Noked Israel Ltd Grows Stake in Amazon.com, Inc. $AMZN

Noked Israel Ltd increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 300.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 119,080 shares of the e-commerce giant’s stock after purchasing an additional 89,310 shares during the period. Amazon.com accounts for 3.7% of Noked Israel Ltd’s portfolio, making the stock its 6th biggest position. Noked Israel Ltd’s holdings in Amazon.com were worth $24,801,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Red Crane Wealth Management LLC increased its stake in shares of Amazon.com by 2.3% in the 1st quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant’s stock worth $346,000 after acquiring an additional 38 shares in the last quarter. Robinson Smith Wealth Advisors LLC lifted its position in Amazon.com by 0.7% during the 1st quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock valued at $1,147,000 after acquiring an additional 40 shares during the period. Sfam LLC lifted its position in Amazon.com by 3.4% during the 1st quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant’s stock valued at $255,000 after acquiring an additional 40 shares during the period. Financial Connections Group Inc. boosted its stake in Amazon.com by 2.6% during the fourth quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant’s stock worth $376,000 after acquiring an additional 42 shares in the last quarter. Finally, Marquette Asset Management LLC boosted its stake in Amazon.com by 5.1% during the fourth quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant’s stock worth $205,000 after acquiring an additional 43 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.

Amazon.com Stock Performance

Shares of AMZN opened at $272.26 on Friday. The company has a market cap of $2.94 trillion, a price-to-earnings ratio of 21.90, a P/E/G ratio of 1.81 and a beta of 1.45. The business’s fifty day simple moving average is $246.27 and its two-hundred day simple moving average is $237.20. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $287.20. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, topping the consensus estimate of $1.82 by $3.93. The firm had revenue of $200.61 billion during the quarter, compared to analysts’ expectations of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company’s revenue was up 19.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.68 earnings per share. Research analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CEO Douglas J. Herrington sold 6,370 shares of the firm’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $262.39, for a total transaction of $1,671,424.30. Following the sale, the chief executive officer owned 486,527 shares of the company’s stock, valued at $127,659,819.53. This trade represents a 1.29% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,363 shares of Amazon.com stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $262.38, for a total transaction of $620,003.94. Following the completion of the sale, the vice president owned 119,780 shares of the company’s stock, valued at $31,427,876.40. This represents a 1.93% 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 have sold 77,867 shares of company stock worth $20,532,092 in the last quarter. Insiders own 8.90% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have weighed in on AMZN. Citigroup reaffirmed a “buy” rating and set a $350.00 target price (up from $325.00) on shares of Amazon.com in a research note on Friday, July 31st. Wedbush lifted their target price on shares of Amazon.com from $293.00 to $310.00 and gave the company an “outperform” rating in a report on Friday, July 31st. Scotiabank reissued an “outperform” rating and issued a $325.00 price target (up from $275.00) on shares of Amazon.com in a research report on Thursday, April 30th. New Street Research upped their price target on Amazon.com from $280.00 to $350.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. Finally, Wolfe Research reaffirmed an “outperform” rating and set a $315.00 price objective on shares of Amazon.com in a research report on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $322.56.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Strong Q2 results and AWS growth support the bullish case. Amazon reported $200.61 billion in revenue, up 19.6% year over year, and adjusted earnings of $5.75 per share versus the $1.82 consensus estimate. AWS growth, expanding margins and a large backlog reinforced expectations that AI demand is translating into operating gains. Amazon: $3 Trillion Is a Milestone, Not a Ceiling
• Positive Sentiment: Analyst sentiment remains broadly favorable. Zacks upgraded AMZN to “Strong Buy,” while several firms raised price targets following the earnings beat. The consensus target remains well above recent trading levels, although at least one analyst cut the stock to “Moderate Buy,” highlighting valuation-related disagreement. Zacks Amazon Analysis
• Positive Sentiment: Zoox is moving toward commercial operations. Amazon’s autonomous-vehicle unit will begin charging for robotaxi rides in Las Vegas on August 10 after receiving U.S. safety approval, giving investors another potential growth avenue beyond retail, advertising and AWS. Amazon’s Zoox Robotaxi Launch
• Neutral Sentiment: Jeff Bezos’ $4.07 billion share sale was pre-planned. The sale of approximately 15 million shares was arranged about eight months before the latest earnings beat, reducing concerns that it reflects a negative view of Amazon’s business. Nevertheless, the transaction adds near-term share supply after AMZN reached record highs. Bezos Amazon Sale Trading Plan
• Negative Sentiment: AI investment is creating a risk-versus-return debate. Amazon raised its 2026 capital-expenditure outlook above $220 billion, citing higher memory costs and intense AI infrastructure demand. Investors support the growth opportunity but are concerned that spending could pressure free cash flow if cloud monetization slows. Amazon Capital Expenditure Expansion
• Negative Sentiment: Legal and operational pressures remain. An appeals court allowed Perplexity’s AI shopping agents to access Amazon’s platform, potentially challenging Amazon’s control over customer traffic. The company also faces criticism and political pressure involving delivery contractors, e-bike sales and its planned Quebec shutdown.

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.