AWS acceleration ignites debate: Social media discussions surged following CEO Andy Jassy's shareholder letter, spotlighting AWS AI revenue exceeding $15 billion annually and a chips business running at $20 billion. Investors highlighted sold-out capacity for Graviton and Trainium processors as signs of robust demand. The stock's climb past $250 reinforced views of renewed momentum after years of slower growth.
AI capex viewed as opportunity: Talk centered on Amazon's planned $200 billion in 2026 capital expenditures, largely for AI infrastructure, with some calling it a hallmark of strength in the compute race. Robotics deployments surpassing one million units and grocery sales topping $150 billion added to operational tailwinds. Analysts reiterated buy ratings with targets around $300, citing margin expansion potential.
Strategic expansions draw focus: Chatter on Project Leo satellite network grew with reports of a potential Globalstar acquisition to bolster rural delivery. Relative strength rankings placed Amazon among top performers alongside AI peers. Sentiment leaned toward long-term compounding despite occasional labor concerns.
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 63 times in the past 6 months. Of those trades, 0 have been purchases and 63 have been sales.
Here’s a breakdown of recent trading of $AMZN stock by insiders over the last 6 months:
- DOUGLAS J HERRINGTON (CEO Worldwide Amazon Stores) has made 0 purchases and 23 sales selling 73,738 shares for an estimated $17,315,696.
- ANDREW R JASSY (President and CEO) has made 0 purchases and 10 sales selling 39,744 shares for an estimated $8,388,329.
- 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 sold 8,173 shares for an estimated $2,043,495
- 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.
Amazon Revenue
Amazon had revenues of $213.4B in Q4 2025. This is an increase of 13.63% 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 24 times in the past 6 months. Of those trades, 14 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $AMZN stock by members of Congress over the last 6 months:
- SENATOR JOHN FETTERMAN purchased up to $15,000 on 03/30.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 9 times. They made 5 purchases worth up to $110,000 on 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.
- 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.
- SENATOR KATIE BOYD BRITT sold up to $15,000 on 11/07.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/24.
- REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 10/22.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Amazon Hedge Fund Activity
We have seen 3,028 institutional investors add shares of Amazon stock to their portfolio, and 2,214 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. added 25,017,588 shares (+879.4%) to their portfolio in Q4 2025, for an estimated $5,774,559,662
- 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.
Amazon Analyst Ratings
Wall Street analysts have issued reports on $AMZN in the last several months. We have seen 21 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citizens issued a "Market Outperform" rating on 02/02/2026
- TD Cowen issued a "Buy" rating on 01/13/2026
- 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
- 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 34 analysts offer price targets for $AMZN in the last 6 months, with a median target of $300.0.
Here are some recent targets:
- Youssef Squali from Truist Securities set a target price of $285.0 on 04/17/2026
- John Blackledge from TD Cowen set a target price of $300.0 on 04/16/2026
- Barton Crockett from Rosenblatt set a target price of $296.0 on 04/15/2026
- Andrew Boone from Citizens set a target price of $315.0 on 04/15/2026
- Mark Kelley from Stifel set a target price of $294.0 on 04/13/2026
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $260.0 on 04/08/2026
- Ken Gawrelski from Wells Fargo set a target price of $305.0 on 04/02/2026
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.
