Amazon.com, Inc. $AMZN Position Lifted by James Hambro & Partners LLP

James Hambro & Partners LLP boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 1.3% during the third quarter, HoldingsChannel reports. The firm owned 785,685 shares of the e-commerce giant’s stock after buying an additional 10,118 shares during the period. Amazon.com comprises about 6.8% of James Hambro & Partners LLP’s portfolio, making the stock its 6th biggest holding. James Hambro & Partners LLP’s holdings in Amazon.com were worth $195,753,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of AMZN. TOP Private Wealth LLC. purchased a new stake in Amazon.com during the second quarter valued at about $29,000. Bard Associates Inc. bought a new position in shares of Amazon.com during the 2nd quarter valued at about $32,000. Longfellow Investment Management Co. LLC purchased a new position in shares of Amazon.com during the 2nd quarter valued at about $33,000. Atomic Invest LLC grew its position in Amazon.com by 41.2% during the second quarter. Atomic Invest LLC now owns 168 shares of the e-commerce giant’s stock valued at $40,000 after acquiring an additional 49 shares during the last quarter. Finally, Strategic Wealth Advisors LLC purchased a new position in shares of Amazon.com during the second quarter worth approximately $68,000. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: AWS growth accelerated sharply. Amazon Web Services revenue rose 39% to approximately $46 billion, its fastest growth rate in nearly five years, while AWS generated about 63% of Amazon’s operating profit. CEO Andy Jassy said growth could exceed 40% in 2027 and 2028 as businesses continue migrating workloads to the cloud. Amazon AWS revenue grows 39%, leading to wider margin
• Positive Sentiment: Long-term AI and infrastructure demand remains strong. AWS capacity is reportedly booked through much of next year, and Amazon continues to secure power for expansion, including an agreement supporting more than $3 billion of investment at Maryland’s Calvert Cliffs nuclear plant. Amazon also received approval for its Globalstar deal, supporting its satellite-connectivity ambitions. Amazon wins FCC approval for Globalstar deal
• Neutral Sentiment: Amazon held its 2026 capital-expenditure forecast at $220 billion. Management indicated AI-related spending could be “meaningfully” higher in 2027. The investment may support future AWS and AI growth, but investors are demanding clearer evidence that the spending will generate adequate returns. Amazon CEO sees AI spending meaningfully higher in 2027
• Negative Sentiment: Amazon missed quarterly expectations. Adjusted earnings were $1.89 per share versus the roughly $1.97–$2.01 consensus range, while revenue of $201.9 billion was slightly below forecasts. Earnings also declined from the year-ago period. Amazon lags Q3 earnings and revenue estimates
• Negative Sentiment: The fourth-quarter outlook disappointed investors. Amazon projected holiday-quarter sales largely below Wall Street estimates, raising concerns about slower e-commerce demand as inflation and higher household costs weigh on consumers. Amazon projects fourth-quarter sales below estimates
• Negative Sentiment: Cash-flow pressure intensified. Amazon reported approximately $42.4 billion of negative free cash flow as data-center and AI investment surged. The combination of heavy spending, uncertain payback periods, and broader market anxiety over the AI trade is driving the negative reaction despite AWS’s strong performance. Amazon posts negative free cash flow and holds capex unchanged

Amazon.com Price Performance

NASDAQ AMZN opened at $243.79 on Friday. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. The firm has a market capitalization of $2.63 trillion, a P/E ratio of 19.61, a PEG ratio of 1.98 and a beta of 1.45. The company has a 50-day moving average price of $254.67 and a 200-day moving average price of $243.12. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $287.20.

Amazon.com (NASDAQ:AMZN) last announced its earnings results on Thursday, October 29th. The e-commerce giant reported $1.89 EPS for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.08). Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business had revenue of $201.94 billion for the quarter, compared to analysts’ expectations of $202.22 billion. During the same period in the prior year, the company posted $1.95 earnings per share. The firm’s quarterly revenue was up 12.1% on a year-over-year basis. Equities research analysts anticipate that Amazon.com, Inc. will post 8.00 earnings per share for the current year.

Wall Street Analyst Weigh In

AMZN has been the subject of a number of research reports. Mizuho set a $330.00 price objective on shares of Amazon.com and gave the company an “outperform” rating in a research note on Friday, July 31st. Morgan Stanley restated an “overweight” rating and set a $350.00 target price (up from $335.00) on shares of Amazon.com in a report on Monday, October 19th. Barclays reaffirmed an “overweight” rating and set a $365.00 price objective (up from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. Weiss Ratings reiterated a “buy (b)” rating on shares of Amazon.com in a report on Monday, August 3rd. Finally, Citigroup reiterated a “market outperform” rating on shares of Amazon.com in a research note on Friday, August 14th. Fifty-seven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and a consensus target price of $325.12.

Insider Transactions at Amazon.com

In related news, SVP David Zapolsky sold 9,258 shares of the firm’s stock in a transaction on Monday, August 24th. The stock was sold at an average price of $259.77, for a total value of $2,404,950.66. Following the transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at approximately $10,699,926.30. This trade represents a 18.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas Herrington sold 1,000 shares of the business’s stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $251.50, for a total value of $251,500.00. Following the sale, the chief executive officer directly owned 474,681 shares of the company’s stock, valued at $119,382,271.50. This represents a 0.21% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 71,589 shares of company stock worth $18,580,515 over the last three months. 8.90% of the stock is currently owned by insiders.

About Amazon.com

Amazon.com, Inc is a global technology and e-commerce company founded by Jeff Bezos in 1994. Originally launched as an online bookstore, the company has expanded into a broad digital marketplace offering consumer products across numerous categories, including electronics, household goods, apparel, groceries and other merchandise. Amazon also sells products under its own brands and provides logistics, fulfillment and delivery services that support its retail operations and third-party sellers.

The company’s principal businesses include online and physical retail, Amazon Web Services (AWS), digital advertising, subscription services and consumer technology.