Amazon.com’s (AMZN) “Buy” Rating Reaffirmed at Jefferies Financial Group

Jefferies Financial Group reiterated their buy rating on shares of Amazon.com (NASDAQ:AMZN) in a report published on Monday,MarketScreener reports.

A number of other analysts have also recently commented on AMZN. China Renaissance upped their price target on Amazon.com from $278.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, November 3rd. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $301.00 target price (up previously from $295.00) on shares of Amazon.com in a research note on Monday, January 12th. Wall Street Zen lowered shares of Amazon.com from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. Wedbush reissued an “outperform” rating and issued a $340.00 price target on shares of Amazon.com in a report on Tuesday, January 27th. Finally, Robert W. Baird set a $285.00 price objective on shares of Amazon.com and gave the company an “outperform” rating in a research report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifty-four have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $296.18.

Amazon.com Trading Up 1.5%

NASDAQ AMZN opened at $243.00 on Monday. Amazon.com has a 12 month low of $161.38 and a 12 month high of $258.60. The stock has a 50-day simple moving average of $233.84 and a 200 day simple moving average of $229.85. The company has a current ratio of 1.01, a quick ratio of 0.80 and a debt-to-equity ratio of 0.14. The company has a market capitalization of $2.60 trillion, a PE ratio of 34.32, a P/E/G ratio of 1.49 and a beta of 1.37.

Insider Transactions at Amazon.com

In related news, Director Keith Brian Alexander sold 900 shares of the stock in a transaction on 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 transaction, the director owned 7,170 shares in the company, valued at approximately $1,670,610. This represents a 11.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Daniel P. Huttenlocher sold 1,237 shares of the firm’s stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $226.61, for a total transaction of $280,316.57. Following the completion of the transaction, the director directly owned 26,148 shares of the company’s stock, valued at approximately $5,925,398.28. This trade represents a 4.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 47,061 shares of company stock worth $10,351,262. Corporate insiders own 9.70% of the company’s stock.

Hedge Funds Weigh In On Amazon.com

Hedge funds have recently modified their holdings of the stock. Brighton Jones LLC increased its stake in shares of Amazon.com by 10.9% during the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after purchasing an additional 397,007 shares during the last quarter. Revolve Wealth Partners LLC increased its position in Amazon.com by 4.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock worth $5,495,000 after buying an additional 986 shares during the last quarter. Bank Pictet & Cie Europe AG increased its position in Amazon.com by 2.8% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock worth $442,481,000 after buying an additional 54,987 shares during the last quarter. Highview Capital Management LLC DE raised its stake in Amazon.com by 5.5% in the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock valued at $6,357,000 after buying an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC acquired a new stake in shares of Amazon.com in the fourth quarter valued at approximately $2,153,000. Institutional investors own 72.20% of the company’s stock.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Reports that Amazon is in talks to invest up to $50 billion in OpenAI — a potential transformational AI bet that would strengthen AWS/AI credibility and could justify higher valuation multiples. Amazon in talks to invest up to $50 billion in OpenAI
• Positive Sentiment: Analyst bullishness and price-target raises (e.g., Citizens to $315, median analyst target ~ $300) are giving technical and fundamental buyers cover ahead of earnings. Upgrades help lift sentiment and trading flows. Citizens raises AMZN price target to $315
• Positive Sentiment: Large, visible purchases by institutional/quant investors (Cathie Wood’s ARK added roughly $1.9M of AMZN) signal conviction into the upcoming report and AI/Cloud narratives. Cathie Wood buys nearly $2M of Amazon stock
• Positive Sentiment: Market chatter ahead of Q4 highlights AWS acceleration, recent large contracts and AI deployments (cited wins and backlog), which are key upside drivers for revenue and margin beat expectations. QuiverQuant: Opinions on Q4 earnings preview
• Neutral Sentiment: Amazon will discontinue its Amazon One palm-scanning product but will continue licensing Just Walk Out tech to third parties — operational change with limited near-term revenue impact but relevant for regulatory/PR risk. GeekWire: Just Walk Out tech to survive retail pullback
• Neutral Sentiment: Earnings on Feb. 5 are the immediate catalyst — consensus expects solid top-line and AWS strength, so results (and guidance) will likely determine the next big directional move. Barchart: Mark your calendars for Feb 5 earnings
• Negative Sentiment: Saks and Saks Global are winding down e‑commerce/luxury partnerships with Amazon — a setback for Amazon’s push into higher-margin luxury sales and a signal of partner churn in retail initiatives. WSJ: Saks shutting down luxury partnership with Amazon
• Negative Sentiment: Amazon MGM’s documentary “Melania” had a stronger-than-expected opening (~$7M) but the project’s large acquisition/marketing outlay (~$75M) highlights content ROI risk for Prime Video’s studio investments. MarketWatch: Melania box office vs Amazon spend
• Negative Sentiment: Concentrated insider selling over recent months (many disclosed sales, few buys) is a cautionary signal for some investors about near-term liquidity/positioning. QuiverQuant: Insider trading summary

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.