Bowie Capital Management LLC Sells 42,455 Shares of Amazon.com, Inc. $AMZN

Bowie Capital Management LLC lessened its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 7.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 492,704 shares of the e-commerce giant’s stock after selling 42,455 shares during the period. Amazon.com makes up 4.7% of Bowie Capital Management LLC’s portfolio, making the stock its 11th biggest position. Bowie Capital Management LLC’s holdings in Amazon.com were worth $108,183,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. American Capital Advisory LLC grew its stake in Amazon.com by 63.9% during the third quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant’s stock worth $1,774,000 after buying an additional 3,152 shares during the last quarter. ARK Investment Management LLC increased its holdings in shares of Amazon.com by 8.3% during the second quarter. ARK Investment Management LLC now owns 1,140,494 shares of the e-commerce giant’s stock worth $250,213,000 after buying an additional 86,978 shares in the last quarter. Buckhead Capital Management LLC raised its stake in shares of Amazon.com by 16.1% in the second quarter. Buckhead Capital Management LLC now owns 28,407 shares of the e-commerce giant’s stock valued at $6,232,000 after acquiring an additional 3,948 shares during the last quarter. Compagnie Lombard Odier SCmA bought a new position in shares of Amazon.com in the third quarter valued at approximately $451,642,000. Finally, Alpha Wealth Funds LLC boosted its holdings in shares of Amazon.com by 172.8% in the 2nd quarter. Alpha Wealth Funds LLC now owns 3,012 shares of the e-commerce giant’s stock worth $667,000 after acquiring an additional 1,908 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.

Insiders Place Their Bets

In other Amazon.com news, SVP David Zapolsky sold 10,649 shares of the company’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the completion of the sale, the senior vice president owned 41,190 shares in the company, valued at approximately $8,461,661.70. The trade was a 20.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Shelley Reynolds sold 2,695 shares of the stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total value of $554,900.50. Following the completion of the transaction, the vice president directly owned 119,780 shares in the company, valued at approximately $24,662,702. This trade represents a 2.20% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 71,686 shares of company stock valued at $14,688,739 over the last three months. 9.70% of the stock is owned by insiders.

Amazon.com News Summary

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

• Positive Sentiment: Wolfe Research raised its price target to $255 and analysts broadly remain constructive, supporting sentiment that Amazon’s AI/cloud investments can pay off long-term. Wolfe Research Raises Price Target
• Positive Sentiment: Amazon plans to move its Prime Day event to late June from July — an earlier Prime Day can shift meaningful revenues into Q2, affecting seasonality and logistics planning for the quarter. Reuters: Prime Day Move
• Positive Sentiment: Amazon won a federal injunction against an AI shopping agent (Perplexity/Comet), preserving control of its buying flow and protecting its commerce moat for now. PYMNTS: Injunction vs Perplexity
• Positive Sentiment: Zoox (Amazon’s autonomous unit) struck a deal with Uber to deploy robotaxis on Uber’s app — a commercial pathway for Zoox that could accelerate revenue optionality for Amazon’s mobility investments. Reuters: Zoox-Uber Deal
• Positive Sentiment: AWS co-sponsored Physical AI fellowship (with Nvidia and MassRobotics) and Amazon is expanding Health AI on its site—both moves underline AWS and Amazon’s push to monetize AI across cloud, healthcare and robotics. PYMNTS: Physical AI Fellowship
• Neutral Sentiment: Amazon is targeting large bond sales / euro-bond issuance to fund AI capacity (debt-funded CapEx)—this secures funding but increases leverage and investor focus on returns from the spend. FinancialPost: Euro Bond Sale
• Neutral Sentiment: Amazon outlined a big multi-year investment in Poland (23 billion zlotys for 2026–2028), signaling continued geographic expansion but also more near-term capex. Reuters: Poland Investment
• Negative Sentiment: Milan prosecutors sought trial for Amazon’s European unit and four executives over alleged €1.2B tax evasion — a significant legal/regulatory overhang that could lead to fines and negative headlines. Reuters: Italian Tax Trial Request
• Negative Sentiment: Reports of retail-site outages and an AI agent giving inaccurate advice prompted Amazon to “put humans back in the loop,” raising operational and reputational risk around fast AI rollouts. Fortune: Site Outages and AI Errors
• Negative Sentiment: FCC chair publicly criticized Amazon over slow satellite launches after Amazon opposed SpaceX’s massive plan — regulatory scrutiny and public spat increase political/regulatory risk on Project Kuiper. CNBC: FCC Criticism

Amazon.com Stock Performance

Shares of NASDAQ:AMZN opened at $209.53 on Friday. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60. The stock has a market capitalization of $2.25 trillion, a P/E ratio of 29.22, a P/E/G ratio of 1.59 and a beta of 1.40. The business has a 50-day moving average price of $223.30 and a two-hundred day moving average price of $226.84.

Amazon.com (NASDAQ:AMZN) last issued its earnings results 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). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The business had revenue of $213.39 billion during the quarter, compared to the consensus estimate of $211.02 billion. During the same period last year, the business posted $1.86 EPS. The firm’s revenue for the quarter was up 13.6% compared to the same quarter last year. Equities analysts predict that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research firms recently commented on AMZN. Arete Research increased their price target on Amazon.com from $283.00 to $285.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Amazon.com in a research report on Friday, February 6th. Monness Crespi & Hardt reduced their price objective on Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a research note on Friday, February 6th. Stifel Nicolaus set a $300.00 target price on Amazon.com and gave the stock a “buy” rating in a report on Tuesday, January 27th. Finally, DA Davidson restated 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, February 6th. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, Amazon.com presently has an average rating of “Moderate Buy” and a consensus target price of $286.93.

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.