Amazon.com (AMZN) Expected to Announce Earnings on Thursday

Amazon.com (NASDAQ:AMZN) is projected to issue its Q4 2025 results after the market closes on Thursday, February 5th. Analysts expect the company to announce earnings of $1.97 per share and revenue of $211.0198 billion for the quarter. Interested persons can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Thursday, February 5, 2026 at 5:00 PM ET.

Amazon.com Trading Down 1.8%

NASDAQ AMZN opened at $238.62 on Wednesday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.80 and a current ratio of 1.01. Amazon.com has a one year low of $161.38 and a one year high of $258.60. The company has a 50-day simple moving average of $234.02 and a 200-day simple moving average of $229.94. The firm has a market capitalization of $2.55 trillion, a PE ratio of 33.70, a price-to-earnings-growth ratio of 1.52 and a beta of 1.37.

Wall Street Analyst Weigh In

A number of brokerages have commented on AMZN. JMP Securities set a $300.00 target price on Amazon.com in a research note on Friday, October 31st. CIBC boosted their price objective on Amazon.com to $315.00 in a research report on Monday, October 20th. Wedbush reaffirmed an “outperform” rating and issued a $340.00 target price on shares of Amazon.com in a research report on Tuesday, January 27th. Rothschild Redb cut Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Finally, Desjardins upped their price target on shares of Amazon.com to $218.00 in a research report on Monday, December 8th. One research analyst has rated the stock with a Strong Buy rating, fifty-four have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $296.37.

Insider Activity

In other Amazon.com news, CEO Matthew S. Garman sold 17,768 shares of the business’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $216.90, for a total transaction of $3,853,879.20. Following the sale, the chief executive officer directly owned 6,273 shares in the company, valued at approximately $1,360,613.70. The trade was a 73.91% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Daniel P. Huttenlocher sold 1,237 shares of the stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $226.61, for a total transaction of $280,316.57. Following the completion of the transaction, the director owned 26,148 shares of the company’s stock, valued at $5,925,398.28. This trade represents a 4.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 47,061 shares of company stock worth $10,351,262 in the last 90 days. 10.80% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in Amazon.com by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock valued at $158,348,557,000 after acquiring an additional 8,913,959 shares during the last quarter. State Street Corp grew its stake in shares of Amazon.com by 2.0% in the 3rd quarter. State Street Corp now owns 381,681,441 shares of the e-commerce giant’s stock worth $83,805,794,000 after purchasing an additional 7,584,156 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of Amazon.com by 1.7% in the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant’s stock worth $47,332,625,000 after purchasing an additional 3,721,658 shares in the last quarter. Norges Bank acquired a new stake in Amazon.com during the second quarter valued at approximately $27,438,011,000. Finally, Northern Trust Corp boosted its holdings in Amazon.com by 0.3% during the first quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant’s stock worth $18,527,354,000 after buying an additional 302,858 shares in the last quarter. Institutional investors 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 and institutional bullishness — several firms (Wedbush, Jefferies, Citizens) and some large buyers have reiterated Outperform/Buy views and nudged price targets higher, supporting investor confidence in AWS-driven upside. Amazon shares ‘a coiled spring’ going into Q4 report: UBS
• Positive Sentiment: Faster delivery and scale — Amazon reported major improvements in logistics (13B Prime deliveries globally; 30% more same/next‑day deliveries in the U.S.), which should boost sales/retention and margin leverage in retail. Amazon is ratcheting up fast delivery and raising the stakes for rivals like Walmart
• Positive Sentiment: High‑profile buyers and analyst upgrades — notable purchases (e.g., ARK/Cathie Wood) and upgraded forecasts keep momentum among buy‑side funds ahead of earnings. Cathie Wood Buys Nearly $2M of Amazon Stock Ahead of Q4 Earnings
• Neutral Sentiment: Earnings as the key catalyst — options markets are pricing a large post‑earnings move (~8%), raising short‑term volatility risk; results will likely drive the next directional leg. Options Traders Are Expecting an 8.01% Move in AMZN Stock
• Neutral Sentiment: Market positioning — many analysts have raised targets (median near $300) and institutional flows are active; that helps upside but also concentrates expectations into earnings. Amazon Stock Opinions on Q4 Earnings Preview
• Negative Sentiment: Power‑grid delays in Europe threaten AWS data‑center expansion and timing of capacity builds — this can slow revenue/capacity ramp and push out expected AI‑related capex benefits. Power grid delays challenge Amazon’s data center expansion in Europe
• Negative Sentiment: AWS limitations and long‑horizon bets questioned — AWS chief Matt Garman pushed back on space/orbital data centers as “pretty far” from reality, tempering hype around new expansion narratives. Amazon AWS CEO Matt Garman pushes back against Elon Musk’s space data centers plan
• Negative Sentiment: Workforce reductions and retail partnership pullbacks — reports of another ~2,200 Seattle job cuts and Saks winding down its luxury partnership raise execution and revenue‑mix concerns. Amazon Cuts Another 2,200 Jobs in Seattle

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.