Amazon.com FY2026 EPS Forecast Reduced by Erste Group Bank

Amazon.com, Inc. (NASDAQ:AMZN) – Analysts at Erste Group Bank cut their FY2026 earnings per share (EPS) estimates for Amazon.com in a note issued to investors on Tuesday, March 24th. Erste Group Bank analyst S. Lingnau now expects that the e-commerce giant will earn $7.74 per share for the year, down from their prior forecast of $7.75. The consensus estimate for Amazon.com’s current full-year earnings is $6.31 per share.

Several other equities analysts have also weighed in on AMZN. Citigroup raised their price objective on shares of Amazon.com from $265.00 to $285.00 and gave the company a “buy” rating in a research report on Wednesday. Zacks Research cut shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 1st. Cantor Fitzgerald set a $250.00 price target on Amazon.com and gave the company an “overweight” rating in a report on Friday, February 6th. BMO Capital Markets reissued an “outperform” rating and set a $310.00 price objective (up from $304.00) on shares of Amazon.com in a research note on Tuesday, February 3rd. Finally, Tigress Financial boosted their target price on Amazon.com from $305.00 to $315.00 and gave the stock a “buy” rating in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $286.66.

Amazon.com Trading Down 2.0%

Shares of Amazon.com stock opened at $207.52 on Friday. The business has a fifty day simple moving average of $217.22 and a 200-day simple moving average of $225.46. Amazon.com has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The firm has a market cap of $2.23 trillion, a price-to-earnings ratio of 28.94, a price-to-earnings-growth ratio of 1.59 and a beta of 1.40. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (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 last year, the business posted $1.86 earnings per share. The firm’s revenue for the quarter was up 13.6% compared to the same quarter last year.

Insiders Place Their Bets

In other Amazon.com news, CEO Matthew S. Garman sold 17,751 shares of the firm’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the completion of the sale, the chief executive officer directly owned 9,405 shares in the company, valued at approximately $1,930,094.10. This trade represents a 65.37% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.18, for a total value 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 position. The SEC filing for this sale provides additional information. Insiders have sold a total of 71,686 shares of company stock valued at $14,688,739 over the last quarter. 9.70% of the stock is owned by insiders.

Institutional Trading of Amazon.com

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

More Amazon.com News

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

• Positive Sentiment: Citi and JPMorgan raised price targets, citing surging AWS AI demand and stronger cloud momentum — a near‑term catalyst for upside as AWS captures GPU capacity and enterprise AI spending. As Demand for AWS’ AI Surges, Citi and JPMorgan Raise Amazon Price Targets
• Positive Sentiment: Analysts (including Tigress/Citigroup/JPMorgan) have been lifting price targets and reiterating buys — signaling Wall Street conviction that AMZN’s AI/cloud investments can drive multi‑year earnings upside. The OpenAI Effect: How Amazon Is Turning Cloud Demand Into A Power Play
• Positive Sentiment: Corporate moves show product and logistics expansion — acquisition of Fauna Robotics (consumer humanoids), tests of broader Prime shipping on third‑party sites, and an expanded FedEx returns partnership all point to new revenue/engagement levers beyond core retail. Amazon Targets Consumer Robotics Market With Fauna Acquisition
• Neutral Sentiment: Operational experiments (all‑day premium delivery windows, multi‑channel fulfillment pilot) could improve margins long term but raise short‑term costs and execution risk as Amazon tests pricing and network changes. Amazon starts to ‘monetize’ speed as it tests a radical new all-day, 10-window delivery service
• Negative Sentiment: Insider selling and some large institutional portfolio changes remain a headwind — public filings show extensive insider disposals and mixed hedge fund flows, which can pressure price during market pullbacks. Amazon Stock (AMZN) Opinions on Prime Shipping Pilot Program
• Negative Sentiment: Regulatory risk increased by new antitrust legislation proposals that could complicate merger approvals and add enforcement scrutiny for dominant platforms — a longer‑term valuation overhang for big tech. New Bill: Senator Amy Klobuchar introduces S. 4107: Antitrust Accountability and Transparency Act
• Negative Sentiment: Near‑term earnings/margin pressure persists — Amazon narrowly missed recent EPS consensus and some brokers have trimmed FY estimates, keeping focus on execution and cost management as the company scales AI and robotics investments (short‑term drag).

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.