FY2027 EPS Estimates for Amazon.com Increased by Analyst

Amazon.com, Inc. (NASDAQ:AMZN) – Equities research analysts at Erste Group Bank lifted their FY2027 earnings estimates for Amazon.com in a research note issued on Thursday, August 27th. Erste Group Bank analyst S. Lingnau now expects that the e-commerce giant will earn $10.50 per share for the year, up from their previous estimate of $10.36. The consensus estimate for Amazon.com’s current full-year earnings is $8.05 per share.

Amazon.com (NASDAQ:AMZN) last released its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping the consensus estimate of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm had revenue of $200.61 billion during the quarter, compared to analysts’ expectations of $197.03 billion. During the same period in the previous year, the company earned $1.68 EPS. Amazon.com’s revenue for the quarter was up 19.6% on a year-over-year basis.

A number of other analysts also recently issued reports on the stock. Oppenheimer reissued an “outperform” rating on shares of Amazon.com in a research report on Friday, July 31st. Rosenblatt Securities began coverage on shares of Amazon.com in a research report on Thursday, August 20th. They set a “buy” rating and a $335.00 price target on the stock. Piper Sandler reiterated an “overweight” rating and set a $320.00 price objective (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. HSBC reissued a “buy” rating and issued a $310.00 price objective on shares of Amazon.com in a research report on Friday, July 31st. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of Amazon.com in a research report on Thursday, June 18th. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $323.09.

Amazon.com Stock Performance

Shares of NASDAQ:AMZN opened at $259.77 on Monday. The business has a 50-day moving average of $252.16 and a two-hundred day moving average of $241.05. The firm has a market capitalization of $2.80 trillion, a PE ratio of 20.90, a P/E/G ratio of 1.77 and a beta of 1.45. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. Amazon.com has a 12 month low of $196.00 and a 12 month high of $287.20.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the stock. TOP Private Wealth LLC. purchased a new stake in shares of Amazon.com in the 2nd quarter valued at approximately $29,000. Bard Associates Inc. purchased a new position in Amazon.com during the second quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC acquired a new position in Amazon.com in the 2nd quarter valued at approximately $33,000. MilWealth Group LLC increased its stake in Amazon.com by 79.0% in the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after buying an additional 79 shares during the period. Finally, Lifetime Wealth Management P.C. purchased a new stake in Amazon.com in the 4th quarter worth approximately $45,000. 72.20% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Amazon.com

In other Amazon.com news, CEO Matthew S. Garman sold 14,541 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $259.06, for a total value of $3,766,991.46. Following the transaction, the chief executive officer directly owned 17,794 shares of the company’s stock, valued at $4,609,713.64. This represents a 44.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $260.31, for a total transaction of $1,606,633.32. Following the sale, the chief financial officer directly owned 109,207 shares of the company’s stock, valued at $28,427,674.17. The trade was a 5.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 70,589 shares of company stock worth $18,314,015 over the last ninety days. Company insiders own 8.90% of the company’s stock.

Key Amazon.com News

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

• Positive Sentiment: AWS expansion supports long-term growth. AWS is bringing OpenAI, Meta and Anthropic models to AWS GovCloud, potentially strengthening Amazon’s position in government AI workloads. Separately, AWS plans more than $5.3 billion in cloud infrastructure investment in Saudi Arabia. Amazon brings AI models to AWS GovCloud
• Positive Sentiment: Operating momentum remains a bullish counterweight. Recent coverage highlights accelerating AWS growth, expanding advertising revenue and improving profitability. Amazon’s latest reported quarter included $200.6 billion of revenue, up nearly 20% year over year, while AWS revenue rose 36.7% to $42.2 billion and generated $16.6 billion in operating income. Analysts cited in the articles continue to see additional upside, with a reported median price target of $320. Amazon growth outlook
• Neutral Sentiment: Capital spending remains a key debate. Amazon’s roughly $220 billion 2026 capital-expenditure plan is intended to build AI and cloud capacity, but investors remain concerned about near-term free-cash-flow pressure and whether the spending will generate adequate returns.
• Negative Sentiment: FTC lawsuit creates substantial regulatory risk. The Federal Trade Commission and 22 states allege Amazon secretly manipulated ad auctions and used undisclosed surcharges to overcharge approximately 1.2 million advertisers by more than $20 billion. Potential remedies, damages, changes to Amazon Ads and reputational harm could threaten a rapidly growing, high-margin business. Amazon denies the allegations and says regulators mischaracterized its auction system. FTC lawsuit against Amazon
• Negative Sentiment: Near-term sentiment is particularly sensitive because AMZN is trading near record levels. The lawsuit gives investors a fresh reason to take profits and reassess valuation, even as the company’s underlying cloud and advertising growth remains strong.

Amazon.com Company 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.