Amazon.com, Inc. $AMZN Holdings Boosted by Sunpointe LLC

Sunpointe LLC increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 12.9% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 24,788 shares of the e-commerce giant’s stock after acquiring an additional 2,836 shares during the quarter. Amazon.com makes up about 1.9% of Sunpointe LLC’s investment portfolio, making the stock its 10th largest position. Sunpointe LLC’s holdings in Amazon.com were worth $5,722,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Fairway Wealth LLC raised its position in Amazon.com by 113.2% in the third 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 purchased a new stake in Amazon.com in the third quarter valued at $27,000. Bridge Generations Wealth Management LLC raised its position in Amazon.com by 2,330.0% in the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock valued at $53,000 after purchasing an additional 233 shares during the period. Cooksen Wealth LLC raised its position in Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after purchasing an additional 47 shares during the period. Finally, PayPay Securities Corp raised its position in Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after purchasing an additional 96 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Insider Activity

In related news, Director Jonathan Rubinstein sold 3,849 shares of the business’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $260.00, for a total transaction of $1,000,740.00. Following the completion of the transaction, the director directly owned 78,654 shares of the company’s stock, valued at $20,450,040. The trade was a 4.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 31,000 shares of the business’s stock in a transaction on Friday, April 17th. The stock was sold at an average price of $255.00, for a total value of $7,905,000.00. Following the transaction, the chief executive officer directly owned 2,207,118 shares of the company’s stock, valued at $562,815,090. The trade was a 1.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 128,035 shares of company stock worth $28,827,479 over the last three months. Company insiders own 8.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the company. Canaccord Genuity Group lifted their target price on Amazon.com from $300.00 to $330.00 and gave the company a “buy” rating in a research report on Thursday. TD Securities upgraded Amazon.com to a “buy” rating in a research report on Monday, April 13th. Needham & Company LLC lifted their target price on Amazon.com from $265.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday. TD Cowen reiterated a “buy” rating and issued a $350.00 price objective (up from $300.00) on shares of Amazon.com in a report on Thursday. Finally, Robert W. Baird boosted their price objective on Amazon.com from $285.00 to $300.00 and gave the company an “outperform” rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, fifty-five have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $310.25.

Amazon.com Price Performance

AMZN stock opened at $268.38 on Friday. The company has a current ratio of 1.18, a quick ratio of 0.88 and a debt-to-equity ratio of 0.27. The company has a market capitalization of $2.89 trillion, a PE ratio of 32.10, a P/E/G ratio of 1.98 and a beta of 1.46. Amazon.com, Inc. has a 12-month low of $183.85 and a 12-month high of $273.88. The business’s fifty day moving average price is $223.63 and its 200 day moving average price is $227.35.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.63 by $1.15. The firm had revenue of $181.52 billion for the quarter, compared to the consensus estimate of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The company’s quarterly revenue was up 16.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.59 EPS. On average, sell-side analysts anticipate that Amazon.com, Inc. will post 7.7 EPS for the current year.

Amazon.com News Roundup

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

• Positive Sentiment: Q1 beat: Amazon reported a double?beat on revenue and EPS, with AWS reaccelerating (large YoY cloud growth and record margins) — this is the core bullish driver for the rally. Amazon Q1 2026 earnings results beat EPS and revenue expectations
• Positive Sentiment: Pentagon AI deals: The U.S. DoD signed agreements that include Amazon Web Services to run AI tools on classified networks — a strategic endorsement for AWS as a secure enterprise AI supplier. Pentagon signs new military AI deals with Nvidia, Microsoft and Amazon
• Positive Sentiment: Analyst upgrades and target hikes: Dozens of firms raised price targets (Morgan Stanley, JPMorgan, Canaccord, Bank of America, etc.), with several new $300+ targets — supporting bullish sentiment and pushing buy ratings. Cluster of price?target raises and buy ratings for AMZN
• Positive Sentiment: Trainium / in?house chips: Amazon’s Trainium business shows meaningful revenue commitments and a path to become a standalone AI?hardware revenue stream, which repositions AMZN as a “picks?and?shovels” AI supplier. How the Trainium chip business could move the needle for Amazon
• Neutral Sentiment: Partnerships and product rollout: AWS expanded Bedrock/OpenAI integrations and new agentic AI tools (Rufus, Quick, Connect apps), which add long?term optionality but will require execution. AWS, OpenAI partner to integrate frontier models into Bedrock
• Negative Sentiment: CapEx and chip costs: Management flagged rising memory/chip prices and a large AI capex program that is eating into free cash flow; Goldman and others warned the hyperscaler spending binge increases near?term cash burn risk. Jassy: soaring chip prices could pressure Amazon’s capex
• Negative Sentiment: Market reaction nuance: Despite the beat, some investors sold on the size/timing of AI investments and softer near?term guidance, which previously produced intraday dips after earnings. Why AMZN dipped after strong Q1 — capex concerns

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.