AWS Growth Surge: Recent chatter on social media has centered around Amazon's cloud computing arm, AWS, with many highlighting its accelerating growth as a key driver for the stock in 2026. Posts suggest optimism about AWS achieving significant year-over-year revenue increases, fueled by rising demand for AI and data center investments. There’s a sense of excitement over how this could boost overall profitability.
Price Targets Rising: Discussions also focus on analyst price targets for AMZN, with some social media users noting projections as high as $335 or more for the coming year. Many are sharing bullish outlooks, pointing to strong fundamentals like advertising revenue and operational efficiencies as reasons for potential upside. The tone reflects confidence in Amazon’s long-term trajectory.
AI and Capex Focus: Another hot topic is Amazon’s heavy capital expenditure, particularly in AI and logistics automation, as mentioned across social media platforms. Users are debating whether these investments will pay off with structurally lower costs and market dominance. The conversation underscores a forward-looking perspective on Amazon’s innovation strategy.
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:
- JEFFREY P BEZOS (Executive Chair) has made 0 purchases and 15 sales selling 18,215,424 shares for an estimated $4,143,040,775.
- DOUGLAS J HERRINGTON (CEO Worldwide Amazon Stores) has made 0 purchases and 19 sales selling 57,738 shares for an estimated $13,584,838.
- 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 23 times in the past 6 months. Of those trades, 18 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 2 times. They made 1 purchase worth up to $15,000 on 09/10 and 1 sale worth up to $50,000 on 09/23.
- REPRESENTATIVE CLEO FIELDS has traded it 9 times. They made 9 purchases worth up to $1,315,000 on 09/17, 09/10, 09/03, 08/15, 08/01, 07/29, 07/16, 07/14 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Amazon Hedge Fund Activity
We have seen 2,866 institutional investors add shares of Amazon stock to their portfolio, and 2,174 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
- JP Morgan issued a "Overweight" rating on 10/31/2025
- Wells Fargo issued a "Overweight" 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:
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $260.0 on 01/08/2026
- Brent Thill from Jefferies set a target price of $300.0 on 01/05/2026
- 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
- 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.
