Amazon.com’s (AMZN) Buy Rating Reaffirmed at Barclays

Barclays reissued their buy rating on shares of Amazon.com (NASDAQ:AMZN) in a research report report published on Friday,MarketScreener reports.

AMZN has been the topic of several other reports. Truist Financial lowered their price objective on Amazon.com from $290.00 to $280.00 and set a “buy” rating on the stock in a research report on Friday. Wolfe Research reissued an “outperform” rating and set a $275.00 price objective on shares of Amazon.com in a research note on Monday, January 5th. Pivotal Research lifted their price objective on Amazon.com from $285.00 to $300.00 and gave the company a “buy” rating in a report on Friday, October 31st. Wedbush lowered their price target on Amazon.com from $340.00 to $300.00 and set an “outperform” rating for the company in a report on Friday. Finally, New Street Research lifted their price target on Amazon.com from $340.00 to $350.00 and gave the company a “buy” rating in a research report on Thursday, January 8th. Fifty-five equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $290.28.

Amazon.com Trading Down 5.6%

Shares of AMZN opened at $210.27 on Friday. The stock has a market capitalization of $2.25 trillion, a P/E ratio of 29.33, a PEG ratio of 1.39 and a beta of 1.37. The firm has a fifty day simple moving average of $233.50 and a two-hundred day simple moving average of $229.78. Amazon.com has a twelve month low of $161.38 and a twelve month high of $258.60. The company has a quick ratio of 0.80, a current ratio of 1.01 and a debt-to-equity ratio of 0.14.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share 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 company had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. During the same period last year, the business earned $1.86 EPS. The firm’s quarterly revenue was up 13.6% on a year-over-year basis. On average, research analysts anticipate that Amazon.com will post 6.31 EPS for the current year.

Insider Activity

In other Amazon.com news, CEO Douglas J. Herrington sold 4,784 shares of Amazon.com stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $232.71, for a total value of $1,113,284.64. Following the transaction, the chief executive officer directly owned 498,182 shares in the company, valued at approximately $115,931,933.22. This trade represents a 0.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Keith Brian Alexander sold 900 shares of Amazon.com 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 completion of the sale, the director directly owned 7,170 shares in the company, valued at approximately $1,670,610. The trade was a 11.15% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 47,061 shares of company stock worth $10,351,262 over the last ninety days. 9.70% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Amazon.com

Institutional investors have recently added to or reduced their stakes in the company. Fairway Wealth LLC lifted its holdings in shares of Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after buying an additional 60 shares during the last quarter. Sellwood Investment Partners LLC acquired a new stake in shares of Amazon.com during the 3rd quarter valued at about $27,000. MilWealth Group LLC raised its stake in shares of Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after acquiring an additional 79 shares during the last quarter. Bridge Generations Wealth Management LLC lifted its position in Amazon.com by 2,330.0% during the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after buying an additional 233 shares in the last quarter. Finally, Cooksen Wealth LLC boosted its position in Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after buying an additional 47 shares during the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Trending Headlines about 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.