Rapid Delivery Expansion: Social media users are highlighting Amazon's rollout of 30-minute grocery and essentials delivery to dozens of U.S. cities, including Atlanta and Seattle. The service targets urgent needs like fresh produce and household items using local hubs, positioning Amazon against rivals like Instacart and DoorDash.
Market Selloff Amid CPI Data: Discussion also notes selling pressure on large-cap tech stocks like Amazon following hotter-than-expected inflation figures. Some traders report rotating out of AMZN shares in favor of stronger performers, citing lost relative strength.
Internal AI Challenges: Reports of Amazon employees gaming AI usage leaderboards with automation tools have sparked bearish commentary. Technical analysts view the stock as neutral short-term, awaiting a break above key resistance levels amid macro risks.
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 66 times in the past 6 months. Of those trades, 0 have been purchases and 66 have been sales.
Here’s a breakdown of recent trading of $AMZN stock by insiders over the last 6 months:
- ANDREW R JASSY (President and CEO) has made 0 purchases and 12 sales selling 102,096 shares for an estimated $24,915,129.
- DOUGLAS J HERRINGTON (CEO Worldwide Amazon Stores) has made 0 purchases and 23 sales selling 77,738 shares for an estimated $19,004,586.
- DAVID ZAPOLSKY (Senior Vice President) has made 0 purchases and 12 sales selling 38,419 shares for an estimated $8,205,080.
- MATTHEW S GARMAN (CEO Amazon Web Services) has made 0 purchases and 10 sales selling 35,519 shares for an estimated $7,496,787.
- JONATHAN RUBINSTEIN has made 0 purchases and 2 sales selling 7,555 shares for an estimated $2,012,552.
- SHELLEY REYNOLDS (Vice President) has made 0 purchases and 4 sales selling 2,695 shares for an estimated $554,892.
- KEITH BRIAN ALEXANDER has made 0 purchases and 2 sales selling 1,800 shares for an estimated $393,192.
- DANIEL P HUTTENLOCHER sold 1,237 shares for an estimated $280,316
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Amazon Revenue
Amazon had revenues of $181.5B in Q1 2026. This is an increase of 16.61% from the same period in the prior year.
You can track AMZN financials on Quiver Quantitative's AMZN stock page.
You can access data on AMZN stock through the Quiver Quantitative API.
Amazon Congressional Stock Trading
Members of Congress have traded $AMZN stock 23 times in the past 6 months. Of those trades, 15 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $AMZN stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 11 times. They made 7 purchases worth up to $140,000 on 04/22, 04/14, 03/16, 02/10, 01/30, 11/18 and 4 sales worth up to $60,000 on 03/16, 03/13, 12/24, 12/19.
- SENATOR JOHN FETTERMAN purchased up to $15,000 on 03/30.
- REPRESENTATIVE MARK ALFORD sold up to $15,000 on 03/16.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 3 times. They made 1 purchase worth up to $15,000 on 02/05 and 2 sales worth up to $30,000 on 03/09, 02/11.
- REPRESENTATIVE DAVID TAYLOR has traded it 3 times. They made 3 purchases worth up to $45,000 on 02/26, 02/09, 01/29 and 0 sales.
- REPRESENTATIVE NANCY PELOSI has traded it 2 times. They made 1 purchase worth up to $1,000,000 on 01/16 and 1 sale worth up to $5,000,000 on 12/24.
- SENATOR MARKWAYNE MULLIN purchased up to $250,000 on 12/29.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 11/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Amazon Hedge Fund Activity
We have seen 3,149 institutional investors add shares of Amazon stock to their portfolio, and 2,370 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 207,149,000 shares (-74.8%) from their portfolio in Q4 2025, for an estimated $47,814,132,180
- AUTO-OWNERS INSURANCE CO removed 98,022,377 shares (-99.6%) from their portfolio in Q1 2026, for an estimated $20,198,491,004
- J. STERN & CO. LLP added 87,557,736 shares (+20598.0%) to their portfolio in Q4 2025, for an estimated $20,210,076,623
- CARDANO RISK MANAGEMENT B.V. removed 24,954,963 shares (-89.6%) from their portfolio in Q1 2026, for an estimated $5,142,219,675
- JPMORGAN CHASE & CO removed 22,614,647 shares (-12.4%) from their portfolio in Q4 2025, for an estimated $5,219,912,820
- NORGES BANK added 17,334,851 shares (+13.9%) to their portfolio in Q4 2025, for an estimated $4,001,230,307
- PRICE T ROWE ASSOCIATES INC /MD/ removed 12,041,421 shares (-8.4%) from their portfolio in Q4 2025, for an estimated $2,779,400,795
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Amazon Analyst Ratings
Wall Street analysts have issued reports on $AMZN in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 04/30/2026
- Piper Sandler issued a "Overweight" rating on 04/30/2026
- Guggenheim issued a "Buy" rating on 04/30/2026
- Barclays issued a "Overweight" rating on 04/30/2026
- Benchmark issued a "Buy" rating on 04/30/2026
- Evercore ISI Group issued a "Outperform" rating on 04/30/2026
- Wells Fargo issued a "Overweight" rating on 04/30/2026
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 $315.0.
Here are some recent targets:
- Mark Kelley from Stifel set a target price of $319.0 on 05/01/2026
- Daniel L. Kurnos from Benchmark set a target price of $370.0 on 04/30/2026
- Laura Martin from Needham set a target price of $300.0 on 04/30/2026
- Justin Patterson from Keybanc set a target price of $330.0 on 04/30/2026
- Barton Crockett from Rosenblatt set a target price of $332.0 on 04/30/2026
- Youssef Squali from Truist Securities set a target price of $310.0 on 04/30/2026
- Nat Schindler from Scotiabank set a target price of $325.0 on 04/30/2026
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.
