Amazon.com, Inc. (NASDAQ:AMZN) Director Jonathan Rubinstein sold 3,706 shares of the firm's stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $273.02, for a total transaction of $1,011,812.12. Following the sale, the director directly owned 74,948 shares of the company's stock, valued at approximately $20,462,302.96. The trade was a 4.71% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Jonathan Rubinstein also recently made the following trade(s):
- On Friday, April 24th, Jonathan Rubinstein sold 3,849 shares of Amazon.com stock. The stock was sold at an average price of $260.00, for a total value of $1,000,740.00.
Amazon.com Stock Up 1.4%
NASDAQ AMZN opened at $271.90 on Tuesday. The firm has a market cap of $2.92 trillion, a PE ratio of 32.52, a price-to-earnings-growth ratio of 2.01 and a beta of 1.46. Amazon.com, Inc. has a one year low of $183.85 and a one year high of $276.10. The stock's 50 day simple moving average is $223.63 and its 200 day simple moving average is $227.48. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.18 and a quick ratio of 1.01.
Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.63 by $1.15. The firm had revenue of $181.52 billion during the quarter, compared to the consensus estimate of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The business's revenue for the quarter was up 16.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.59 EPS. As a group, sell-side analysts forecast that Amazon.com, Inc. will post 7.71 earnings per share for the current fiscal year.
Analysts Set New Price Targets
A number of equities research analysts have commented on the stock. Morgan Stanley increased their price objective on shares of Amazon.com from $300.00 to $330.00 and gave the stock an "overweight" rating in a report on Thursday, April 30th. Wedbush dropped their target price on shares of Amazon.com from $340.00 to $300.00 and set an "outperform" rating for the company in a research note on Friday, February 6th. Rothschild & Co Redburn set a $230.00 price target on shares of Amazon.com in a research note on Wednesday, January 21st. Jefferies Financial Group restated a "buy" rating on shares of Amazon.com in a research report on Monday. Finally, Roth Mkm increased their price objective on Amazon.com from $285.00 to $300.00 and gave the company a "buy" rating in a research report on Thursday, April 30th. Fifty-six research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Amazon.com currently has an average rating of "Moderate Buy" and a consensus target price of $311.65.
Get Our Latest Analysis on AMZN
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Norges Bank bought a new position in Amazon.com during the 4th quarter worth approximately $32,868,735,000. Auto Owners Insurance Co increased its stake in Amazon.com by 27,376.7% in the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant's stock valued at $2,272,397,000 after purchasing an additional 98,090,585 shares in the last quarter. J. Stern & Co. LLP raised its holdings in Amazon.com by 20,598.0% in the fourth quarter. J. Stern & Co. LLP now owns 87,982,814 shares of the e-commerce giant's stock worth $20,308,193,000 after purchasing an additional 87,557,736 shares during the period. Nuveen LLC acquired a new stake in Amazon.com in the first quarter worth $11,674,091,000. Finally, Cardano Risk Management B.V. boosted its position in shares of Amazon.com by 879.4% during the fourth quarter. Cardano Risk Management B.V. now owns 27,862,400 shares of the e-commerce giant's stock worth $6,431,199,000 after purchasing an additional 25,017,588 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors.
Key Amazon.com News
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Amazon launched "Amazon Supply Chain Services" (ASCS), opening its freight, fulfillment and parcel network to outside businesses — a potential new high-margin revenue stream that investors compare to the AWS monetization playbook; the move knocked down UPS/FDX as the market repriced competitive risk. Amazon opens up its logistics network to other businesses
- Positive Sentiment: Strong Q1 results and management messaging: Amazon beat Q1 EPS/revenue estimates and CEO Andy Jassy emphasized that heavy AI investment is a "once-in-a-generation" opportunity whose returns come later — supporting the long-term growth case for AWS, AI infrastructure and the new logistics product. Andy Jassy says Amazon investors will be rewarded by all its AI spending
- Positive Sentiment: Wall Street momentum: several firms raised targets or reiterated buys (examples include New Street and DZ Bank), adding upside to the stock’s outlook and validating the growth/AI/logistics thesis. DZ Bank raises target
- Neutral Sentiment: Insider transaction: director Jonathan Rubinstein sold ~3,700 shares under a pre-arranged 10b5-1 plan — a disclosed plan sale that typically has limited informational value for fundamentals. Director sale disclosed
- Neutral Sentiment: Internal AI tooling rollout: Amazon adopted Claude Code and Codex company-wide, widening employee access to AI tools — a constructive operational step but one whose near-term revenue impact is unclear. Amazon employees pushed for Claude Code
- Negative Sentiment: CapEx and free‑cash‑flow pressure: analysts and articles point out Amazon’s massive AI/capex spend has materially reduced near-term free cash flow, which could concern investors if returns take longer to materialize. Monitor capex-to-revenue and FCF trends. CapEx reduces FCF
- Negative Sentiment: Macro inflation/cost risk: commentary warns that hyperscaler AI spending could add to inflationary pressure (energy, wages, tariffs), which would be a headwind for multiples and margins across the market. Think AI spending won’t stoke inflation?
Amazon.com Company Profile
(
Get Free Report)
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.
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