Mirador Capital Partners LP Purchases 8,246 Shares of Amazon.com, Inc. $AMZN

Mirador Capital Partners LP increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 8.1% during the fourth quarter, Holdings Channel reports. The firm owned 110,209 shares of the e-commerce giant’s stock after buying an additional 8,246 shares during the quarter. Amazon.com makes up approximately 3.5% of Mirador Capital Partners LP’s portfolio, making the stock its 5th largest holding. Mirador Capital Partners LP’s holdings in Amazon.com were worth $25,438,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the company. American Capital Advisory LLC boosted its holdings in shares of Amazon.com by 63.9% during the 3rd quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant’s stock worth $1,774,000 after buying an additional 3,152 shares during the period. Compagnie Lombard Odier SCmA bought a new position in Amazon.com in the 3rd quarter valued at about $451,642,000. Baltimore Washington Financial Advisors Inc. lifted its position in Amazon.com by 1.9% during the third quarter. Baltimore Washington Financial Advisors Inc. now owns 239,862 shares of the e-commerce giant’s stock worth $52,667,000 after acquiring an additional 4,558 shares during the last quarter. Wealthfront Advisers LLC boosted its holdings in shares of Amazon.com by 3.9% during the third quarter. Wealthfront Advisers LLC now owns 1,145,151 shares of the e-commerce giant’s stock worth $251,441,000 after acquiring an additional 42,707 shares during the period. Finally, Pettee Investors Inc. grew its position in shares of Amazon.com by 16.9% in the third quarter. Pettee Investors Inc. now owns 19,623 shares of the e-commerce giant’s stock valued at $4,309,000 after purchasing an additional 2,838 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Key Amazon.com News

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

• Positive Sentiment: Reports say Amazon is in advanced talks to acquire satellite operator Globalstar to accelerate Project Kuiper and better compete with SpaceX’s Starlink — a strategic, long‑term growth move into connectivity that investors view as expansionary for AWS/IoT opportunities. Amazon in talks to buy $9bn Globalstar (Reuters)
• Positive Sentiment: Wells Fargo reiterated Overweight and nudged its price target higher, naming Amazon a top internet pick on improving AWS momentum and free‑cash‑flow inflection — supportive for sentiment and analyst‑driven buying. Wells Fargo names Amazon top internet pick (247WallSt)
• Positive Sentiment: Billionaire Steve Cohen/Point72 has been a long‑time holder and recent coverage highlights continued institutional interest — a bullish signal for conviction among large investors. Steve Cohen buying AMZN (InsiderMonkey)
• Neutral Sentiment: Amazon and AWS continue to show ecosystem momentum (partner certifications, new standards work such as the Linux‑backed x402 Foundation for agentic AI payments), which underpins long‑term cloud/AI positioning but has limited immediate EPS impact. x402 Foundation founding members include AWS (Cointelegraph)
• Negative Sentiment: Amazon will charge a temporary 3.5% fuel & logistics surcharge to third‑party sellers in the U.S. and Canada effective April 17 to offset rising transport costs — helps Amazon cover costs but risks seller pushback and could pressure marketplace GMV and growth metrics. Amazon adds 3.5% surcharge (CNBC)
• Negative Sentiment: NLRB ruled Amazon must bargain with a Staten Island warehouse union representing ~5,000 workers — an operational and cost risk that raises labor and reputational uncertainty for investors. NLRB orders Amazon to negotiate (Reuters)
• Negative Sentiment: Geopolitical fallout from the Iran conflict remains a live headwind — higher oil drove the seller surcharge and reports of an Iranian strike on an AWS Bahrain data center increase perceived geopolitical/operational risk. These macro forces can pressure valuation multiples and consumer demand. AWS Bahrain data center hit (Blockonomi)
• Negative Sentiment: Amazon’s new chatbot ad tests reportedly show weak early results — a potential near‑term headwind for advertising upside if the format doesn’t scale. Chatbot ad tests weak (TipRanks)
• Negative Sentiment: Heavy insider selling has been flagged in recent data — not proof of trouble but a signaling factor some investors watch for near‑term sentiment pressure. Insider selling and discussion (QuiverQuant)

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on AMZN. Sanford C. Bernstein reiterated an “outperform” rating on shares of Amazon.com in a research note on Friday, February 6th. Needham & Company LLC reaffirmed a “buy” rating and issued a $265.00 price objective on shares of Amazon.com in a report on Tuesday, March 17th. Jefferies Financial Group reiterated a “buy” rating on shares of Amazon.com in a research report on Monday, March 23rd. Desjardins lifted their target price on Amazon.com to $218.00 in a report on Monday, December 8th. Finally, DZ Bank raised shares of Amazon.com to a “strong-buy” rating in a research report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $286.59.

Amazon.com Price Performance

Amazon.com stock opened at $209.77 on Friday. The firm has a market cap of $2.25 trillion, a PE ratio of 29.26, a price-to-earnings-growth ratio of 1.57 and a beta of 1.38. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. The stock’s fifty day moving average price is $213.70 and its two-hundred day moving average price is $224.31. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $258.60.

Amazon.com (NASDAQ:AMZN) last released its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The company had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The business’s revenue was up 13.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.86 earnings per share. As a group, research analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, VP Shelley Reynolds sold 2,695 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.90, for a total transaction of $554,900.50. Following the completion of the sale, the vice president owned 119,780 shares of the company’s stock, valued at $24,662,702. This represents a 2.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP David Zapolsky sold 10,649 shares of the stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the sale, the senior vice president owned 41,190 shares in the company, valued at $8,461,661.70. The trade was a 20.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 72,686 shares of company stock valued at $14,899,239 over the last 90 days. 9.70% of the stock is owned by company insiders.

Amazon.com 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.