AI Investments Stir Debate: Recent discussions on X about Amazon (AMZN) are heavily focused on the company’s massive capital expenditures, especially in AI and cloud infrastructure. Many users are divided on whether the reported $105 billion in capex for 2025 will drive future growth or strain short-term profits. The scale of this investment is seen by some as a game-changer, likening AI to the internet's early days.
AWS Growth Fuels Optimism: Another hot topic on X is the accelerating growth of Amazon Web Services (AWS), with recent posts noting a surge to over 20% year-over-year in Q3. There’s excitement about AWS’s potential to close the gap with cloud competitors, bolstered by a $200 billion backlog. However, some caution that recent stock dips and macro challenges could temper near-term gains.
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 73 times in the past 6 months. Of those trades, 0 have been purchases and 73 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 22 sales selling 60,238 shares for an estimated $14,064,382.
- 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 Congressional Stock Trading
Members of Congress have traded $AMZN stock 32 times in the past 6 months. Of those trades, 26 have been purchases and 6 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 7 times. They made 3 purchases worth up to $45,000 on 09/11, 06/17, 06/09 and 4 sales worth up to $60,000 on 10/14, 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 2,283 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:
- Rosenblatt issued a "Buy" rating on 11/25/2025
- Mizuho issued a "Outperform" rating on 11/04/2025
- Citizens issued a "Market Outperform" rating on 10/31/2025
- RBC Capital issued a "Outperform" rating on 10/31/2025
- Canaccord Genuity issued a "Buy" rating on 10/31/2025
- 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 35 analysts offer price targets for $AMZN in the last 6 months, with a median target of $300.0.
Here are some recent targets:
- Barton Crockett from Rosenblatt set a target price of $305.0 on 11/25/2025
- 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
- Stephen Ju from UBS set a target price of $310.0 on 10/31/2025
- Gil Luria from DA Davidson set a target price of $300.0 on 10/31/2025
- Justin Patterson from Keybanc set a target price of $303.0 on 10/31/2025
- Mark Mahaney from Evercore ISI Group set a target price of $335.0 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.
