AI and Cloud Growth: Recent chatter on social media has been buzzing about Amazon's aggressive expansion in AI and cloud computing through its AWS division. Many are pointing to a reported 20% growth in AWS revenue as a sign of strong momentum, driven by AI workloads. There's also excitement over a potential $10 billion investment in OpenAI, fueling speculation about future innovation.
Retail and Holiday Performance: Another focal point online is Amazon’s retail strength, especially with record holiday sales being highlighted. Discussions note expanded same-day delivery for groceries and a significant push into warehouse automation as key drivers. However, some raise concerns about heavy spending and its impact on short-term cash flow.
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 71 times in the past 6 months. Of those trades, 0 have been purchases and 71 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 20 sales selling 21,900,000 shares for an estimated $4,967,871,732.
- DOUGLAS J HERRINGTON (CEO Worldwide Amazon Stores) has made 0 purchases and 22 sales selling 60,238 shares for an estimated $14,134,982.
- DAVID ZAPOLSKY (Senior Vice President) has made 0 purchases and 9 sales selling 41,340 shares for an estimated $9,155,263.
- ANDREW R JASSY (President and CEO) has made 0 purchases and 7 sales selling 39,744 shares for an estimated $8,714,211.
- MATTHEW S GARMAN (CEO Amazon Web Services) has made 0 purchases and 7 sales selling 35,553 shares for an estimated $7,794,622.
- BRIAN T OLSAVSKY (Senior Vice President and CFO) sold 17,750 shares for an estimated $3,953,635
- 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.
- DANIEL P HUTTENLOCHER sold 1,237 shares for an estimated $280,316
- KEITH BRIAN ALEXANDER sold 900 shares for an estimated $209,700
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Amazon Revenue
Amazon had revenues of $180.2B in Q3 2025. This is an increase of 13.4% from the same period in the prior year.
You can track AMZN financials on Quiver Quantitative's AMZN stock page.
Amazon Congressional Stock Trading
Members of Congress have traded $AMZN stock 25 times in the past 6 months. Of those trades, 20 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 GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 3 purchases worth up to $80,000 on 11/18, 10/17 and 0 sales.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 11/13.
- 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 LISA C. MCCLAIN has traded it 5 times. They made 1 purchase worth up to $15,000 on 09/11 and 4 sales worth up to $60,000 on 10/14, 09/25, 08/04, 07/22.
- REPRESENTATIVE VAL T. HOYLE has traded it 3 times. They made 2 purchases worth up to $30,000 on 09/10, 07/02 and 1 sale worth up to $50,000 on 09/23.
- REPRESENTATIVE CLEO FIELDS has traded it 10 times. They made 10 purchases worth up to $1,565,000 on 09/17, 09/10, 09/03, 08/15, 08/01, 07/29, 07/16, 07/14, 06/30 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Amazon Hedge Fund Activity
We have seen 2,940 institutional investors add shares of Amazon stock to their portfolio, and 2,289 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 31 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 12/11/2025
- Guggenheim issued a "Buy" rating on 12/10/2025
- Oppenheimer issued a "Outperform" rating on 12/01/2025
- Rosenblatt issued a "Buy" rating on 11/25/2025
- Mizuho issued a "Outperform" rating on 11/04/2025
- Bernstein issued a "Outperform" rating on 10/31/2025
- UBS issued a "Buy" 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 36 analysts offer price targets for $AMZN in the last 6 months, with a median target of $300.0.
Here are some recent targets:
- Brian Pitz from BMO Capital set a target price of $304.0 on 12/16/2025
- John Blackledge from TD Cowen set a target price of $300.0 on 12/11/2025
- Simeon Siegel from Guggenheim set a target price of $300.0 on 12/10/2025
- Barton Crockett from Rosenblatt set a target price of $305.0 on 12/04/2025
- Justin Post from B of A Securities set a target price of $303.0 on 12/03/2025
- Andrew Boone from Citizens set a target price of $300.0 on 12/03/2025
- Scott Devitt from Wedbush set a target price of $340.0 on 12/03/2025
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.
