Needham & Company LLC Reaffirms Buy Rating for Amazon.com (NASDAQ:AMZN)

Amazon.com (NASDAQ:AMZN)‘s stock had its “buy” rating restated by Needham & Company LLC in a note issued to investors on Friday,Benzinga reports. They currently have a $265.00 price target on the e-commerce giant’s stock. Needham & Company LLC’s target price would suggest a potential upside of 26.03% from the stock’s current price.

Several other analysts have also issued reports on the stock. Stifel Nicolaus set a $300.00 price target on shares of Amazon.com and gave the stock a “buy” rating in a research report on Tuesday, January 27th. William Blair reaffirmed an “outperform” rating on shares of Amazon.com in a report on Monday, November 3rd. Daiwa Securities Group raised their target price on shares of Amazon.com from $254.00 to $300.00 and gave the company a “buy” rating in a research note on Tuesday, November 11th. President Capital lifted their price target on Amazon.com from $280.00 to $320.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Finally, Canadian Imperial Bank of Commerce upped their price objective on Amazon.com to $315.00 in a research note on Monday, October 20th. Fifty-five analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, Amazon.com presently has an average rating of “Moderate Buy” and a consensus price target of $290.28.

Amazon.com Stock Down 5.6%

AMZN stock opened at $210.27 on Friday. The company has a market cap of $2.25 trillion, a price-to-earnings ratio of 29.33, a P/E/G ratio of 1.31 and a beta of 1.37. Amazon.com has a twelve month low of $161.38 and a twelve month high of $258.60. The business has a 50 day moving average price of $233.50 and a two-hundred day moving average price of $229.79. 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 announced its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The company had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. Amazon.com had a return on equity of 23.09% and a net margin of 10.83%.The company’s revenue for the quarter was up 13.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.86 EPS. Analysts anticipate that Amazon.com will post 6.31 EPS for the current fiscal year.

Insider Transactions at Amazon.com

In related news, Director Daniel P. Huttenlocher sold 1,237 shares of the company’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $226.61, for a total value of $280,316.57. Following the transaction, the director directly owned 26,148 shares in the company, valued at approximately $5,925,398.28. This represents a 4.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Keith Brian Alexander sold 900 shares of the firm’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $233.00, for a total transaction of $209,700.00. Following the transaction, the director directly 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 disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 47,061 shares of company stock worth $10,351,262. 9.70% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in AMZN. Planning Alternatives Ltd. ADV increased its holdings in shares of Amazon.com by 8.9% during the fourth quarter. Planning Alternatives Ltd. ADV now owns 7,426 shares of the e-commerce giant’s stock worth $1,714,000 after purchasing an additional 609 shares during the period. Associated Banc Corp boosted its stake in shares of Amazon.com by 4.2% in the fourth quarter. Associated Banc Corp now owns 581,327 shares of the e-commerce giant’s stock valued at $134,182,000 after buying an additional 23,187 shares during the period. CFO4Life Group LLC grew its position in Amazon.com by 0.8% during the fourth quarter. CFO4Life Group LLC now owns 61,186 shares of the e-commerce giant’s stock worth $14,123,000 after buying an additional 504 shares in the last quarter. EverSource Wealth Advisors LLC increased its stake in Amazon.com by 16.0% during the 4th 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 raised its holdings in Amazon.com by 6.4% in the 4th 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 in 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)

About Amazon.com

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.