Erste Group Bank Predicts Lower Earnings for Amazon.com

Amazon.com, Inc. (NASDAQ:AMZN) – Analysts at Erste Group Bank decreased their FY2026 earnings per share (EPS) estimates for shares of Amazon.com in a report issued on Tuesday, March 24th. Erste Group Bank analyst S. Lingnau now anticipates that the e-commerce giant will earn $7.74 per share for the year, down from their previous estimate of $7.75. The consensus estimate for Amazon.com’s current full-year earnings is $6.31 per share.

A number of other research firms have also recently commented on AMZN. BMO Capital Markets reissued an “outperform” rating and issued a $310.00 target price (up from $304.00) on shares of Amazon.com in a report on Tuesday, February 3rd. Zacks Research lowered shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 1st. Stifel Nicolaus set a $300.00 price objective on shares of Amazon.com and gave the company a “buy” rating in a research note on Tuesday, January 27th. Monness Crespi & Hardt cut their target price on shares of Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Finally, President Capital decreased their target price on shares of Amazon.com from $320.00 to $296.00 and set a “buy” rating on the stock in a research note on Tuesday, February 10th. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $286.66.

Amazon.com Trading Down 4.0%

Shares of AMZN stock opened at $199.34 on Friday. Amazon.com has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The stock’s fifty day moving average price is $216.42 and its two-hundred day moving average price is $225.20. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. The company has a market cap of $2.14 trillion, a PE ratio of 27.80, a P/E/G ratio of 1.56 and a beta of 1.40.

Amazon.com (NASDAQ:AMZN) last released its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing the consensus estimate of $1.97 by ($0.02). The firm 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 21.87%. Amazon.com’s quarterly revenue was up 13.6% compared to the same quarter last year. During the same period in the prior year, the business earned $1.86 earnings per share.

Institutional Investors Weigh In On Amazon.com

Several large investors have recently modified their holdings of the company. American Capital Advisory LLC increased its holdings in Amazon.com by 63.9% during the 3rd quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant’s stock worth $1,774,000 after acquiring an additional 3,152 shares during the period. Compagnie Lombard Odier SCmA purchased a new stake in Amazon.com in the 3rd quarter worth approximately $451,642,000. DJE Kapital AG boosted its holdings in Amazon.com by 12.3% in the 2nd quarter. DJE Kapital AG now owns 1,037,443 shares of the e-commerce giant’s stock valued at $229,890,000 after purchasing an additional 113,345 shares during the period. Baltimore Washington Financial Advisors Inc. boosted its holdings in Amazon.com by 1.9% in the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 239,862 shares of the e-commerce giant’s stock valued at $52,667,000 after purchasing an additional 4,558 shares during the period. Finally, Bridgewater Advisors Inc. grew its position in shares of Amazon.com by 3.4% during the 2nd quarter. Bridgewater Advisors Inc. now owns 69,188 shares of the e-commerce giant’s stock valued at $15,983,000 after purchasing an additional 2,275 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Amazon.com news, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the transaction, the chief executive officer directly owned 2,238,118 shares of the company’s stock, valued at approximately $459,217,051.24. The trade was a 0.88% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Douglas J. Herrington sold 1,000 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $204.25, for a total value of $204,250.00. Following the completion of the sale, the chief executive officer owned 521,361 shares in the company, valued at $106,487,984.25. This trade represents a 0.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 71,686 shares of company stock valued at $14,688,739 over the last ninety days. 9.70% of the stock is currently owned by corporate insiders.

Trending Headlines about Amazon.com

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

• Positive Sentiment: AWS AI demand and bank price‑target lifts — Citi and JPMorgan raised price targets and highlighted surging demand for AWS AI capacity, which supports Amazon’s high-margin cloud growth thesis. As Demand for AWS’ AI Surges, Citi and JPMorgan Raise Amazon Price Targets
• Positive Sentiment: Bull case from sell‑side: Bernstein and other analysts point to Amazon as an AI/cloud winner alongside Nvidia, reinforcing longer‑term AI revenue upside for AWS and custom silicon. Bernstein Says Qualcomm Isn’t an AI Winner…
• Positive Sentiment: Robotics/automation expansion — Amazon’s acquisition of Fauna Robotics (humanoid/consumer robotics) and continued investment in delivery/warehouse automation support cost savings and longer‑term efficiency gains for logistics. Deal Dispatch: Amazon Acquires Fauna Robotics
• Neutral Sentiment: Analyst upgrades and mixed estimates — Several analysts and firms have reiterated buy ratings or nudged targets higher (including JPMorgan, Citigroup, Tigress), while small estimate tweaks from the likes of Erste show modest model revisions rather than a major shift. Amazon.com Stock Price Expected to Rise, Tigress Financial Analyst Says
• Neutral Sentiment: Prime/fulfillment pilots could broaden reach — Tests that let merchants offer Prime shipping externally (multi‑channel fulfillment) may expand Prime’s ecosystem, but benefits will be gradual. Amazon testing Prime benefits on third‑party sites
• Negative Sentiment: Executive departures at Annapurna Labs / Trainium chip team — Reports of a senior AI‑chip product leader leaving (a second notable exit in months) raise execution and timeline concerns for Amazon’s custom silicon initiatives. Amazon AI chip product leader leaves Annapurna Labs faces second executive exit
• Negative Sentiment: Macro and market risk — Rising crude oil and Middle East uncertainty have dragged markets lower and hit tech stocks broadly this week, amplifying downside pressure on AMZN despite company‑specific positives. US Equity Markets End Lower After Crude Oil Climbs Tech stocks suffer worst week in nearly a year
• Negative Sentiment: AI capex / credit concerns — Coverage highlighting a large AI‑related debt build and investor unease about heavy AI capex can pressure sentiment while Amazon invests aggressively in GPUs, data centers, and custom chips. AI debt tsunami and JPMorgan risk tools
• Negative Sentiment: Sentiment risks from capex/guidance and insider sales — Articles flag higher capex guidance as a near‑term headwind, and visible insider selling activity can add to short‑term downside pressure. Key Risks To Watch Insider selling and market impact data

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.