Cantor Fitzgerald L. P. Has $37.10 Million Holdings in Amazon.com, Inc. $AMZN

Cantor Fitzgerald L. P. increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 246.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 168,963 shares of the e-commerce giant’s stock after buying an additional 120,234 shares during the period. Amazon.com accounts for 0.4% of Cantor Fitzgerald L. P.’s holdings, making the stock its 12th biggest holding. Cantor Fitzgerald L. P.’s holdings in Amazon.com were worth $37,099,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of the company. Fairway Wealth LLC lifted its stake in shares of Amazon.com by 113.2% in the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after purchasing an additional 60 shares during the period. Sellwood Investment Partners LLC acquired a new stake in Amazon.com during the third quarter worth approximately $27,000. Bridge Generations Wealth Management LLC grew its stake in Amazon.com by 2,330.0% during the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after purchasing an additional 233 shares during the period. Cooksen Wealth LLC increased its holdings in Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after purchasing an additional 47 shares in the last quarter. Finally, PayPay Securities Corp increased its holdings in Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock worth $55,000 after purchasing an additional 96 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.

Insider Activity

In related news, SVP David Zapolsky sold 10,649 shares of the firm’s stock in a transaction dated 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 transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at $8,461,661.70. This trade represents a 20.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Matthew S. Garman sold 17,751 shares of the business’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the transaction, the chief executive officer owned 9,405 shares in the company, valued at approximately $1,930,094.10. This trade represents a 65.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 71,686 shares of company stock worth $14,688,739. Company insiders own 9.70% of the company’s stock.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Large GPU supply deal for AWS underscores strong AI demand and recurring cloud revenue upside; Nvidia says it will sell 1 million GPUs (and other products) to Amazon Web Services through 2027, supporting AWS’s AI-driven growth thesis. Read More.
• Positive Sentiment: Amazon acquired Rivr, a stair‑climbing delivery-robot startup, signaling continued investment to cut last‑mile costs and improve safety — a strategic move for logistics efficiency and scaling doorstep delivery pilots. Read More.
• Positive Sentiment: CEO Andy Jassy’s internal forecast that AI could push AWS to ~$600B annually fuels long‑term upside expectations for the cloud unit, helping support valuation despite heavy AI capex. Read More.
• Neutral Sentiment: Appeals court pause allows Perplexity AI shopping bots to keep functioning on Amazon while litigation continues — limits immediate disruption to site traffic/revenue but keeps regulatory/legal uncertainty live. Read More.
• Neutral Sentiment: Product expansion: Amazon rolled out Alexa+ in the U.K. early access program — incremental services and device engagement upside but limited near-term revenue impact versus cloud/logistics headlines. Read More.
• Neutral Sentiment: Jeff Bezos reportedly courting partners for a $100B automation fund — potential ecosystem benefits for automation/robotics but not an immediate Amazon revenue driver. Read More.
• Negative Sentiment: Logistics risk: Amazon says USPS “walked away” from talks and reports indicate Amazon plans to cut USPS parcel volume dramatically — switching carriers and scaling in‑house delivery raises transition costs and operational risk ahead of the October contract deadline. Read More.
• Negative Sentiment: Legal/regulatory risk: Microsoft is reportedly considering legal action over a large Amazon–OpenAI cloud deal, creating potential litigation or contractual headwinds that could affect AWS’s access to certain AI workloads. Read More.

Amazon.com Stock Down 0.5%

AMZN stock opened at $208.86 on Friday. The firm has a market capitalization of $2.24 trillion, a PE ratio of 29.13, a P/E/G ratio of 1.57 and a beta of 1.40. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. Amazon.com, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60. The stock’s 50 day moving average is $220.60 and its 200-day moving average is $226.19.

Amazon.com (NASDAQ:AMZN) last announced its quarterly 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). 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 21.87% and a net margin of 10.83%.The company’s quarterly revenue was up 13.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.86 EPS. Sell-side analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have issued reports on AMZN shares. Roth Mkm restated a “buy” rating and set a $295.00 price target (up from $270.00) on shares of Amazon.com in a report on Monday, January 26th. Maxim Group lifted their price objective on shares of Amazon.com from $280.00 to $290.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Wedbush dropped their target price on shares of Amazon.com from $340.00 to $300.00 and set an “outperform” rating on the stock in a research report on Friday, February 6th. Barclays reissued a “buy” rating on shares of Amazon.com in a research note on Friday, February 6th. Finally, Arete Research lifted their price target on shares of Amazon.com from $283.00 to $285.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Amazon.com currently has an average rating of “Moderate Buy” and an average price target of $286.84.

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.