BigSur Wealth Management LLC Decreases Position in Amazon.com, Inc. $AMZN

BigSur Wealth Management LLC lessened its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 19.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 29,263 shares of the e-commerce giant’s stock after selling 7,007 shares during the quarter. Amazon.com makes up approximately 1.6% of BigSur Wealth Management LLC’s portfolio, making the stock its 14th biggest holding. BigSur Wealth Management LLC’s holdings in Amazon.com were worth $6,425,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of AMZN. Wilson Asset Management International PTY Ltd. purchased a new position in shares of Amazon.com in the second quarter valued at $11,102,000. ARK Investment Management LLC grew its holdings in Amazon.com by 8.3% during the 2nd quarter. ARK Investment Management LLC now owns 1,140,494 shares of the e-commerce giant’s stock valued at $250,213,000 after buying an additional 86,978 shares in the last quarter. Buckhead Capital Management LLC grew its holdings in Amazon.com by 16.1% during the 2nd quarter. Buckhead Capital Management LLC now owns 28,407 shares of the e-commerce giant’s stock valued at $6,232,000 after buying an additional 3,948 shares in the last quarter. Flaharty Asset Management LLC increased its position in shares of Amazon.com by 87.7% during the first quarter. Flaharty Asset Management LLC now owns 5,088 shares of the e-commerce giant’s stock valued at $968,000 after buying an additional 2,377 shares during the period. Finally, Border to Coast Pensions Partnership Ltd lifted its holdings in shares of Amazon.com by 6.0% in the second quarter. Border to Coast Pensions Partnership Ltd now owns 1,136,311 shares of the e-commerce giant’s stock worth $249,295,000 after buying an additional 63,924 shares in the last quarter. 72.20% of the stock is owned by institutional investors.

Amazon.com Stock Performance

NASDAQ:AMZN opened at $232.52 on Monday. The company has a market capitalization of $2.49 trillion, a price-to-earnings ratio of 32.84, a PEG ratio of 1.60 and a beta of 1.37. The business has a 50 day moving average of $231.09 and a 200 day moving average of $226.27. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.01 and a quick ratio of 0.80. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 EPS for the quarter, topping the consensus estimate of $1.57 by $0.38. The firm had revenue of $180.17 billion for the quarter, compared to the consensus estimate of $177.53 billion. Amazon.com had a net margin of 11.06% and a return on equity of 23.62%. The business’s revenue was up 13.4% compared to the same quarter last year. During the same period last year, the firm posted $1.43 earnings per share. On average, sell-side analysts predict that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Amazon.com news, Director Daniel P. Huttenlocher sold 1,237 shares of the business’s stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $226.61, for a total value of $280,316.57. Following the completion of the sale, the director directly owned 26,148 shares of the company’s stock, valued at $5,925,398.28. The trade was a 4.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 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 value of $209,700.00. Following the transaction, the director directly owned 7,170 shares in the company, valued at $1,670,610. This trade represents a 11.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 82,234 shares of company stock valued at $19,076,767 over the last three months. 10.80% of the stock is currently owned by company insiders.

Key Stores Impacting Amazon.com

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

• Positive Sentiment: Analysts and retail outlets are pitching Amazon as a buy heading into 2026 on expected cloud demand and AI-driven data center spending; this supportive narrative is helping sentiment. Is Amazon Stock a Buy Ahead of 2026?
• Positive Sentiment: Long-term bulls list AMZN among top “buy and hold” or top Magnificent Seven picks for 2026 because of AWS scale and retail cash generation — a reason investors accumulate on weakness. If I Could Buy Only 1 “Magnificent Seven” Stock in 2026, This Would Be It
• Positive Sentiment: Sector‑wide rebound in tech and easing AI fears helped AMZN get a lift in a thin holiday market, per analysts noting improving sentiment for large cloud names. The Zacks Analyst Blog Analog Devices, Amazon.com and Fortive
• Neutral Sentiment: Pieces comparing Amazon to Microsoft frame AMZN as a core cloud/AI play but stress tradeoffs (retail exposure, capex) — useful for positioning but not a clear near‑term price catalyst. Amazon vs. Microsoft: Which Stock Is a Better Buy for 2026 and Beyond?
• Neutral Sentiment: Market commentary notes AMZN’s unique mix (retail + AWS) and underperformance vs. peers; that creates both upside if cloud execution accelerates and vulnerability if it lags. Tech Corner: AMZN Underperformance & Unique Outlook
• Negative Sentiment: NVIDIA’s $20B Groq deal tightens competition for low‑latency inference hardware — a development that could raise AWS infrastructure costs or force Amazon to accelerate capex to stay competitive. This is a material industry risk for AMZN’s cloud franchise. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals (AMZN)
• Negative Sentiment: Operational risk resurfaced after an AWS outage on Dec. 24, reigniting concerns about cloud reliability and monopoly risks — outages can spur customer migrations or pricing pressure. Amazon Web Service’s Christmas Eve Outage Reignites Concerns Over Cloud Monopoly Risks
• Negative Sentiment: Critical takes and warnings highlight valuation/operational flags and note some institutional selling — items that could pressure near‑term price action if they gather momentum. Amazon Stock Faces Dangers – Here Are Some Warning Signs

Analysts Set New Price Targets

A number of research firms recently weighed in on AMZN. JMP Securities set a $300.00 target price on shares of Amazon.com in a report on Friday, October 31st. BNP Paribas Exane started coverage on shares of Amazon.com in a report on Monday, November 24th. They issued an “outperform” rating on the stock. Citigroup reissued an “overweight” rating on shares of Amazon.com in a research note on Wednesday, November 26th. Mizuho cut Amazon.com from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Finally, President Capital raised their price target on Amazon.com from $280.00 to $320.00 and gave the company a “buy” rating in a report on Tuesday, November 4th. Two analysts have rated the stock with a Strong Buy rating, fifty-six have issued 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 a consensus rating of “Moderate Buy” and an average target price of $295.50.

Amazon.com 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.