has a market capitalization of $2.88 trillion, a PE ratio of 21.50, a P/E/G ratio of 1.81 and a beta of 1.45.
Amazon.com (NASDAQ:AMZN – Get Free Report) last announced its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating the consensus estimate of $1.82 by $3.93. The company had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm’s revenue for the quarter was up 19.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.68 EPS. On average, sell-side analysts forecast that Amazon.com will post 8.05 EPS for the current year.
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.
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