Value Star Asset Management Hong Kong Ltd Has $7.69 Million Stake in Amazon.com, Inc. $AMZN

Value Star Asset Management Hong Kong Ltd grew its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 40.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 35,000 shares of the e-commerce giant’s stock after purchasing an additional 10,000 shares during the period. Amazon.com makes up approximately 15.6% of Value Star Asset Management Hong Kong Ltd’s investment portfolio, making the stock its 3rd biggest position. Value Star Asset Management Hong Kong Ltd’s holdings in Amazon.com were worth $7,685,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in AMZN. Fairway Wealth LLC grew its holdings in shares of Amazon.com by 113.2% in the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after purchasing an additional 60 shares in the last quarter. Sellwood Investment Partners LLC bought a new stake in Amazon.com in the third quarter worth $27,000. Bridge Generations Wealth Management LLC raised its stake in Amazon.com by 2,330.0% during the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock valued at $53,000 after purchasing an additional 233 shares in the last quarter. Cooksen Wealth LLC lifted its position in Amazon.com by 23.5% during the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after purchasing an additional 47 shares during the last quarter. Finally, PayPay Securities Corp grew its stake in shares of Amazon.com by 62.3% in the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock worth $55,000 after buying an additional 96 shares in the last quarter. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Amazon.com News Summary

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

• Positive Sentiment: AWS launched an agentic healthcare AI product (Amazon Connect Health) that expands high‑margin cloud workloads into regulated healthcare, offering a tangible new revenue stream for AWS. Amazon launches AI-enabled platform to automate healthcare administrative tasks
• Positive Sentiment: Amazon continues to host Anthropic’s Claude for non‑defense workloads after Pentagon concerns, preserving a key AI partner relationship that supports continued AWS AI demand. Amazon says customers can keep using Anthropic’s Claude on its cloud for non-defense workloads
• Positive Sentiment: Wall Street and active managers are adding conviction: BofA and TD Cowen reiterations and ARK/other fund buys signal analyst and institutional support for an AWS‑led re‑rating. Anthropic growth set to boost Amazon’s AWS revenue acceleration, says Bank of America
• Positive Sentiment: Amazon Data Services’ $427M acquisition of George Washington University’s Virginia campus signals longer‑term AWS capacity expansion (infra investment that supports growth). Amazon (AMZN) Buys George Washington University’s Virginia Campus for $427 Million
• Neutral Sentiment: Amazon joined a non‑binding White House “Ratepayer Protection Pledge” to cover data‑center power upgrade costs — removes some political overhang but is unlikely to change near‑term economics materially. Tech Giants Sign Ratepayer Protection Pledge On Power For Data Centers
• Neutral Sentiment: Short‑interest entries reported are effectively meaningless (zero/NaN in feeds) and don’t provide a reliable signal for current positioning. SEC Form 4 — insider sale disclosure
• Negative Sentiment: Geopolitical / operational risk spiked after reported drone strikes and attacks on AWS data centers in the Gulf (UAE/Bahrain), causing regional outages and highlighting potential disruption, repair and insurance exposures. Iran hits Amazon data centres in jolt to Gulf AI drive
• Negative Sentiment: Customer‑facing outages (site/checkout issues) and Downdetector spikes this week are short‑term hits to sales and reputation that can pressure near‑term revenue and sentiment. Amazon online store suffers outage for some users
• Negative Sentiment: Amazon cut ~100 white‑collar roles in its robotics division — cost‑cutting that could help margins but also signals program disruptions and execution risk in a strategic automation area. Amazon eliminates 100 white-collar jobs in robotics team
• Negative Sentiment: Insider selling (CEO disclosed sale of 1,000 shares) is modest but can add to short‑term negative sentiment when combined with other headwinds. SEC Form 4 — insider sale disclosure

Analyst Upgrades and Downgrades

AMZN has been the topic of several recent research reports. Cantor Fitzgerald set a $250.00 target price on shares of Amazon.com and gave the company an “overweight” rating in a research report on Friday, February 6th. Oppenheimer set a $260.00 price target on Amazon.com and gave the stock an “outperform” rating in a research report on Friday, February 6th. Daiwa Securities Group decreased their price objective on Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a research report on Wednesday, February 11th. Scotiabank reiterated an “outperform” rating and issued a $275.00 target price (down from $300.00) on shares of Amazon.com in a report on Friday, February 6th. Finally, Needham & Company LLC reissued a “buy” rating and set a $265.00 target price on shares of Amazon.com in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Amazon.com has a consensus rating of “Moderate Buy” and an average price target of $287.29.

Insider Buying and Selling

In other Amazon.com news, SVP David Zapolsky sold 10,649 shares of the company’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total value of $2,187,624.07. Following the transaction, the senior vice president directly owned 41,190 shares in the company, valued at $8,461,661.70. This represents a 20.54% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Andrew R. Jassy sold 19,872 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the transaction, the chief executive officer directly owned 2,238,118 shares in the company, valued at approximately $459,217,051.24. This trade represents a 0.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 71,686 shares of company stock worth $14,688,739 over the last ninety days. 9.70% of the stock is owned by insiders.

Amazon.com Trading Down 2.6%

Shares of NASDAQ AMZN opened at $213.31 on Friday. Amazon.com, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. The company has a market cap of $2.29 trillion, a price-to-earnings ratio of 29.75, a PEG ratio of 1.60 and a beta of 1.40. The business’s 50 day moving average price is $224.83 and its 200-day moving average price is $227.20.

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 business had revenue of $213.39 billion during the quarter, compared to the consensus estimate of $211.02 billion. During the same period last year, the company earned $1.86 EPS. The business’s revenue was up 13.6% compared to the same quarter last year. On average, sell-side analysts expect that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

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.