Fulcrum Equity Management Boosts Stake in Amazon.com, Inc. $AMZN

Fulcrum Equity Management grew its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 92.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,126 shares of the e-commerce giant’s stock after acquiring an additional 3,428 shares during the quarter. Amazon.com comprises about 1.6% of Fulcrum Equity Management’s portfolio, making the stock its 17th biggest position. Fulcrum Equity Management’s holdings in Amazon.com were worth $1,645,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently made changes to their positions in the company. IMPACTfolio LLC grew its stake in Amazon.com by 3.8% in the third quarter. IMPACTfolio LLC now owns 1,225 shares of the e-commerce giant’s stock valued at $269,000 after purchasing an additional 45 shares during the last quarter. Cadence Wealth Management LLC lifted its position in shares of Amazon.com by 3.5% during the third quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant’s stock valued at $292,000 after buying an additional 45 shares during the last quarter. Union Savings Bank boosted its holdings in shares of Amazon.com by 0.4% in the 2nd quarter. Union Savings Bank now owns 10,723 shares of the e-commerce giant’s stock valued at $2,510,000 after buying an additional 45 shares in the last quarter. Doheny Asset Management CA boosted its holdings in shares of Amazon.com by 0.3% in the 2nd quarter. Doheny Asset Management CA now owns 17,821 shares of the e-commerce giant’s stock valued at $3,910,000 after buying an additional 45 shares in the last quarter. Finally, Banco de Sabadell S.A grew its position in shares of Amazon.com by 0.3% in the 2nd quarter. Banco de Sabadell S.A now owns 13,409 shares of the e-commerce giant’s stock worth $2,946,000 after buying an additional 46 shares during the last quarter. 72.20% of the stock is owned by institutional investors.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: AWS doubles down on AI infrastructure — Amazon has agreed to buy 1 million Nvidia GPUs through 2027, signaling massive AWS demand for AI inference and reinforcing AWS’s revenue runway. Read More.
• Positive Sentiment: Delivery automation push — Amazon acquired Rivr, a stair‑climbing delivery‑robot startup, which can reduce last‑mile costs and support scaling of doorstep delivery pilots. This is a strategic operational bet that could lower long‑term delivery costs. Read More.
• Positive Sentiment: Prime Day moved to June — Pulling Prime Day earlier can front‑load sales into Q2, helping near‑term revenue and advertising trends at a time when quarterly momentum matters to investors. That timing shift is being viewed as a tactical way to support quarterly results. Read More.
• Neutral Sentiment: New consumer device strategy — Multiple outlets report Amazon is developing an AI‑centric smartphone codenamed “Transformer” built around Alexa and personalization; the project highlights Amazon’s push to embed services but brings execution risk vs. incumbents. Read More.
• Neutral Sentiment: Alexa+ Europe rollout — Amazon is broadening Alexa+ in the U.K., expanding its AI voice footprint which supports services/retention but is incremental to revenue for now. Read More.
• Negative Sentiment: CapEx and valuation concerns persist — Large AI infrastructure orders and Bezos‑linked fundraising chatter underline heavy spending plans; investors remain worried about margin impact and large capital commitments despite long‑term upside. See ongoing debate over Amazon’s aggressive AI spend. Read More.
• Negative Sentiment: Analyst and insider signals — Wolfe Research trimmed a price target recently and there’s visible insider selling noted in market summaries, which can weigh on near‑term sentiment even amid bullish long‑term analyst views. Read More.

Analyst Ratings Changes

Several research analysts recently commented on AMZN shares. KeyCorp set a $285.00 price objective on shares of Amazon.com in a research note on Friday, February 6th. Wedbush cut their price target on shares of Amazon.com from $340.00 to $300.00 and set an “outperform” rating on the stock in a report on Friday, February 6th. DZ Bank raised Amazon.com to a “strong-buy” rating in a research report on Friday, February 6th. Telsey Advisory Group reiterated an “outperform” rating and set a $300.00 price objective on shares of Amazon.com in a report on Friday, February 6th. Finally, President Capital lowered their price objective on Amazon.com from $320.00 to $296.00 and set a “buy” rating for the company in a research report on Tuesday, February 10th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $286.84.

Insider Buying and Selling at Amazon.com

In related news, CEO Douglas J. Herrington sold 1,000 shares of the firm’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $204.25, for a total transaction of $204,250.00. Following the completion of the transaction, the chief executive officer owned 521,361 shares of the company’s stock, valued at $106,487,984.25. This trade represents a 0.19% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP David Zapolsky sold 10,649 shares of the firm’s stock in a transaction on Tuesday, February 24th. The stock was 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 approximately $8,461,661.70. This trade represents a 20.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 71,686 shares of company stock worth $14,688,739. Corporate insiders own 10.80% of the company’s stock.

Amazon.com Trading Down 1.6%

Shares of NASDAQ:AMZN opened at $205.37 on Monday. Amazon.com, Inc. has a 52-week low of $161.38 and a 52-week high of $258.60. The stock has a market cap of $2.20 trillion, a price-to-earnings ratio of 28.64, a PEG ratio of 1.54 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. The business has a 50-day moving average price of $219.76 and a 200-day moving average price of $226.04.

Amazon.com (NASDAQ:AMZN) last issued its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The firm had revenue of $213.39 billion during the quarter, compared to analysts’ expectations of $211.02 billion. During the same quarter in the prior year, the company earned $1.86 EPS. Amazon.com’s quarterly revenue was up 13.6% on a year-over-year basis. Equities analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current year.

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.