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

Barclays reaffirmed their buy rating on shares of Amazon.com (NASDAQ:AMZN) in a research note issued to investors on Friday,MarketScreener reports.

Several other equities analysts also recently commented on the stock. Wells Fargo & Company increased their price objective on shares of Amazon.com from $301.00 to $305.00 and gave the company an “overweight” rating in a research note on Friday. Sanford C. Bernstein restated an “outperform” rating on shares of Amazon.com in a report on Friday. Monness Crespi & Hardt reissued a “buy” rating and set a $280.00 target price (down from $300.00) on shares of Amazon.com in a report on Monday, February 2nd. JMP Securities set a $300.00 price objective on shares of Amazon.com in a research note on Friday, October 31st. Finally, Telsey Advisory Group reaffirmed an “outperform” rating and set a $300.00 target price on shares of Amazon.com in a report on Friday. Fifty-five research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $290.28.

Amazon.com Price Performance

Shares of NASDAQ:AMZN opened at $210.27 on Friday. The firm has a 50 day moving average of $233.50 and a 200-day moving average of $229.80. Amazon.com has a 12 month low of $161.38 and a 12 month high of $258.60. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. The stock has a market capitalization of $2.25 trillion, a PE ratio of 29.33, a PEG ratio of 1.32 and a beta of 1.37.

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 firm had revenue of $213.39 billion for the quarter, compared to analyst estimates of $211.02 billion. During the same quarter in the prior year, the firm earned $1.86 earnings per share. The firm’s revenue for the quarter was up 13.6% on a year-over-year basis. On average, equities research analysts predict that Amazon.com will post 6.31 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Douglas J. Herrington sold 2,500 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $233.22, for a total transaction of $583,050.00. Following the completion of the transaction, the chief executive officer directly owned 505,934 shares in the company, valued at $117,993,927.48. The trade was a 0.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Daniel P. Huttenlocher sold 1,237 shares of Amazon.com stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $226.61, for a total value of $280,316.57. Following the sale, the director directly owned 26,148 shares of the company’s stock, valued at approximately $5,925,398.28. This trade represents a 4.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 47,061 shares of company stock worth $10,351,262. Company insiders own 10.80% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC increased its stake in shares of Amazon.com by 10.9% during the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock valued at $885,478,000 after purchasing an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC increased its position in Amazon.com by 4.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after buying an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG raised its stake in Amazon.com by 2.8% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after buying an additional 54,987 shares during the last quarter. Highview Capital Management LLC DE boosted its holdings in Amazon.com by 5.5% in the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock worth $6,357,000 after acquiring an additional 1,518 shares in the last quarter. Finally, Liberty Square Wealth Partners LLC purchased a new stake in shares of Amazon.com in the fourth quarter worth $2,153,000. 72.20% of the stock is currently owned by institutional investors.

Key Amazon.com News

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

• Positive Sentiment: AWS and sales beat/strength — Amazon reported solid Q4 revenue and faster AWS growth, reinforcing the cloud growth thesis. AWS Q4 beat (CNBC)
• Positive Sentiment: Anthropic stake re‑valuation — Amazon’s earlier $8B investment in Anthropic is now being valued much higher (~$60.6B), underlining upside in AI partnerships and non‑core assets. Anthropic valuation (Business Insider)
• Positive Sentiment: Near‑term tax relief improves cash flow — Recent U.S. tax changes materially reduced Amazon’s federal tax cash outlays in 2025, which helps fund heavier capex without a proportional hit to free cash flow. Tax law reduces Amazon tax bill (WSJ)
• Neutral Sentiment: Management stance — CEO Andy Jassy said he’s “confident” the $200B program will deliver attractive returns over time; that defends the strategy but leaves timing/ROIC execution risk. CEO confidence (CNBC)
• Neutral Sentiment: New ad/AI product moves — Amazon is opening ad platform capabilities to AI agents (Ads MCP server beta), which could expand ad monetization but will take time to scale. Ads MCP beta (Newsfile)
• Negative Sentiment: CapEx shock and small EPS miss spooked traders — Amazon guided to roughly $200B in 2026 capex (well above expectations) and reported a slight EPS miss; that combination triggered heavy selling and a sharp gap lower in after‑hours/premarket trading. $200B capex guide (Reuters)
• Negative Sentiment: Regulatory and analyst pushback — Germany’s cartel office banned certain marketplace pricing controls and ordered repayments, adding regulatory risk; several firms also trimmed near‑term targets or flagged margin/cash‑flow risk tied to heavy capex. Germany antitrust (Reuters)

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.