AI Investments Spark Debate: Recent chatter on X about Amazon (AMZN) centers on its massive capital expenditures, particularly in AI and cloud infrastructure. Many are split on whether these hefty investments, reportedly around $125 billion this year, will yield long-term gains. Some express concern over suppressed short-term cash flow due to this spending.
AWS Growth Fuels Optimism: Discussions also highlight renewed confidence in Amazon Web Services (AWS), with posts on X noting growth reaccelerating to over 20% last quarter. There’s excitement about AWS potentially catching up to competitors in the cloud space. However, a few voices caution about valuation pressures after a recent stock dip to around $222.
Logistics and Market Expansion: Amazon’s push into warehouse automation and global market expansion, like the low-cost Amazon Bazaar rollout, is generating buzz on X. Some see these moves as strategic for future savings and growth. The dynamic mix of optimism and skepticism keeps the conversation lively on the platform.
Note: This discussion summary was generated from an AI condensation of post data.
Amazon Insider Trading Activity
Amazon insiders have traded $AMZN stock on the open market 55 times in the past 6 months. Of those trades, 0 have been purchases and 55 have been sales.
Here’s a breakdown of recent trading of $AMZN stock by insiders over the last 6 months:
- JEFFREY P BEZOS (Executive Chair) has made 0 purchases and 22 sales selling 25,000,000 shares for an estimated $5,654,270,933.
- DOUGLAS J HERRINGTON (CEO Worldwide Amazon Stores) has made 0 purchases and 19 sales selling 53,403 shares for an estimated $12,585,284.
- DAVID ZAPOLSKY (Senior Vice President) has made 0 purchases and 5 sales selling 34,240 shares for an estimated $7,342,475.
- ANDREW R JASSY (President and CEO) has made 0 purchases and 2 sales selling 19,872 shares for an estimated $4,403,259.
- BRIAN T OLSAVSKY (Senior Vice President and CFO) sold 17,750 shares for an estimated $3,953,635
- MATTHEW S GARMAN (CEO Amazon Web Services) has made 0 purchases and 2 sales selling 17,785 shares for an estimated $3,940,677.
- JONATHAN RUBINSTEIN sold 8,173 shares for an estimated $2,043,495
- SHELLEY REYNOLDS (Vice President) has made 0 purchases and 2 sales selling 2,715 shares for an estimated $601,754.
- KEITH BRIAN ALEXANDER sold 900 shares for an estimated $209,700
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Amazon Congressional Stock Trading
Members of Congress have traded $AMZN stock 31 times in the past 6 months. Of those trades, 26 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $AMZN stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $45,000 on 10/24, 10/15, 10/09 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 10/17.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 6 times. They made 3 purchases worth up to $45,000 on 09/11, 06/17, 06/09 and 3 sales worth up to $45,000 on 09/25, 08/04, 07/22.
- REPRESENTATIVE VAL T. HOYLE has traded it 4 times. They made 3 purchases worth up to $45,000 on 09/10, 07/02, 06/06 and 1 sale worth up to $50,000 on 09/23.
- REPRESENTATIVE CLEO FIELDS has traded it 16 times. They made 16 purchases worth up to $2,915,000 on 09/17, 09/10, 09/03, 08/15, 08/01, 07/29, 07/16, 07/14, 06/30, 06/25, 06/09, 06/05 and 0 sales.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 06/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Amazon Hedge Fund Activity
We have seen 2,934 institutional investors add shares of Amazon stock to their portfolio, and 2,281 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 132,610,792 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $29,117,351,599
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 60,576,391 shares (+77.7%) to their portfolio in Q3 2025, for an estimated $13,300,758,171
- PRICE T ROWE ASSOCIATES INC /MD/ removed 15,198,274 shares (-9.6%) from their portfolio in Q3 2025, for an estimated $3,337,085,022
- FMR LLC removed 15,193,151 shares (-4.4%) from their portfolio in Q3 2025, for an estimated $3,335,960,165
- JPMORGAN CHASE & CO removed 10,138,990 shares (-5.3%) from their portfolio in Q3 2025, for an estimated $2,226,218,034
- CAPITAL RESEARCH GLOBAL INVESTORS added 9,583,217 shares (+11.3%) to their portfolio in Q3 2025, for an estimated $2,104,186,956
- BLACKROCK, INC. added 9,522,155 shares (+1.3%) to their portfolio in Q3 2025, for an estimated $2,090,779,573
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Amazon Analyst Ratings
Wall Street analysts have issued reports on $AMZN in the last several months. We have seen 30 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 11/04/2025
- UBS issued a "Buy" rating on 10/31/2025
- Telsey Advisory Group issued a "Outperform" rating on 10/31/2025
- Stifel issued a "Buy" rating on 10/31/2025
- Bernstein issued a "Outperform" rating on 10/31/2025
- Piper Sandler issued a "Overweight" rating on 10/31/2025
- RBC Capital issued a "Outperform" rating on 10/31/2025
To track analyst ratings and price targets for Amazon, check out Quiver Quantitative's $AMZN forecast page.
Amazon Price Targets
Multiple analysts have issued price targets for $AMZN recently. We have seen 35 analysts offer price targets for $AMZN in the last 6 months, with a median target of $300.0.
Here are some recent targets:
- Alex Haissl from Rothschild & Co set a target price of $250.0 on 11/18/2025
- Lloyd Walmsley from Mizuho set a target price of $315.0 on 11/04/2025
- Barton Crockett from Rosenblatt set a target price of $305.0 on 11/04/2025
- Doug Anmuth from JP Morgan set a target price of $305.0 on 10/31/2025
- Mark Kelley from Stifel set a target price of $295.0 on 10/31/2025
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $315.0 on 10/31/2025
- Maria Ripps from Canaccord Genuity set a target price of $300.0 on 10/31/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
