Erste Group Bank Raises Earnings Estimates for Amazon.com

Amazon.com, Inc. (NASDAQ:AMZN) – Analysts at Erste Group Bank upped their FY2027 EPS estimates for Amazon.com in a research note issued on Friday, September 18th. Erste Group Bank analyst S. Lingnau now anticipates that the e-commerce giant will post earnings per share of $10.54 for the year, up from their prior forecast of $10.50. The consensus estimate for Amazon.com’s current full-year earnings is $8.01 per share.

Several other equities analysts have also commented on the stock. Monness Crespi & Hardt upped their price target on shares of Amazon.com from $315.00 to $330.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Morgan Stanley reiterated an “overweight” rating and issued a $335.00 price objective (up from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. Robert W. Baird set a $310.00 target price on shares of Amazon.com and gave the company an “outperform” rating in a research note on Friday, July 31st. Pivotal Research restated a “buy” rating and issued a $333.00 target price (up from $320.00) on shares of Amazon.com in a research report on Friday, July 31st. Finally, Wolfe Research restated an “outperform” rating and issued a $315.00 price target on shares of Amazon.com in a research note on Friday, July 31st. Fifty-six analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $321.19.

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $254.98 on Monday. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The firm has a market capitalization of $2.75 trillion, a PE ratio of 20.51, a P/E/G ratio of 2.00 and a beta of 1.44. Amazon.com has a 1-year low of $196.00 and a 1-year high of $287.20. The business’s fifty day moving average price is $256.47 and its two-hundred day moving average price is $246.48.

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

Institutional Trading of Amazon.com

Several institutional investors have recently modified their holdings of AMZN. Silvant Capital Management LLC bought a new position in Amazon.com during the second quarter worth about $60,065,000. Northstar Financial Companies Inc. bought a new stake in Amazon.com in the second quarter valued at approximately $3,376,000. Gryphon Financial Partners LLC raised its stake in Amazon.com by 7.5% in the first quarter. Gryphon Financial Partners LLC now owns 73,085 shares of the e-commerce giant’s stock valued at $15,221,000 after buying an additional 5,125 shares during the period. First Citizens Bank & Trust Co. raised its stake in Amazon.com by 1.7% in the first quarter. First Citizens Bank & Trust Co. now owns 303,862 shares of the e-commerce giant’s stock valued at $63,285,000 after buying an additional 5,104 shares during the period. Finally, GSA Capital Partners LLP acquired a new stake in shares of Amazon.com in the second quarter valued at approximately $2,261,000. Institutional investors and hedge funds own 72.20% of the company’s stock.

Insiders Place Their Bets

In other Amazon.com news, SVP David Zapolsky sold 9,258 shares of the stock in a transaction on Monday, August 24th. The stock was sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the completion of the transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at approximately $10,699,926.30. This trade represents a 18.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of the stock in a transaction on Friday, August 21st. The shares were sold at an average price of $260.31, for a total value of $1,606,633.32. Following the transaction, the chief financial officer directly owned 109,207 shares of the company’s stock, valued at approximately $28,427,674.17. The trade was a 5.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is currently owned by insiders.

Amazon.com News Summary

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

• Positive Sentiment: Amazon signed a Generac supply agreement worth up to $8 billion for backup generators, including approximately $2.4 billion of expected orders in 2027–2028 and warrants for Amazon. The deal highlights strong AWS data-center demand and addresses electricity constraints that could otherwise slow AI expansion. Amazon’s Generac power deal
• Positive Sentiment: Amazon is expanding AI-powered logistics, including smart glasses for more than 20,000 delivery drivers by 2027. The company also plans an additional $1.9 billion investment in its Delivery Service Partner program, targeting better safety, routing and delivery efficiency. Amazon delivery investment
• Neutral Sentiment: Amazon blocked Meta’s Muse shopping agent, citing unauthorized access, failure to identify itself and concerns involving customer credentials and data. The move protects Amazon’s control over customer relationships, checkout and marketplace data, but could cause it to lose orders initiated by outside AI agents as agentic commerce develops. Amazon and Meta Muse dispute
• Negative Sentiment: Shopify’s shares rallied after Meta enabled Muse to browse Shopify-powered stores and complete purchases through Shop Pay, while Amazon remained excluded. Investors may view this as a competitive advantage for Shopify and a potential threat to Amazon’s influence over future AI-driven shopping. Shopify and Meta Muse integration
• Negative Sentiment: Amazon’s planned AI buildout—estimated at roughly $220 billion in capital spending—continues to raise concerns about cash flow, returns on investment and possible AWS margin pressure. Higher labor costs, including a $1 increase in eligible U.S. warehouse starting pay, add to near-term expense pressure. Amazon wage investment
• Negative Sentiment: A U.S. financial disclosure showed sales of between $5 million and $25 million of Amazon stock by President Donald Trump in July. The transaction is historical and does not change Amazon’s fundamentals, but the disclosure may add short-term selling sentiment. Trump Amazon stock sale disclosure

Amazon.com Company Profile

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.