Barclays Reaffirms Buy Rating for Amazon.com (NASDAQ:AMZN)

Amazon.com (NASDAQ:AMZN)‘s stock had its “buy” rating restated by equities research analysts at Barclays in a research report issued to clients and investors on Friday,MarketScreener reports.

AMZN has been the subject of a number of other reports. Morgan Stanley reaffirmed an “overweight” rating and issued a $300.00 price target (down from $315.00) on shares of Amazon.com in a report on Friday. DA Davidson reaffirmed a “neutral” rating and issued a $175.00 target price (down from $300.00) on shares of Amazon.com in a research note on Friday. BNP Paribas Exane initiated coverage on shares of Amazon.com in a research report on Monday, November 24th. They set an “outperform” rating on the stock. Loop Capital raised their price target on shares of Amazon.com from $300.00 to $360.00 and gave the company a “buy” rating in a report on Tuesday, November 18th. Finally, DZ Bank reaffirmed a “buy” rating on shares of Amazon.com in a report on Friday, October 31st. Fifty-five 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 Stock Down 5.6%

Shares of AMZN opened at $210.27 on Friday. The company has a market capitalization of $2.25 trillion, a P/E ratio of 29.33, a PEG ratio of 1.31 and a beta of 1.37. Amazon.com has a one year low of $161.38 and a one year high of $258.60. The business’s 50 day simple moving average is $233.50 and its 200-day simple moving average is $229.79. 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 (NASDAQ:AMZN) last issued its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.97 by ($0.02). The business had revenue of $213.39 billion during the quarter, compared to the consensus estimate of $211.02 billion. Amazon.com had a net margin of 10.83% and a return on equity of 23.09%. The company’s revenue for the quarter was up 13.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.86 EPS. As a group, sell-side analysts predict that Amazon.com will post 6.31 EPS for the current fiscal year.

Insider Buying and Selling at Amazon.com

In other news, Director Daniel P. Huttenlocher sold 1,237 shares of the business’s stock in a transaction dated Thursday, November 20th. The stock was 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 in the company, valued at approximately $5,925,398.28. The trade was a 4.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Matthew S. Garman sold 17,768 shares of the stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $216.90, for a total transaction of $3,853,879.20. Following the completion of the sale, the chief executive officer owned 6,273 shares in the company, valued at $1,360,613.70. This represents a 73.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 47,061 shares of company stock valued at $10,351,262 over the last quarter. 9.70% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Amazon.com

Large investors have recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of Amazon.com during the second quarter worth about $27,438,011,000. Nuveen LLC bought a new stake in Amazon.com during the 1st quarter worth approximately $11,674,091,000. Vanguard Group Inc. raised its holdings in Amazon.com by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock worth $186,420,422,000 after buying an additional 17,447,045 shares during the period. Laurel Wealth Advisors LLC lifted its stake in Amazon.com by 22,085.8% in the second quarter. Laurel Wealth Advisors LLC now owns 12,177,557 shares of the e-commerce giant’s stock valued at $2,671,634,000 after buying an additional 12,122,668 shares in the last quarter. Finally, Goldman Sachs Group Inc. boosted its holdings in shares of Amazon.com by 21.3% in the first quarter. Goldman Sachs Group Inc. now owns 57,908,424 shares of the e-commerce giant’s stock valued at $11,017,657,000 after buying an additional 10,176,835 shares during the period. Institutional investors own 72.20% of the company’s stock.

Amazon.com News Summary

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.