Barclays Reiterates “Buy” Rating for Amazon.com (NASDAQ:AMZN)

Amazon.com (NASDAQ:AMZN)‘s stock had its “buy” rating reaffirmed by equities research analysts at Barclays in a report released on Friday,MarketScreener reports.

AMZN has been the subject of several other reports. Rothschild & Co Redburn set a $230.00 target price on shares of Amazon.com in a research report on Wednesday, January 21st. TD Cowen reissued a “buy” rating on shares of Amazon.com in a research note on Friday. Morgan Stanley reaffirmed an “overweight” rating and set a $300.00 price objective (down from $315.00) on shares of Amazon.com in a research report on Friday. Wells Fargo & Company upped their target price on Amazon.com from $301.00 to $305.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Guggenheim restated a “buy” rating and issued a $300.00 target price on shares of Amazon.com in a research note on Friday. Fifty-five analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus price target of $290.28.

Amazon.com Trading Down 5.6%

NASDAQ AMZN opened at $210.27 on Friday. The stock has a market cap of $2.25 trillion, a P/E ratio of 29.33, a price-to-earnings-growth ratio of 1.39 and a beta of 1.37. Amazon.com has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The stock has a 50 day simple moving average of $233.50 and a two-hundred day simple moving average of $229.78. 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 (NASDAQ:AMZN) last announced its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). Amazon.com had a net margin of 10.83% and a return on equity of 23.09%. The business had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. During the same quarter in the prior year, the company earned $1.86 EPS. Amazon.com’s revenue was up 13.6% compared to the same quarter last year. On average, analysts forecast that Amazon.com will post 6.31 earnings per share for the current year.

Insider Transactions at Amazon.com

In related news, CEO Douglas J. Herrington sold 4,784 shares of the company’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $232.71, for a total value of $1,113,284.64. Following the transaction, the chief executive officer owned 498,182 shares in the company, valued at $115,931,933.22. The trade was a 0.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Keith Brian Alexander sold 900 shares of the firm’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $233.00, for a total transaction of $209,700.00. Following the sale, the director owned 7,170 shares of the company’s stock, valued at approximately $1,670,610. This represents a 11.15% 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 over the last quarter. Corporate insiders own 9.70% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of AMZN. Planning Alternatives Ltd. ADV boosted its holdings in shares of Amazon.com by 8.9% during the 4th quarter. Planning Alternatives Ltd. ADV now owns 7,426 shares of the e-commerce giant’s stock valued at $1,714,000 after acquiring an additional 609 shares during the last quarter. Associated Banc Corp boosted its stake in shares of Amazon.com by 4.2% in the 4th quarter. Associated Banc Corp now owns 581,327 shares of the e-commerce giant’s stock worth $134,182,000 after buying an additional 23,187 shares during the last quarter. CFO4Life Group LLC grew its holdings in shares of Amazon.com by 0.8% in the fourth quarter. CFO4Life Group LLC now owns 61,186 shares of the e-commerce giant’s stock worth $14,123,000 after acquiring an additional 504 shares during the period. EverSource Wealth Advisors LLC grew its holdings in shares of Amazon.com by 16.0% in the fourth quarter. EverSource Wealth Advisors LLC now owns 138,496 shares of the e-commerce giant’s stock worth $31,968,000 after acquiring an additional 19,129 shares during the period. Finally, New Millennium Group LLC increased its position in Amazon.com by 6.4% during the fourth quarter. New Millennium Group LLC now owns 35,059 shares of the e-commerce giant’s stock valued at $8,092,000 after acquiring an additional 2,103 shares during the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: AWS and sales beat/strength — Amazon reported solid Q4 revenue and faster AWS growth, reinforcing the cloud growth thesis. AWS Q4 beat (CNBC)
• Positive Sentiment: Anthropic stake re‑valuation — Amazon’s earlier $8B investment in Anthropic is now being valued much higher (~$60.6B), underlining upside in AI partnerships and non‑core assets. Anthropic valuation (Business Insider)
• Positive Sentiment: Near‑term tax relief improves cash flow — Recent U.S. tax changes materially reduced Amazon’s federal tax cash outlays in 2025, which helps fund heavier capex without a proportional hit to free cash flow. Tax law reduces Amazon tax bill (WSJ)
• Neutral Sentiment: Management stance — CEO Andy Jassy said he’s “confident” the $200B program will deliver attractive returns over time; that defends the strategy but leaves timing/ROIC execution risk. CEO confidence (CNBC)
• Neutral Sentiment: New ad/AI product moves — Amazon is opening ad platform capabilities to AI agents (Ads MCP server beta), which could expand ad monetization but will take time to scale. Ads MCP beta (Newsfile)
• Negative Sentiment: CapEx shock and small EPS miss spooked traders — Amazon guided to roughly $200B in 2026 capex (well above expectations) and reported a slight EPS miss; that combination triggered heavy selling and a sharp gap lower in after‑hours/premarket trading. $200B capex guide (Reuters)
• Negative Sentiment: Regulatory and analyst pushback — Germany’s cartel office banned certain marketplace pricing controls and ordered repayments, adding regulatory risk; several firms also trimmed near‑term targets or flagged margin/cash‑flow risk tied to heavy capex. Germany antitrust (Reuters)

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.